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

Eaton Vance Senior Floating-Rate Trust logo
$10.50 -0.06 (-0.56%)
Closing price 06/5/2026 03:58 PM Eastern
Extended Trading
$10.53 +0.03 (+0.28%)
As of 06/5/2026 04:10 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)
48
Total
Institutional Inflows
(last 12 months)
$61.36M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$8.02M
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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
6/3/2026 NewEdge Advisors LLC15,117$159K0.0%+15.2%0.000%
5/19/2026 NewEdge Advisors LLC15,117$159K0.0%+15.2%0.000%
5/19/2026 Bank of America Corp DE481,794$5.08M0.0%+8.6%0.000%
5/18/2026 Readystate Asset Management LP55,934$590K0.0%-59.9%0.000%
5/16/2026 Saba Capital Management L.P.261,756$2.76M0.1%N/A0.000%
5/13/2026 Cetera Investment Advisers25,848$272K0.0%-31.4%0.000%
5/13/2026 Icon 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%
5/5/2026 Sanctuary 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%
3/13/2026 Fund Advisors of America Inc FL19,538$218K0.2%N/A0.000%
2/25/2026 Sit Investment Associates Inc.263,489$2.94M0.1%N/A0.000%
2/23/2026 Virtu Financial LLC13,234$147K0.0%-15.2%0.000%
2/19/2026 Invesco Ltd.573,412$6.39M0.0%+1.9%0.000%
2/18/2026 Beacon Pointe Advisors LLC20,759$231K0.0%-17.5%0.000%
2/18/2026 XTX Topco Ltd44,933$501K0.0%N/A0.000%
2/18/2026 Readystate Asset Management LP139,418$1.55M0.1%-32.3%0.000%
2/18/2026 Rivernorth Capital Management LLC332,805$3.71M0.2%N/A0.000%
2/18/2026 Balyasny Asset Management L.P.216,329$2.41M0.0%+382.8%0.000%
2/18/2026 1607 Capital Partners LLC1,432,147$15.95M1.1%+331.3%0.000%
2/17/2026 Guggenheim Capital LLC465,531$5.19M0.0%-3.5%0.000%
2/17/2026 Almitas Capital LLC28,829$321K0.1%N/A0.000%
2/17/2026 Cetera Investment Advisers37,682$420K0.0%+14.8%0.000%
2/17/2026 Osaic Holdings Inc.84,473$941K0.0%+95.6%0.000%
2/17/2026 Royal Bank of Canada14,300$159K0.0%-26.4%0.000%
2/13/2026 Wells Fargo & Company MN171,908$1.92M0.0%-8.7%0.000%
2/12/2026 Advisors Asset Management Inc.553,088$6.16M0.1%-3.5%0.000%
2/12/2026 Jane Street Group LLC56,895$634K0.0%+16.8%0.000%
2/11/2026 LPL 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%
2/10/2026 Goldman 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%
2/10/2026 Northwestern 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%
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%
2/5/2026 Northwestern Mutual Wealth Management Co.218,555$2.44M0.0%+17.5%0.000%
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2/4/2026 Altman Advisors Inc.52,075$580K0.2%-6.7%0.000%
2/3/2026 Garner Asset Management Corp56,936$634K0.2%-7.6%0.000%
2/2/2026 Wolverine 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%
1/30/2026 Verity 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%
1/26/2026 CWM LLC144,025$1.60M0.0%+14.3%0.000%
1/22/2026 Fiduciary Alliance LLC43,645$486K0.0%-23.2%0.000%
1/20/2026 Ethos 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%
1/13/2026 Capital Investment Advisors LLC47,620$530K0.0%-3.6%0.000%
12/1/2025 Polar Asset Management Partners Inc.433,075$4.95M0.0%+2.2%0.000%
11/17/2025 NewEdge Advisors LLC13,126$150K0.0%N/A0.000%
11/17/2025 Verity Asset Management Inc.128,561$1.47M0.5%+2.7%0.000%
11/17/2025 Northwestern Mutual Wealth Management Co.185,955$2.13M0.0%+2.6%0.000%
11/17/2025 Bank of America Corp DE707,842$8.10M0.0%-8.6%0.000%
11/17/2025 1607 Capital Partners LLC332,089$3.80M0.3%N/A0.000%
11/17/2025 Ameriprise Financial Inc.469,630$5.37M0.0%+19.7%0.000%
11/14/2025 Polar Asset Management Partners Inc.433,075$4.95M0.1%+2.2%0.000%
11/14/2025 Raymond James Financial Inc.37,937$434K0.0%-28.1%0.000%
11/14/2025 Virtu Financial LLC15,610$179K0.0%N/A0.000%
11/14/2025Comerica Bank12,034$138K0.0%+118.8%0.000%
11/13/2025 Pathstone Holdings LLC832,142$9.52M0.0%N/A0.000%
11/13/2025 Invesco Ltd.562,705$6.44M0.0%+5.2%0.000%
11/13/2025 UBS Group AG50,725$580K0.0%-4.1%0.000%
11/10/2025 White Pine Capital LLC334,824$3.83M1.1%-1.8%0.000%
11/10/2025 Garner Asset Management Corp61,598$716K0.3%+6.8%0.000%
11/7/2025 Readystate Asset Management LP206,070$2.36M0.1%+271.9%0.000%
11/6/2025 Advisors 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%
10/28/2025 Wolverine Asset Management LLC173,105$1.98M0.0%+122.4%0.000%
10/23/2025 Ethos 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%
10/15/2025 CWM 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%
9/26/2025 Corient Private Wealth LLC12,361$150K0.0%-8.4%0.000%
9/4/2025 Osaic Holdings Inc.37,966$460K0.0%+38.1%0.000%
8/15/2025 Corient Private Wealth LLC12,361$150K0.0%-8.4%0.000%
8/15/2025 Bank of America Corp DE774,558$9.39M0.0%-7.9%0.000%
8/15/2025 Ameriprise Financial Inc.392,383$4.76M0.0%-3.1%0.000%
8/14/2025 Raymond James Financial Inc.52,793$640K0.0%+12.5%0.000%
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8/13/2025 Baird Financial Group Inc.126,878$1.54M0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC547,365$6.63M0.1%-14.5%0.000%
8/13/2025 Invesco Ltd.534,797$6.48M0.0%+26.6%0.000%
8/13/2025 Virtus Investment Advisers LLC65,479$794K0.3%-14.9%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.181,169$2.20M0.0%+4.9%0.000%
8/13/2025 Garner Asset Management Corp57,672$699K0.3%-10.2%0.000%
8/12/2025 Advisors Asset Management Inc.526,438$6.38M0.1%+5.8%0.000%
8/12/2025 White Pine Capital LLC340,910$4.13M1.3%-0.4%0.000%
8/8/2025 Cetera Investment Advisers10,733$130K0.0%N/A0.000%
8/8/2025 Calamos Advisors LLC26,031$315K0.0%N/A0.000%


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 78 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 5,437,001 shares in the last 24 months. This purchase volume represents approximately $61.36M in transactions.

Of the 31 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), LPL Financial LLC ($22.58K), and Advisors Asset Management Inc. ($20.18K).

Institutional investors have sold a total of 703,016 shares in the last 24 months. This volume of shares sold represents approximately $8.02M in transactions.


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This page (NYSE:EFR) was last updated on 6/6/2026 by MarketBeat.com Staff.
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