EFR: Eaton Vance Senior Floating-Rate Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | Fell below 5% | 1607 Capital Partners, LLC | 3.01% | SEC |
Institutional ownership (Q2 2026)
99 institutions reported holding $116.94M of Eaton Vance Senior Floating-Rate Trust on Form 13F (97 the quarter before). 10 opened a new position and 8 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| 1607 Capital Partners, LLC | 889,618 | $9.43M |
| Pathstone Holdings, LLC | 631,630 | $6.70M |
| AMERIPRISE FINANCIAL INC | 593,268 | $6.29M |
| Invesco Ltd. | 569,237 | $6.03M |
| Advisors Asset Management, Inc. | 567,622 | $6.02M |
| Saba Capital Management, L.P. | 544,453 | $5.77M |
| LOOMIS SAYLES & CO L P | 479,834 | $5.09M |
| BANK OF AMERICA CORP /DE/ | 468,927 | $4.97M |
| MORGAN STANLEY | 468,678 | $4.97M |
| WELLS FARGO & COMPANY/MN | 445,785 | $4.73M |
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