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Eaton Vance Senior Floating-Rate Trust

Institutional position changes, all quarters

27 moves

ActionInstitutionQuarterΔ sharesΔ %Held afterFlowImpact
NewMarble Harbor Investment Counsel, LLCJun 30, 2026+326,275New326,275$3.46Mlow
AddedLPL Financial LLCJun 30, 2026+82,129+88%175,008$870.6Klow
NewMML INVESTORS SERVICES, LLCJun 30, 2026+13,407New13,407$142.1Klow
TrimmedEthos Financial Group, LLCJun 30, 2026-12,221-5.9%193,316$129.5Klow
AddedRWA WEALTH PARTNERS, LLCJun 30, 2026+5,500+22%30,797$58.3Klow
TrimmedGarner Asset Management CorpJun 30, 2026-2,227-3.9%54,709$23.6Klow
AddedSigma Planning CorpJun 30, 2026+14+0.1%14,441$148low
AddedWHITE PINE CAPITAL LLCMar 31, 2026+132,544+189%202,651$1.40Mlow
AddedICON ADVISERS INC/COMar 31, 2026+58,870+118%108,870$620.5Klow
TrimmedGUGGENHEIM CAPITAL LLCMar 31, 2026-42,610-9.2%422,921$449.1Klow
TrimmedNORTHWESTERN MUTUAL WEALTH MANAGEMENT COMar 31, 2026-36,214-16%183,955$381.7Klow
AddedWolverine Asset Management, LLCMar 31, 2026+21,081+8.6%266,399$222.2Klow
New&PARTNERSMar 31, 2026+13,075New13,075$137.8Klow
TrimmedNOMURA HOLDINGS INCMar 31, 2026-10,287-50%10,150$108.4Klow
AddedAdvisors Asset Management, Inc.Mar 31, 2026+10,232+1.8%563,320$107.8Klow
AddedCalamos Advisors LLCMar 31, 2026+9,170+14%77,027$96.7Klow
AddedBalyasny Asset Management L.P.Mar 31, 2026+6,461+3.0%222,790$68.1Klow
AddedBLUE BELL PRIVATE WEALTH MANAGEMENT, LLCMar 31, 2026+1,200+133%2,099$12.6Klow
TrimmedMAI Capital ManagementMar 31, 2026-335-1.3%25,390$3.5Klow
AddedCohen & Steers, Inc.Mar 31, 2026+15,000+4.4%352,902$158low
NewWHITTIER TRUST CO OF NEVADA INCMar 31, 2026+12New12$124low
NewWEDBUSH SECURITIES INCMar 31, 2026+10,735New10,735$113low
ExitedASSETMARK, INCMar 31, 2026-4-100%0$45low
TrimmedBANK OF AMERICA CORP /DEDec 31, 2025-264,292-37%443,550$2.94Mlow
ExitedEdge Financial Advisors LLCDec 31, 2025-10,877-100%0$142.3Klow
ExitedSanctuary Advisors, LLCSep 30, 2025-12,286-100%0$148.9Klow
AddedSanctuary Advisors, LLCJun 30, 2025+52+0.4%12,286$630low
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