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 |
|---|---|---|---|---|---|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
7,000
shares
|
$81,480
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
5,780
shares
|
$67,279
0.02% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,500
shares
|
$64,020
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,929
shares
|
$57,373
0.0% of portfolio
|
Q1 2022
Added 62.73%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,619
shares
|
$30,485
0.0% of portfolio
|
Q2 2025
Reduced 27.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,075
shares
|
$24,153
0.0% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$23,280
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,732
shares
|
$20,160
0.0% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,600
shares
|
$18,624
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,600
shares
|
$18,624
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,586
shares
|
$18,461
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,500
shares
|
$17,460
0.0% of portfolio
|
Q1 2020
Reduced 82.35%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
850
shares
|
$9,894
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
800
shares
|
$9,312
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
749
shares
|
$8,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
713
shares
|
$8,299
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
550
shares
|
$6,402
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
155
shares
|
$1,804
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
86
shares
|
$1,001
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
63
shares
|
$733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|