Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
745KNew |
$8.03M - $8.64M
|
745K
$9.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
142K+ 90.38% |
$1.53M - $1.64M
|
298K
$3.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 19.05% |
$1.48M - $1.6M
|
861K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
116KNew |
$1.25M - $1.35M
|
116K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
114KNew |
$1.23M - $1.32M
|
114K
$1.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
65.1K+ 161.67% |
$702K - $755K
|
105K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57.6K+ 131.15% |
$621K - $669K
|
102K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
54.5K+ 22.13% |
$588K - $633K
|
301K
$3.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
54.1K+ 25.83% |
$584K - $628K
|
264K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
51.9K+ 134.71% |
$560K - $602K
|
90.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 46.6% |
$448K - $482K
|
131K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
40.4K+ 231.13% |
$436K - $469K
|
57.9K
$751K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.8K+ 7.99% |
$429K - $462K
|
538K
$6.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
37.5KNew |
$404K - $435K
|
37.5K
$487K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
29.5KNew |
$318K - $343K
|
29.5K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 14.69% |
$300K - $322K
|
217K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15.8KNew |
$170K - $183K
|
15.8K
$205K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
13K+ 17.77% |
$140K - $151K
|
86.2K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.5K+ 5.28% |
$134K - $144K
|
248K
$3.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
12KNew |
$129K - $139K
|
12K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.5KNew |
$124K - $133K
|
11.5K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11.3KNew |
$122K - $132K
|
11.3K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
9.88K+ 1.62% |
$107K - $115K
|
619K
$8.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
9.35K+ 16.95% |
$101K - $108K
|
64.5K
$837K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.67K+ 6.14% |
$28.8K - $30.9K
|
46.1K
$598K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.5K+ 1141.55% |
$27K - $29K
|
2.72K
$35.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.41K+ 6.14% |
$15.2K - $16.3K
|
24.3K
$316K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.26KNew |
$13.5K - $14.6K
|
1.26K
$16.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.25K+ 1.15% |
$13.4K - $14.5K
|
110K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
955New |
$10.3K - $11.1K
|
955
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
886+ 7.1% |
$9.55K - $10.3K
|
13.4K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
756New |
$8.15K - $8.77K
|
756
$9.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
523+ 4.76% |
$5.64K - $6.07K
|
11.5K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
410+ 3.01% |
$4.42K - $4.76K
|
14K
$182K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
404+ 3.21% |
$4.36K - $4.69K
|
13K
$168K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
395+ 3.84% |
$4.26K - $4.58K
|
10.7K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
214+ 0.38% |
$2.31K - $2.48K
|
56.8K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
93+ 0.15% |
$1K - $1.08K
|
61.6K
$799K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
70New |
$755 - $812
|
70
$908
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$216 - $232
|
20
$259
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$10.8 - $11.6
|
98.4K
$1.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-385- 2.63% |
$4.15K - $4.47K
|
14.2K
$185K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-429- 0.54% |
$4.62K - $4.98K
|
79.2K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-835- 5.12% |
$9K - $9.69K
|
15.5K
$201K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-900- 27.85% |
$9.7K - $10.4K
|
2.33K
$30.2K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.45KClosed |
$15.6K - $16.8K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.49K- 7.0% |
$16.1K - $17.3K
|
19.8K
$257K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.66K- 10.24% |
$17.9K - $19.2K
|
14.5K
$188K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.9K- 5.49% |
$20.5K - $22K
|
32.7K
$424K
|