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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
10,937
shares
|
$121,619
0.02% of portfolio
|
Q1 2024
Reduced 17.2%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
10,702
shares
|
$119,006
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,490
shares
|
$116,648
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,150
shares
|
$112,867
0.0% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
10,000
shares
|
$111,199
0.0% of portfolio
|
Q4 2023
Added 66.67%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
7,000
shares
|
$77,840
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5,780
shares
|
$64,273
0.02% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,929
shares
|
$54,810
0.0% of portfolio
|
Q1 2022
Added 62.73%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,619
shares
|
$29,123
0.0% of portfolio
|
Q2 2025
Reduced 27.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,075
shares
|
$23,074
0.0% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,000
shares
|
$22,240
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,732
shares
|
$19,259
0.0% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,600
shares
|
$17,792
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,600
shares
|
$17,792
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
1,586
shares
|
$17,636
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,543
shares
|
$17,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$16,680
0.0% of portfolio
|
Q1 2020
Reduced 82.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
919
shares
|
$10,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
850
shares
|
$9,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
800
shares
|
$8,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
749
shares
|
$8,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
713
shares
|
$7,928
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
550
shares
|
$6,116
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
400
shares
|
$4,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
311
shares
|
$3,458
0.0% of portfolio
|
Q3 2025
New holding
|
|