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 2023 vs. Q2 2023
How the institutions holding Eaton Vance Senior Floating-Rate Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 83 | 1 | 88 | +6 |
| Shares | 7.49M | 14.8K | 7.40M | −73.4K (−1.0%) |
| Value | $88.0M | $173.5K | $89.6M | +$1.79M (+2.0%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Altman Advisors, Inc. | 38,936 | $471.5K | 0.29% |
| Wealth Enhancement Advisory Services, LLC | 20,731 | $251.0K | 0.00% |
| IHT Wealth Management, LLC | 10,490 | $127.0K | 0.01% |
| Cullen/Frost Bankers, Inc. | 6,000 | $72.7K | 0.00% |
| Comerica Bank | 3,000 | $36.3K | 0.00% |
| NBC Securities, Inc. | 2,000 | $24.0K | 0.00% |
| Allworth Financial LP | 1,600 | $19.4K | 0.00% |
| RVW Wealth, LLC | 849 | $10.3K | 0.00% |
| JNBA Financial Advisors | 666 | $8.07K | 0.00% |
| Impact Partnership Wealth, LLC | 600 | $7.27K | 0.00% |
| Tower Research Capital LLC (TRC) | 158 | $1.91K | 0.00% |
Sold out (5)
Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| 1607 Capital Partners, LLC | 116,200 | $1.37M |
| Cerity Partners LLC | 24,000 | $282.0K |
| Baird Financial Group, Inc. | 10,316 | $121.2K |
| JPMorgan Chase & Co | 7,906 | $92.9K |
| FMR LLC | 1 | $12 |
Not filed for Q3 2023 yet (1)
Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Lumature Wealth Partners, LLC | 14,764 | $173.5K |