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EFR

Eaton Vance Senior Floating-Rate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SVB Wealth
Massachusetts
$51K
MA
77
Montag & Associates
Georgia
$43K +$14.1K +1,000 +49%
CT
78
Caldwell Trust
Florida
$42.5K
AWM
79
Accel Wealth Management
Iowa
$42K
LWCFA
80
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K +$28.1K +2,000 New
CFA
81
Carroll Financial Associates
North Carolina
$27K +$295 +21 +1%
JP Morgan Chase
82
JP Morgan Chase
New York
$26K
US Bancorp
83
US Bancorp
Minnesota
$21K
ASN
84
Advisory Services Network
Georgia
$11K +$10.6K +756 New
Citigroup
85
Citigroup
New York
$9K
GWM
86
Geneos Wealth Management
Colorado
$8K
NFG
87
Next Financial Group
Texas
$6K
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$3K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K
EIM
90
Elliott Investment Management
Florida
-$7.67M -556,064 Closed
HI
91
HBK Investments
Texas
-$4.15M -301,200 Closed
PP
92
Prudential plc
United Kingdom
-$3.12M -226,450 Closed
IP
93
Intellectus Partners
California
-$514K -37,242 Closed
Millennium Management
94
Millennium Management
New York
-$250K -18,099 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
-$246K -17,820 Closed
RCM
96
Robinson Capital Management
Michigan
-$156K -11,338 Closed
MML Investors Services
97
MML Investors Services
Massachusetts
-$156K -11,320 Closed
OC
98
Oppenheimer & Co
New York
-$152K -11,000 Closed
FIA
99
FNY Investment Advisers
New York
-$108K -7,866 Closed
SWM
100
Spire Wealth Management
Virginia
-$66K -4,800 Closed