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 2024 vs. Q2 2024
How the institutions holding Eaton Vance Senior Floating-Rate Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 82 | 90 | +8 |
| Shares | 6.42M | 6.57M | +149.3K (+2.3%) |
| Value | $83.9M | $83.7M | −$203.8K (−0.2%) |
New holders (14)
Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Landscape Capital Management, L.L.C. | 28,116 | $358.5K | 0.04% |
| Wolverine Asset Management LLC | 24,719 | $315.2K | 0.01% |
| Beaird Harris Wealth Management, LLC | 23,203 | $295.8K | 0.03% |
| Stratos Wealth Partners, LTD. | 20,742 | $264.5K | 0.00% |
| SFI Advisors, LLC | 20,006 | $255.1K | 0.18% |
| Susquehanna International Group, LLP | 14,691 | $187.3K | 0.00% |
| Private Advisor Group, LLC | 13,385 | $170.7K | 0.00% |
| Brinker Capital Investments, LLC | 12,097 | $154.2K | 0.00% |
| Orion Portfolio Solutions, LLC | 12,097 | $154.2K | 0.00% |
| Carnegie Lake Advisors LLC | 11,254 | $143.0K | 0.06% |
| Janney Montgomery Scott LLC | 10,016 | $128.0K | 0.00% |
| Jones Financial Companies LLLP | 1,600 | $20.1K | 0.00% |
| Future Financial Wealth Managment LLC | 800 | $10.2K | 0.01% |
| Tower Research Capital LLC (TRC) | 7 | $89 | 0.00% |
Sold out (6)
Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Independent Wealth Network Inc. | 84,018 | $1.10M |
| Midland Wealth Advisors LLC | 27,136 | $354.9K |
| Colony Group, LLC | 13,453 | $177.0K |
| Wagner Wealth Management, LLC | 10,700 | $140.0K |
| JPMorgan Chase & Co | 447 | $5.85K |
| Raleigh Capital Management Inc. | 102 | $1.33K |