Eaton Vance Senior Floating Rate Trust EFR

Institutional shares held 7.28 Million

0 calls

0 puts

Total value of holdings $83.5M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 101

We take great care to ensure that the data presented and summarized in this overview for EATON VANCE SENIOR FLOATING RATE TRUST is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in EFR

Shares Bought

Shares Sold

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Top Institutions Holding EFR

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Latest Institutional Activity in EFR

Top Purchases

Q1 2025

Nbc Securities, Inc. Shares Held: 2.38K ($27.3K)

2.37K Shares purchased

118650.0% Added

Q1 2025

Fortitude Advisory Group L.L.C. Shares Held: 18.6K ($214K)

115 Shares purchased

0.62% Added

Q4 2024

Collar Capital Management, LLC Shares Held: 131K ($1.51M)

131K Shares purchased

New Holding

Q4 2024

Guggenheim Capital LLC Shares Held: 671K ($7.7M)

93.3K Shares purchased

16.15% Added

Q4 2024

Advisors Asset Management, Inc. Shares Held: 448K ($5.15M)

84.9K Shares purchased

23.35% Added

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Top Sells

Q1 2025

Capital Investment Advisors, LLC Shares Held: 52.2K ($599K)

2.58K Shares sold

4.7% Reduced

Q1 2025

Wealth Enhancement Advisory Services, LLC Shares Held: 14.8K ($170K)

2K Shares sold

11.88% Reduced

Q1 2025

Hennion & Walsh Asset Management, Inc. Shares Held: 66K ($758K)

394 Shares sold

0.59% Reduced

Q1 2025

Ballew Advisors, Inc Shares Held: 36K ($413K)

30 Shares sold

0.08% Reduced

Q4 2024

Ubs Group Ag Shares Held: 55.6K ($638K)

26K Shares sold

31.87% Reduced

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About EFR

Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. Eaton Vance Senior Floating-Rate Trust was formed on November 28, 2003 and is domiciled in the United States.

Insider Transactions at EFR

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Oct 15 2024	Bank Of America Corp	BUY Open market or private purchase	Indirect	1,800 +100.0%	$21,600 $12.7 P/Share
Oct 10 2024	Bank Of America Corp	SELL Open market or private sale	Indirect	1,800 -100.0%	$21,600 $12.81 P/Share
Aug 15 2024	Bank Of America Corp	BUY Open market or private purchase	Indirect	39 +100.0%	$468 $12.78 P/Share
Aug 05 2024	Bank Of America Corp	SELL Open market or private sale	Indirect	116 -45.28%	$1,508 $13.1 P/Share
Aug 05 2024	Bank Of America Corp	BUY Open market or private purchase	Indirect	116 +50.0%	$1,392 $12.36 P/Share
Aug 01 2024	Bank Of America Corp	SELL Open market or private sale	Indirect	39 -100.0%	$507 $13.12 P/Share
Dec 01 2022	Keith Quinton	BUY Open market or private purchase	Direct	6,900 +39.66%	$75,900 $11.66 P/Share
Mar 25 2020	Ubs Group Ag > 10% Shareholder	SELL Open market or private sale	Indirect	501 -100.0%	$4,008 $8.93 P/Share
Mar 24 2020	Ubs Group Ag > 10% Shareholder	SELL Open market or private sale	Indirect	206,119 -99.76%	$1,648,952 $8.37 P/Share
Mar 23 2020	Ubs Group Ag > 10% Shareholder	SELL Open market or private sale	Indirect	304,485 -59.57%	$2,131,395 $7.99 P/Share
Mar 20 2020	Ubs Group Ag > 10% Shareholder	SELL Open market or private sale	Indirect	506,812 -49.79%	$4,054,496 $8.56 P/Share
Mar 19 2020	Ubs Group Ag > 10% Shareholder	SELL Open market or private sale	Indirect	92,009 -8.29%	$736,072 $8.13 P/Share
Mar 18 2020	Ubs Group Ag > 10% Shareholder	SELL Open market or private sale	Indirect	304,633 -21.54%	$2,437,064 $8.24 P/Share
Jan 06 2020	Ubs Group Ag > 10% Shareholder	BUY Open market or private purchase	Indirect	347,267 +19.71%	$4,514,471 $13.55 P/Share
Jan 03 2020	Ubs Group Ag > 10% Shareholder	BUY Open market or private purchase	Indirect	347,473 +24.56%	$4,517,149 $13.55 P/Share
Jan 02 2020	Ubs Group Ag > 10% Shareholder	BUY Open market or private purchase	Indirect	351,906 +32.84%	$4,574,778 $13.56 P/Share
Dec 30 2019	Ubs Group Ag > 10% Shareholder	BUY Open market or private purchase	Indirect	26,065 +6.62%	$338,845 $13.6 P/Share
Jan 07 2019	Ubs Group Ag > 10% Shareholder	BUY Open market or private purchase	Indirect	2,518 +0.73%	$32,734 $13.03 P/Share
Jan 04 2019	Ubs Group Ag > 10% Shareholder	BUY Open market or private purchase	Indirect	111,000 +24.65%	$1,332,000 $12.88 P/Share
Jan 03 2019	Ubs Group Ag > 10% Shareholder	BUY Open market or private purchase	Indirect	113,549 +33.21%	$1,362,588 $12.69 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

1.96K Shares

From 1 Insiders

Open market or private purchase	1.96K shares

Sell / Disposition

1.96K Shares

From 1 Insiders

Open market or private sale	1.96K shares

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Insider Trading

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Operation

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Eaton Vance Senior Floating Rate Trust EFR

Quarterly Institutional Activity in EFR

Top Institutions Holding EFR

Latest Institutional Activity in EFR

Top Purchases

Top Sells

About EFR

Insider Transactions at EFR

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on EFR

Institutional Portfolio Updates

Insider Trading

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