Purchases and Sales Made in Q3 2022 in Eaton Vance Senior Floating Rate Trust (EFR)
This table provides information about the institutional ownership of Eaton Vance Senior Floating Rate Trust (EFR) during Q3 2022. The information is specifically focused on institutions that hold shares of EATON VANCE SENIOR FLOATING RATE TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
106KNew |
$1.16M - $1.4M
|
106K
$1.37M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 515.74% |
$1.13M - $1.36M
|
123K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
89.2KNew |
$976K - $1.17M
|
89.2K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
85K+ 118.55% |
$930K - $1.12M
|
157K
$2.03M
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
72.9K+ 53.37% |
$798K - $959K
|
210K
$2.71M
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
67.1KNew |
$734K - $882K
|
67.1K
$868K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
44.1K+ 9.71% |
$482K - $580K
|
498K
$6.45M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.3KNew |
$441K - $530K
|
40.3K
$521K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.9K+ 25.89% |
$426K - $512K
|
189K
$2.45M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
38.5KNew |
$422K - $507K
|
38.5K
$499K
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
22.6K+ 3.85% |
$247K - $297K
|
609K
$7.88M
|
|
Nov 14, 2022
Q3 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
22K+ 9.78% |
$240K - $289K
|
246K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.1K+ 3.13% |
$209K - $251K
|
631K
$8.16M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
18.2K+ 70.94% |
$200K - $240K
|
43.9K
$569K
|
|
Nov 14, 2022
Q3 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
17.5KNew |
$191K - $230K
|
17.5K
$226K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.5KNew |
$191K - $230K
|
17.5K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
16KNew |
$175K - $210K
|
16K
$207K
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.1K+ 39.74% |
$166K - $199K
|
53.2K
$689K
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
14.6KNew |
$160K - $192K
|
14.6K
$189K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.6KNew |
$138K - $165K
|
12.6K
$163K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$111K - $133K
|
10.1K
$131K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1KNew |
$110K - $133K
|
10.1K
$131K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.29K+ 8.25% |
$90.6K - $109K
|
109K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.82K+ 2.53% |
$63.6K - $76.5K
|
236K
$3.05M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.45KNew |
$15.9K - $19.1K
|
1.45K
$18.8K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 5.0% |
$3.28K - $3.95K
|
6.3K
$81.5K
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
300+ 0.35% |
$3.28K - $3.95K
|
86.6K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
271+ 1.29% |
$2.96K - $3.56K
|
21.3K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128+ 0.91% |
$1.4K - $1.68K
|
14.2K
$183K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
66+ 0.41% |
$722 - $868
|
16.3K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
20+ 0.16% |
$219 - $263
|
12.5K
$162K
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20+ 0.08% |
$219 - $263
|
25.9K
$335K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-110- 0.14% |
$1.2K - $1.45K
|
79.6K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-194- 1.18% |
$2.12K - $2.55K
|
16.2K
$209K
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-593- 0.63% |
$6.49K - $7.8K
|
94K
$1.22M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.36K- 1.36% |
$14.9K - $17.9K
|
98.4K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.32K- 1.35% |
$25.4K - $30.5K
|
169K
$2.19M
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.97K- 6.07% |
$32.5K - $39.1K
|
45.9K
$594K
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.4K- 20.47% |
$37.2K - $44.7K
|
13.2K
$171K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.06K- 15.04% |
$44.4K - $53.3K
|
22.9K
$297K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.61K- 11.83% |
$61.4K - $73.8K
|
41.8K
$541K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.5K- 19.17% |
$71.1K - $85.5K
|
27.4K
$355K
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-6.66K- 18.09% |
$72.8K - $87.5K
|
30.1K
$390K
|
|
Oct 17, 2022
Q3 2022
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-7.1K- 11.4% |
$77.7K - $93.4K
|
55.2K
$714K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.42K- 40.33% |
$81.2K - $97.6K
|
11K
$142K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.62K- 14.92% |
$83.4K - $100K
|
43.5K
$563K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.81K- 41.18% |
$96.4K - $116K
|
12.6K
$163K
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-9.85K- 13.81% |
$108K - $130K
|
61.5K
$796K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.8K- 53.42% |
$129K - $155K
|
10.3K
$133K
|