Purchases and Sales Made in Q4 2023 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 2023. 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 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
132K+ 21.43% |
$1.5M - $1.68M
|
748K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
113K+ 66.22% |
$1.29M - $1.45M
|
284K
$3.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 84.19% |
$1.19M - $1.33M
|
228K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87.4K+ 1045.4% |
$994K - $1.12M
|
95.8K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
71.8K+ 184.46% |
$817K - $916K
|
111K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.7K+ 58.13% |
$690K - $774K
|
165K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.7K+ 11.71% |
$440K - $494K
|
369K
$4.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
25.3K+ 54.75% |
$287K - $322K
|
71.4K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.2K+ 4.93% |
$275K - $308K
|
514K
$6.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24KNew |
$273K - $306K
|
24K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.7KNew |
$258K - $289K
|
22.7K
$294K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.5KNew |
$221K - $249K
|
19.5K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.5KNew |
$221K - $249K
|
19.5K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
16.6KNew |
$189K - $212K
|
16.6K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$171K - $192K
|
15K
$195K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$170K - $190K
|
14.9K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.8K+ 1.5% |
$168K - $189K
|
1M
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.7KNew |
$144K - $162K
|
12.7K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11KNew |
$125K - $140K
|
11K
$143K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.4KNew |
$119K - $133K
|
10.4K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.35K+ 1.5% |
$106K - $119K
|
633K
$8.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 28.69% |
$54.6K - $61.2K
|
21.5K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4K+ 66.67% |
$45.5K - $51K
|
10K
$130K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.05K+ 14.72% |
$34.7K - $38.9K
|
23.8K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.23K+ 7.45% |
$14K - $15.7K
|
17.7K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 15.87% |
$11.4K - $12.8K
|
7.3K
$94.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
925New |
$10.5K - $11.8K
|
925
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
756New |
$8.6K - $9.65K
|
756
$9.81K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
713New |
$8.11K - $9.1K
|
713
$9.25K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
440+ 1.95% |
$5K - $5.61K
|
23K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
317+ 8.03% |
$3.6K - $4.04K
|
4.27K
$55.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
299+ 2.38% |
$3.4K - $3.82K
|
12.9K
$167K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
177+ 0.16% |
$2.01K - $2.26K
|
108K
$1.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
142New |
$1.61K - $1.81K
|
142
$1.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
115+ 72.78% |
$1.31K - $1.47K
|
273
$3.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
114+ 0.69% |
$1.3K - $1.45K
|
16.6K
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.13% |
$375 - $421
|
26.2K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
22+ 0.14% |
$250 - $281
|
15.4K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11New |
$125 - $140
|
11
$143
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-300- 1.74% |
$3.41K - $3.83K
|
16.9K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-650- 0.7% |
$7.39K - $8.29K
|
91.6K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.05K- 88.85% |
$12K - $13.4K
|
132
$1.71K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.08K- 5.07% |
$12.2K - $13.7K
|
20.1K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.01K- 8.47% |
$22.8K - $25.6K
|
21.7K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.04K- 11.89% |
$23.2K - $26K
|
15.1K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.37K- 5.1% |
$26.9K - $30.2K
|
44.1K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3K- 22.42% |
$34.1K - $38.3K
|
10.4K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-3.71K- 5.37% |
$42.2K - $47.3K
|
65.4K
$848K
|