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 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.23K- 3.06% |
$48K - $53.9K
|
134K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.63K- 2.17% |
$52.7K - $59.1K
|
209K
$2.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.39K- 1.46% |
$107K - $120K
|
633K
$8.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-11K- 24.62% |
$125K - $141K
|
33.7K
$437K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-12.7K- 21.82% |
$144K - $162K
|
45.4K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.8K- 13.02% |
$225K - $252K
|
132K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-25K- 6.02% |
$284K - $319K
|
390K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-42.5K- 8.01% |
$484K - $543K
|
488K
$6.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-47.5K- 73.55% |
$540K - $606K
|
17.1K
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-49.8K- 11.17% |
$566K - $635K
|
396K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-91.6K- 88.51% |
$1.04M - $1.17M
|
11.9K
$154K
|