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

Eaton Vance Senior Floating-Rate Trust logo
$12.93 +0.13 (+1.02%)
(As of 12/20/2024 04:33 PM 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)
33
Total
Institutional Inflows
(last 12 months)
$12.39M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$8.04M
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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
12/2/2024 Beaird Harris Wealth Management LLC23,203$296K0.0%N/A0.000%
11/25/2024 Synovus Financial Corp10,702$136K0.0%-7.6%0.000%
11/15/2024 Orion Portfolio Solutions LLC12,097$154K0.0%N/A0.000%
11/15/2024 National Bank of Canada FI3,519$45K0.0%+29.4%0.000%
11/15/2024 Stifel Financial Corp14,721$188K0.0%+25.3%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC27,801$354K0.0%+39.0%0.000%
11/9/2024 Landscape Capital Management L.L.C.28,116$358K0.0%N/A0.000%
11/8/2024 Altman Advisors Inc.85,368$1.09M0.5%-24.4%0.000%
11/8/2024 Advisors Asset Management Inc.363,579$4.64M0.1%+19.8%0.000%
11/8/2024 Prospera Financial Services Inc14,851$189K0.0%+8.0%0.000%
11/6/2024 Oppenheimer & Co. Inc.26,795$342K0.0%+4.2%0.000%
11/4/2024 Wolverine Asset Management LLC24,719$315K0.0%N/A0.000%
11/1/2024 Verity Asset Management Inc.112,926$1.44M0.5%+2.7%0.000%
10/25/2024 Edge Financial Advisors LLC11,166$142K0.1%N/A0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC21,788$278K0.0%-21.4%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.52,771$673K0.0%+120.4%0.000%
10/22/2024 Private Advisor Group LLC13,385$171K0.0%N/A0.000%
10/10/2024 Koshinski Asset Management Inc.25,617$327K0.0%+53.9%0.000%
10/10/2024 Ballew Advisors Inc36,716$470K0.3%-6.3%0.000%
9/5/2024 Sanctuary Advisors LLC12,151$160K0.0%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.120,652$1.58M0.0%+13.5%0.000%
8/12/2024 Garner Asset Management Corp69,398$908K0.4%+1.6%0.000%
8/9/2024 Marble Harbor Investment Counsel LLC249,670$3.27M0.4%-62.7%0.000%
8/8/2024 J.W. Cole Advisors Inc.14,394$188K0.0%+39.4%0.000%
8/2/2024 Midland Wealth Advisors LLC27,136$355K0.0%N/A0.000%
7/29/2024 Financial Advocates Investment Management96,914$1.27M0.1%+1.3%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.526,315$6.88M0.0%+93.7%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.23,939$313K0.0%+133.0%0.000%
7/17/2024 Ballew Advisors Inc39,194$515K0.3%-7.1%0.000%
7/16/2024 Wealth 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%
5/28/2024 Verity Asset Management Inc.109,367$1.43M0.8%+1.1%0.000%
5/20/2024 Independent Wealth Network Inc.76,214$993K0.5%+6.8%0.000%
5/20/2024Highlander Capital Management LLC13,927$181K0.1%-30.9%0.000%
5/17/2024 Garner Asset Management Corp68,302$890K0.4%+4.5%0.000%
5/14/2024 Advisors Asset Management Inc.309,561$4.03M0.1%+8.9%0.000%
5/9/2024 Koshinski Asset Management Inc.16,623$217K0.0%N/A0.000%
5/8/2024 Avantax Advisory Services Inc.22,599$294K0.0%+5.0%0.000%
5/7/2024 Oppenheimer & Co. Inc.23,840$311K0.0%+5.1%0.000%
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5/6/2024 Oxbow Advisors LLC15,522$202K0.0%-8.3%0.000%
4/30/2024 J.W. Cole Advisors Inc.10,328$135K0.0%N/A0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.271,719$3.54M0.0%+19.1%0.000%
4/22/2024 Edge Financial Advisors LLC10,582$138K0.1%N/A0.000%
4/18/2024 Aviance Capital Partners LLC10,937$143K0.0%-17.2%0.000%
4/11/2024 Ballew Advisors Inc42,176$554K0.4%-7.1%0.000%
3/27/2024 Nomura Holdings Inc.15,020$190K0.0%N/A0.000%
2/15/2024 Cohen & Steers Inc.390,258$4.94M0.0%-6.0%0.000%
2/14/2024 Garner Asset Management Corp65,364$855K0.3%-5.4%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.228,099$2.89M0.0%+84.2%0.000%
2/8/2024 Altman Advisors Inc.110,759$1.40M0.7%+184.5%0.000%
2/8/2024 Advisor OS LLC16,623$210K0.0%N/A0.000%
2/7/2024 Avantax Advisory Services Inc.21,524$272K0.0%+28.7%0.000%
2/6/2024 Cullen Frost Bankers Inc.10,000$127K0.0%+66.7%0.000%
2/5/2024 AEGON USA Investment Management LLC17,070$216K0.2%-73.6%0.000%
2/5/2024 White Pine Capital LLC395,625$5.01M1.9%-11.2%0.000%
1/26/2024 Cerity 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%
11/15/2023 Advisors Asset Management Inc.190,794$2.31M0.0%+11.6%0.000%
11/14/2023 AQR Arbitrage LLC66,689$808K0.0%-36.6%0.000%
11/14/2023 Oaktree Capital Management LP245,996$2.98M0.0%-18.3%0.000%
11/9/2023 White Pine Capital LLC445,394$5.39M2.2%-2.0%0.000%
11/8/2023 Avantax Advisory Services Inc.16,726$203K0.0%+8.4%0.000%
11/8/2023 Pekin Hardy Strauss Inc.20,500$248K0.0%-25.7%0.000%
11/7/2023 Virtus ETF Advisers LLC44,758$542K0.3%+79.8%0.000%
11/6/2023 Sigma Planning Corp18,774$227K0.0%+19.3%0.000%
11/2/2023 Cullen Frost Bankers Inc.6,000$73K0.0%N/A0.000%
11/2/2023 Shaker Financial Services LLC96,756$1.17M0.5%-56.3%0.000%
10/27/2023 Financial 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%
10/24/2023 Cambridge 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%
10/11/2023 Adviser 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%
8/16/2023 Verity Asset Management Inc.107,768$1.27M0.9%+8.3%0.000%
8/15/2023 Garner Asset Management Corp65,397$768K0.4%+7.8%0.000%
8/11/2023 Guggenheim Capital LLC522,050$6.13M0.0%-10.4%0.000%
8/10/2023 Sit Investment Associates Inc.47,685$560K0.0%-58.1%0.000%
8/10/2023 Cetera Investment Advisers10,489$123K0.0%-7.8%0.000%
8/7/2023 Shaker Financial Services LLC221,220$2.60M1.1%-17.1%0.000%
8/4/2023 Envestnet Asset Management Inc.106,371$1.25M0.0%-1.4%0.000%
8/4/2023 Adviser Investments LLC86,225$1.01M0.0%N/A0.000%
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7/31/2023 LPL Financial LLC113,684$1.34M0.0%+0.8%0.000%
7/28/2023 Koshinski Asset Management Inc.16,623$195K0.0%N/A0.000%
7/28/2023 Wagner 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%
7/13/2023 Cambridge 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%
5/24/2023 Verity Asset Management Inc.99,484$1.13M0.7%+10.0%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, 74 institutional investors and hedge funds held shares of Eaton Vance Senior Floating-Rate Trust. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($6.88M), Guggenheim Capital LLC ($6.13M), White Pine Capital LLC ($5.01M), Cohen & Steers Inc. ($4.94M), Advisors Asset Management Inc. ($4.64M), Marble Harbor Investment Counsel LLC ($3.27M), and Oaktree Capital Management LP ($2.98M).Learn more on EFR's institutional investors.

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

Of the 55 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: Cambridge Investment Research Advisors Inc. ($430.58K), Sit Investment Associates Inc. ($113.93K), Relative Value Partners Group LLC ($109.26K), Advisors Asset Management Inc. ($105.10K), Wolverine Asset Management LLC ($89.82K), Adviser Investments LLC ($87.48K), and Financial Advocates Investment Management ($77.73K).

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

Institutional investors have bought a total of 1,830,374 shares in the last 24 months. This purchase volume represents approximately $22.23M in transactions.

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

Of the 40 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: Marble Harbor Investment Counsel LLC ($430.58K), Shaker Financial Services LLC ($170.17K), Wolverine Asset Management LLC ($80.22K), White Pine Capital LLC ($67.44K), Sit Investment Associates Inc. ($66.25K), Guggenheim Capital LLC ($60.73K), and Ballew Advisors Inc ($56.05K).

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

Institutional investors have sold a total of 1,394,028 shares in the last 24 months. This volume of shares sold represents approximately $17.03M in transactions.


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This page (NYSE:EFR) was last updated on 12/22/2024 by MarketBeat.com Staff
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