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 $87.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
37,600
shares
|
$485,416
0.12% of portfolio
|
Q4 2022
Reduced 18.14%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
36,716
shares
|
$474,003
0.32% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
33,700
shares
|
$435,067
0.03% of portfolio
|
Q1 2024
Added 3.06%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
28,116
shares
|
$362,977
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
27,801
shares
|
$358,910
0.01% of portfolio
|
Q3 2024
Added 39.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
26,795
shares
|
$345,923
0.01% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
26,356
shares
|
$340,255
0.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
25,617
shares
|
$330,715
0.03% of portfolio
|
Q3 2024
Added 53.95%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
24,719
shares
|
$319,122
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
24,000
shares
|
$309,840
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
23,319
shares
|
$301,048
0.03% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
23,203
shares
|
$299,550
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
22,624
shares
|
$292,075
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
21,788
shares
|
$281,283
0.0% of portfolio
|
Q3 2024
Reduced 21.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
21,610
shares
|
$278,985
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
20,742
shares
|
$267,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,526
shares
|
$264,990
0.0% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
20,500
shares
|
$264,655
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
20,006
shares
|
$258,277
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
19,883
shares
|
$256,689
0.02% of portfolio
|
Q4 2022
Reduced 44.56%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
16,299
shares
|
$210,420
0.13% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
15,100
shares
|
$194,941
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
14,917
shares
|
$192,578
0.01% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
14,851
shares
|
$191,726
0.0% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,797
shares
|
$191,029
0.01% of portfolio
|
Q3 2024
Reduced 2.42%
|