Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
228K+ 47.83% |
$3.32M - $3.55M
|
705K
$9.12M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137KNew |
$2M - $2.13M
|
137K
$1.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75KNew |
$1.09M - $1.17M
|
75K
$970K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
74.9K+ 18.18% |
$1.09M - $1.16M
|
487K
$6.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.6KNew |
$939K - $1M
|
64.6K
$835K
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
61.2K+ 56.33% |
$889K - $951K
|
170K
$2.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
57.9KNew |
$841K - $900K
|
57.9K
$748K
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
21.4KNew |
$312K - $333K
|
21.4K
$277K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.3K+ 27.0% |
$296K - $316K
|
95.7K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20KNew |
$291K - $311K
|
20K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
17.1K+ 3.12% |
$248K - $266K
|
564K
$7.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
16.6KNew |
$242K - $258K
|
16.6K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 24.85% |
$239K - $255K
|
82.6K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 7.17% |
$208K - $222K
|
214K
$2.76M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
13.8KNew |
$200K - $214K
|
13.8K
$178K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7K+ 108.09% |
$185K - $198K
|
24.5K
$317K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11.5KNew |
$167K - $179K
|
11.5K
$149K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11.4KNew |
$165K - $177K
|
11.4K
$147K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11K+ 1.41% |
$159K - $170K
|
790K
$10.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
6.18K+ 11.56% |
$89.8K - $96K
|
59.7K
$771K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.8KNew |
$69.7K - $74.6K
|
4.8K
$62.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
4.07K+ 4.43% |
$59.1K - $63.2K
|
95.8K
$1.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.24K+ 24.56% |
$47K - $50.3K
|
16.4K
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2K+ 7.72% |
$29.1K - $31.1K
|
27.9K
$361K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.88KNew |
$27.2K - $29.1K
|
1.88K
$24.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.35KNew |
$19.6K - $20.9K
|
1.35K
$17.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
700New |
$10.2K - $10.9K
|
700
$9.05K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
655New |
$9.52K - $10.2K
|
655
$8.47K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
637New |
$9.26K - $9.9K
|
637
$8.24K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
500+ 3.77% |
$7.27K - $7.77K
|
13.8K
$178K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
283New |
$4.11K - $4.4K
|
283
$3.66K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
219New |
$3.18K - $3.4K
|
219
$2.83K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
204+ 0.99% |
$2.96K - $3.17K
|
20.7K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156+ 1.32% |
$2.27K - $2.42K
|
12K
$155K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
75New |
$1.09K - $1.17K
|
75
$970
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$291 - $311
|
20
$259
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9+ 0.05% |
$131 - $140
|
18.8K
$243K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.07% |
$116 - $124
|
12.1K
$156K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1Closed |
$14.5 - $15.5
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-13- 8.97% |
$189 - $202
|
132
$1.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-400- 4.46% |
$5.81K - $6.22K
|
8.58K
$111K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-425- 1.4% |
$6.18K - $6.6K
|
30K
$388K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-500- 15.15% |
$7.27K - $7.77K
|
2.8K
$36.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-949- 1.92% |
$13.8K - $14.7K
|
48.4K
$626K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.51K- 1.03% |
$21.9K - $23.4K
|
145K
$1.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.54K- 8.5% |
$22.4K - $24K
|
16.6K
$215K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.46KClosed |
$35.7K - $38.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.5K- 2.92% |
$36.3K - $38.9K
|
83K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.92K- 17.21% |
$42.4K - $45.3K
|
14K
$181K
|