Latest Institutional Transactions on First Trust Senior Ln Fund (FTSL)
This table provides information on the latest institutional transactions involving First Trust Senior Ln Fund (FTSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135K+ 238.16% |
$6.16M - $6.26M
|
192K
$8.89M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.6K- 22.53% |
$574K - $583K
|
43.3K
$2M
|
|
|
Dec 03, 2024
Q3 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
10.6K+ 8.0% |
$483K - $491K
|
143K
$6.62M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
87.2KNew |
$3.97M - $4.03M
|
87.2K
$4.03M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
53.8K+ 64.53% |
$2.45M - $2.49M
|
137K
$6.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
43.4K+ 11.13% |
$1.98M - $2.01M
|
434K
$20.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-34.4K- 32.14% |
$1.57M - $1.59M
|
72.7K
$3.36M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.73% |
$501 - $509
|
1.51K
$69.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.95K- 4.13% |
$180K - $183K
|
91.7K
$4.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 0.07% |
$364 - $370
|
11.2K
$518K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
60.1KNew |
$2.73M - $2.78M
|
60.1K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.5K- 34.97% |
$2.07M - $2.11M
|
84.6K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-85- 1.57% |
$3.87K - $3.93K
|
5.32K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.6K- 6.81% |
$711K - $723K
|
214K
$9.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
129+ 0.8% |
$5.87K - $5.97K
|
16.3K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
322+ 3.79% |
$14.7K - $14.9K
|
8.81K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.9K- 4.83% |
$996K - $1.01M
|
431K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
12.9K+ 43.09% |
$588K - $597K
|
42.9K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4K- 30.08% |
$182K - $185K
|
9.29K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-120K- 6.27% |
$5.45M - $5.54M
|
1.79M
$82.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.31K+ 131.59% |
$378K - $385K
|
14.6K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
96+ 1.89% |
$4.37K - $4.44K
|
5.18K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.1K- 9.66% |
$551K - $560K
|
113K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.47K- 8.23% |
$203K - $207K
|
49.8K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.12K+ 38.33% |
$233K - $237K
|
18.5K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
125+ 4.74% |
$5.69K - $5.78K
|
2.76K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-508- 1.43% |
$23.1K - $23.5K
|
35.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-878- 68.7% |
$40K - $40.6K
|
400
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-165K- 14.3% |
$7.49M - $7.62M
|
987K
$45.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.93K+ 4.2% |
$133K - $135K
|
72.6K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.9K+ 20.15% |
$177K - $180K
|
23.2K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.38KNew |
$200K - $203K
|
4.38K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-750K- 16.09% |
$34.1M - $34.7M
|
3.91M
$181M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
49.7K+ 113.56% |
$2.26M - $2.3M
|
93.5K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-15.8K- 47.38% |
$721K - $733K
|
17.6K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.05K+ 3.93% |
$47.9K - $48.7K
|
27.8K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 3.59% |
$115K - $117K
|
68.2K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9.66K- 12.71% |
$440K - $447K
|
66.4K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.76% |
$91 - $92.5
|
266
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.1KNew |
$503K - $511K
|
11.1K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
64.5K+ 12.45% |
$2.93M - $2.98M
|
582K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.1K+ 24.78% |
$1.14M - $1.16M
|
126K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
60.1KNew |
$2.73M - $2.78M
|
60.1K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
134K+ 346.27% |
$6.08M - $6.18M
|
172K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.6K+ 212.88% |
$574K - $584K
|
18.5K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.7K+ 31.67% |
$579K - $588K
|
52.8K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.74K- 4.48% |
$125K - $127K
|
58.5K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.07K+ 3.3% |
$48.5K - $49.3K
|
33.4K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.6KNew |
$711K - $723K
|
15.6K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15KNew |
$684K - $696K
|
15K
$696K
|