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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,500
shares
|
$221,260
0.0% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,285
shares
|
$218,688
0.0% of portfolio
|
Q1 2025
Added 36.61%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
17,467
shares
|
$208,905
0.01% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
17,083
shares
|
$204,312
0.1% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
16,298
shares
|
$194,924
0.01% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
15,100
shares
|
$180,596
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
14,917
shares
|
$178,407
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
14,831
shares
|
$177,378
0.0% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Aegon Usa Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
14,765
shares
|
$176,589
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
14,764
shares
|
$176,577
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
14,198
shares
|
$169,808
0.01% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,927
shares
|
$166,566
0.07% of portfolio
|
Q1 2024
Reduced 30.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
13,491
shares
|
$161,352
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,340
shares
|
$159,546
0.0% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,869
shares
|
$153,913
0.01% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,286
shares
|
$146,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
12,239
shares
|
$146,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,185
shares
|
$145,732
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,672
shares
|
$139,597
0.0% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
11,255
shares
|
$134,609
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
10,937
shares
|
$130,806
0.02% of portfolio
|
Q1 2024
Reduced 17.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,702
shares
|
$127,995
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
10,702
shares
|
$127,995
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,490
shares
|
$125,460
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
10,000
shares
|
$119,600
0.0% of portfolio
|
Q4 2023
Added 66.67%
|