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, Q4 2023
Institutional positions in Eaton Vance Senior Income Trust as of Dec 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
- 42
- −13 vs. Q3 2023
- Shares held
- 2.00M
- −816.0K (−29.0%) vs. Q3 2023
- Total value
- $12.6M
- −$3.99M (−24.0%) vs. Q3 2023
- New holders
- 3
- 5 more added
- Sold out
- 16
- 16 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 324,717 | $2.05M | 0.00% | −90,227−21.7% | Reduced |
| Guggenheim Capital LLC | 320,644 | $2.02M | 0.02% | +110,396+52.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 278,710 | $1.76M | 0.01% | +27,847+11.1% | Added |
| Morgan Stanley | 136,645 | $862.2K | 0.00% | −138,947−50.4% | Reduced |
| Invesco Ltd. | 124,499 | $785.6K | 0.00% | −75,077−37.6% | Reduced |
| Ameriprise Financial Inc | 103,249 | $651.5K | 0.00% | +1,638+1.6% | Added |
| Wells Fargo & Company | 75,979 | $479.4K | 0.00% | −785−1.0% | Reduced |
| Virtus ETF Advisers LLC | 64,272 | $405.6K | 0.26% | −31,684−33.0% | Reduced |
| LPL Financial LLC | 59,498 | $375.4K | 0.00% | −12,123−16.9% | Reduced |
| Bank of America Corp | 48,710 | $307.4K | 0.00% | −6,531−11.8% | Reduced |
| Raymond James & Associates | 39,659 | $250.2K | 0.00% | −1,858−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 34,247 | $216.1K | 0.00% | −35,908−51.2% | Reduced |
| Eudaimonia Partners, LLC | 29,493 | $186.1K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 28,497 | $179.8K | 0.01% | −1,504−5.0% | Reduced |
| Avantax Advisory Services, Inc. | 24,495 | $154.6K | 0.00% | +4,562+22.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,944 | $151.1K | 0.00% | −150,730−86.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 21,730 | $137.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,551 | $136.0K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 21,200 | $133.8K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,169 | $133.6K | 0.00% | +21,169 | New |
| The PNC Financial Services Group, Inc. | 20,006 | $126.2K | 0.00% | −994−4.7% | Reduced |
| Melfa Wealth Management, LLC | 19,797 | $124.9K | 0.12% | 00.0% | Unchanged |
| AlTi Global, Inc. | 18,549 | $118.2K | 0.00% | +18,549 | New |
| Janney Montgomery Scott LLC | 15,376 | $97.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 15,300 | $97.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,500 | $91.5K | 0.00% | −200−1.4% | Reduced |
| Element Wealth, LLC | 12,943 | $81.7K | 0.05% | +181+1.4% | Added |
| WealthTrust Axiom LLC | 12,797 | $80.8K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,383 | $78.1K | 0.00% | +12,383 | New |
| Bedel Financial Consulting, Inc. | 11,962 | $75.5K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,817 | $68.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $53.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $50.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $39.8K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,000 | $25.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,322 | $14.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,253 | $8.00K | 0.00% | −6,551−83.9% | Reduced |
| VisionPoint Advisory Group, LLC | 750 | $4.73K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 254 | $1.60K | 0.00% | −1,505−85.6% | Reduced |
| US Bancorp | 4 | $25 | 0.00% | −696−99.4% | Reduced |
| Huntington National Bank | – | $6 | 0.00% | – | – |
| Kennedy Investment Group | 0 | $0 | 0.00% | −120,434−100.0% | Sold out |
| Meridian Investment Counsel Inc. | 0 | $0 | 0.00% | −73,699−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −56,652−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −39,250−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −37,336−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −20,957−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −18,084−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,546−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,268−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| Bedel Financial Consulting Inc | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |