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 6.8 Million shares, which have been reported (via 13F filing form) to have a value of $87.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
819,299
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
650,338
shares
|
$8.4 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
577,598
shares
|
$7.46 Million
0.05% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
564,450
shares
|
$7.29 Million
0.02% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
416,007
shares
|
$5.37 Million
0.0% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
415,704
shares
|
$5.37 Million
0.0% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
385,258
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
364,713
shares
|
$4.71 Million
1.63% of portfolio
|
Q3 2024
Added 32.71%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
363,579
shares
|
$4.69 Million
0.09% of portfolio
|
Q3 2024
Added 19.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
150,275
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Added 24.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
125,834
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
112,926
shares
|
$1.46 Million
0.54% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
96,664
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
89,964
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.82%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
85,368
shares
|
$1.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
85,225
shares
|
$1.1 Million
0.36% of portfolio
|
Q1 2023
Reduced 1.1%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
81,775
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
81,556
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
69,601
shares
|
$898,548
0.39% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
68,062
shares
|
$878,680
0.3% of portfolio
|
Q4 2022
Reduced 90.86%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
58,433
shares
|
$754,370
0.08% of portfolio
|
Q3 2024
Reduced 76.6%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
56,917
shares
|
$734,798
0.02% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,845
shares
|
$682,228
0.33% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
52,771
shares
|
$681,273
0.03% of portfolio
|
Q3 2024
Added 120.44%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
50,866
shares
|
$656,680
0.35% of portfolio
|
Q1 2024
Added 15.36%
|