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 102 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 $84.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,300
shares
|
$83,804
0.0% of portfolio
|
Q4 2023
Added 15.87%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
7,230
shares
|
$83,000
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
7,000
shares
|
$80,360
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
4,929
shares
|
$56,584
0.0% of portfolio
|
Q1 2022
Added 62.73%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
3,519
shares
|
$40,398
0.0% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$34,440
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,375
shares
|
$27,265
0.0% of portfolio
|
Q1 2025
Added 118650.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$22,960
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,732
shares
|
$19,883
0.0% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,600
shares
|
$18,368
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,600
shares
|
$18,368
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,586
shares
|
$18,207
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$17,220
0.0% of portfolio
|
Q1 2020
Reduced 82.35%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,392
shares
|
$15,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
955
shares
|
$10,963
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
850
shares
|
$9,758
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
800
shares
|
$9,184
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
713
shares
|
$8,185
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
550
shares
|
$6,314
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
148
shares
|
$1,699
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
83
shares
|
$952
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
70
shares
|
$803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7
shares
|
$80
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6
shares
|
$68
0.0% of portfolio
|
Q4 2024
Reduced 99.67%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2019
New holding
|