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

Eaton Vance Senior Floating-Rate Trust logo
$10.69 +0.02 (+0.19%)
Closing price 08/6/2026 03:58 PM Eastern
Extended Trading
$10.68 0.00 (-0.05%)
As of 08/6/2026 06:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
46
Total
Institutional Inflows
(last 12 months)
$59.14M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$7.95M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.34,126$362K0.0%-36.3%0.000%
7/8/2026 Integrated Capital Management Inc.22,810$242K0.2%N/A0.000%
7/7/2026 Sandy Cove Advisors LLC10,000$106K0.0%-59.8%0.000%
6/3/2026NewEdge Advisors LLC15,117$159K0.0%+15.2%0.000%
5/19/2026NewEdge Advisors LLC15,117$159K0.0%+15.2%0.000%
5/19/2026Bank of America Corp DE481,794$5.08M0.0%+8.6%0.000%
5/18/2026Readystate Asset Management LP55,934$590K0.0%-59.9%0.000%
5/16/2026Saba Capital Management L.P.261,756$2.76M0.1%N/A0.000%
5/13/2026Cetera Investment Advisers25,848$272K0.0%-31.4%0.000%
5/13/2026Icon Advisers Inc. Co.108,870$1.15M0.3%+117.7%0.000%
5/6/2026 Simon Quick Advisors LLC38,357$404K0.0%N/A0.000%
5/6/2026 Independent Financial Group LLC13,427$142K0.0%N/A0.000%
5/5/2026Sanctuary Advisors LLC10,600$112K0.0%N/A0.000%
5/4/2026 Calamos Advisors LLC77,027$812K0.0%+13.5%0.000%
5/1/2026 Fifth Third Bancorp11,888$125K0.0%N/A0.000%
4/21/2026 Fiduciary Alliance LLC31,195$326K0.0%-28.5%0.000%
3/13/2026Fund Advisors of America Inc FL19,538$218K0.2%N/A0.000%
2/25/2026Sit Investment Associates Inc.263,489$2.94M0.1%N/A0.000%
2/23/2026Virtu Financial LLC13,234$147K0.0%-15.2%0.000%
2/19/2026Invesco Ltd.573,412$6.39M0.0%+1.9%0.000%
2/18/2026Beacon Pointe Advisors LLC20,759$231K0.0%-17.5%0.000%
2/18/2026XTX Topco Ltd44,933$501K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP139,418$1.55M0.1%-32.3%0.000%
2/18/2026Rivernorth Capital Management LLC332,805$3.71M0.2%N/A0.000%
2/18/2026Balyasny Asset Management L.P.216,329$2.41M0.0%+382.8%0.000%
2/18/20261607 Capital Partners LLC1,432,147$15.95M1.1%+331.3%0.000%
2/17/2026Guggenheim Capital LLC465,531$5.19M0.0%-3.5%0.000%
2/17/2026Almitas Capital LLC28,829$321K0.1%N/A0.000%
2/17/2026Cetera Investment Advisers37,682$420K0.0%+14.8%0.000%
2/17/2026Osaic Holdings Inc.84,473$941K0.0%+95.6%0.000%
2/17/2026Royal Bank of Canada14,300$159K0.0%-26.4%0.000%
2/13/2026Wells Fargo & Company MN171,908$1.92M0.0%-8.7%0.000%
2/12/2026Advisors Asset Management Inc.553,088$6.16M0.1%-3.5%0.000%
2/12/2026Jane Street Group LLC56,895$634K0.0%+16.8%0.000%
2/11/2026LPL Financial LLC92,879$1.04M0.0%-19.6%0.000%
2/11/2026 Closed End Fund Advisors Inc.14,648$163K0.1%N/A0.000%
2/10/2026Goldman Sachs Group Inc.81,752$911K0.0%N/A0.000%
2/10/2026 Collar Capital Management LLC112,120$1.25M0.8%-7.5%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.220,169$2.45M0.0%+18.4%0.000%
2/9/2026 AEGON USA Investment Management LLC24,120$269K0.2%+63.4%0.000%
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2/9/2026 Sandy Cove Advisors LLC24,850$277K0.1%-5.4%0.000%
2/6/2026 HighTower Advisors LLC17,981$200K0.0%N/A0.000%
2/5/2026Northwestern Mutual Wealth Management Co.218,555$2.44M0.0%+17.5%0.000%
2/4/2026Altman Advisors Inc.52,075$580K0.2%-6.7%0.000%
2/3/2026Garner Asset Management Corp56,936$634K0.2%-7.6%0.000%
2/2/2026Wolverine Asset Management LLC245,318$2.73M0.0%+41.7%0.000%
2/2/2026 Oppenheimer & Co. Inc.38,343$427K0.0%+8.9%0.000%
1/30/2026Verity Asset Management Inc.139,833$1.56M0.7%+8.8%0.000%
1/29/2026 Calamos Advisors LLC67,857$756K0.0%+32.1%0.000%
1/26/2026 Shaker Financial Services LLC80,004$891K0.3%+24.1%0.000%
1/26/2026CWM LLC144,025$1.60M0.0%+14.3%0.000%
1/22/2026 Fiduciary Alliance LLC43,645$486K0.0%-23.2%0.000%
1/20/2026Ethos Financial Group LLC205,537$2.29M0.2%-16.5%0.000%
1/16/2026 Oregon Pacific Wealth Management LLC27,448$306K0.3%-4.7%0.000%
1/14/2026 Ballew Advisors Inc19,295$219K0.1%-13.8%0.000%
1/13/2026Capital Investment Advisors LLC47,620$530K0.0%-3.6%0.000%
12/1/2025Polar Asset Management Partners Inc.433,075$4.95M0.0%+2.2%0.000%
11/17/2025NewEdge Advisors LLC13,126$150K0.0%N/A0.000%
11/17/2025Verity Asset Management Inc.128,561$1.47M0.5%+2.7%0.000%
11/17/2025Northwestern Mutual Wealth Management Co.185,955$2.13M0.0%+2.6%0.000%
11/17/2025Bank of America Corp DE707,842$8.10M0.0%-8.6%0.000%
11/17/20251607 Capital Partners LLC332,089$3.80M0.3%N/A0.000%
11/17/2025Ameriprise Financial Inc.469,630$5.37M0.0%+19.7%0.000%
11/14/2025Polar Asset Management Partners Inc.433,075$4.95M0.1%+2.2%0.000%
11/14/2025Raymond James Financial Inc.37,937$434K0.0%-28.1%0.000%
11/14/2025Virtu Financial LLC15,610$179K0.0%N/A0.000%
11/14/2025Comerica Bank12,034$138K0.0%+118.8%0.000%
11/13/2025Pathstone Holdings LLC832,142$9.52M0.0%N/A0.000%
11/13/2025Invesco Ltd.562,705$6.44M0.0%+5.2%0.000%
11/13/2025UBS Group AG50,725$580K0.0%-4.1%0.000%
11/10/2025 White Pine Capital LLC334,824$3.83M1.1%-1.8%0.000%
11/10/2025Garner Asset Management Corp61,598$716K0.3%+6.8%0.000%
11/7/2025Readystate Asset Management LP206,070$2.36M0.1%+271.9%0.000%
11/6/2025Advisors Asset Management Inc.573,268$6.56M0.1%+8.9%0.000%
11/6/2025 Oppenheimer & Co. Inc.35,202$403K0.0%+16.8%0.000%
11/5/2025 Fortitude Advisory Group L.L.C.19,879$227K0.1%+6.8%0.000%
10/28/2025Wolverine Asset Management LLC173,105$1.98M0.0%+122.4%0.000%
10/23/2025Ethos Financial Group LLC246,196$2.82M0.2%+0.4%0.000%
10/22/2025 Shaker Financial Services LLC64,463$737K0.3%+75.3%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.55,536$635K0.0%-14.4%0.000%
10/22/2025 Oregon Pacific Wealth Management LLC28,814$330K0.3%+3.5%0.000%
10/20/2025 Calamos Advisors LLC51,351$587K0.0%+97.3%0.000%
10/16/2025 Collar Capital Management LLC121,220$1.39M1.0%-5.8%0.000%
10/15/2025CWM LLC125,991$1.44M0.0%+81,184.5%0.000%
10/15/2025 Ballew Advisors Inc22,382$253K0.1%-25.8%0.000%
10/14/2025 Gridiron Partners LLC288,416$33K0.0%N/A0.000%
10/8/2025 Fiduciary Alliance LLC56,845$650K0.0%-19.8%0.000%
9/26/2025Corient Private Wealth LLC12,361$150K0.0%-8.4%0.000%
9/4/2025Osaic Holdings Inc.37,966$460K0.0%+38.1%0.000%
8/15/2025Corient Private Wealth LLC12,361$150K0.0%-8.4%0.000%
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8/15/2025Bank of America Corp DE774,558$9.39M0.0%-7.9%0.000%
8/15/2025Ameriprise Financial Inc.392,383$4.76M0.0%-3.1%0.000%
8/14/2025Raymond James Financial Inc.52,793$640K0.0%+12.5%0.000%
8/13/2025Baird Financial Group Inc.126,878$1.54M0.0%N/A0.000%
8/13/2025Guggenheim Capital LLC547,365$6.63M0.1%-14.5%0.000%
8/13/2025Invesco Ltd.534,797$6.48M0.0%+26.6%0.000%
8/13/2025Virtus Investment Advisers LLC65,479$794K0.3%-14.9%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.181,169$2.20M0.0%+4.9%0.000%
8/13/2025Garner Asset Management Corp57,672$699K0.3%-10.2%0.000%
8/12/2025Advisors Asset Management Inc.526,438$6.38M0.1%+5.8%0.000%


EFR Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of Eaton Vance Senior Floating-Rate Trust. The most heavily invested institutionals were 1607 Capital Partners LLC ($15.95M), Pathstone Holdings LLC ($9.52M), Invesco Ltd. ($6.39M), Advisors Asset Management Inc. ($6.16M), Cambridge Investment Research Advisors Inc. ($5.65M), Ameriprise Financial Inc. ($5.37M), and Guggenheim Capital LLC ($5.19M).Learn more on Eaton Vance Senior Floating-Rate Trust's institutional investors.

Of the 76 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: 1607 Capital Partners LLC ($1.43M), Pathstone Holdings LLC ($832.14K), Rivernorth Capital Management LLC ($332.81K), Gridiron Partners LLC ($288.42K), Wolverine Asset Management LLC ($270.04K), Advisors Asset Management Inc. ($269.69K), and Sit Investment Associates Inc. ($263.49K).

Institutional investors have bought a total of 5,259,042 shares in the last 24 months. This purchase volume represents approximately $59.17M in transactions.

Of the 28 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: Readystate Asset Management LP ($150.14K), Bank of America Corp DE ($132.74K), Guggenheim Capital LLC ($110.17K), Ethos Financial Group LLC ($40.66K), Fiduciary Alliance LLC ($39.65K), Hennion & Walsh Asset Management Inc. ($28.83K), and LPL Financial LLC ($22.58K).

Institutional investors have sold a total of 714,803 shares in the last 24 months. This volume of shares sold represents approximately $8.11M in transactions.


Related Companies

Institutional ownership data for NYSE:EFR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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