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