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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
18,285
shares
|
$212,837
0.0% of portfolio
|
Q1 2025
Added 36.61%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,696
shares
|
$194,341
0.0% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
14,917
shares
|
$173,633
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
14,831
shares
|
$172,632
0.0% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Aegon Usa Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
14,765
shares
|
$171,864
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
14,764
shares
|
$171,852
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
14,295
shares
|
$166,393
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,040
shares
|
$163,425
0.01% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,927
shares
|
$162,110
0.07% of portfolio
|
Q1 2024
Reduced 30.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,340
shares
|
$155,277
0.0% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,869
shares
|
$149,795
0.01% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
12,361
shares
|
$143,882
0.0% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,185
shares
|
$141,833
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,012
shares
|
$139,819
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
11,600
shares
|
$135,024
0.02% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,309
shares
|
$131,636
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,194
shares
|
$130,298
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
10,937
shares
|
$127,306
0.02% of portfolio
|
Q1 2024
Reduced 17.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,733
shares
|
$124,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,702
shares
|
$124,571
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
10,702
shares
|
$124,571
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,508
shares
|
$122,313
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,490
shares
|
$122,103
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
10,000
shares
|
$116,400
0.0% of portfolio
|
Q4 2023
Added 66.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,450
shares
|
$98,358
0.0% of portfolio
|
Q2 2025
Added 3.05%
|