Institutional Ownership Eaton Vance Senior Floating Rate Trust (EFR)
This table provides information about the institutional ownership of Eaton Vance Senior Floating Rate Trust (EFR). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 7.65 Million shares, which have been reported (via 13F filing form) to have a value of $92.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
840,579
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
640,528
shares
|
$7.66 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
633,716
shares
|
$7.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
497,670
shares
|
$5.95 Million
0.12% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
461,107
shares
|
$5.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
458,205
shares
|
$5.48 Million
0.0% of portfolio
|
Q1 2025
Added 240.95%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
422,274
shares
|
$5.05 Million
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
404,737
shares
|
$4.84 Million
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
342,286
shares
|
$4.09 Million
1.49% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
307,902
shares
|
$3.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.84%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
241,772
shares
|
$2.89 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
172,964
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
172,656
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
125,923
shares
|
$1.51 Million
0.63% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
124,945
shares
|
$1.49 Million
1.39% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
85,225
shares
|
$1.02 Million
0.36% of portfolio
|
Q1 2023
Reduced 1.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
83,839
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
76,961
shares
|
$920,453
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
70,845
shares
|
$847,306
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
68,062
shares
|
$814,021
0.3% of portfolio
|
Q4 2022
Reduced 90.86%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
65,986
shares
|
$789,192
0.04% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
64,236
shares
|
$768,262
0.35% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
61,275
shares
|
$732,849
0.01% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
54,416
shares
|
$650,815
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
53,144
shares
|
$635,602
0.29% of portfolio
|
Q1 2025
Reduced 33.74%
|