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, Q4 2024
Institutional positions in Eaton Vance Senior Income Trust as of Dec 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
- 37
- −2 vs. Q3 2024
- Shares held
- 2.04M
- −110.9K (−5.2%) vs. Q3 2024
- Total value
- $12.5M
- −$765.6K (−5.8%) vs. Q3 2024
- New holders
- 5
- 9 more added
- Sold out
- 7
- 9 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 389,328 | $2.39M | 0.02% | −49,723−11.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 331,943 | $2.04M | 0.01% | −1,660−0.5% | Reduced |
| Invesco Ltd. | 176,829 | $1.09M | 0.00% | −522−0.3% | Reduced |
| UBS Group AG | 153,412 | $942.0K | 0.00% | −9,965−6.1% | Reduced |
| Ameriprise Financial Inc | 140,642 | $863.7K | 0.00% | +14,157+11.2% | Added |
| Virtus ETF Advisers LLC | 126,105 | $774.3K | 0.32% | +19,365+18.1% | Added |
| Morgan Stanley | 114,760 | $704.6K | 0.00% | −56,767−33.1% | Reduced |
| Wells Fargo & Company | 70,408 | $432.3K | 0.00% | +1,130+1.6% | Added |
| LPL Financial LLC | 48,052 | $295.0K | 0.00% | −3,517−6.8% | Reduced |
| Buska Wealth Management, LLC | 44,748 | $274.8K | 0.09% | +9,213+25.9% | Added |
| Bank of America Corp | 35,291 | $216.7K | 0.00% | +812+2.4% | Added |
| Raymond James Financial Inc | 33,997 | $208.7K | 0.00% | +33,997 | New |
| Horizon Kinetics Asset Management LLC | 32,130 | $197.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 30,584 | $187.8K | 0.00% | +12,184+66.2% | Added |
| Advisor Group Holdings, Inc. | 29,183 | $179.2K | 0.00% | −3,600−11.0% | Reduced |
| Arete Wealth Advisors, LLC | 28,084 | $173.0K | 0.01% | −21−0.1% | Reduced |
| Susquehanna International Group, LLP | 25,933 | $159.2K | 0.00% | +6,283+32.0% | Added |
| Redhawk Wealth Advisors, Inc. | 25,229 | $154.9K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,000 | $122.8K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 19,797 | $121.6K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,421 | $119.2K | 0.00% | +1,421+7.9% | Added |
| AlTi Global, Inc. | 18,549 | $113.9K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 17,180 | $105.5K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,173 | $99.3K | 0.00% | +16,173 | New |
| CWM, LLC | 15,300 | $94.0K | 0.00% | 00.0% | Unchanged |
| Element Wealth, LLC | 13,425 | $82.4K | 0.04% | +162+1.2% | Added |
| Bedel Financial Consulting, Inc. | 11,962 | $74.9K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,391 | $69.9K | 0.00% | −442−3.7% | Reduced |
| Moors & Cabot, Inc. | 10,000 | $61.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 8,652 | $53.1K | 0.00% | +8,652 | New |
| Hexagon Capital Partners LLC | 8,000 | $49.1K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,475 | $34.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,000 | $24.6K | 0.00% | +4,000 | New |
| Northwestern Mutual Wealth Management Co | 2,917 | $17.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6 | 0.00% | – | – |
| GWM Advisors LLC | 1 | $6 | 0.00% | +1 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −45,923−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,376−100.0% | Sold out |
| WealthTrust Axiom LLC | 0 | $0 | 0.00% | −12,798−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −10,534−100.0% | Sold out |
| Ransom Advisory, Ltd | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |