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 |
|---|---|---|---|---|---|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
55,924
shares
|
$650,955
0.27% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
55,411
shares
|
$644,984
0.02% of portfolio
|
Q2 2025
Added 109.91%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
52,900
shares
|
$615,756
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
52,793
shares
|
$614,510
0.0% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
49,263
shares
|
$573,421
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
38,500
shares
|
$448,140
0.05% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
37,966
shares
|
$441,924
0.0% of portfolio
|
Q2 2025
Added 326.01%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
36,766
shares
|
$427,956
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
34,919
shares
|
$406,457
0.04% of portfolio
|
Q2 2025
Added 43.76%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
30,148
shares
|
$350,922
0.23% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
30,143
shares
|
$350,864
0.01% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
27,841
shares
|
$324,069
0.32% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
27,801
shares
|
$323,603
0.0% of portfolio
|
Q3 2024
Added 39.0%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
26,248
shares
|
$305,526
0.12% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
26,031
shares
|
$303,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
25,700
shares
|
$299,148
0.03% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
25,354
shares
|
$295,120
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
24,303
shares
|
$282,886
0.07% of portfolio
|
Q2 2025
Reduced 35.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,243
shares
|
$247,268
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,526
shares
|
$238,922
0.0% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
20,500
shares
|
$238,620
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
20,500
shares
|
$238,620
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
19,883
shares
|
$231,438
0.02% of portfolio
|
Q4 2022
Reduced 44.56%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
18,739
shares
|
$218,121
0.0% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
18,613
shares
|
$216,655
0.13% of portfolio
|
Q1 2025
Added 0.62%
|