Eaton Vance Senior Income Trust
EVF- Exchange
- NYSE
- SEC CIK
- 0001070732
No open-market purchases or sales by Eaton Vance Senior Income Trust insiders were filed in the last 90 days; 57 institutions reported holding it in 13F filings for Q2 2026, worth $25.9M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Senior Income Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 60
- −2 vs. Q1 2021
- Shares held
- 19.9M
- −463.6K (−2.3%) vs. Q1 2021
- Total value
- $135.5M
- +$300.5K (+0.2%) vs. Q1 2021
- New holders
- 4
- 18 more added
- Sold out
- 6
- 19 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 57 | $25.9M |
| Q1 2026 | 55 | $24.9M |
| Q4 2025 | 54 | $23.4M |
| Q3 2025 | 52 | $19.0M |
| Q2 2025 | 46 | $14.2M |
| Q1 2025 | 44 | $13.7M |
| Q4 2024 | 37 | $12.5M |
| Q3 2024 | 42 | $13.5M |
| Q2 2024 | 43 | $13.4M |
| Q1 2024 | 44 | $12.6M |
| Q4 2023 | 42 | $12.6M |
| Q3 2023 | 58 | $16.8M |
| Q2 2023 | 60 | $17.4M |
| Q1 2023 | 56 | $17.4M |
| Q4 2022 | 56 | $19.3M |
| Q3 2022 | 51 | $18.5M |
| Q2 2022 | 48 | $18.6M |
| Q1 2022 | 41 | $19.6M |
| Q4 2021 | 46 | $18.9M |
| Q3 2021 | 40 | $24.4M |
| Q2 2021 | 60 | $135.5M |
| Q1 2021 | 62 | $135.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 23 | $0 | 0.00% | +23 | New |
| Charter Oak Capital Management, LLC | 595 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 772 | $5.00K | 0.00% | −1,135−59.5% | Reduced |
| US Bancorp | 700 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 764 | $5.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,600 | $11.0K | 0.00% | −10,000−86.2% | Reduced |
| Eaton Vance Management | 1,675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,761 | $26.0K | 0.00% | +3,761 | New |
| Highlander Capital Management, LLC | 5,000 | $34.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $43.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7,320 | $50.0K | 0.00% | +32+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 8,500 | $58.0K | 0.00% | −7,675−47.4% | Reduced |
| Element Wealth, LLC | 11,824 | $80.0K | 0.06% | −2,920−19.8% | Reduced |
| Bedel Financial Consulting, Inc. | 11,962 | $81.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,100 | $83.0K | 0.00% | +12,100 | New |
| WealthTrust Axiom LLC | 14,448 | $98.0K | 0.03% | −4,493−23.7% | Reduced |
| Cetera Advisors LLC | 14,500 | $99.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 16,500 | $112.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 17,100 | $116.0K | 0.01% | +5,300+44.9% | Added |
| Royal Bank of Canada | 18,335 | $125.0K | 0.00% | +6,394+53.5% | Added |
| Cetera Investment Advisers | 20,650 | $140.0K | 0.00% | −800−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 20,579 | $140.0K | 0.00% | +100+0.5% | Added |
| Horizon Kinetics Asset Management LLC | 21,764 | $148.0K | 0.00% | −1,984−8.4% | Reduced |
| Clough Capital Partners L P | 24,048 | $164.0K | 0.01% | +600+2.6% | Added |
| Raymond James & Associates | 26,787 | $182.0K | 0.00% | −21,532−44.6% | Reduced |
| Zazove Associates LLC | 27,689 | $188.0K | 0.02% | −8,640−23.8% | Reduced |
| Kestra Advisory Services, LLC | 27,684 | $188.0K | 0.00% | +10,923+65.2% | Added |
| Bank of America Corp | 30,428 | $207.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 31,763 | $216.0K | 0.00% | +9,172+40.6% | Added |
| Altium Wealth Management LLC | 37,336 | $254.0K | 0.02% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 41,384 | $281.0K | 0.02% | −3,725−8.3% | Reduced |
| LPL Financial LLC | 42,073 | $286.0K | 0.00% | +11,055+35.6% | Added |
| Ameriprise Financial Inc | 47,283 | $322.0K | 0.00% | +530+1.1% | Added |
| Next Capital Management LLC | 56,589 | $383.0K | 0.24% | −649,029−92.0% | Reduced |
| Virtus ETF Advisers LLC | 62,116 | $422.0K | 0.17% | +19,923+47.2% | Added |
| Mariner, LLC | 63,905 | $435.0K | 0.00% | −69,383−52.1% | Reduced |
| Meridian Investment Counsel Inc. | 75,037 | $510.0K | 0.18% | −1,734−2.3% | Reduced |
| Capital Investment Advisors, LLC | 76,658 | $521.0K | 0.02% | −832−1.1% | Reduced |
| Barclays PLC | 81,012 | $559.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 97,380 | $662.0K | 0.00% | −4,716−4.6% | Reduced |
| Baird Financial Group, Inc. | 119,982 | $816.0K | 0.00% | −69−0.1% | Reduced |
| CSS LLC | 132,545 | $901.0K | 0.05% | +132,545 | New |
| Cambridge Investment Research Advisors, Inc. | 167,225 | $1.14M | 0.01% | +10,182+6.5% | Added |
| Marble Harbor Investment Counsel, LLC | 262,470 | $1.78M | 0.23% | +22,050+9.2% | Added |
| Cohen & Steers, Inc. | 268,016 | $1.82M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 274,917 | $1.87M | 0.03% | −56,603−17.1% | Reduced |
| Invesco Ltd. | 274,885 | $1.87M | 0.00% | +3,180+1.2% | Added |
| Guggenheim Capital LLC | 288,987 | $1.97M | 0.01% | +2,845+1.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 379,440 | $2.58M | 0.02% | +18,484+5.1% | Added |
| Wells Fargo & Company | 425,290 | $2.89M | 0.00% | +16,592+4.1% | Added |
| Morgan Stanley | 430,470 | $2.93M | 0.00% | −138,729−24.4% | Reduced |
| UBS Group AG | 622,167 | $4.23M | 0.00% | −31,694−4.8% | Reduced |
| Invesco Senior Secured Management Inc | 755,706 | $5.14M | 2.03% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 968,586 | $6.59M | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,449,553 | $9.86M | 0.24% | +314,806+27.7% | Added |
| Rivernorth Capital Management, LLC | 3,994,915 | $27.2M | 1.55% | +59,869+1.5% | Added |
| Saba Capital Management, L.P. | 8,043,774 | $54.7M | 2.02% | 00.0% | Unchanged |
| HBK Investments L P | 0 | $0 | 0.00% | −35,100−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −30,561−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −25,229−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |