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

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$13.08
+0.04 (+0.31%)
(As of 04/23/2024 ET)
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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)
29
Total
Institutional Inflows
(last 12 months)
$9.00M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$8.93M
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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
4/22/2024Edge Financial Advisors LLC10,582$138K0.1%N/A0.000%
4/18/2024Aviance Capital Partners LLC10,937$143K0.0%-17.2%0.000%
4/11/2024 Ballew Advisors Inc42,176$554K0.4%-7.1%0.000%
3/27/2024Nomura Holdings Inc.15,020$190K0.0%N/A0.000%
2/15/2024Cohen & Steers Inc.390,258$4.94M0.0%-6.0%0.000%
2/14/2024Garner Asset Management Corp65,364$855K0.3%-5.4%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.228,099$2.89M0.0%+84.2%0.000%
2/8/2024Altman Advisors Inc.110,759$1.40M0.7%+184.5%0.000%
2/8/2024Advisor OS LLC16,623$210K0.0%N/A0.000%
2/7/2024Avantax Advisory Services Inc.21,524$272K0.0%+28.7%0.000%
2/6/2024Cullen Frost Bankers Inc.10,000$127K0.0%+66.7%0.000%
2/5/2024AEGON USA Investment Management LLC17,070$216K0.2%-73.6%0.000%
2/5/2024White Pine Capital LLC395,625$5.01M1.9%-11.2%0.000%
1/26/2024Cerity Partners LLC24,000$304K0.0%N/A0.000%
1/24/2024Highlander Capital Management LLC20,142$255K0.1%-5.1%0.000%
1/24/2024 International Assets Investment Management LLC12,660$160K0.0%N/A0.000%
1/18/2024 Ballew Advisors Inc45,420$577K0.4%-21.8%0.000%
1/16/2024Raymond James & Associates17,745$225K0.0%+7.4%0.000%
1/12/2024 Independent Wealth Network Inc.71,366$903K0.5%+54.8%0.000%
1/5/2024Capital Investment Advisors LLC65,086$824K0.0%-5.5%0.000%
11/15/2023Advisors Asset Management Inc.190,794$2.31M0.0%+11.6%0.000%
11/14/2023AQR Arbitrage LLC66,689$808K0.0%-36.6%0.000%
11/14/2023Oaktree Capital Management LP245,996$2.98M0.0%-18.3%0.000%
11/9/2023White Pine Capital LLC445,394$5.39M2.2%-2.0%0.000%
11/8/2023Avantax Advisory Services Inc.16,726$203K0.0%+8.4%0.000%
11/8/2023Pekin Hardy Strauss Inc.20,500$248K0.0%-25.7%0.000%
11/7/2023Virtus ETF Advisers LLC44,758$542K0.3%+79.8%0.000%
11/6/2023Sigma Planning Corp18,774$227K0.0%+19.3%0.000%
11/2/2023Cullen Frost Bankers Inc.6,000$73K0.0%N/A0.000%
11/2/2023Shaker Financial Services LLC96,756$1.17M0.5%-56.3%0.000%
10/27/2023Financial Advocates Investment Management92,239$1.12M0.1%+486.2%0.000%
10/26/2023 Park Avenue Securities LLC87,421$1.06M0.0%-1.2%0.000%
10/24/2023Raymond James & Associates16,515$200K0.0%-18.3%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.123,839$1.50M0.0%+29.4%0.000%
10/16/2023Capital Investment Advisors LLC68,906$834K0.0%-7.2%0.000%
10/11/2023 Independent Wealth Network Inc.46,116$558K0.3%+11.1%0.000%
10/11/2023Adviser Investments LLC87,475$1.06M0.0%+1.4%0.000%
10/11/2023 Integrated Capital Management Inc.13,200$160K0.1%-8.2%0.000%
10/6/2023 Ballew Advisors Inc58,093$690K0.6%-26.3%0.000%
8/16/2023Verity Asset Management Inc.107,768$1.27M0.9%+8.3%0.000%
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8/15/2023Garner Asset Management Corp65,397$768K0.4%+7.8%0.000%
8/11/2023Guggenheim Capital LLC522,050$6.13M0.0%-10.4%0.000%
8/10/2023Sit Investment Associates Inc.47,685$560K0.0%-58.1%0.000%
8/10/2023Cetera Investment Advisers10,489$123K0.0%-7.8%0.000%
8/7/2023Shaker Financial Services LLC221,220$2.60M1.1%-17.1%0.000%
8/4/2023Envestnet Asset Management Inc.106,371$1.25M0.0%-1.4%0.000%
8/4/2023Adviser Investments LLC86,225$1.01M0.0%N/A0.000%
7/31/2023LPL Financial LLC113,684$1.34M0.0%+0.8%0.000%
7/28/2023Koshinski Asset Management Inc.16,623$195K0.0%N/A0.000%
7/28/2023Wagner Wealth Management LLC22,510$264K0.1%+33.3%0.000%
7/25/2023Raymond James & Associates20,215$238K0.0%-26.0%0.000%
7/14/2023 Park Avenue Securities LLC88,445$1.04M0.0%-4.2%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.95,738$1.13M0.0%-2.7%0.000%
7/12/2023 Independent Wealth Network Inc.41,502$488K0.3%-12.1%0.000%
7/11/2023Capital Investment Advisors LLC74,224$872K0.0%-4.0%0.000%
6/28/2023Relative Value Partners Group LLC54,629$619K0.0%N/A0.000%
5/24/2023Verity Asset Management Inc.99,484$1.13M0.7%+10.0%0.000%
5/16/2023Garner Asset Management Corp60,689$688K0.3%-1.5%0.000%
5/15/2023Relative Value Partners Group LLC54,629$619K0.0%N/A0.000%
5/15/2023Sandy Cove Advisors LLC25,949$294K0.2%+43.6%0.000%
5/12/2023Jones Road Capital Management L.P.9,448$107K0.1%N/A0.000%
5/11/2023Elequin Securities LLC5,612$64K0.0%-64.4%0.000%
5/11/2023Guggenheim Capital LLC582,777$6.60M0.1%+2.7%0.000%
5/10/2023Landscape Capital Management L.L.C.13,286$151K0.0%-57.9%0.000%
5/10/2023Marble Harbor Investment Counsel LLC608,710$6.90M0.9%-1.6%0.000%
5/9/2023Wedbush Securities Inc.19,526$221K0.0%+26.2%0.000%
5/9/2023White Pine Capital LLC456,532$5.17M2.0%-1.9%0.000%
5/8/2023Shaker Financial Services LLC266,923$3.02M1.3%+1.2%0.000%
5/8/2023Wolverine Asset Management LLC25,151$285K0.0%-76.1%0.000%
5/8/2023Pekin Hardy Strauss Inc.27,600$313K0.0%-6.6%0.000%
5/8/2023Blue Bell Private Wealth Management LLC11,498$130K0.0%N/A0.000%
5/8/2023Sigma Planning Corp15,417$175K0.0%+6.2%0.000%
5/5/2023Fortitude Advisory Group L.L.C.14,331$162K0.1%+7.2%0.000%
5/3/2023LeJeune Puetz Investment Counsel LLC85,225$966K0.3%-1.1%0.000%
5/2/2023Round Rock Advisors LLC11,000$125K0.0%-8.3%0.000%
4/18/2023 Park Avenue Securities LLC92,325$1.05M0.0%-7.2%0.000%
4/18/2023 Independent Wealth Network Inc.47,191$535K0.3%+2.3%0.000%
4/14/2023Raymond James & Associates27,313$309K0.0%-22.0%0.000%
4/10/2023Capital Investment Advisors LLC77,316$876K0.0%-2.3%0.000%
2/14/2023Oaktree Capital Management LP300,938$3.29M0.0%+22.1%0.000%
2/13/2023Pekin Hardy Strauss Inc.29,542$323K0.0%N/A0.000%
2/10/2023WESCAP Management Group Inc.37,600$411K0.1%-18.1%0.000%
2/10/2023Marble Harbor Investment Counsel LLC618,885$6.77M0.9%+1.6%0.000%
2/10/2023Advisor Group Holdings Inc.217,062$2.38M0.0%+14.7%0.000%
2/10/2023Sit Investment Associates Inc.113,931$1.25M0.0%N/A0.000%
2/9/2023Landscape Capital Management L.L.C.31,561$345K0.1%-40.7%0.000%
2/9/2023Elequin Securities LLC15,777$173K0.0%N/A0.000%
2/9/2023Cardiff Park Advisors LLC19,883$218K0.0%-44.6%0.000%
2/8/2023UBS Group AG160,366$1.75M0.0%-5.2%0.000%
2/8/2023Prospera Financial Services Inc17,443$191K0.0%-36.3%0.000%
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2/7/2023Commonwealth Equity Services LLC10,566$115K0.0%-25.3%0.000%
2/7/2023LPL Financial LLC110,005$1.20M0.0%+1.1%0.000%
2/7/2023Envestnet Asset Management Inc.117,449$1.29M0.0%-4.7%0.000%
2/3/2023Shaker Financial Services LLC263,777$2.91M1.4%+25.8%0.000%
2/1/2023Wolverine Asset Management LLC105,368$1.15M0.0%+161.7%0.000%
2/1/2023Oxbow Advisors LLC33,674$368K0.1%-61.1%0.000%
1/25/2023 Independent Wealth Network Inc.46,144$505K0.3%+6.1%0.000%
1/25/2023Shufro Rose & Co. LLC32,700$358K0.0%-5.5%0.000%
1/24/2023Sigma Planning Corp14,522$159K0.0%-10.2%0.000%
1/24/2023National Bank of Canada FI2,719$30K0.0%+1,141.6%0.000%
(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, 70 institutional investors and hedge funds held shares of Eaton Vance Senior Floating-Rate Trust. The most heavily invested institutionals were Marble Harbor Investment Counsel LLC ($6.90M), Guggenheim Capital LLC ($6.13M), White Pine Capital LLC ($5.01M), Cohen & Steers Inc. ($4.94M), Oaktree Capital Management LP ($2.98M), Cambridge Investment Research Advisors Inc. ($2.89M), and Advisor Group Holdings Inc. ($2.38M).Learn more on EFR's institutional investors.

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

Of the 57 institutional investors that purchased Eaton Vance Senior Floating-Rate Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($266.92K), Cambridge Investment Research Advisors Inc. ($132.36K), Wolverine Asset Management LLC ($121.12K), Sit Investment Associates Inc. ($113.93K), Relative Value Partners Group LLC ($109.26K), Park Avenue Securities LLC ($106.24K), and White Pine Capital LLC ($95.60K).

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

Institutional investors have bought a total of 2,225,891 shares in the last 24 months. This purchase volume represents approximately $26.35M in transactions.

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

Of the 46 institutional investors that sold Eaton Vance Senior Floating-Rate Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Intersect Capital LLC ($203.48K), Shaker Financial Services LLC ($170.17K), White Pine Capital LLC ($164.26K), Wolverine Asset Management LLC ($80.22K), Sit Investment Associates Inc. ($66.25K), Guggenheim Capital LLC ($60.73K), and Oaktree Capital Management LP ($54.94K).

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

Institutional investors have sold a total of 1,480,814 shares in the last 24 months. This volume of shares sold represents approximately $17.69M in transactions.


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This page (NYSE:EFR) was last updated on 4/23/2024 by MarketBeat.com Staff

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