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, Q3 2023
Institutional positions in Eaton Vance Senior Income Trust as of Sep 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
- 58
- −2 vs. Q2 2023
- Shares held
- 2.85M
- −341.1K (−10.7%) vs. Q2 2023
- Total value
- $16.8M
- −$611.9K (−3.5%) vs. Q2 2023
- New holders
- 6
- 14 more added
- Sold out
- 8
- 11 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 414,944 | $2.45M | 0.00% | −9,277−2.2% | Reduced |
| Morgan Stanley | 275,592 | $1.63M | 0.00% | +6,722+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 250,863 | $1.48M | 0.01% | +7,562+3.1% | Added |
| Guggenheim Capital LLC | 210,248 | $1.24M | 0.01% | +33,671+19.1% | Added |
| Invesco Ltd. | 199,576 | $1.18M | 0.00% | −120,066−37.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 174,674 | $1.03M | 0.00% | −5,058−2.8% | Reduced |
| Kennedy Investment Group | 120,434 | $710.6K | 0.43% | +3,469+3.0% | Added |
| Ameriprise Financial Inc | 101,611 | $599.5K | 0.00% | +5,028+5.2% | Added |
| Virtus ETF Advisers LLC | 95,956 | $566.1K | 0.34% | +42,944+81.0% | Added |
| Wells Fargo & Company | 76,764 | $452.9K | 0.00% | −25,649−25.0% | Reduced |
| Meridian Investment Counsel Inc. | 73,699 | $434.8K | 0.16% | 00.0% | Unchanged |
| LPL Financial LLC | 71,621 | $422.6K | 0.00% | +388+0.5% | Added |
| Advisor Group Holdings, Inc. | 70,155 | $413.9K | 0.00% | +30,872+78.6% | Added |
| Capital Investment Advisors, LLC | 56,652 | $334.2K | 0.01% | +273+0.5% | Added |
| Bank of America Corp | 55,241 | $325.9K | 0.00% | −59,758−52.0% | Reduced |
| Raymond James & Associates | 41,517 | $244.9K | 0.00% | −953−2.2% | Reduced |
| Creative Planning | 39,250 | $231.6K | 0.00% | +39,250 | New |
| HighTower Advisors, LLC | 37,336 | $219.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 30,001 | $177.0K | 0.03% | +932+3.2% | Added |
| Eudaimonia Partners, LLC | 29,493 | $174.0K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,730 | $128.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,551 | $127.2K | 0.00% | +3,851+21.8% | Added |
| Marble Harbor Investment Counsel, LLC | 21,500 | $126.8K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 21,200 | $125.1K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,000 | $123.9K | 0.00% | −433−2.0% | Reduced |
| Advisory Services Network, LLC | 20,957 | $123.6K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 19,933 | $117.6K | 0.00% | −809−3.9% | Reduced |
| Melfa Wealth Management, LLC | 19,797 | $116.8K | 0.13% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 18,549 | $109.4K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 18,084 | $106.7K | 0.01% | −15,647−46.4% | Reduced |
| Janney Montgomery Scott LLC | 15,376 | $91.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 15,300 | $90.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,700 | $86.7K | 0.00% | +200+1.4% | Added |
| WealthTrust Axiom LLC | 12,797 | $75.5K | 0.03% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,762 | $75.3K | 0.05% | +182+1.4% | Added |
| GWM Advisors LLC | 12,300 | $72.6K | 0.00% | −900−6.8% | Reduced |
| Bedel Financial Consulting, Inc. | 11,962 | $70.6K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 11,962 | $70.6K | 0.01% | +11,962 | New |
| SageView Advisory Group, LLC | 11,500 | $67.8K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,817 | $63.8K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,546 | $62.2K | 0.01% | +10,546 | New |
| Institute for Wealth Management, LLC. | 10,500 | $62.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,268 | $60.6K | 0.00% | +10,268 | New |
| First Foundation Advisors | 10,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $50.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $47.2K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,804 | $46.0K | 0.00% | −10,826−58.1% | Reduced |
| North Star Investment Management Corp. | 6,310 | $37.2K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,322 | $13.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,759 | $10.4K | 0.00% | +1,759 | New |
| JNBA Financial Advisors | 1,333 | $7.87K | 0.00% | +1,333 | New |
| WFA of San Diego, LLC | 1,175 | $6.93K | 0.01% | +25+2.2% | Added |
| VisionPoint Advisory Group, LLC | 750 | $4.42K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 700 | $4.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6 | 0.00% | – | – |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 0 | $0 | 0.00% | −103,278−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −88,164−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −78,829−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −16,731−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,177−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |