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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $5 | 0.00% | – | – |
| EverSource Wealth Advisors, LLC | 59 | $320 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 700 | $3.82K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 750 | $4.09K | 0.00% | +750 | New |
| WFA of San Diego, LLC | 1,150 | $6.28K | 0.01% | +1,150 | New |
| IFP Advisors, Inc | 1,200 | $7.91K | 0.00% | +1,200 | New |
| Northwestern Mutual Wealth Management Co | 2,322 | $12.7K | 0.00% | −764−24.8% | Reduced |
| 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 |
| Highlander Capital Management, LLC | 4,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,500 | $24.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $34.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $43.7K | 0.01% | +8,000 | New |
| Steward Partners Investment Advisory, LLC | 8,500 | $46.4K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $54.6K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,177 | $55.6K | 0.01% | +10,177 | New |
| Institute for Wealth Management, LLC. | 10,500 | $57.3K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,817 | $59.1K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,500 | $62.8K | 0.00% | +11,500 | New |
| Bedel Financial Consulting, Inc. | 11,962 | $65.3K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,580 | $68.7K | 0.05% | +180+1.5% | Added |
| WealthTrust Axiom LLC | 12,797 | $69.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,200 | $72.1K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,500 | $79.2K | 0.00% | 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 |
| Shaker Financial Services, LLC | 16,731 | $91.4K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,700 | $96.6K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 18,549 | $101.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,630 | $102.0K | 0.00% | −3,500−15.8% | Reduced |
| Melfa Wealth Management, LLC | 19,797 | $108.1K | 0.11% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 20,742 | $113.3K | 0.00% | +3,953+23.5% | Added |
| Advisory Services Network, LLC | 20,957 | $114.4K | 0.00% | +19,217+1,104.4% | Added |
| NWF Advisory Services Inc. | 21,200 | $115.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,433 | $117.0K | 0.00% | +20,433+2,043.3% | Added |
| Marble Harbor Investment Counsel, LLC | 21,500 | $117.4K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,730 | $118.6K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,069 | $159.0K | 0.01% | +5,257+22.1% | Added |
| Eudaimonia Partners, LLC | 29,493 | $161.0K | 0.04% | 00.0% | Unchanged |
| CSS LLC | 33,731 | $184.2K | 0.01% | +33,731 | New |
| HighTower Advisors, LLC | 37,336 | $204.0K | 0.00% | +37,336 | New |
| Advisor Group Holdings, Inc. | 39,283 | $214.5K | 0.00% | −3,454−8.1% | Reduced |
| Raymond James & Associates | 42,470 | $231.9K | 0.00% | −3,266−7.1% | Reduced |
| Virtus ETF Advisers LLC | 53,012 | $289.4K | 0.17% | +6,065+12.9% | Added |
| Capital Investment Advisors, LLC | 56,379 | $307.8K | 0.01% | −1,030−1.8% | Reduced |
| LPL Financial LLC | 71,233 | $388.9K | 0.00% | −224−0.3% | Reduced |
| Meridian Investment Counsel Inc. | 73,699 | $402.4K | 0.14% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 78,829 | $430.4K | 0.02% | 00.0% | Unchanged |
| Clough Capital Partners L P | 88,164 | $481.4K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 96,583 | $527.3K | 0.00% | +21,779+29.1% | Added |
| Wells Fargo & Company | 102,413 | $559.2K | 0.00% | −169−0.2% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 103,278 | $563.9K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 114,999 | $627.9K | 0.00% | −3,984−3.3% | Reduced |
| Kennedy Investment Group | 116,965 | $638.6K | 0.37% | +3,425+3.0% | Added |
| Guggenheim Capital LLC | 176,577 | $964.1K | 0.01% | −154,959−46.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 179,732 | $981.3K | 0.00% | +13,150+7.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 243,301 | $1.33M | 0.01% | +7,635+3.2% | Added |
| Morgan Stanley | 268,870 | $1.47M | 0.00% | −5,209−1.9% | Reduced |
| Invesco Ltd. | 319,642 | $1.75M | 0.00% | −45,380−12.4% | Reduced |
| UBS Group AG | 424,221 | $2.32M | 0.00% | −19,589−4.4% | Reduced |
| 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 |