Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
89.9K+ 32.71% |
$1.11M - $1.2M
|
365K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
74K+ 14.68% |
$913K - $984K
|
578K
$7.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60K+ 19.77% |
$740K - $798K
|
364K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.8K+ 10.58% |
$491K - $529K
|
416K
$5.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.1K+ 7.25% |
$471K - $507K
|
564K
$7.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.6K+ 24.55% |
$366K - $394K
|
150K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.8K+ 120.44% |
$356K - $383K
|
52.8K
$683K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28.1KNew |
$347K - $374K
|
28.1K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.7KNew |
$305K - $329K
|
24.7K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.7KNew |
$256K - $276K
|
20.7K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
20KNew |
$247K - $266K
|
20K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7KNew |
$181K - $195K
|
14.7K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4KNew |
$165K - $178K
|
13.4K
$173K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.2KNew |
$150K - $162K
|
12.2K
$157K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1KNew |
$149K - $161K
|
12.1K
$157K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
11.3KNew |
$139K - $150K
|
11.3K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6K+ 2.61% |
$131K - $141K
|
416K
$5.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$124K - $133K
|
10K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.66% |
$123K - $133K
|
385K
$4.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.98K+ 53.95% |
$111K - $119K
|
25.6K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.85K+ 1.22% |
$96.9K - $104K
|
650K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.8K+ 39.0% |
$96.3K - $104K
|
27.8K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.7K+ 40.28% |
$82.6K - $89.1K
|
23.3K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.78K+ 39.22% |
$71.3K - $76.9K
|
20.5K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.97K+ 25.25% |
$36.6K - $39.5K
|
14.7K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.97K+ 2.7% |
$36.6K - $39.4K
|
113K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.6KNew |
$19.7K - $21.3K
|
1.6K
$20.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.15K+ 7.61% |
$14.2K - $15.3K
|
16.3K
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.1K+ 7.96% |
$13.5K - $14.6K
|
14.9K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.07K+ 4.17% |
$13.2K - $14.3K
|
26.8K
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$9.87K - $10.6K
|
800
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
800+ 29.42% |
$9.87K - $10.6K
|
3.52K
$45.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
637+ 5.01% |
$7.86K - $8.47K
|
13.3K
$173K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
584+ 5.52% |
$7.21K - $7.77K
|
11.2K
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
276+ 0.22% |
$3.41K - $3.67K
|
126K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
268+ 1.86% |
$3.31K - $3.56K
|
14.7K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
203+ 0.29% |
$2.51K - $2.7K
|
69.6K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 0.46% |
$679 - $732
|
11.9K
$154K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
34+ 0.13% |
$420 - $452
|
26.4K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$86.4 - $93.1
|
7
$90.6
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 2.84% |
$49.4 - $53.2
|
145
$1.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 2.53% |
$24.7 - $26.6
|
81
$1.05K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28- 0.13% |
$346 - $372
|
21.6K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-70- 0.52% |
$864 - $931
|
13.4K
$173K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-250- 0.26% |
$3.09K - $3.33K
|
96.7K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-367- 2.42% |
$4.53K - $4.88K
|
14.8K
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-400- 0.7% |
$4.94K - $5.32K
|
56.9K
$737K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-681- 5.44% |
$8.4K - $9.06K
|
11.8K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-885- 7.64% |
$10.9K - $11.8K
|
10.7K
$138K
|