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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| US Bancorp | 4 | $25 | 0.00% | −696−99.4% | Reduced |
| JPMorgan Chase & Co | 254 | $1.60K | 0.00% | −1,505−85.6% | Reduced |
| VisionPoint Advisory Group, LLC | 750 | $4.73K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,253 | $8.00K | 0.00% | −6,551−83.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,322 | $14.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,000 | $25.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $39.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $50.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,500 | $53.6K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,817 | $68.3K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 11,962 | $75.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,383 | $78.1K | 0.00% | +12,383 | New |
| WealthTrust Axiom LLC | 12,797 | $80.8K | 0.03% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,943 | $81.7K | 0.05% | +181+1.4% | Added |
| Cetera Advisors LLC | 14,500 | $91.5K | 0.00% | −200−1.4% | Reduced |
| Janney Montgomery Scott LLC | 15,376 | $97.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 15,300 | $97.0K | 0.00% | 00.0% | Unchanged |
| AlTi Global, Inc. | 18,549 | $118.2K | 0.00% | +18,549 | New |
| Melfa Wealth Management, LLC | 19,797 | $124.9K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,006 | $126.2K | 0.00% | −994−4.7% | Reduced |
| Susquehanna International Group, LLP | 21,169 | $133.6K | 0.00% | +21,169 | New |
| NWF Advisory Services Inc. | 21,200 | $133.8K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,551 | $136.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,730 | $137.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 23,944 | $151.1K | 0.00% | −150,730−86.3% | Reduced |
| Avantax Advisory Services, Inc. | 24,495 | $154.6K | 0.00% | +4,562+22.9% | Added |
| Arete Wealth Advisors, LLC | 28,497 | $179.8K | 0.01% | −1,504−5.0% | Reduced |
| Eudaimonia Partners, LLC | 29,493 | $186.1K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 34,247 | $216.1K | 0.00% | −35,908−51.2% | Reduced |
| Raymond James & Associates | 39,659 | $250.2K | 0.00% | −1,858−4.5% | Reduced |
| Bank of America Corp | 48,710 | $307.4K | 0.00% | −6,531−11.8% | Reduced |
| LPL Financial LLC | 59,498 | $375.4K | 0.00% | −12,123−16.9% | Reduced |
| Virtus ETF Advisers LLC | 64,272 | $405.6K | 0.26% | −31,684−33.0% | Reduced |
| Wells Fargo & Company | 75,979 | $479.4K | 0.00% | −785−1.0% | Reduced |
| Ameriprise Financial Inc | 103,249 | $651.5K | 0.00% | +1,638+1.6% | Added |
| Invesco Ltd. | 124,499 | $785.6K | 0.00% | −75,077−37.6% | Reduced |
| Morgan Stanley | 136,645 | $862.2K | 0.00% | −138,947−50.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 278,710 | $1.76M | 0.01% | +27,847+11.1% | Added |
| Guggenheim Capital LLC | 320,644 | $2.02M | 0.02% | +110,396+52.5% | Added |
| UBS Group AG | 324,717 | $2.05M | 0.00% | −90,227−21.7% | Reduced |
| 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 |