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 | 05/15/2026 | 1.59 M | $16.72 M | 10.76% | 5.41% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 881.00 K | $9.29 M | -26.60% | 3.00% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 566.40 K | $5.94 M | 33.83% | 1.93% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 563.32 K | $5.94 M | 1.85% | 1.92% |
| INVESCO LTD. | 05/12/2026 | 560.26 K | $5.91 M | -2.29% | 1.91% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 540.72 K | $5.70 M | 2.73% | 1.84% |
| MORGAN STANLEY | 05/15/2026 | 499.08 K | $5.26 M | -47.92% | 1.70% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 481.79 K | $5.08 M | 8.62% | 1.64% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 422.92 K | $4.46 M | -9.15% | 1.44% |
| COHEN & STEERS, INC. | 05/15/2026 | 352.90 K | $3.72 M | 4.44% | 1.20% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 346.68 K | $3.65 M | 100.00% | 1.18% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 286.09 K | $3.02 M | 8.58% | 0.98% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 266.40 K | $2.81 M | 8.59% | 0.91% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 261.76 K | $2.76 M | 100.00% | 0.89% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 251.28 K | $2.65 M | 7.23% | 0.86% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 222.79 K | $2.35 M | 2.99% | 0.76% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 205.54 K | $2.29 M | 0.00% | 0.70% |
| WHITE PINE CAPITAL LLC | 05/11/2026 | 202.65 K | $2.14 M | 189.06% | 0.69% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 183.96 K | $1.94 M | -16.45% | 0.63% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 172.95 K | $1.82 M | 0.61% | 0.59% |
| CWM, LLC | 05/14/2026 | 148.63 K | $1.57 M | 3.20% | 0.51% |
| LPL FINANCIAL LLC | 05/06/2026 | 146.02 K | $1.54 M | 57.21% | 0.50% |
| VERITY ASSET MANAGEMENT, INC. | 04/21/2026 | 142.98 K | $1.51 M | 2.25% | 0.49% |
| ICON ADVISERS INC/CO | 05/13/2026 | 108.87 K | $1.15 M | 117.74% | 0.37% |
| COLLAR CAPITAL MANAGEMENT, LLC | 05/14/2026 | 107.72 K | $1.14 M | -3.92% | 0.37% |
| HOURGLASS CAPITAL, LLC | 05/04/2026 | 96.50 K | $1.02 M | 100.00% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 94.33 K | $994.28 K | 11.67% | 0.32% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 81.75 K | $861.67 K | 0.00% | 0.28% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 77.03 K | $811.87 K | 13.51% | 0.26% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 69.45 K | $732.00 K | 100.00% | 0.24% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 55.93 K | $589.54 K | -59.88% | 0.19% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 55.28 K | $582.60 K | -2.92% | 0.19% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 53.61 K | $565.08 K | -3.16% | 0.18% |
| ALTMAN ADVISORS, INC. | 05/05/2026 | 50.49 K | $439.66 K | -3.04% | 0.17% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 49.78 K | $524.70 K | 72.68% | 0.17% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 47.71 K | $502.88 K | 0.19% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 46.04 K | $485.00 K | -3.87% | 0.16% |
| UBS GROUP AG | 05/05/2026 | 45.22 K | $476.63 K | -3.16% | 0.15% |
| OPPENHEIMER & CO INC | 04/24/2026 | 39.91 K | $420.61 K | 4.08% | 0.14% |
| SIMON QUICK ADVISORS, LLC | 05/06/2026 | 38.36 K | $404.28 K | 100.00% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 32.62 K | $343.84 K | -13.40% | 0.11% |
| ADVISER INVESTMENTS LLC | 05/13/2026 | 31.30 K | $329.87 K | 23.72% | 0.11% |
| FIDUCIARY ALLIANCE LLC | 04/20/2026 | 31.20 K | $325.99 K | -28.53% | 0.11% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 26.50 K | $279.31 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 25.85 K | $272.44 K | -31.40% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 25.83 K | $272.21 K | -54.61% | 0.09% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 25.39 K | $267.61 K | -1.30% | 0.09% |
| SANDY COVE ADVISORS, LLC | 05/05/2026 | 24.85 K | $261.92 K | 0.00% | 0.08% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 24.30 K | $256.15 K | 0.00% | 0.08% |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 04/21/2026 | 24.12 K | $254.23 K | 0.00% | 0.08% |
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Eaton Vance Senior Floating-Rate Trust institutional Ownership - FAQ's
During the previous two years, 151 institutional investors and hedge funds held shares of Eaton Vance Senior Floating-Rate Trust. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 1.59 M
Pathstone Holdings, LLC: 881,001
AMERIPRISE FINANCIAL INC: 566,404
Advisors Asset Management, Inc.: 563,320
Invesco Ltd.: 560,262
Logan Stone Capital, LLC: 540,718
37.95% of Eaton Vance Senior Floating-Rate Trust stock is owned by institutional investors.
Institutional investors have bought a total of 13.21 M shares in the last 24 months. This purchase volume represents approximately $137.95 M in transactions.