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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
   Adviser Investments LLC 289 - 2024-03-31 87,475 $1,140,000 0
   SIT INVESTMENT ASSOCIATES INC 395 - 2023-12-31 47,685 $604,000 0
   WESCAP Management Group Inc. 70 - 2023-12-31 37,600 $476,000 0
   Wagner Wealth Management LLC 95 - 2024-03-31 22,950 $299,000 0
   SANDY SPRING BANK 335 - 2024-03-31 20,500 $267,000 0
   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
   Advisor OS LLC 361 - 2024-03-31 16,623 $217,000 0
   Concurrent Investment Advisors LLC 802 - 2024-03-31 14,918 $194,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 152 - 2023-12-31 14,000 $177,000 0
   CI Private Wealth LLC 2111 - 2024-03-31 13,491 $176,000 0
   Lumature Wealth Partners LLC 164 - 2023-06-30 14,764 $173,000 0
   SYNOVUS FINANCIAL CORP 804 - 2023-12-31 11,587 $147,000 0
   IHT Wealth Management LLC 933 - 2023-12-31 10,490 $133,000 0
   CULLEN FROST BANKERS INC 544 - 2024-03-31 10,000 $130,000 0
   JTC Employer Solutions Trusteee Ltd 211 - 2024-03-31 7,000 $92,000 0
   MONTAG A & ASSOCIATES INC 544 - 2024-03-31 4,929 $64,000 0
   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 3062 - 2024-03-31 1,500 $20,000 0
   HOLLENCREST SECURITIES LLC 689 - 2024-03-31 955 $12,000 0
   Impact Partnership Wealth LLC 524 - 2023-12-31 600 $8,000 0
   GPS Wealth Strategies Group LLC 939 - 2024-03-31 550 $7,000 0
   Goss Wealth Management LLC 3313 - 2023-12-31 125 $2,000 0
   PROEQUITIES INC. 9614 - 2024-03-31 0 $0 0

  30 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results