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 2022
Institutional positions in Eaton Vance Senior Income Trust as of Sep 30, 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
- 51
- +4 vs. Q2 2022
- Shares held
- 3.51M
- +143.5K (+4.3%) vs. Q2 2022
- Total value
- $18.5M
- +$119.7K (+0.7%) vs. Q2 2022
- New holders
- 7
- 15 more added
- Sold out
- 3
- 14 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 482,484 | $2.54M | 0.00% | +47,153+10.8% | Added |
| UBS Group AG | 462,490 | $2.44M | 0.00% | −26,812−5.5% | Reduced |
| Guggenheim Capital LLC | 402,962 | $2.12M | 0.02% | −51,442−11.3% | Reduced |
| Morgan Stanley | 292,416 | $1.54M | 0.00% | −9,617−3.2% | Reduced |
| Shaker Financial Services, LLC | 228,278 | $1.20M | 0.59% | −6,769−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 224,461 | $1.18M | 0.01% | +49,836+28.5% | Added |
| Ameriprise Financial Inc | 139,754 | $737.0K | 0.00% | +89,039+175.6% | Added |
| Rivernorth Capital Management, LLC | 138,770 | $731.0K | 0.03% | +348+0.3% | Added |
| Bank of America Corp | 133,277 | $702.0K | 0.00% | +1,430+1.1% | Added |
| Wells Fargo & Company | 114,316 | $603.0K | 0.00% | −7,981−6.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 110,884 | $584.0K | 0.00% | +110,884 | New |
| LPL Financial LLC | 87,138 | $459.0K | 0.00% | −3,258−3.6% | Reduced |
| Meridian Investment Counsel Inc. | 73,550 | $388.0K | 0.17% | +393+0.5% | Added |
| Virtus ETF Advisers LLC | 61,965 | $327.0K | 0.13% | −15,131−19.6% | Reduced |
| Capital Investment Advisors, LLC | 61,918 | $326.0K | 0.01% | −1,243−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 55,698 | $293.0K | 0.00% | +4,400+8.6% | Added |
| Raymond James & Associates | 44,791 | $236.0K | 0.00% | +29,234+187.9% | Added |
| Logan Stone Capital, LLC | 31,895 | $168.0K | 0.11% | +16,636+109.0% | Added |
| Eudaimonia Partners, LLC | 29,493 | $155.0K | 0.04% | +29,493 | New |
| Royal Bank of Canada | 26,968 | $142.0K | 0.00% | +8,718+47.8% | Added |
| Janney Montgomery Scott LLC | 25,668 | $135.0K | 0.00% | −1,354−5.0% | Reduced |
| Stifel Financial Corp | 22,700 | $119.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,730 | $115.0K | 0.00% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 20,584 | $108.0K | 0.00% | +20,584 | New |
| Landscape Capital Management, L.L.C. | 20,188 | $106.0K | 0.01% | −1,821−8.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 18,000 | $95.0K | 0.01% | +18,000 | New |
| Arete Wealth Advisors, LLC | 17,396 | $92.0K | 0.01% | +17,396 | New |
| Cetera Advisors LLC | 14,500 | $76.0K | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 13,202 | $70.0K | 0.00% | +2,681+25.5% | Added |
| WealthTrust Axiom LLC | 12,948 | $68.0K | 0.03% | −500−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 12,593 | $66.0K | 0.00% | +128+1.0% | Added |
| Bedel Financial Consulting, Inc. | 11,962 | $65.0K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,095 | $64.0K | 0.06% | +115+1.0% | Added |
| GWM Advisors LLC | 11,900 | $63.0K | 0.00% | +700+6.3% | Added |
| Wagner Wealth Management, LLC | 10,817 | $57.0K | 0.04% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 10,418 | $55.0K | 0.06% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,500 | $55.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $45.0K | 0.00% | −23,814−73.7% | Reduced |
| North Star Investment Management Corp. | 6,310 | $33.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,500 | $23.7K | 0.02% | +4,500 | New |
| Highlander Capital Management, LLC | 4,000 | $21.0K | 0.01% | −1,000−20.0% | Reduced |
| Private Trust Co NA | 3,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,086 | $16.0K | 0.00% | +2,222+257.2% | Added |
| Harbour Investments, Inc. | 1,600 | $9.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 700 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 232 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1 | $0 | 0.00% | −126,823−100.0% | Reduced |
| Rockefeller Capital Management L.P. | 101 | $0 | 0.00% | +101 | New |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Altium Wealth Management LLC | – | – | – | – | Not filed |