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 2022
Institutional positions in Eaton Vance Senior Income Trust as of Dec 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
- 56
- +5 vs. Q3 2022
- Shares held
- 3.66M
- +141.8K (+4.0%) vs. Q3 2022
- Total value
- $19.3M
- +$752.5K (+4.1%) vs. Q3 2022
- New holders
- 10
- 10 more added
- Sold out
- 5
- 18 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 462,151 | $2.44M | 0.00% | −20,333−4.2% | Reduced |
| UBS Group AG | 450,855 | $2.38M | 0.00% | −11,635−2.5% | Reduced |
| Guggenheim Capital LLC | 382,774 | $2.02M | 0.02% | −20,188−5.0% | Reduced |
| Morgan Stanley | 275,561 | $1.45M | 0.00% | −16,855−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 223,426 | $1.18M | 0.01% | −1,035−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 162,415 | $855.9K | 0.00% | +51,531+46.5% | Added |
| Clough Capital Partners L P | 141,956 | $748.1K | 0.08% | +141,956 | New |
| Rivernorth Capital Management, LLC | 136,570 | $719.7K | 0.03% | −2,200−1.6% | Reduced |
| Bank of America Corp | 135,997 | $716.7K | 0.00% | +2,720+2.0% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 103,278 | $544.3K | 0.01% | +82,694+401.7% | Added |
| Wells Fargo & Company | 103,267 | $544.2K | 0.00% | −11,049−9.7% | Reduced |
| Shaker Financial Services, LLC | 99,196 | $527.7K | 0.25% | −129,082−56.5% | Reduced |
| Kennedy Investment Group | 99,430 | $524.0K | 0.33% | +99,430 | New |
| LPL Financial LLC | 87,845 | $462.9K | 0.00% | +707+0.8% | Added |
| Meridian Investment Counsel Inc. | 73,699 | $388.0K | 0.15% | +149+0.2% | Added |
| Ameriprise Financial Inc | 57,355 | $303.0K | 0.00% | −82,399−59.0% | Reduced |
| Capital Investment Advisors, LLC | 57,419 | $303.0K | 0.01% | −4,499−7.3% | Reduced |
| Virtus ETF Advisers LLC | 55,036 | $290.0K | 0.15% | −6,929−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 49,725 | $261.0K | 0.00% | −5,973−10.7% | Reduced |
| Susquehanna International Group, LLP | 39,861 | $210.1K | 0.00% | +39,861 | New |
| Royal Bank of Canada | 35,996 | $190.0K | 0.00% | +9,028+33.5% | Added |
| Raymond James & Associates | 35,861 | $189.0K | 0.00% | −8,930−19.9% | Reduced |
| Logan Stone Capital, LLC | 29,895 | $157.5K | 0.06% | −2,000−6.3% | Reduced |
| Eudaimonia Partners, LLC | 29,493 | $155.4K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,925 | $131.4K | 0.00% | +24,925 | New |
| Arete Wealth Advisors, LLC | 22,078 | $116.4K | 0.01% | +4,682+26.9% | Added |
| Horizon Kinetics Asset Management LLC | 21,730 | $114.5K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 21,500 | $113.3K | 0.02% | +3,500+19.4% | Added |
| Melfa Wealth Management, LLC | 19,637 | $103.5K | 0.11% | +19,637 | New |
| Stifel Financial Corp | 17,700 | $93.3K | 0.00% | −5,000−22.0% | Reduced |
| Janney Montgomery Scott LLC | 14,714 | $78.0K | 0.00% | −10,954−42.7% | Reduced |
| Cetera Advisors LLC | 14,500 | $76.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,911 | $73.3K | 0.00% | +1,318+10.5% | Added |
| CNH Partners LLC | 13,202 | $69.6K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 12,966 | $68.3K | 0.00% | +12,966 | New |
| WealthTrust Axiom LLC | 12,797 | $67.4K | 0.02% | −151−1.2% | Reduced |
| Citadel Advisors LLC | 12,510 | $65.9K | 0.00% | +12,510 | New |
| Element Wealth, LLC | 12,235 | $64.5K | 0.05% | +140+1.2% | Added |
| Bedel Financial Consulting, Inc. | 11,962 | $63.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,900 | $62.7K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,817 | $57.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,500 | $55.3K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $52.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $44.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $33.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,500 | $23.7K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,086 | $16.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $15.8K | 0.00% | +3,000 | New |
| Advisory Services Network, LLC | 1,740 | $9.17K | 0.00% | +1,740 | New |
| Harbour Investments, Inc. | 1,100 | $5.80K | 0.00% | −500−31.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $5.27K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,000 | $5.27K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 700 | $3.69K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5 | 0.00% | – | New |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −20,188−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −10,418−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −101−100.0% | Sold out |