EFR — Eaton Vance Senior Floating-Rate Trust
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on EFR
| date | signal | measured base rate |
|---|---|---|
| 2026-05-26 | Short volume far above its own normal short | -0.76% over 21 days · t = -2.79 · n = 5,897 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-05-29 | UBS Group AG 10% owner | Other Acquisition/Disposition | 2.0K | 24,500.00 | 48.3M |
| 2026-05-29 | BANK OF AMERICA CORP /DE/ 10% owner | Other Acquisition/Disposition | 127 | — | — |
| 2026-05-29 | BANK OF AMERICA NA 10% owner | Other Acquisition/Disposition | 192 | — | — |
| 2026-05-29 | BANK OF AMERICA CORP /DE/ 10% owner | Other Acquisition/Disposition | 194 | — | — |
| 2026-05-29 | BANK OF AMERICA NA 10% owner | Other Acquisition/Disposition | 194 | — | — |
| 2026-05-29 | BANK OF AMERICA NA 10% owner | Other Acquisition/Disposition | 127 | — | — |
| 2026-05-29 | BANK OF AMERICA CORP /DE/ 10% owner | Other Acquisition/Disposition | 192 | — | — |
| 2026-05-29 | BANK OF AMERICA CORP /DE/ 10% owner | Other Acquisition/Disposition | 101 | — | — |
| 2026-05-29 | BANK OF AMERICA NA 10% owner | Other Acquisition/Disposition | 101 | — | — |
| 2025-10-31 | QUINTON KEITH | Other Acquisition/Disposition | 646 | 0.00 | 0 |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| 1607 Capital Partners, LLC | 16.7M | 1.6M |
| Pathstone Holdings, LLC | 9.3M | 881.0K |
| AMERIPRISE FINANCIAL INC | 5.9M | 566.4K |
| Advisors Asset Management, Inc. | 5.9M | 563.3K |
| Invesco Ltd. | 5.9M | 560.3K |
| Logan Stone Capital, LLC | 5.7M | 540.7K |
| MORGAN STANLEY | 5.3M | 499.1K |
| BANK OF AMERICA CORP /DE/ | 5.1M | 481.8K |
| GUGGENHEIM CAPITAL LLC | 4.5M | 422.9K |
| LOOMIS SAYLES & CO L P | 3.7M | 346.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| N-23C-2 | 2026-08-14 | 2026-08-14 | on EDGAR ↗ |
| SCHEDULE 13G/A | 2026-08-14 | — | on EDGAR ↗ |
| N-PX | 2026-08-03 | 2026-06-30 | on EDGAR ↗ |
| N-CSRS | 2026-06-26 | 2026-04-30 | on EDGAR ↗ |
| NPORT-P | 2026-06-24 | 2026-04-30 | on EDGAR ↗ |
| DEF 14A | 2026-06-23 | 2026-08-06 | on EDGAR ↗ |
| SC TO-I/A | 2026-06-01 | — | on EDGAR ↗ |
| SCHEDULE 13G/A | 2026-05-29 | — | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
Recent headlines
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