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