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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| US Bancorp | 700 | $4.13K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 750 | $4.42K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,175 | $6.93K | 0.01% | +25+2.2% | Added |
| JNBA Financial Advisors | 1,333 | $7.87K | 0.00% | +1,333 | New |
| JPMorgan Chase & Co | 1,759 | $10.4K | 0.00% | +1,759 | New |
| Northwestern Mutual Wealth Management Co | 2,322 | $13.7K | 0.00% | 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 |
| Highlander Capital Management, LLC | 4,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $37.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,804 | $46.0K | 0.00% | −10,826−58.1% | Reduced |
| Hexagon Capital Partners LLC | 8,000 | $47.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $50.1K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,268 | $60.6K | 0.00% | +10,268 | New |
| Institute for Wealth Management, LLC. | 10,500 | $62.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,546 | $62.2K | 0.01% | +10,546 | New |
| Wagner Wealth Management, LLC | 10,817 | $63.8K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,500 | $67.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| GWM Advisors LLC | 12,300 | $72.6K | 0.00% | −900−6.8% | Reduced |
| Element Wealth, LLC | 12,762 | $75.3K | 0.05% | +182+1.4% | Added |
| WealthTrust Axiom LLC | 12,797 | $75.5K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,700 | $86.7K | 0.00% | +200+1.4% | Added |
| CWM, LLC | 15,300 | $90.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,376 | $91.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 18,084 | $106.7K | 0.01% | −15,647−46.4% | Reduced |
| Tiedemann Advisors, LLC | 18,549 | $109.4K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 19,797 | $116.8K | 0.13% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 19,933 | $117.6K | 0.00% | −809−3.9% | Reduced |
| Advisory Services Network, LLC | 20,957 | $123.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,000 | $123.9K | 0.00% | −433−2.0% | Reduced |
| NWF Advisory Services Inc. | 21,200 | $125.1K | 0.03% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 21,500 | $126.8K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,551 | $127.2K | 0.00% | +3,851+21.8% | Added |
| Horizon Kinetics Asset Management LLC | 21,730 | $128.2K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 29,493 | $174.0K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 30,001 | $177.0K | 0.03% | +932+3.2% | Added |
| HighTower Advisors, LLC | 37,336 | $219.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 39,250 | $231.6K | 0.00% | +39,250 | New |
| Raymond James & Associates | 41,517 | $244.9K | 0.00% | −953−2.2% | Reduced |
| Bank of America Corp | 55,241 | $325.9K | 0.00% | −59,758−52.0% | Reduced |
| Capital Investment Advisors, LLC | 56,652 | $334.2K | 0.01% | +273+0.5% | Added |
| Advisor Group Holdings, Inc. | 70,155 | $413.9K | 0.00% | +30,872+78.6% | Added |
| LPL Financial LLC | 71,621 | $422.6K | 0.00% | +388+0.5% | Added |
| Meridian Investment Counsel Inc. | 73,699 | $434.8K | 0.16% | 00.0% | Unchanged |
| Wells Fargo & Company | 76,764 | $452.9K | 0.00% | −25,649−25.0% | Reduced |
| Virtus ETF Advisers LLC | 95,956 | $566.1K | 0.34% | +42,944+81.0% | Added |
| Ameriprise Financial Inc | 101,611 | $599.5K | 0.00% | +5,028+5.2% | Added |
| Kennedy Investment Group | 120,434 | $710.6K | 0.43% | +3,469+3.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 174,674 | $1.03M | 0.00% | −5,058−2.8% | Reduced |
| Invesco Ltd. | 199,576 | $1.18M | 0.00% | −120,066−37.6% | Reduced |
| Guggenheim Capital LLC | 210,248 | $1.24M | 0.01% | +33,671+19.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 250,863 | $1.48M | 0.01% | +7,562+3.1% | Added |
| Morgan Stanley | 275,592 | $1.63M | 0.00% | +6,722+2.5% | Added |
| UBS Group AG | 414,944 | $2.45M | 0.00% | −9,277−2.2% | Reduced |
| 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 |