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, Q2 2023
Institutional positions in Eaton Vance Senior Income Trust as of Jun 30, 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
- 60
- +4 vs. Q1 2023
- Shares held
- 3.19M
- −66.1K (−2.0%) vs. Q1 2023
- Total value
- $17.4M
- +$969 (0.0%) vs. Q1 2023
- New holders
- 9
- 10 more added
- Sold out
- 5
- 13 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 424,221 | $2.32M | 0.00% | −19,589−4.4% | Reduced |
| Invesco Ltd. | 319,642 | $1.75M | 0.00% | −45,380−12.4% | Reduced |
| Morgan Stanley | 268,870 | $1.47M | 0.00% | −5,209−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 243,301 | $1.33M | 0.01% | +7,635+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 179,732 | $981.3K | 0.00% | +13,150+7.9% | Added |
| Guggenheim Capital LLC | 176,577 | $964.1K | 0.01% | −154,959−46.7% | Reduced |
| Kennedy Investment Group | 116,965 | $638.6K | 0.37% | +3,425+3.0% | Added |
| Bank of America Corp | 114,999 | $627.9K | 0.00% | −3,984−3.3% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 103,278 | $563.9K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 102,413 | $559.2K | 0.00% | −169−0.2% | Reduced |
| Ameriprise Financial Inc | 96,583 | $527.3K | 0.00% | +21,779+29.1% | Added |
| Clough Capital Partners L P | 88,164 | $481.4K | 0.05% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 78,829 | $430.4K | 0.02% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 73,699 | $402.4K | 0.14% | 00.0% | Unchanged |
| LPL Financial LLC | 71,233 | $388.9K | 0.00% | −224−0.3% | Reduced |
| Capital Investment Advisors, LLC | 56,379 | $307.8K | 0.01% | −1,030−1.8% | Reduced |
| Virtus ETF Advisers LLC | 53,012 | $289.4K | 0.17% | +6,065+12.9% | Added |
| Raymond James & Associates | 42,470 | $231.9K | 0.00% | −3,266−7.1% | Reduced |
| Advisor Group Holdings, Inc. | 39,283 | $214.5K | 0.00% | −3,454−8.1% | Reduced |
| HighTower Advisors, LLC | 37,336 | $204.0K | 0.00% | +37,336 | New |
| CSS LLC | 33,731 | $184.2K | 0.01% | +33,731 | New |
| Eudaimonia Partners, LLC | 29,493 | $161.0K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,069 | $159.0K | 0.01% | +5,257+22.1% | Added |
| Horizon Kinetics Asset Management LLC | 21,730 | $118.6K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 21,500 | $117.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,433 | $117.0K | 0.00% | +20,433+2,043.3% | Added |
| NWF Advisory Services Inc. | 21,200 | $115.8K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,957 | $114.4K | 0.00% | +19,217+1,104.4% | Added |
| Avantax Advisory Services, Inc. | 20,742 | $113.3K | 0.00% | +3,953+23.5% | Added |
| Melfa Wealth Management, LLC | 19,797 | $108.1K | 0.11% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,630 | $102.0K | 0.00% | −3,500−15.8% | Reduced |
| Tiedemann Advisors, LLC | 18,549 | $101.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,700 | $96.6K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 16,731 | $91.4K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,376 | $84.0K | 0.00% | −1,029−6.3% | Reduced |
| CWM, LLC | 15,300 | $84.0K | 0.00% | +15,300 | New |
| Cetera Advisors LLC | 14,500 | $79.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,200 | $72.1K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 12,797 | $69.9K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,580 | $68.7K | 0.05% | +180+1.5% | Added |
| Bedel Financial Consulting, Inc. | 11,962 | $65.3K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,500 | $62.8K | 0.00% | +11,500 | New |
| Wagner Wealth Management, LLC | 10,817 | $59.1K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,500 | $57.3K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,177 | $55.6K | 0.01% | +10,177 | New |
| First Foundation Advisors | 10,000 | $54.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $46.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $43.7K | 0.01% | +8,000 | New |
| North Star Investment Management Corp. | 6,310 | $34.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,322 | $12.7K | 0.00% | −764−24.8% | Reduced |
| IFP Advisors, Inc | 1,200 | $7.91K | 0.00% | +1,200 | New |
| WFA of San Diego, LLC | 1,150 | $6.28K | 0.01% | +1,150 | New |
| VisionPoint Advisory Group, LLC | 750 | $4.09K | 0.00% | +750 | New |
| US Bancorp | 700 | $3.82K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 59 | $320 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5 | 0.00% | – | – |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −22,672−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |