Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
288KNew |
$3.29M - $3.52M
|
288K
$3.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
126K+ 81184.52% |
$1.44M - $1.53M
|
126K
$1.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.7K+ 75.33% |
$316K - $338K
|
64.5K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
25.3K+ 97.27% |
$289K - $309K
|
51.4K
$575K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.06K+ 0.43% |
$12.1K - $12.9K
|
246K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
973+ 3.49% |
$11.1K - $11.9K
|
28.8K
$322K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
919New |
$10.5K - $11.2K
|
919
$10.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
400New |
$4.56K - $4.88K
|
400
$4.48K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
311New |
$3.55K - $3.79K
|
311
$3.48K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$2.28K - $2.44K
|
200
$2.24K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
160+ 0.32% |
$1.83K - $1.95K
|
49.4K
$553K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
31+ 0.12% |
$354 - $378
|
26.3K
$294K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-7.43K- 5.77% |
$84.7K - $90.5K
|
121K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-7.77K- 25.76% |
$88.6K - $94.7K
|
22.4K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.35K- 14.4% |
$107K - $114K
|
55.5K
$621K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-14K- 19.76% |
$160K - $171K
|
56.8K
$636K
|