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Get Institutions for : 
Eaton Vance Senior Floating Rate Trust (EFR)  
$13.14 0.02 (0.15%) as of 4:30 Tue 5/14


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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   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
   Altman Advisors Inc. 71 - 2024-03-31 112,553 $1,468,000 1,794
   Verity Asset Management Inc. 24 - 2023-12-31 108,144 $1,369,000 177
   Financial Advocates Investment Management 266 - 2024-03-31 95,689 $1,247,000 4,100
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 903 - 2023-12-31 95,767 $1,212,000 87,406
   SHUFRO ROSE & CO LLC 190 - 2024-03-31 33,700 $439,000 1,000
   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
   OPPENHEIMER & CO INC 1166 - 2024-03-31 23,840 $311,000 1,156
   HPM Partners LLC - 2023-12-31 24,000 $304,000 24,000
   H D Vest Advisory Services 1297 - 2024-03-31 22,599 $294,000 1,075
   Koshinski Asset Management Inc. 519 - 2024-03-31 16,623 $217,000 16,623
   PROSPERA FINANCIAL SERVICES 983 - 2023-12-31 16,649 $211,000 114
   Sigma Planning Corp 1127 - 2024-03-31 14,764 $192,000 14,764
   WADE G W & INC 396 - 2023-12-31 12,869 $163,000 299
   Steward Partners Investment Advisory LLC 1727 - 2023-12-31 7,300 $92,000 1,000
   JONES ROAD CAPITAL MANAGEMENT L.P. 26 - 2023-12-31 4,265 $54,000 317
   TOWER RESEARCH CAPITAL LLC 5169 - 2023-12-31 273 $3,000 115
   CWM LLC 4014 - 2024-03-31 137 $2,000 5

  23 Records found
  1    
  Page 1 of 1
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