Eaton Vance Senior Income TREVF
13F holders, Q3 2024 (September 30)41holders −1
3new positions
4sold out
$6.18avg. 13F price*
At the end of Q3 2024, 41 institutions reported holding Eaton Vance Senior Income TR (EVF) in their 13F filings, down 1 from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Guggenheim Capital LLC ($2.7M), Cambridge Investment Research Advisors, Inc. ($2.1M) and Invesco Ltd. ($1.1M).
- Company
- Eaton Vance Senior Income TR
- CUSIP
- 27826S103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $511K |
| Exits | 4 | $190K |
All 13F filers, Q2 2024 → Q3 2024: 169,226 shares bought and 87,954 shares sold, net +81,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Guggenheim Capital LLC | 0.02% | Add +0.4% | 439,051 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.0% | 333,603 | $2.1M |
| Invesco Ltd. | 0.00% | Add +11.7% | 177,351 | $1.1M |
| Morgan Stanley | 0.00% | Add +4.4% | 171,527 | $1.1M |
| UBS Group AG | 0.00% | Reduce -9.6% | 163,377 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 126,485 | $782K |
| Virtus Advisers, LLC | 0.31% | Reduce -13.1% | 106,740 | $660K |
| Wells Fargo & Company | 0.00% | Add +2.3% | 69,278 | $428K |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 51,569 | $319K |
| Wolverine Asset Management LLC | 0.03% | New | 45,923 | $284K |
| Buska Wealth Management, LLC | 0.08% | Reduce -13.5% | 35,535 | $220K |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 34,479 | $213K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.5% | 32,783 | $203K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +47.9% | 32,130 | $199K |
| Arete Wealth Advisors, LLC | 0.01% | Add +0.0% | 28,105 | $174K |
| Redhawk Wealth Advisors, Inc. | 0.02% | No change | 25,229 | $156K |
| Raymond James & Associates | 0.00% | Reduce -1.1% | 22,004 | $136K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 20,000 | $124K |
| NWF Advisory Services Inc. | 0.02% | Reduce -6.6% | 19,800 | $122K |
| Melfa Wealth Management, Inc. | 0.08% | No change | 19,797 | $122K |
| Susquehanna International Group, LLP | 0.00% | New | 19,650 | $121K |
| AlTi Global, Inc. | 0.00% | No change | 18,549 | $115K |
| Stifel Financial Corp. | 0.00% | Reduce -17.3% | 18,400 | $114K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.8% | 18,036 | $111K |
| Cetera Investment Advisers | 0.00% | No change | 18,000 | $111K |
| Concorde Asset Management, LLC | 0.06% | New | 17,180 | $106K |
| Cwm, LLC | 0.00% | No change | 15,300 | $95K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,376 | $95K |
| Element Wealth, LLC | 0.04% | Add +1.4% | 13,263 | $82K |
| WealthTrust Axiom LLC | 0.02% | No change | 12,798 | $79K |
| Bedel Financial Consulting, Inc. | 0.01% | No change | 11,962 | $74K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -36.2% | 11,833 | $73K |
| Ameritas Advisory Services, LLC | 0.00% | Add +0.1% | 10,534 | $65K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $62K |
| Hexagon Capital Partners LLC | 0.01% | No change | 8,000 | $49K |
| Ransom Advisory, Ltd | 0.02% | No change | 6,000 | $37K |
| Royal Bank of Canada | 0.00% | No change | 5,475 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.6% | 2,917 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -47.1% | 1,800 | $11K |
| WFA of San Diego, LLC | 0.01% | No change | 1,175 | $7K |
| 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.