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