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, Q3 2021
Institutional positions in Eaton Vance Senior Income Trust as of Sep 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
- 40
- −20 vs. Q2 2021
- Shares held
- 3.46M
- −16.5M (−82.7%) vs. Q2 2021
- Total value
- $24.4M
- −$111.2M (−82.0%) vs. Q2 2021
- New holders
- 0
- 9 more added
- Sold out
- 20
- 13 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 595 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 700 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 764 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,000 | $7.00K | 0.00% | −1,200−54.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 1,675 | $12.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,000 | $35.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $44.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $60.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,850 | $62.0K | 0.00% | −9,485−51.7% | Reduced |
| Mid Atlantic Financial Management Inc | 11,500 | $81.0K | 0.01% | −5,600−32.7% | Reduced |
| Bedel Financial Consulting, Inc. | 11,962 | $84.0K | 0.03% | 00.0% | Unchanged |
| Element Wealth, LLC | 11,899 | $84.0K | 0.07% | +75+0.6% | Added |
| WealthTrust Axiom LLC | 14,448 | $101.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,500 | $102.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 16,500 | $116.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,514 | $145.0K | 0.00% | −65−0.3% | Reduced |
| Cetera Investment Advisers | 20,650 | $146.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,764 | $153.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 22,700 | $160.0K | 0.00% | −74,680−76.7% | Reduced |
| Ameriprise Financial Inc | 24,304 | $171.0K | 0.00% | −22,979−48.6% | Reduced |
| Kestra Advisory Services, LLC | 27,705 | $195.0K | 0.00% | +21+0.1% | Added |
| Bank of America Corp | 32,874 | $232.0K | 0.00% | +2,446+8.0% | Added |
| Janney Montgomery Scott LLC | 33,225 | $234.0K | 0.00% | +1,462+4.6% | Added |
| Altium Wealth Management LLC | 37,336 | $263.0K | 0.02% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 41,583 | $293.0K | 0.02% | +199+0.5% | Added |
| Virtus ETF Advisers LLC | 61,624 | $434.0K | 0.19% | −492−0.8% | Reduced |
| LPL Financial LLC | 68,738 | $485.0K | 0.00% | +26,665+63.4% | Added |
| Capital Investment Advisors, LLC | 71,394 | $503.0K | 0.02% | −5,264−6.9% | Reduced |
| Meridian Investment Counsel Inc. | 73,289 | $517.0K | 0.19% | −1,748−2.3% | Reduced |
| Advisors Asset Management, Inc. | 146,176 | $1.03M | 0.02% | −128,741−46.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 171,625 | $1.21M | 0.01% | +4,400+2.6% | Added |
| Wells Fargo & Company | 175,190 | $1.24M | 0.00% | −250,100−58.8% | Reduced |
| Invesco Ltd. | 286,869 | $2.02M | 0.00% | +11,984+4.4% | Added |
| Morgan Stanley | 333,609 | $2.35M | 0.00% | −96,861−22.5% | Reduced |
| Guggenheim Capital LLC | 358,252 | $2.53M | 0.02% | +69,265+24.0% | Added |
| UBS Group AG | 551,039 | $3.88M | 0.00% | −71,128−11.4% | Reduced |
| Invesco Senior Secured Management Inc | 755,706 | $5.33M | 2.77% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −8,043,774−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −3,994,915−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −1,449,553−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −968,586−100.0% | Sold out |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 0 | $0 | 0.00% | −379,440−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −268,016−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −262,470−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −132,545−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −119,982−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −81,012−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −63,905−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −56,589−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −27,689−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −26,787−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −24,048−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |