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 98 institutions that hold shares in the stock, with a total of 8.12 Million shares, which have been reported (via 13F filing form) to have a value of $94.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
903,652
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 42.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
774,558
shares
|
$9.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
547,365
shares
|
$6.37 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
534,797
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
526,438
shares
|
$6.13 Million
0.12% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
423,654
shares
|
$4.93 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
421,663
shares
|
$4.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
392,383
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
340,910
shares
|
$3.97 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
320,881
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.41%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
317,902
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
245,137
shares
|
$2.85 Million
0.3% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
181,169
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
128,645
shares
|
$1.5 Million
1.31% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
126,878
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
125,230
shares
|
$1.46 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
107,521
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.84%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
85,225
shares
|
$992,019
0.36% of portfolio
|
Q1 2023
Reduced 1.1%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
77,840
shares
|
$906,057
0.02% of portfolio
|
Q2 2025
Added 216.63%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
70,845
shares
|
$824,635
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
68,062
shares
|
$792,241
0.3% of portfolio
|
Q4 2022
Reduced 90.86%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
65,479
shares
|
$762,175
0.28% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
64,881
shares
|
$755,214
0.03% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
57,672
shares
|
$671,302
0.33% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
56,925
shares
|
$662,607
0.01% of portfolio
|
Q2 2025
Reduced 7.1%
|