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 | 02/17/2026 | 1.43 M | $15.95 M | 331.25% | 4.88% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 1.20 M | $13.37 M | 44.25% | 4.09% |
| MORGAN STANLEY | 02/13/2026 | 958.31 K | $10.68 M | -8.14% | 3.27% |
| INVESCO LTD. | 02/19/2026 | 573.41 K | $6.39 M | 1.90% | 1.95% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 553.09 K | $6.16 M | -3.52% | 1.89% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 526.37 K | $5.86 M | 679.59% | 1.79% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 465.53 K | $5.19 M | -3.52% | 1.59% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 443.55 K | $4.94 M | -37.34% | 1.51% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 423.23 K | $4.71 M | -9.88% | 1.44% |
| COHEN & STEERS, INC. | 02/13/2026 | 337.90 K | $3.76 M | 0.00% | 1.15% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 332.81 K | $3.71 M | 100.00% | 1.13% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 263.49 K | $2.94 M | 100.00% | 0.90% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 245.32 K | $2.73 M | 41.72% | 0.84% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 234.34 K | $2.61 M | 53.85% | 0.80% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 220.17 K | $2.45 M | 18.40% | 0.75% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 216.33 K | $2.41 M | 382.82% | 0.74% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 205.54 K | $2.29 M | -16.51% | 0.70% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 171.91 K | $1.92 M | -8.66% | 0.59% |
| CWM, LLC | 01/26/2026 | 144.03 K | $1.60 M | 14.31% | 0.49% |
| VERITY ASSET MANAGEMENT, INC. | 01/30/2026 | 139.83 K | $1.56 M | 8.77% | 0.48% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 139.42 K | $1.55 M | -32.34% | 0.48% |
| COLLAR CAPITAL MANAGEMENT, LLC | 02/10/2026 | 112.12 K | $1.25 M | -7.51% | 0.38% |
| LPL FINANCIAL LLC | 02/11/2026 | 92.88 K | $1.03 M | -19.55% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 84.47 K | $941.03 K | 95.56% | 0.29% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 81.75 K | $910.72 K | 100.00% | 0.28% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 80.00 K | $891.25 K | 24.11% | 0.27% |
| WHITE PINE CAPITAL LLC | 02/09/2026 | 70.11 K | $780.99 K | -79.06% | 0.24% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 67.86 K | $755.93 K | 32.14% | 0.23% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 56.94 K | $634.27 K | -7.57% | 0.19% |
| JANE STREET GROUP, LLC | 02/12/2026 | 56.90 K | $633.81 K | 16.85% | 0.19% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 55.36 K | $616.76 K | -0.31% | 0.19% |
| ALTMAN ADVISORS, INC. | 02/04/2026 | 52.08 K | $476.19 K | -6.73% | 0.18% |
| ICON ADVISERS INC/CO | 02/13/2026 | 50.00 K | $557.00 K | 100.00% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 47.89 K | $533.00 K | 2.55% | 0.16% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 47.62 K | $530.48 K | -3.65% | 0.16% |
| UBS GROUP AG | 01/29/2026 | 46.70 K | $520.19 K | -7.94% | 0.16% |
| XTX TOPCO LTD | 02/17/2026 | 44.93 K | $500.55 K | 100.00% | 0.15% |
| FIDUCIARY ALLIANCE LLC | 01/22/2026 | 43.65 K | $486.21 K | -23.22% | 0.15% |
| OPPENHEIMER & CO INC | 02/02/2026 | 38.34 K | $427.14 K | 8.92% | 0.13% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 37.68 K | $419.78 K | 14.75% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 37.67 K | $419.67 K | -0.70% | 0.13% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 28.83 K | $321.16 K | 100.00% | 0.10% |
| OREGON PACIFIC WEALTH MANAGEMENT, LLC | 01/16/2026 | 27.45 K | $305.77 K | -4.74% | 0.09% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 26.50 K | $295.21 K | 3.11% | 0.09% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 25.73 K | $286.57 K | 1.59% | 0.09% |
| ADVISER INVESTMENTS LLC | 02/12/2026 | 25.30 K | $281.81 K | -55.56% | 0.09% |
| SANDY COVE ADVISORS, LLC | 02/09/2026 | 24.85 K | $276.83 K | -5.44% | 0.08% |
| WESCAP MANAGEMENT GROUP, INC. | 02/11/2026 | 24.30 K | $270.74 K | 0.00% | 0.08% |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 24.12 K | $268.70 K | 63.36% | 0.08% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 20.76 K | $231.26 K | -17.49% | 0.07% |
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Eaton Vance Senior Floating-Rate Trust institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Eaton Vance Senior Floating-Rate Trust. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 1.43 M
Pathstone Holdings, LLC: 1.2 M
MORGAN STANLEY: 958,312
Invesco Ltd.: 573,412
Advisors Asset Management, Inc.: 553,088
Logan Stone Capital, LLC: 526,372
37.61% of Eaton Vance Senior Floating-Rate Trust stock is owned by institutional investors.
Institutional investors have bought a total of 13.14 M shares in the last 24 months. This purchase volume represents approximately $139.90 M in transactions.