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 102 institutions that hold shares in the stock, with a total of 7.31 Million shares, which have been reported (via 13F filing form) to have a value of $95 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
842,939
shares
|
$10.9 Million
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
670,887
shares
|
$8.67 Million
0.07% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
648,651
shares
|
$8.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
590,591
shares
|
$7.64 Million
0.03% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
448,490
shares
|
$5.8 Million
0.11% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
411,412
shares
|
$5.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
404,258
shares
|
$5.23 Million
0.01% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
400,764
shares
|
$5.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
357,042
shares
|
$4.62 Million
1.58% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
170,780
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
134,391
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 49.38%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
131,145
shares
|
$1.7 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
123,944
shares
|
$1.6 Million
0.89% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
121,668
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
100,514
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
85,225
shares
|
$1.1 Million
0.36% of portfolio
|
Q1 2023
Reduced 1.1%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
80,203
shares
|
$1.04 Million
0.41% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
74,525
shares
|
$963,608
0.01% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
69,462
shares
|
$898,143
0.4% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
68,062
shares
|
$880,041
0.3% of portfolio
|
Q4 2022
Reduced 90.86%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
66,380
shares
|
$858,293
0.04% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,141
shares
|
$764,693
0.32% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
58,433
shares
|
$755,538
0.09% of portfolio
|
Q3 2024
Reduced 76.6%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
55,564
shares
|
$718,442
0.0% of portfolio
|
Q4 2024
Reduced 31.87%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
54,774
shares
|
$708,227
0.01% of portfolio
|
Q4 2024
Reduced 3.77%
|