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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
18,498
shares
|
$226,415
0.14% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
16,831
shares
|
$206,011
0.0% of portfolio
|
Q4 2024
Reduced 22.75%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
15,437
shares
|
$188,948
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
15,100
shares
|
$184,824
0.03% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
14,917
shares
|
$182,584
0.01% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
14,764
shares
|
$180,711
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,927
shares
|
$170,466
0.07% of portfolio
|
Q1 2024
Reduced 30.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
13,814
shares
|
$169,083
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
13,491
shares
|
$165,129
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,415
shares
|
$164,199
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,385
shares
|
$163,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,340
shares
|
$163,281
0.0% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
13,193
shares
|
$161,482
0.0% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,869
shares
|
$157,516
0.01% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,189
shares
|
$149,193
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,185
shares
|
$149,144
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,960
shares
|
$146,390
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
11,434
shares
|
$139,952
0.13% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,199
shares
|
$137,075
0.0% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
10,937
shares
|
$133,868
0.02% of portfolio
|
Q1 2024
Reduced 17.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,771
shares
|
$131,837
0.0% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
10,702
shares
|
$130,992
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,702
shares
|
$130,992
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,490
shares
|
$128,397
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
10,361
shares
|
$126,818
0.05% of portfolio
|
Q4 2024
Reduced 7.93%
|