Free Trial
→ The Real Hillbilly Elegy (From Porter & Company) (Ad) Free EFR Stock Alerts

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

Eaton Vance Senior Floating-Rate Trust logo
$12.93 +0.00 (+0.00%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Eaton Vance Senior Floating-Rate Trust (NYSE:EFR)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$17.22M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.93M
Get EFR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Senior Floating-Rate Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EFR Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Focus Partners Wealth14,010$179K0.0%N/A0.000%
2/17/2025 Dunhill Financial LLC7,230$93K0.0%N/A0.000%
2/17/2025 Collar Capital Management LLC131,145$1.68M1.4%N/A0.000%
2/17/2025 Citadel Advisors LLC27,512$352K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE842,939$10.79M0.0%+2.9%0.000%
2/17/2025 Ameriprise Financial Inc.400,764$5.13M0.0%-3.7%0.000%
2/14/2025 Virtus ETF Advisers LLC59,141$757K0.3%+11.9%0.000%
2/14/2025 Stifel Financial Corp13,193$169K0.0%-10.4%0.000%
2/13/2025 Kane Investment Management Inc.19,002$243K0.1%N/A0.000%
2/13/2025 Guggenheim Capital LLC670,887$8.59M0.1%+16.2%0.000%
2/13/2025 Cohen & Steers Inc.404,258$5.18M0.0%+4.9%0.000%
2/13/2025 Altman Advisors Inc.80,203$1.03M0.4%-6.1%0.000%
2/13/2025 Raymond James Financial Inc.44,443$569K0.0%N/A0.000%
2/13/2025 Invesco Ltd.411,412$5.27M0.0%-1.0%0.000%
2/13/2025 Cerity Partners LLC18,500$237K0.0%-22.9%0.000%
2/13/2025 Wedbush Securities Inc.20,017$256K0.0%+35.3%0.000%
2/13/2025 Wells Fargo & Company MN134,391$1.72M0.0%+49.4%0.000%
2/12/2025 RWA Wealth Partners LLC74,525$954K0.0%-8.9%0.000%
2/11/2025 LPL Financial LLC121,668$1.56M0.0%-3.3%0.000%
2/10/2025 Advisors Asset Management Inc.448,490$5.74M0.1%+23.4%0.000%
2/10/2025 Avantax Advisory Services Inc.30,156$386K0.0%+33.3%0.000%
2/6/2025 Raymond James Financial Inc.44,443$569K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.28,162$360K0.0%+5.1%0.000%
2/4/2025 Union Bancaire Privee UBP SA3,677$43K0.0%N/A0.000%
1/31/2025 J.W. Cole Advisors Inc.13,814$177K0.0%-5.8%0.000%
1/30/2025 White Pine Capital LLC357,042$4.57M1.5%-2.1%0.000%
1/29/2025 Carnegie Lake Advisors LLC10,361$133K0.1%-7.9%0.000%
1/27/2025 Financial Advocates Investment Management100,514$1.29M0.1%+4.0%0.000%
1/27/2025 Stratos Wealth Partners LTD.19,729$253K0.0%-4.9%0.000%
1/27/2025 Verity Asset Management Inc.123,944$1.59M0.8%+9.8%0.000%
1/24/2025 Oregon Pacific Wealth Management LLC28,017$359K0.4%N/A0.000%
1/22/2025 Fortitude Advisory Group L.L.C.18,498$237K0.1%+13.5%0.000%
1/22/2025 Union Bancaire Privee UBP SA3,677$43K0.0%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.66,380$850K0.0%+25.8%0.000%
1/13/2025 Capital Investment Advisors LLC54,774$701K0.0%-3.8%0.000%
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%
Elon Takes Aim at Social Security (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
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%
7/12/2024 Capital 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%
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%
Why Buffett and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
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%
1/5/2024 Capital 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%
(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, 82 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), Cambridge Investment Research Advisors Inc. ($6.88M), Advisors Asset Management Inc. ($5.74M), Invesco Ltd. ($5.27M), Cohen & Steers Inc. ($5.18M), and Ameriprise Financial Inc. ($5.13M).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: Cambridge Investment Research Advisors Inc. ($430.58K), Advisors Asset Management Inc. ($190.01K), Collar Capital Management LLC ($131.15K), Relative Value Partners Group LLC ($109.26K), Guggenheim Capital LLC ($108.58K), 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 2,058,409 shares in the last 24 months. This purchase volume represents approximately $25.91M 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 ($75.11K), 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 1,288,533 shares in the last 24 months. This volume of shares sold represents approximately $15.98M in transactions.


Related Companies

This page (NYSE:EFR) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
BITCOIN
Did you miss out on the 1000%+ gains of Bitcoin over the past 5 years? If so, you don't want to miss this.....
Awesomely, LLC | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000”
Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. ...
Colonial Metals | Sponsored
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored