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 103 institutions that hold shares in the stock, with a total of 7.29 Million shares, which have been reported (via 13F filing form) to have a value of $89.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
50,866
shares
|
$622,599
0.35% of portfolio
|
Q1 2024
Added 15.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
44,443
shares
|
$543,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
37,600
shares
|
$460,224
0.12% of portfolio
|
Q4 2022
Reduced 18.14%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
35,983
shares
|
$440,431
0.3% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
30,156
shares
|
$369,109
0.0% of portfolio
|
Q4 2024
Added 33.29%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
29,440
shares
|
$360,345
0.27% of portfolio
|
Q4 2024
Added 47.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
28,162
shares
|
$344,702
0.01% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
28,017
shares
|
$342,928
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
27,801
shares
|
$340,284
0.0% of portfolio
|
Q3 2024
Added 39.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
27,512
shares
|
$336,746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
26,700
shares
|
$326,808
0.03% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
26,387
shares
|
$322,976
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
26,363
shares
|
$322,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
25,294
shares
|
$309,598
0.0% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
24,974
shares
|
$305,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
23,757
shares
|
$290,785
0.03% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
22,996
shares
|
$281,471
0.03% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
21,577
shares
|
$264,102
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,526
shares
|
$251,238
0.0% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
20,500
shares
|
$250,920
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
20,017
shares
|
$245,008
0.01% of portfolio
|
Q4 2024
Added 35.28%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
19,883
shares
|
$243,367
0.02% of portfolio
|
Q4 2022
Reduced 44.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
19,729
shares
|
$241,482
0.0% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
19,002
shares
|
$232,584
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,500
shares
|
$226,440
0.0% of portfolio
|
Q4 2024
Reduced 22.92%
|