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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
20,500
shares
|
$227,959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
20,001
shares
|
$222,411
0.0% of portfolio
|
Q3 2025
Reduced 28.06%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
19,883
shares
|
$221,098
0.02% of portfolio
|
Q4 2022
Reduced 44.56%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
19,879
shares
|
$221,054
0.13% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
19,422
shares
|
$215,972
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
18,846
shares
|
$209,567
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,855
shares
|
$198,547
0.0% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,696
shares
|
$185,659
0.0% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,610
shares
|
$173,583
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
15,320
shares
|
$170,358
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Aegon Usa Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
14,765
shares
|
$164,186
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
14,764
shares
|
$164,175
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
14,431
shares
|
$160,472
0.0% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,422
shares
|
$160,372
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,927
shares
|
$154,868
0.07% of portfolio
|
Q1 2024
Reduced 30.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,340
shares
|
$148,340
0.0% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
13,126
shares
|
$145,961
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,869
shares
|
$143,103
0.01% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,361
shares
|
$137,454
0.0% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
12,260
shares
|
$136,331
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,185
shares
|
$135,497
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
12,034
shares
|
$133,818
0.0% of portfolio
|
Q3 2025
Added 118.8%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
11,500
shares
|
$127,879
0.01% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,329
shares
|
$125,978
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,073
shares
|
$123,131
0.0% of portfolio
|
Q3 2025
Added 3.47%
|
|