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, Q1 2024
Institutional positions in Eaton Vance Senior Income Trust as of Mar 31, 2024. 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
- 44
- +2 vs. Q4 2023
- Shares held
- 1.98M
- −20.0K (−1.0%) vs. Q4 2023
- Total value
- $12.6M
- −$29.4K (−0.2%) vs. Q4 2023
- New holders
- 6
- 9 more added
- Sold out
- 4
- 8 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 387,272 | $2.46M | 0.02% | +66,628+20.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 277,370 | $1.76M | 0.01% | −1,340−0.5% | Reduced |
| UBS Group AG | 180,019 | $1.14M | 0.00% | −144,698−44.6% | Reduced |
| Morgan Stanley | 152,762 | $971.6K | 0.00% | +16,117+11.8% | Added |
| Invesco Ltd. | 117,424 | $746.8K | 0.00% | −7,075−5.7% | Reduced |
| Ameriprise Financial Inc | 111,959 | $712.1K | 0.00% | +8,710+8.4% | Added |
| Virtus ETF Advisers LLC | 82,792 | $526.6K | 0.28% | +18,520+28.8% | Added |
| Wells Fargo & Company | 66,752 | $424.5K | 0.00% | −9,227−12.1% | Reduced |
| LPL Financial LLC | 52,112 | $331.4K | 0.00% | −7,386−12.4% | Reduced |
| Bank of America Corp | 51,017 | $324.5K | 0.00% | +2,307+4.7% | Added |
| Raymond James & Associates | 35,007 | $222.6K | 0.00% | −4,652−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 34,247 | $217.8K | 0.00% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 32,575 | $207.2K | 0.09% | +32,575 | New |
| Eudaimonia Partners, LLC | 29,493 | $187.6K | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 25,229 | $160.5K | 0.03% | +25,229 | New |
| Avantax Advisory Services, Inc. | 24,678 | $157.0K | 0.00% | +183+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,593 | $156.4K | 0.00% | +649+2.7% | Added |
| Horizon Kinetics Asset Management LLC | 21,730 | $138.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,551 | $137.1K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 21,200 | $134.8K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,006 | $127.2K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 19,797 | $125.9K | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,275 | $122.6K | 0.00% | +6,892+55.7% | Added |
| AlTi Global, Inc. | 18,549 | $118.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,000 | $114.5K | 0.00% | +18,000 | New |
| Janney Montgomery Scott LLC | 15,376 | $98.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 15,300 | $97.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,711 | $87.2K | 0.00% | −7,458−35.2% | Reduced |
| Element Wealth, LLC | 12,893 | $82.0K | 0.05% | −50−0.4% | Reduced |
| WealthTrust Axiom LLC | 12,798 | $81.4K | 0.03% | +10.0% | Added |
| Bedel Financial Consulting, Inc. | 11,962 | $76.1K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,817 | $68.8K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $63.6K | 0.00% | +10,000 | New |
| Hexagon Capital Partners LLC | 8,000 | $50.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,310 | $40.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 6,000 | $38.2K | 0.02% | +6,000 | New |
| Highlander Capital Management, LLC | 4,000 | $25.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,322 | $14.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,800 | $11.4K | 0.00% | +1,800 | New |
| Royal Bank of Canada | 1,253 | $8.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 750 | $4.77K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6 | 0.00% | – | – |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −28,497−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −254−100.0% | Sold out |