Eaton Vance Senior Floating-Rate Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 889.62 K | $9.43 M | -43.92% | 3.03% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 631.63 K | $6.70 M | -28.31% | 2.15% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 593.27 K | $6.29 M | 4.74% | 2.02% |
| INVESCO LTD. | 08/14/2026 | 569.24 K | $6.03 M | 1.60% | 1.94% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 567.62 K | $6.02 M | 0.76% | 1.93% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 544.45 K | $5.77 M | 108.00% | 1.86% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 479.83 K | $5.09 M | 38.41% | 1.64% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 468.93 K | $4.97 M | -2.67% | 1.60% |
| MORGAN STANLEY | 08/13/2026 | 468.68 K | $4.97 M | -6.09% | 1.60% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 445.79 K | $4.73 M | 157.76% | 1.52% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 439.15 K | $4.65 M | 3.84% | 1.50% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 433.90 K | $4.60 M | 524.76% | 1.48% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 389.25 K | $4.13 M | -28.01% | 1.33% |
| COHEN & STEERS, INC. | 08/14/2026 | 352.90 K | $3.74 M | 0.00% | 1.20% |
| MARBLE HARBOR INVESTMENT COUNSEL, LLC | 08/07/2026 | 326.28 K | $3.46 M | 100.00% | 1.11% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 309.86 K | $3.28 M | 23.31% | 1.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 290.85 K | $3.08 M | 9.18% | 0.99% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 239.79 K | $2.54 M | -16.18% | 0.82% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 220.39 K | $2.34 M | -1.08% | 0.75% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 202.77 K | $2.15 M | 10.23% | 0.69% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 193.32 K | $2.05 M | -5.95% | 0.66% |
| WHITE PINE CAPITAL LLC | 08/05/2026 | 191.13 K | $2.03 M | -5.69% | 0.65% |
| LPL FINANCIAL LLC | 08/07/2026 | 175.01 K | $1.86 M | 19.86% | 0.60% |
| ICON ADVISERS INC/CO | 08/13/2026 | 164.73 K | $1.75 M | 51.31% | 0.56% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 151.16 K | $1.60 M | 60.24% | 0.52% |
| ATLAS WEALTH LLC | 07/28/2026 | 146.91 K | $1.56 M | 100.00% | 0.50% |
| VERITY ASSET MANAGEMENT, INC. | 08/13/2026 | 144.93 K | $1.54 M | 1.37% | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 132.57 K | $1.41 M | 642.33% | 0.45% |
| COLLAR CAPITAL MANAGEMENT, LLC | 07/27/2026 | 105.62 K | $1.12 M | -1.95% | 0.36% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 100.83 K | $1.07 M | 100.00% | 0.34% |
| MATISSE CAPITAL | 08/12/2026 | 100.01 K | $1.06 M | 100.00% | 0.34% |
| HOURGLASS CAPITAL, LLC | 07/30/2026 | 96.50 K | $1.02 M | 0.00% | 0.33% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 81.75 K | $866.57 K | 0.00% | 0.28% |
| GARNER ASSET MANAGEMENT CORP | 08/07/2026 | 54.71 K | $579.92 K | -1.02% | 0.19% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 54.39 K | $576.57 K | 9.26% | 0.19% |
| ALTMAN ADVISORS, INC. | 08/11/2026 | 52.68 K | $442.25 K | 4.33% | 0.18% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 50.01 K | $530.11 K | -35.07% | 0.17% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 46.57 K | $493.62 K | -2.40% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 46.25 K | $490.00 K | 0.47% | 0.16% |
| UBS GROUP AG | 08/13/2026 | 42.01 K | $445.30 K | -7.10% | 0.14% |
| OPPENHEIMER & CO INC | 08/03/2026 | 40.96 K | $434.21 K | 2.65% | 0.14% |
| SIMON QUICK ADVISORS, LLC | 07/28/2026 | 39.09 K | $414.39 K | 1.92% | 0.13% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 39.01 K | $413.48 K | 50.91% | 0.13% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 34.13 K | $361.74 K | -36.35% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 32.05 K | $339.73 K | -1.76% | 0.11% |
| RWA WEALTH PARTNERS, LLC | 08/07/2026 | 30.80 K | $326.45 K | -1.60% | 0.11% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 26.98 K | $285.99 K | 28.01% | 0.09% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 25.70 K | $272.42 K | -3.02% | 0.09% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 25.38 K | $269.06 K | -0.03% | 0.09% |
| WESCAP MANAGEMENT GROUP, INC. | 08/11/2026 | 24.30 K | $257.61 K | 0.00% | 0.08% |
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Eaton Vance Senior Floating-Rate Trust institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of Eaton Vance Senior Floating-Rate Trust. The most heavily invested institutionals were:
Verity Asset Management, Inc.: 152,052
PARK AVENUE SECURITIES LLC: 108,602
Collar Capital Management, LLC: 103,820
Matisse Capital: 100,012
HOURGLASS CAPITAL, LLC: 96,500
Cambridge Investment Research Advisors, Inc.: 45,536
40.22% of Eaton Vance Senior Floating-Rate Trust stock is owned by institutional investors.
Institutional investors have bought a total of 13.11 M shares in the last 24 months. This purchase volume represents approximately $136.91 M in transactions.