Eaton Vance Senior Floating-Rate Trust
EFR- Exchange
- NYSE
- SEC CIK
- 0001258623
No open-market purchases or sales by Eaton Vance Senior Floating-Rate Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $124.9M in total; no superinvestor holds it.
Q3 2022 vs. Q2 2022
How the institutions holding Eaton Vance Senior Floating-Rate Trust changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 79 | 1 | 85 | +7 |
| Shares | 7.08M | 32.4K | 7.02M | −23.9K (−0.3%) |
| Value | $86.9M | $397.0K | $78.0M | −$8.41M (−9.7%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Park Avenue Securities LLC | 106,235 | $1.18M | 0.02% |
| Logan Stone Capital, LLC | 89,171 | $991.0K | 0.65% |
| Rivernorth Capital Management, LLC | 67,081 | $745.0K | 0.03% |
| Wolverine Asset Management LLC | 40,267 | $447.0K | 0.01% |
| Verity Asset Management, Inc. | 38,538 | $428.2K | 0.44% |
| CNH Partners LLC | 17,483 | $194.0K | 0.00% |
| Koshinski Asset Management, Inc. | 17,460 | $194.0K | 0.02% |
| Intellectus Partners, LLC | 16,000 | $178.0K | 0.06% |
| Integrated Capital Management, Inc. | 14,620 | $162.0K | 0.16% |
| Wade G W & Inc | 12,570 | $140.0K | 0.01% |
| Cornerstone Wealth Management, LLC | 10,146 | $113.0K | 0.01% |
| GWM Advisors LLC | 10,100 | $112.0K | 0.00% |
| Barrett & Company, Inc. | 2,000 | $21.9K | 0.01% |
| TD Waterhouse Canada Inc. | 1,450 | $21.8K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (8)
Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Shorepoint Capital Partners LLC | 319,970 | $3.93M |
| CoreCap Advisors, LLC | 89,310 | $1.10M |
| Cetera Advisor Networks LLC | 17,424 | $214.0K |
| CPWM, LLC | 14,946 | $183.0K |
| Susquehanna International Group, LLP | 11,346 | $139.0K |
| Addison Advisors LLC | 1,215 | $15.0K |
| Geneos Wealth Management Inc. | 600 | $7.00K |
| Concord Wealth Partners | 20 | $0 |
Not filed for Q3 2022 yet (1)
Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Intersect Capital LLC | 32,351 | $397.0K |