We are live on ! Find out more
EFR icon

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