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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,200
shares
|
$98,072
0.0% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
7,000
shares
|
$83,720
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
6,780
shares
|
$81,088
0.04% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
6,756
shares
|
$80,801
0.01% of portfolio
|
Q1 2025
Added 385.34%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,929
shares
|
$58,950
0.0% of portfolio
|
Q1 2022
Added 62.73%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
3,619
shares
|
$43,283
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$35,880
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,075
shares
|
$24,817
0.0% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$23,920
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,732
shares
|
$20,714
0.0% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,600
shares
|
$19,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,600
shares
|
$19,136
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,586
shares
|
$18,968
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,500
shares
|
$17,940
0.0% of portfolio
|
Q1 2020
Reduced 82.35%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
850
shares
|
$10,166
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
800
shares
|
$9,568
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
749
shares
|
$8,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
713
shares
|
$8,527
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
550
shares
|
$6,578
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
151
shares
|
$1,805
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
84
shares
|
$1,004
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
63
shares
|
$753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7
shares
|
$83
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|