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, Q1 2022
Institutional positions in Eaton Vance Senior Income Trust as of Mar 31, 2022. 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
- 41
- −4 vs. Q4 2021
- Shares held
- 3.09M
- +285.5K (+10.2%) vs. Q4 2021
- Total value
- $19.6M
- +$743.9K (+3.9%) vs. Q4 2021
- New holders
- 3
- 15 more added
- Sold out
- 7
- 8 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 506,681 | $3.22M | 0.00% | −12,054−2.3% | Reduced |
| Guggenheim Capital LLC | 426,513 | $2.71M | 0.02% | +147,116+52.7% | Added |
| Invesco Ltd. | 387,710 | $2.47M | 0.00% | +58,583+17.8% | Added |
| Morgan Stanley | 314,832 | $2.00M | 0.00% | −25,121−7.4% | Reduced |
| Shaker Financial Services, LLC | 237,484 | $1.51M | 0.57% | +44,027+22.8% | Added |
| Ameriprise Financial Inc | 219,665 | $1.40M | 0.00% | +169,798+340.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 172,625 | $1.10M | 0.01% | +5,000+3.0% | Added |
| Wells Fargo & Company | 158,307 | $1.01M | 0.00% | −4,880−3.0% | Reduced |
| LPL Financial LLC | 87,152 | $554.0K | 0.00% | +14,223+19.5% | Added |
| Meridian Investment Counsel Inc. | 73,820 | $469.0K | 0.16% | +276+0.4% | Added |
| Virtus ETF Advisers LLC | 65,061 | $414.0K | 0.19% | +7,958+13.9% | Added |
| Capital Investment Advisors, LLC | 63,322 | $403.0K | 0.01% | −6,820−9.7% | Reduced |
| Bank of America Corp | 48,297 | $307.0K | 0.00% | −1,462−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 38,897 | $247.0K | 0.00% | +18,200+87.9% | Added |
| Altium Wealth Management LLC | 37,336 | $237.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,300 | $186.0K | 0.00% | +8,650+41.9% | Added |
| Stifel Financial Corp | 22,700 | $145.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,730 | $138.0K | 0.00% | −34−0.2% | Reduced |
| Wolverine Asset Management LLC | 21,014 | $133.0K | 0.00% | +6,691+46.7% | Added |
| Institute for Wealth Management, LLC. | 16,500 | $105.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,500 | $92.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 13,948 | $88.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,355 | $79.0K | 0.00% | +71+0.6% | Added |
| Bedel Financial Consulting, Inc. | 11,962 | $76.0K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 11,882 | $76.0K | 0.06% | −93−0.8% | Reduced |
| Landscape Capital Management, L.L.C. | 11,048 | $70.0K | 0.01% | +11,048 | New |
| GWM Advisors LLC | 10,900 | $69.0K | 0.00% | +800+7.9% | Added |
| Raymond James & Associates | 10,038 | $64.0K | 0.00% | +25+0.2% | Added |
| Royal Bank of Canada | 8,850 | $56.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $54.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $40.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,157 | $26.0K | 0.00% | +4,157 | New |
| Concord Wealth Partners | 3,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $6.00K | 0.00% | −2,994−75.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 864 | $5.00K | 0.00% | +100+13.1% | Added |
| US Bancorp | 700 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 595 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 232 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −73,156−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −41,783−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −33,249−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |