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, Q3 2024
Institutional positions in Eaton Vance Senior Income Trust as of Sep 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
- 42
- −1 vs. Q2 2024
- Shares held
- 2.19M
- +81.3K (+3.9%) vs. Q2 2024
- Total value
- $13.5M
- +$166.5K (+1.2%) vs. Q2 2024
- New holders
- 3
- 12 more added
- Sold out
- 4
- 12 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 439,051 | $2.71M | 0.02% | +1,646+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 333,603 | $2.06M | 0.01% | +38,457+13.0% | Added |
| Invesco Ltd. | 177,351 | $1.10M | 0.00% | +18,542+11.7% | Added |
| Morgan Stanley | 171,527 | $1.06M | 0.00% | +7,176+4.4% | Added |
| UBS Group AG | 163,377 | $1.01M | 0.00% | −17,328−9.6% | Reduced |
| Ameriprise Financial Inc | 126,485 | $781.7K | 0.00% | +6,120+5.1% | Added |
| Virtus ETF Advisers LLC | 106,740 | $659.7K | 0.31% | −16,130−13.1% | Reduced |
| Wells Fargo & Company | 69,278 | $428.1K | 0.00% | +1,578+2.3% | Added |
| LPL Financial LLC | 51,569 | $318.7K | 0.00% | −3,045−5.6% | Reduced |
| Wolverine Asset Management LLC | 45,923 | $283.8K | 0.01% | +45,923 | New |
| Buska Wealth Management, LLC | 35,535 | $219.6K | 0.08% | −5,555−13.5% | Reduced |
| Bank of America Corp | 34,479 | $213.1K | 0.00% | −873−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 32,783 | $202.6K | 0.00% | −1,200−3.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 32,130 | $198.6K | 0.00% | +10,400+47.9% | Added |
| Arete Wealth Advisors, LLC | 28,105 | $174.0K | 0.01% | +120.0% | Added |
| Redhawk Wealth Advisors, Inc. | 25,229 | $155.9K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 22,004 | $136.0K | 0.00% | −238−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 20,000 | $123.6K | 0.00% | −60.0% | Reduced |
| NWF Advisory Services Inc. | 19,800 | $122.4K | 0.02% | −1,400−6.6% | Reduced |
| Melfa Wealth Management, LLC | 19,797 | $122.3K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,650 | $121.4K | 0.00% | +19,650 | New |
| AlTi Global, Inc. | 18,549 | $114.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,400 | $113.7K | 0.00% | −3,851−17.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,036 | $111.5K | 0.00% | +1,750+10.7% | Added |
| Cetera Investment Advisers | 18,000 | $111.2K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 17,180 | $106.2K | 0.06% | +17,180 | New |
| Janney Montgomery Scott LLC | 15,376 | $95.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 15,300 | $95.0K | 0.00% | 00.0% | Unchanged |
| Element Wealth, LLC | 13,263 | $82.0K | 0.04% | +182+1.4% | Added |
| WealthTrust Axiom LLC | 12,798 | $79.1K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 11,962 | $73.9K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,833 | $73.1K | 0.00% | −6,714−36.2% | Reduced |
| Ameritas Advisory Services, LLC | 10,534 | $65.1K | 0.00% | +15+0.1% | Added |
| Moors & Cabot, Inc. | 10,000 | $61.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $49.4K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 6,000 | $37.1K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,475 | $34.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,917 | $18.0K | 0.00% | +595+25.6% | Added |
| CoreCap Advisors, LLC | 1,800 | $11.1K | 0.00% | −1,600−47.1% | Reduced |
| WFA of San Diego, LLC | 1,175 | $7.26K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6 | 0.00% | – | – |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −16,447−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −10,817−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |