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 $91.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
50,866
shares
|
$608,357
0.35% of portfolio
|
Q1 2024
Added 15.36%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
49,263
shares
|
$589,185
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
46,946
shares
|
$561,474
0.0% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
42,633
shares
|
$509,890
0.06% of portfolio
|
Q1 2025
Reduced 27.04%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
37,600
shares
|
$449,696
0.11% of portfolio
|
Q4 2022
Reduced 18.14%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
30,148
shares
|
$360,570
0.23% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
29,916
shares
|
$357,795
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
27,866
shares
|
$333,277
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
27,841
shares
|
$332,978
0.32% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
27,801
shares
|
$332,499
0.0% of portfolio
|
Q3 2024
Added 39.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
27,488
shares
|
$328,756
0.0% of portfolio
|
Q4 2024
Reduced 51.21%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
26,700
shares
|
$319,332
0.03% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
26,398
shares
|
$315,720
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
26,248
shares
|
$313,926
0.12% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
25,354
shares
|
$303,233
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
24,584
shares
|
$294,024
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
24,289
shares
|
$290,496
0.03% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
24,121
shares
|
$288,487
0.03% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
21,823
shares
|
$261,003
0.03% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,526
shares
|
$245,490
0.0% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
20,500
shares
|
$245,180
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
20,243
shares
|
$242,106
0.0% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
19,883
shares
|
$237,800
0.02% of portfolio
|
Q4 2022
Reduced 44.56%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
19,144
shares
|
$228,962
0.01% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
18,613
shares
|
$222,611
0.13% of portfolio
|
Q1 2025
Added 0.62%
|