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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $5 | 0.00% | – | – |
| EverSource Wealth Advisors, LLC | 59 | $314 | 0.00% | +59 | New |
| US Bancorp | 700 | $3.75K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $5.35K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,740 | $9.31K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,519 | $13.5K | 0.00% | +2,519 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 3,086 | $16.5K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,500 | $24.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,700 | $30.5K | 0.00% | +5,700 | New |
| North Star Investment Management Corp. | 6,310 | $33.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $45.5K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $53.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,500 | $56.2K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,817 | $57.9K | 0.03% | 00.0% | Unchanged |
| Next Capital Management LLC | 11,792 | $63.1K | 0.03% | +11,792 | New |
| Bedel Financial Consulting, Inc. | 11,962 | $64.0K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,400 | $66.3K | 0.05% | +165+1.3% | Added |
| WealthTrust Axiom LLC | 12,797 | $68.5K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,200 | $69.6K | 0.00% | +1,300+10.9% | Added |
| Cetera Advisors LLC | 14,500 | $77.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,405 | $88.0K | 0.00% | +1,691+11.5% | Added |
| Shaker Financial Services, LLC | 16,731 | $89.5K | 0.04% | −82,465−83.1% | Reduced |
| Avantax Advisory Services, Inc. | 16,789 | $89.8K | 0.00% | +2,878+20.7% | Added |
| Stifel Financial Corp | 17,700 | $94.7K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 18,549 | $97.4K | 0.00% | +18,549 | New |
| Melfa Wealth Management, LLC | 19,797 | $105.9K | 0.11% | +160+0.8% | Added |
| Marble Harbor Investment Counsel, LLC | 21,500 | $115.0K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 21,200 | $115.8K | 0.03% | +21,200 | New |
| Horizon Kinetics Asset Management LLC | 21,730 | $116.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,130 | $118.0K | 0.00% | −13,866−38.5% | Reduced |
| Cetera Investment Advisers | 22,672 | $121.3K | 0.00% | −2,253−9.0% | Reduced |
| Arete Wealth Advisors, LLC | 23,812 | $127.0K | 0.01% | +1,734+7.9% | Added |
| Eudaimonia Partners, LLC | 29,493 | $157.8K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 42,737 | $228.6K | 0.00% | −6,988−14.1% | Reduced |
| Raymond James & Associates | 45,736 | $244.7K | 0.00% | +9,875+27.5% | Added |
| Virtus ETF Advisers LLC | 46,947 | $251.2K | 0.14% | −8,089−14.7% | Reduced |
| Capital Investment Advisors, LLC | 57,409 | $307.1K | 0.01% | −100.0% | Reduced |
| LPL Financial LLC | 71,457 | $382.3K | 0.00% | −16,388−18.7% | Reduced |
| Meridian Investment Counsel Inc. | 73,699 | $394.3K | 0.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 74,804 | $400.2K | 0.00% | +17,449+30.4% | Added |
| Rivernorth Capital Management, LLC | 78,829 | $421.7K | 0.02% | −57,741−42.3% | Reduced |
| Clough Capital Partners L P | 88,164 | $471.7K | 0.05% | −53,792−37.9% | Reduced |
| Wells Fargo & Company | 102,582 | $548.8K | 0.00% | −685−0.7% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 103,278 | $552.5K | 0.01% | 00.0% | Unchanged |
| Kennedy Investment Group | 113,540 | $607.4K | 0.37% | +14,110+14.2% | Added |
| Bank of America Corp | 118,983 | $636.6K | 0.00% | −17,014−12.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 166,582 | $891.2K | 0.00% | +4,167+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 235,666 | $1.26M | 0.01% | +12,240+5.5% | Added |
| Morgan Stanley | 274,079 | $1.47M | 0.00% | −1,482−0.5% | Reduced |
| Guggenheim Capital LLC | 331,536 | $1.77M | 0.01% | −51,238−13.4% | Reduced |
| Invesco Ltd. | 365,022 | $1.95M | 0.00% | −97,129−21.0% | Reduced |
| UBS Group AG | 443,810 | $2.37M | 0.00% | −7,045−1.6% | Reduced |
| 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 |