Eaton Vance Senior Income TREVF
13F holders, Q1 2024 (March 31)43holders
$6.36avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding Eaton Vance Senior Income TR (EVF) in their 13F filings. The largest holders were Guggenheim Capital LLC ($2.5M), Cambridge Investment Research Advisors, Inc. ($1.8M) and UBS Group AG ($1.1M).
- Company
- Eaton Vance Senior Income TR
- CUSIP
- 27826S103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $350K |
| Exits | 3 | $235K |
Ownership 43 holders
| Guggenheim Capital LLC | 0.02% | Add +20.8% | 387,272 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.5% | 277,370 | $1.8M |
| UBS Group AG | 0.00% | Reduce -44.6% | 180,019 | $1.1M |
| Morgan Stanley | 0.00% | Add +11.8% | 152,762 | $972K |
| Invesco Ltd. | 0.00% | Reduce -5.7% | 117,424 | $747K |
| Ameriprise Financial Inc. | 0.00% | Add +8.4% | 111,959 | $712K |
| Virtus Advisers, LLC | 0.28% | Add +28.8% | 82,792 | $527K |
| Wells Fargo & Company | 0.00% | Reduce -12.1% | 66,752 | $425K |
| LPL Financial LLC | 0.00% | Reduce -12.4% | 52,112 | $331K |
| Bank of America Corp. | 0.00% | Add +4.7% | 51,017 | $324K |
| Raymond James & Associates | 0.00% | Reduce -11.7% | 35,007 | $223K |
| Osaic Holdings, Inc. | 0.00% | No change | 34,247 | $218K |
| Buska Wealth Management, LLC | 0.09% | — | 32,575 | $207K |
| Eudaimonia Partners, LLC | 0.04% | No change | 29,493 | $188K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 25,229 | $160K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.8% | 24,678 | $157K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.7% | 24,593 | $156K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 21,730 | $138K |
| Stifel Financial Corp. | 0.00% | No change | 21,551 | $137K |
| NWF Advisory Services Inc. | 0.02% | No change | 21,200 | $135K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 20,006 | $127K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 19,797 | $126K |
| Kestra Advisory Services, LLC | 0.00% | Add +55.7% | 19,275 | $123K |
| AlTi Global, Inc. | 0.00% | No change | 18,549 | $118K |
| Cetera Investment Advisers | 0.00% | New | 18,000 | $114K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,376 | $98K |
| Cwm, LLC | 0.00% | No change | 15,300 | $97K |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.2% | 13,711 | $87K |
| Element Wealth, LLC | 0.05% | Reduce -0.4% | 12,893 | $82K |
| WealthTrust Axiom LLC | 0.03% | Add +0.0% | 12,798 | $81K |
| Bedel Financial Consulting, Inc. | 0.01% | No change | 11,962 | $76K |
| Wagner Wealth Management, LLC | 0.02% | No change | 10,817 | $69K |
| Moors & Cabot, Inc. | 0.00% | New | 10,000 | $64K |
| Hexagon Capital Partners LLC | 0.01% | No change | 8,000 | $51K |
| North Star Investment Management Corp. | 0.00% | No change | 6,310 | $40K |
| Ransom Advisory, Ltd | 0.02% | — | 6,000 | $38K |
| Highlander Capital Management, LLC | 0.01% | No change | 4,000 | $25K |
| Concord Wealth Partners | 0.00% | No change | 3,000 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,322 | $15K |
| CoreCap Advisors, LLC | 0.00% | New | 1,800 | $11K |
| Royal Bank of Canada | 0.00% | No change | 1,253 | $8K |
| Balefire, LLC | 0.00% | No change | 750 | $5K |
| US Bancorp \de | 0.00% | No change | 4 | $25 |
"% of holder's portfolio" is EVF's weight in each manager's 13F, not the share of Eaton Vance Senior Income TR the manager owns.