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 |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
64,463
shares
|
$716,828
0.26% of portfolio
|
Q3 2025
Added 75.33%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
61,598
shares
|
$684,969
0.29% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
56,925
shares
|
$633,006
0.01% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
56,845
shares
|
$632,116
0.04% of portfolio
|
Q3 2025
Reduced 19.76%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
55,830
shares
|
$620,829
0.24% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
55,536
shares
|
$617,560
0.02% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
51,351
shares
|
$571,023
0.0% of portfolio
|
Q3 2025
Added 97.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
50,725
shares
|
$564,062
0.0% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
49,423
shares
|
$549,583
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
48,692
shares
|
$541,455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
46,696
shares
|
$519,259
0.0% of portfolio
|
Q3 2025
Reduced 85.45%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
44,805
shares
|
$498,231
0.0% of portfolio
|
Q3 2025
Added 326.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
43,195
shares
|
$480,328
0.0% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
37,937
shares
|
$421,859
0.0% of portfolio
|
Q3 2025
Reduced 28.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
35,202
shares
|
$391,446
0.01% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
32,837
shares
|
$365,147
0.0% of portfolio
|
Q3 2025
Added 205.94%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
28,814
shares
|
$320,411
0.28% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
26,279
shares
|
$292,222
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
25,700
shares
|
$285,784
0.02% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
25,323
shares
|
$281,591
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
25,159
shares
|
$279,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
24,303
shares
|
$270,249
0.06% of portfolio
|
Q2 2025
Reduced 35.36%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
22,382
shares
|
$248,887
0.15% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,526
shares
|
$228,249
0.0% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
20,500
shares
|
$227,959
0.01% of portfolio
|
Q2 2017
New holding
|
|