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 2023
Institutional positions in Eaton Vance Senior Income Trust as of Mar 31, 2023. 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
- 0 vs. Q4 2022
- Shares held
- 3.26M
- −400.0K (−10.9%) vs. Q4 2022
- Total value
- $17.4M
- −$1.85M (−9.6%) vs. Q4 2022
- New holders
- 6
- 11 more added
- Sold out
- 6
- 15 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 443,810 | $2.37M | 0.00% | −7,045−1.6% | Reduced |
| Invesco Ltd. | 365,022 | $1.95M | 0.00% | −97,129−21.0% | Reduced |
| Guggenheim Capital LLC | 331,536 | $1.77M | 0.01% | −51,238−13.4% | Reduced |
| Morgan Stanley | 274,079 | $1.47M | 0.00% | −1,482−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 235,666 | $1.26M | 0.01% | +12,240+5.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 166,582 | $891.2K | 0.00% | +4,167+2.6% | Added |
| Bank of America Corp | 118,983 | $636.6K | 0.00% | −17,014−12.5% | Reduced |
| Kennedy Investment Group | 113,540 | $607.4K | 0.37% | +14,110+14.2% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 103,278 | $552.5K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 102,582 | $548.8K | 0.00% | −685−0.7% | Reduced |
| Clough Capital Partners L P | 88,164 | $471.7K | 0.05% | −53,792−37.9% | Reduced |
| Rivernorth Capital Management, LLC | 78,829 | $421.7K | 0.02% | −57,741−42.3% | Reduced |
| Ameriprise Financial Inc | 74,804 | $400.2K | 0.00% | +17,449+30.4% | Added |
| Meridian Investment Counsel Inc. | 73,699 | $394.3K | 0.15% | 00.0% | Unchanged |
| LPL Financial LLC | 71,457 | $382.3K | 0.00% | −16,388−18.7% | Reduced |
| Capital Investment Advisors, LLC | 57,409 | $307.1K | 0.01% | −100.0% | Reduced |
| Virtus ETF Advisers LLC | 46,947 | $251.2K | 0.14% | −8,089−14.7% | Reduced |
| Raymond James & Associates | 45,736 | $244.7K | 0.00% | +9,875+27.5% | Added |
| Advisor Group Holdings, Inc. | 42,737 | $228.6K | 0.00% | −6,988−14.1% | Reduced |
| Eudaimonia Partners, LLC | 29,493 | $157.8K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 23,812 | $127.0K | 0.01% | +1,734+7.9% | Added |
| Cetera Investment Advisers | 22,672 | $121.3K | 0.00% | −2,253−9.0% | Reduced |
| Royal Bank of Canada | 22,130 | $118.0K | 0.00% | −13,866−38.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 21,730 | $116.3K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 21,200 | $115.8K | 0.03% | +21,200 | New |
| Marble Harbor Investment Counsel, LLC | 21,500 | $115.0K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 19,797 | $105.9K | 0.11% | +160+0.8% | Added |
| Tiedemann Advisors, LLC | 18,549 | $97.4K | 0.00% | +18,549 | New |
| Stifel Financial Corp | 17,700 | $94.7K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,789 | $89.8K | 0.00% | +2,878+20.7% | Added |
| Shaker Financial Services, LLC | 16,731 | $89.5K | 0.04% | −82,465−83.1% | Reduced |
| Janney Montgomery Scott LLC | 16,405 | $88.0K | 0.00% | +1,691+11.5% | Added |
| Cetera Advisors LLC | 14,500 | $77.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,200 | $69.6K | 0.00% | +1,300+10.9% | Added |
| WealthTrust Axiom LLC | 12,797 | $68.5K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,400 | $66.3K | 0.05% | +165+1.3% | Added |
| Bedel Financial Consulting, Inc. | 11,962 | $64.0K | 0.02% | 00.0% | Unchanged |
| Next Capital Management LLC | 11,792 | $63.1K | 0.03% | +11,792 | New |
| Wagner Wealth Management, LLC | 10,817 | $57.9K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,500 | $56.2K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $53.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $45.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $33.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,700 | $30.5K | 0.00% | +5,700 | New |
| Barrett & Company, Inc. | 4,500 | $24.1K | 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 | $16.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,519 | $13.5K | 0.00% | +2,519 | New |
| Advisory Services Network, LLC | 1,740 | $9.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,100 | $5.88K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $5.35K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 700 | $3.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 59 | $314 | 0.00% | +59 | New |
| Huntington National Bank | – | $5 | 0.00% | – | – |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −39,861−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −29,895−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −13,202−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −12,966−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,510−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |