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, Q2 2024
Institutional positions in Eaton Vance Senior Income Trust as of Jun 30, 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
- 43
- +1 vs. Q1 2024
- Shares held
- 2.11M
- +161.5K (+8.3%) vs. Q1 2024
- Total value
- $13.4M
- +$984.8K (+7.9%) vs. Q1 2024
- New holders
- 4
- 14 more added
- Sold out
- 3
- 6 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 437,405 | $2.77M | 0.02% | +50,133+12.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 295,146 | $1.87M | 0.01% | +17,776+6.4% | Added |
| UBS Group AG | 180,705 | $1.15M | 0.00% | +686+0.4% | Added |
| Morgan Stanley | 164,351 | $1.04M | 0.00% | +11,589+7.6% | Added |
| Invesco Ltd. | 158,809 | $1.01M | 0.00% | +41,385+35.2% | Added |
| Virtus ETF Advisers LLC | 122,870 | $779.0K | 0.38% | +40,078+48.4% | Added |
| Ameriprise Financial Inc | 120,365 | $763.1K | 0.00% | +8,406+7.5% | Added |
| Wells Fargo & Company | 67,700 | $429.2K | 0.00% | +948+1.4% | Added |
| LPL Financial LLC | 54,614 | $346.3K | 0.00% | +2,502+4.8% | Added |
| Buska Wealth Management, LLC | 41,090 | $260.5K | 0.10% | +8,515+26.1% | Added |
| Bank of America Corp | 35,352 | $224.1K | 0.00% | −15,665−30.7% | Reduced |
| Advisor Group Holdings, Inc. | 33,983 | $215.5K | 0.00% | −264−0.8% | Reduced |
| Arete Wealth Advisors, LLC | 28,093 | $178.0K | 0.01% | +28,093 | New |
| Redhawk Wealth Advisors, Inc. | 25,229 | $160.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 22,251 | $141.1K | 0.00% | +700+3.2% | Added |
| Raymond James & Associates | 22,242 | $141.0K | 0.00% | −12,765−36.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 21,730 | $137.8K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 21,200 | $134.4K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,006 | $126.8K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 19,797 | $125.5K | 0.09% | 00.0% | Unchanged |
| AlTi Global, Inc. | 18,549 | $117.6K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,547 | $117.6K | 0.00% | −6,131−24.8% | Reduced |
| Cetera Investment Advisers | 18,000 | $114.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,447 | $104.3K | 0.00% | −2,828−14.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,286 | $103.3K | 0.00% | −8,307−33.8% | 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 |
| Element Wealth, LLC | 13,081 | $82.9K | 0.05% | +188+1.5% | Added |
| WealthTrust Axiom LLC | 12,798 | $81.1K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 11,962 | $75.8K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,817 | $68.6K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,519 | $66.7K | 0.00% | +10,519 | New |
| Moors & Cabot, Inc. | 10,000 | $63.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $50.7K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 6,000 | $38.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,475 | $35.0K | 0.00% | +4,222+337.0% | Added |
| CoreCap Advisors, LLC | 3,400 | $21.6K | 0.00% | +1,600+88.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,322 | $14.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,000 | $12.7K | 0.00% | +2,000 | New |
| WFA of San Diego, LLC | 1,175 | $7.45K | 0.01% | +1,175 | New |
| VisionPoint Advisory Group, LLC | 750 | $4.75K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6 | 0.00% | – | – |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,711−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −6,310−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |