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, Q4 2021
Institutional positions in Eaton Vance Senior Income Trust as of Dec 31, 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
- 46
- +7 vs. Q3 2021
- Shares held
- 2.80M
- −642.6K (−18.7%) vs. Q3 2021
- Total value
- $18.9M
- −$5.39M (−22.2%) vs. Q3 2021
- New holders
- 9
- 11 more added
- Sold out
- 2
- 8 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 518,735 | $3.50M | 0.00% | −32,304−5.9% | Reduced |
| Morgan Stanley | 339,953 | $2.29M | 0.00% | +6,344+1.9% | Added |
| Invesco Ltd. | 329,127 | $2.22M | 0.00% | +42,258+14.7% | Added |
| Guggenheim Capital LLC | 279,397 | $1.88M | 0.01% | −78,855−22.0% | Reduced |
| Shaker Financial Services, LLC | 193,457 | $1.30M | 0.46% | +193,457 | New |
| Cambridge Investment Research Advisors, Inc. | 167,625 | $1.13M | 0.01% | −4,000−2.3% | Reduced |
| Wells Fargo & Company | 163,187 | $1.10M | 0.00% | −12,003−6.9% | Reduced |
| Meridian Investment Counsel Inc. | 73,544 | $496.0K | 0.16% | +255+0.3% | Added |
| Advisors Asset Management, Inc. | 73,156 | $493.1K | 0.01% | −73,020−50.0% | Reduced |
| LPL Financial LLC | 72,929 | $492.0K | 0.00% | +4,191+6.1% | Added |
| Capital Investment Advisors, LLC | 70,142 | $473.0K | 0.01% | −1,252−1.8% | Reduced |
| Virtus ETF Advisers LLC | 57,103 | $385.0K | 0.15% | −4,521−7.3% | Reduced |
| Ameriprise Financial Inc | 49,867 | $336.0K | 0.00% | +25,563+105.2% | Added |
| Bank of America Corp | 49,759 | $335.0K | 0.00% | +16,885+51.4% | Added |
| Greenwich Wealth Management LLC | 41,783 | $282.0K | 0.02% | +200+0.5% | Added |
| Altium Wealth Management LLC | 37,336 | $252.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 33,249 | $224.0K | 0.00% | +24+0.1% | Added |
| Stifel Financial Corp | 22,700 | $153.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,764 | $147.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,697 | $140.0K | 0.00% | +183+0.9% | Added |
| Cetera Investment Advisers | 20,650 | $139.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 16,500 | $111.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,500 | $98.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 14,323 | $96.0K | 0.00% | +14,323 | New |
| WealthTrust Axiom LLC | 13,948 | $94.0K | 0.03% | −500−3.5% | Reduced |
| Avantax Advisory Services, Inc. | 12,284 | $83.0K | 0.00% | +12,284 | New |
| Bedel Financial Consulting, Inc. | 11,962 | $81.0K | 0.03% | 00.0% | Unchanged |
| Element Wealth, LLC | 11,975 | $81.0K | 0.06% | +76+0.6% | Added |
| GWM Advisors LLC | 10,100 | $68.0K | 0.00% | +10,100 | New |
| Raymond James & Associates | 10,013 | $67.0K | 0.00% | +10,013 | New |
| Royal Bank of Canada | 8,850 | $60.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $57.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,300 | $49.0K | 0.00% | +7,300 | New |
| North Star Investment Management Corp. | 6,310 | $43.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,000 | $34.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,994 | $27.0K | 0.00% | +2,994+299.4% | Added |
| Concord Wealth Partners | 3,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 1,675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,000 | $7.00K | 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 |
| Charter Oak Capital Management, LLC | 595 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 232 | $2.00K | 0.00% | +232 | New |
| Washington Trust Co | 348 | $2.00K | 0.00% | +348 | New |
| HighMark Wealth Management LLC | 271 | $2.00K | 0.00% | +271 | New |
| Invesco Senior Secured Management Inc | 0 | $0 | 0.00% | −755,706−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −27,705−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |