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Eaton Vance Senior Floating-Rate Trust (EFR) Institutional Ownership

Eaton Vance Senior Floating-Rate Trust logo
$12.17 -0.02 (-0.16%)
As of 07/3/2025 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Senior Floating-Rate Trust (NYSE:EFR)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$20.23M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$9.36M
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EFR Institutional Buying and Selling by Quarter

Eaton Vance Senior Floating-Rate Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Advisors Asset Management Inc.497,670$6.10M0.1%+11.0%0.000%
5/15/2025Royal Bank of Canada20,243$248K0.0%-6.2%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.172,656$2.12M0.0%+1.1%0.000%
5/14/2025RWA Wealth Partners LLC61,275$751K0.0%-17.8%0.000%
5/13/2025Elequin Capital LP6,756$83K0.0%+385.3%0.000%
5/13/2025Ethos Financial Group LLC241,772$2.96M0.3%N/A0.000%
5/12/2025Invesco Ltd.422,274$5.17M0.0%+2.6%0.000%
5/12/2025Wolverine Asset Management LLC24,584$301K0.0%N/A0.000%
5/9/2025Marble Harbor Investment Counsel LLC42,633$522K0.1%-27.0%0.000%
5/7/2025LPL Financial LLC172,964$2.12M0.0%+42.2%0.000%
5/6/2025Advisor OS LLC21,823$267K0.0%-5.1%0.000%
5/6/2025Wedbush Securities Inc.19,144$235K0.0%-4.4%0.000%
5/6/2025Garner Asset Management Corp64,236$787K0.3%-7.5%0.000%
5/5/2025Private Advisor Group LLC18,285$224K0.0%+36.6%0.000%
5/2/2025Altman Advisors Inc.53,144$651K0.3%-33.7%0.000%
4/25/2025Koshinski Asset Management Inc.24,121$295K0.0%-4.6%0.000%
4/25/2025Verity Asset Management Inc.125,923$1.54M0.6%+1.6%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.461,107$5.65M0.0%-21.9%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC14,831$182K0.0%-11.9%0.000%
4/14/2025Capital Investment Advisors LLC52,197$639K0.0%-4.7%0.000%
4/9/2025NBC Securities Inc.2,375$29K0.0%+118,650.0%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC16,831$215K0.0%-22.8%0.000%
2/25/2025Shufro Rose & Co. LLC26,700$342K0.0%-20.8%0.000%
2/17/2025Focus Partners Wealth14,010$179K0.0%N/A0.000%
2/17/2025Dunhill Financial LLC7,230$93K0.0%N/A0.000%
2/17/2025Collar Capital Management LLC131,145$1.68M1.4%N/A0.000%
2/17/2025Citadel Advisors LLC27,512$352K0.0%N/A0.000%
2/17/2025Bank of America Corp DE842,939$10.79M0.0%+2.9%0.000%
2/17/2025Ameriprise Financial Inc.400,764$5.13M0.0%-3.7%0.000%
2/14/2025Virtus ETF Advisers LLC59,141$757K0.3%+11.9%0.000%
2/14/2025Stifel Financial Corp13,193$169K0.0%-10.4%0.000%
2/13/2025Kane Investment Management Inc.19,002$243K0.1%N/A0.000%
2/13/2025Guggenheim Capital LLC670,887$8.59M0.1%+16.2%0.000%
2/13/2025Cohen & Steers Inc.404,258$5.18M0.0%+4.9%0.000%
2/13/2025Altman Advisors Inc.80,203$1.03M0.4%-6.1%0.000%
2/13/2025Raymond James Financial Inc.44,443$569K0.0%N/A0.000%
2/13/2025Invesco Ltd.411,412$5.27M0.0%-1.0%0.000%
2/13/2025Cerity Partners LLC18,500$237K0.0%-22.9%0.000%
2/13/2025Wedbush Securities Inc.20,017$256K0.0%+35.3%0.000%
2/13/2025Wells Fargo & Company MN134,391$1.72M0.0%+49.4%0.000%
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2/12/2025RWA Wealth Partners LLC74,525$954K0.0%-8.9%0.000%
2/11/2025LPL Financial LLC121,668$1.56M0.0%-3.3%0.000%
2/10/2025Advisors Asset Management Inc.448,490$5.74M0.1%+23.4%0.000%
2/10/2025Avantax Advisory Services Inc.30,156$386K0.0%+33.3%0.000%
2/6/2025Raymond James Financial Inc.44,443$569K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.28,162$360K0.0%+5.1%0.000%
2/4/2025Union Bancaire Privee UBP SA3,677$43K0.0%N/A0.000%
1/31/2025J.W. Cole Advisors Inc.13,814$177K0.0%-5.8%0.000%
1/30/2025White Pine Capital LLC357,042$4.57M1.5%-2.1%0.000%
1/29/2025Carnegie Lake Advisors LLC10,361$133K0.1%-7.9%0.000%
1/27/2025Financial Advocates Investment Management100,514$1.29M0.1%+4.0%0.000%
1/27/2025Stratos Wealth Partners LTD.19,729$253K0.0%-4.9%0.000%
1/27/2025Verity Asset Management Inc.123,944$1.59M0.8%+9.8%0.000%
1/24/2025Oregon Pacific Wealth Management LLC28,017$359K0.4%N/A0.000%
1/22/2025Fortitude Advisory Group L.L.C.18,498$237K0.1%+13.5%0.000%
1/22/2025Union Bancaire Privee UBP SA3,677$43K0.0%N/A0.000%
1/15/2025Hennion & Walsh Asset Management Inc.66,380$850K0.0%+25.8%0.000%
1/13/2025Capital Investment Advisors LLC54,774$701K0.0%-3.8%0.000%
12/2/2024Beaird Harris Wealth Management LLC23,203$296K0.0%N/A0.000%
11/25/2024Synovus Financial Corp10,702$136K0.0%-7.6%0.000%
11/15/2024Orion Portfolio Solutions LLC12,097$154K0.0%N/A0.000%
11/15/2024National Bank of Canada FI3,519$45K0.0%+29.4%0.000%
11/15/2024Stifel Financial Corp14,721$188K0.0%+25.3%0.000%
11/13/2024Horizon Kinetics Asset Management LLC27,801$354K0.0%+39.0%0.000%
11/9/2024Landscape Capital Management L.L.C.28,116$358K0.0%N/A0.000%
11/8/2024Altman Advisors Inc.85,368$1.09M0.5%-24.4%0.000%
11/8/2024Advisors Asset Management Inc.363,579$4.64M0.1%+19.8%0.000%
11/8/2024Prospera Financial Services Inc14,851$189K0.0%+8.0%0.000%
11/6/2024Oppenheimer & Co. Inc.26,795$342K0.0%+4.2%0.000%
11/4/2024Wolverine Asset Management LLC24,719$315K0.0%N/A0.000%
11/1/2024Verity Asset Management Inc.112,926$1.44M0.5%+2.7%0.000%
10/25/2024Edge Financial Advisors LLC11,166$142K0.1%N/A0.000%
10/24/2024Wealth Enhancement Advisory Services LLC21,788$278K0.0%-21.4%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.52,771$673K0.0%+120.4%0.000%
10/22/2024Private Advisor Group LLC13,385$171K0.0%N/A0.000%
10/10/2024Koshinski Asset Management Inc.25,617$327K0.0%+53.9%0.000%
10/10/2024Ballew Advisors Inc36,716$470K0.3%-6.3%0.000%
9/5/2024Sanctuary Advisors LLC12,151$160K0.0%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.120,652$1.58M0.0%+13.5%0.000%
8/12/2024Garner Asset Management Corp69,398$908K0.4%+1.6%0.000%
8/9/2024Marble Harbor Investment Counsel LLC249,670$3.27M0.4%-62.7%0.000%
8/8/2024J.W. Cole Advisors Inc.14,394$188K0.0%+39.4%0.000%
8/2/2024Midland Wealth Advisors LLC27,136$355K0.0%N/A0.000%
7/29/2024Financial Advocates Investment Management96,914$1.27M0.1%+1.3%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.526,315$6.88M0.0%+93.7%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.23,939$313K0.0%+133.0%0.000%
7/17/2024Ballew Advisors Inc39,194$515K0.3%-7.1%0.000%
7/16/2024Wealth Enhancement Advisory Services LLC27,734$363K0.0%+16.4%0.000%
7/12/2024Capital Investment Advisors LLC57,317$750K0.0%-5.6%0.000%
6/4/2024Tactive Advisors LLC50,866$663K0.4%+15.4%0.000%
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5/28/2024Verity Asset Management Inc.109,367$1.43M0.8%+1.1%0.000%
5/20/2024Independent Wealth Network Inc.76,214$993K0.5%+6.8%0.000%
5/20/2024Highlander Capital Management LLC13,927$181K0.1%-30.9%0.000%
5/17/2024Garner Asset Management Corp68,302$890K0.4%+4.5%0.000%
5/14/2024Advisors Asset Management Inc.309,561$4.03M0.1%+8.9%0.000%
5/9/2024Koshinski Asset Management Inc.16,623$217K0.0%N/A0.000%
5/8/2024Avantax Advisory Services Inc.22,599$294K0.0%+5.0%0.000%
5/7/2024Oppenheimer & Co. Inc.23,840$311K0.0%+5.1%0.000%
5/6/2024Oxbow Advisors LLC15,522$202K0.0%-8.3%0.000%
4/30/2024J.W. Cole Advisors Inc.10,328$135K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

EFR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFR shares?

During the previous two years, 80 institutional investors and hedge funds held shares of Eaton Vance Senior Floating-Rate Trust. The most heavily invested institutionals were Bank of America Corp DE ($10.79M), Guggenheim Capital LLC ($8.59M), Advisors Asset Management Inc. ($6.10M), Cambridge Investment Research Advisors Inc. ($5.65M), Cohen & Steers Inc. ($5.18M), Invesco Ltd. ($5.17M), and Ameriprise Financial Inc. ($5.13M).Learn more on Eaton Vance Senior Floating-Rate Trust's institutional investors.

Which institutional investors have been buying Eaton Vance Senior Floating-Rate Trust's stock?

Of the 56 institutional investors that purchased Eaton Vance Senior Floating-Rate Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($430.58K), Ethos Financial Group LLC ($241.77K), Advisors Asset Management Inc. ($239.19K), Collar Capital Management LLC ($131.15K), Guggenheim Capital LLC ($93.29K), Raymond James Financial Inc. ($88.89K), and Adviser Investments LLC ($87.48K).

How much institutional buying is happening at Eaton Vance Senior Floating-Rate Trust?

Institutional investors have bought a total of 1,593,096 shares in the last 24 months. This purchase volume represents approximately $20.23M in transactions.

Which of Eaton Vance Senior Floating-Rate Trust's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Eaton Vance Senior Floating-Rate Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Marble Harbor Investment Counsel LLC ($436.20K), Cambridge Investment Research Advisors Inc. ($129.48K), Altman Advisors Inc. ($59.82K), RWA Wealth Partners LLC ($20.50K), Ameriprise Financial Inc. ($15.24K), Wealth Enhancement Advisory Services LLC ($12.90K), and Capital Investment Advisors LLC ($8.10K).

How much institutional selling is happening at Eaton Vance Senior Floating-Rate Trust?

Institutional investors have sold a total of 731,290 shares in the last 24 months. This volume of shares sold represents approximately $9.36M in transactions.


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This page (NYSE:EFR) was last updated on 7/4/2025 by MarketBeat.com Staff
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