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 108 institutions that hold shares in the stock, with a total of 9.74 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,043,265
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
832,142
shares
|
$9.25 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
707,842
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
573,268
shares
|
$6.37 Million
0.12% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
562,705
shares
|
$6.26 Million
0.0% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
482,539
shares
|
$5.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
469,630
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
433,075
shares
|
$4.82 Million
0.08% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
337,902
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
334,824
shares
|
$3.72 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
332,089
shares
|
$3.69 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
288,416
shares
|
$3.21 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
246,196
shares
|
$2.74 Million
0.26% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
206,070
shares
|
$2.29 Million
0.1% of portfolio
|
Q3 2025
Added 271.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
188,213
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
185,955
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
173,105
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2025
Added 122.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
152,323
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
128,561
shares
|
$1.43 Million
0.48% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
125,991
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 81184.52%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
121,220
shares
|
$1.35 Million
0.98% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
115,454
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
85,225
shares
|
$947,701
0.36% of portfolio
|
Q1 2023
Reduced 1.1%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
68,062
shares
|
$756,849
0.3% of portfolio
|
Q4 2022
Reduced 90.86%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
67,519
shares
|
$750,811
0.58% of portfolio
|
Q3 2025
New holding
|
|