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Get Institutions for : 
Eaton Vance Senior Floating Rate Trust (EFR)  
$13.14 0.03 (0.23%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    4
Total shares held : 
 7,220,255  
% of shares held : 
 19.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -177,445  
% of shares held change : 
   -0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $11.89  
Last Quarter's Ending Price : 
 $12.66  
Last Quarter's Average Price : 
 $12.19  
Change from last quarter's     
avg. price to the last closing  : 
0.95 (7.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 78,167
 1.08%
 
Increased Positions :
25
 706,150
 9.78%
 
Unchanged Positions :
30
 381,185
 5.28%
 
Decreased Positions :
21
-348,906
-4.83%
 
Closed Positions :
13
-612,856
-8.49%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 2156 - 2023-12-31 1,003,688 $12,707,000 -20,195
   MARBLE HARBOR INVESTMENT COUNSEL LLC 27 - 2023-12-31 747,753 $9,467,000 131,943
   MORGAN STANLEY 3490 - 2023-12-31 633,102 $8,015,000 9,353
   INVESCO LTD 2047 - 2023-12-31 514,002 $6,507,000 24,170
   GUGGENHEIM CAPITAL LLC 462 - 2023-12-31 488,194 $6,181,000 -42,526
   WHITE PINE CAPITAL LLC 7 - 2023-12-31 395,625 $5,009,000 -49,769
   COHEN & STEERS INC 140 - 2023-12-31 390,258 $4,941,000 -25,000
   AMERIPRISE FINANCIAL INC 2326 - 2023-12-31 369,177 $4,674,000 38,713
   FIXED INCOME SECURITIES INC 342 - 2023-12-31 284,254 $3,599,000 93,460
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 937 - 2024-03-31 271,719 $3,540,000 43,620
   Advisor Group Holdings Inc. 1643 - 2023-12-31 208,566 $2,640,000 -4,632
   WELLS FARGO & CO/MN 2474 - 2023-12-31 165,108 $2,090,000 60,696
   LPL FINANCIAL CORP 2532 - 2023-12-31 133,963 $1,696,000 -4,225
   UBS Group AG 2994 - 2023-12-31 131,966 $1,671,000 -19,760
   Altman Advisors Inc. 66 - 2023-12-31 110,759 $1,402,000 71,823
   Verity Asset Management Inc. 24 - 2023-12-31 108,144 $1,369,000 177
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 903 - 2023-12-31 95,767 $1,212,000 87,406
   Financial Advocates Investment Management 258 - 2023-12-31 91,589 $1,160,000 -650
   Adviser Investments LLC 274 - 2023-12-31 87,475 $1,107,000 0
   LeJeune Puetz Investment Counsel LLC 85 - 2023-03-31 85,225 $966,000 -947
   Garner Asset Management Corp 69 - 2023-12-31 65,364 $855,000 -3,709
   Capital Investment Advisors LLC 317 - 2024-03-31 60,700 $791,000 -4,386
   Claraphi Advisory Network LLC 96 *New 2022-12-31 68,062 $745,000 68,062
   SIT INVESTMENT ASSOCIATES INC 395 - 2023-12-31 47,685 $604,000 0
   Tactive Advisors LLC 40 - 2023-12-31 44,095 $558,000 -2,368
   Ballew Advisors Inc 62 - 2024-03-31 42,176 $554,000 -3,244
   WESCAP Management Group Inc. 70 - 2023-12-31 37,600 $476,000 0
   Virtus ETF Advisers LLC 160 - 2023-12-31 33,738 $427,000 -11,020
   SHUFRO ROSE & CO LLC 184 - 2023-12-31 32,700 $396,000 0
   Sandy Cove Advisors LLC 82 - 2024-03-31 26,388 $344,000 146
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1879 - 2024-03-31 23,833 $311,000 50
   HPM Partners LLC - 2023-12-31 24,000 $304,000 24,000
   Wagner Wealth Management LLC 95 - 2024-03-31 22,950 $299,000 0
   OPPENHEIMER & CO INC 1161 *New 2023-12-31 22,684 $287,000 22,684
   ROYAL BANK OF CANADA 4181 - 2023-12-31 21,711 $275,000 -2,008
   H D Vest Advisory Services 1277 - 2023-12-31 21,524 $273,000 4,798
   SANDY SPRING BANK - 2023-12-31 20,500 $260,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 20,142 $255,000 -1,075
   HORIZON ASSET MANAGEMENT INC/NY 254 - 2023-12-31 20,001 $253,000 0
   CARDIFF PARK ADVISORS LLC 201 - 2023-12-31 19,883 $252,000 0
   J P MORGAN CHASE & CO 4073 - 2023-12-31 19,479 $247,000 19,479
   AEGON USA INVESTMENT MANAGEMENT, LLC 24 - 2023-12-31 17,070 $216,000 -47,474
   OXBOW ADVISORS, LLC 191 - 2023-12-31 16,922 $214,000 -300
   PROSPERA FINANCIAL SERVICES 983 - 2023-12-31 16,649 $211,000 114
   Advisor OS LLC 317 *New 2023-12-31 16,623 $210,000 16,623
   Fortitude Advisory Group L.L.C. 198 - 2023-12-31 15,382 $195,000 22
   RAYMOND JAMES & ASSOCIATES 3571 - 2024-03-31 14,837 $193,000 -2,908
   WEDBUSH MORGAN SECURITIES INC 975 - 2023-12-31 15,111 $191,000 -2,039
   NOMURA HOLDINGS INC 888 *New 2023-12-31 15,020 $190,000 15,020
   Concurrent Investment Advisors LLC 771 - 2023-12-31 14,918 $189,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 152 - 2023-12-31 14,000 $177,000 0
   Lumature Wealth Partners LLC 164 - 2023-06-30 14,764 $173,000 0
   CI Private Wealth LLC 2090 - 2023-12-31 13,491 $171,000 0
   WADE G W & INC 396 - 2023-12-31 12,869 $163,000 299
   ENVESTNET ASSET MANAGEMENT INC 3856 - 2023-12-31 11,888 $151,000 -91,611
   SYNOVUS FINANCIAL CORP 804 - 2023-12-31 11,587 $147,000 0
   AVIANCE CAPITAL PARTNERS, LLC 312 - 2024-03-31 10,937 $143,000 -2,272
   STIFEL FINANCIAL CORP 3105 *New 2023-12-31 10,991 $139,000 10,991
   Edge Financial Advisors LLC 125 - 2024-03-31 10,582 $138,000 0
   Hennion & Walsh Asset Management Inc. 818 - 2024-03-31 10,275 $134,000 -169
   IHT Wealth Management LLC 933 - 2023-12-31 10,490 $133,000 0
   Kestra Advisory Services LLC 2155 - 2023-12-31 10,383 $131,000 -3,000
   CULLEN FROST BANKERS INC 543 - 2023-12-31 10,000 $127,000 4,000
   JTC Employer Solutions Trusteee Ltd 211 - 2024-03-31 7,000 $92,000 0
   Steward Partners Investment Advisory LLC 1727 - 2023-12-31 7,300 $92,000 1,000
   MONTAG A & ASSOCIATES INC 529 - 2023-12-31 4,929 $63,000 0
   JONES ROAD CAPITAL MANAGEMENT L.P. 26 - 2023-12-31 4,265 $54,000 317
   NATIONAL BANK OF CANADA /FI/ 1657 - 2023-12-31 3,219 $41,000 0
   COMERICA BANK 2779 - 2023-12-31 3,000 $38,000 0
   NBC SECURITIES INC. 1361 - 2024-03-31 2,000 $26,000 0
   BARRETT & COMPANY INC. 335 - 2024-03-31 2,000 $26,000 0
   HARBOUR INVESTMENTS INC. 1831 - 2023-12-31 1,732 $22,000 0
   Piscataqua Savings Bank 231 - 2024-03-31 1,586 $21,000 0
   HANSON MCCLAIN, INC. 1730 - 2024-03-31 1,600 $21,000 0
   US BANCORP 3026 - 2023-12-31 1,500 $19,000 0
   HOLLENCREST SECURITIES LLC 697 - 2023-12-31 955 $12,000 0
   Farther Finance Advisors LLC 1544 *New 2023-12-31 925 $12,000 925
   Future Financial Wealth Managment LLC 397 *New 2024-03-31 800 $10,000 800
   ADVISORY SERVICES NETWORK, LLC 2824 *New 2023-12-31 756 $10,000 756
   BAYSTATE WEALTH MANAGEMENT LLC 752 *New 2023-12-31 713 $9,000 713
   Impact Partnership Wealth LLC 524 - 2023-12-31 600 $8,000 0
   GPS Wealth Strategies Group LLC 918 - 2023-12-31 550 $7,000 0
   TOWER RESEARCH CAPITAL LLC 5169 - 2023-12-31 273 $3,000 115
   Goss Wealth Management LLC 3313 - 2023-12-31 125 $2,000 0
   CWM LLC 4014 - 2024-03-31 137 $2,000 5
   Able Wealth Management LLC 475 - 2023-12-31 142 $2,000 0
   Larson Financial Group LLC 1458 - 2023-12-31 75 $1,000 0
   Stratos Wealth Partners LTD. 1361 *Closed 2024-03-31 0 $0 -10,195
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 306 *Closed 2023-12-31 0 $0 -20,500
   PROEQUITIES INC. 4708 - 2023-12-31 0 $0 0
   IFP Advisors Inc 3105 *Closed 2023-12-31 0 $0 -1,000
   Independent Wealth Network Inc. 112 *Closed 2024-03-31 0 $0 -71,366
   Koshinski Asset Management Inc. 560 *Closed 2023-12-31 0 $0 -16,623
   CNH PARTNERS LLC 638 *Closed 2023-12-31 0 $0 -66,689
   SHAKER FINANCIAL SERVICES, LLC 156 *Closed 2023-12-31 0 $0 -96,756
   Relative Value Partners Group LLC 285 *Closed 2023-12-31 0 $0 -33,842
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 735 *Closed 2024-03-31 0 $0 -11,498
   Cetera Investment Advisers 2328 *Closed 2023-12-31 0 $0 -10,540
   Sigma Planning Corp 1188 *Closed 2023-12-31 0 $0 -18,774
   OAKTREE CAPITAL MANAGEMENT LP 74 *Closed 2023-12-31 0 $0 -245,996
  100 Records found
  1    
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