Eaton Vance Senior Income TREVF
13F holders, Q4 2024 (December 31)36holders −5
4new positions
7sold out
$6.14avg. 13F price*
At the end of Q4 2024, 36 institutions reported holding Eaton Vance Senior Income TR (EVF) in their 13F filings, down 5 from Q3 2024. 4 opened new positions and 7 sold out. The largest holders were Guggenheim Capital LLC ($2.4M), Cambridge Investment Research Advisors, Inc. ($2.0M) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $177K |
| Exits | 7 | $694K |
All 13F filers, Q3 2024 → Q4 2024: 93,553 shares bought and 238,448 shares sold, net −144,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Guggenheim Capital LLC | 0.02% | Reduce -11.3% | 389,328 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.5% | 331,943 | $2.0M |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 176,829 | $1.1M |
| UBS Group AG | 0.00% | Reduce -6.1% | 153,412 | $942K |
| Ameriprise Financial Inc. | 0.00% | Add +11.2% | 140,642 | $864K |
| Virtus Advisers, LLC | 0.32% | Add +18.1% | 126,105 | $774K |
| Morgan Stanley | 0.00% | Reduce -33.1% | 114,760 | $705K |
| Wells Fargo & Company | 0.00% | Add +1.6% | 70,408 | $432K |
| LPL Financial LLC | 0.00% | Reduce -6.8% | 48,052 | $295K |
| Buska Wealth Management, LLC | 0.09% | Add +25.9% | 44,748 | $275K |
| Bank of America Corp. | 0.00% | Add +2.4% | 35,291 | $217K |
| Raymond James Financial Inc. | 0.00% | — | 33,997 | $209K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 32,130 | $197K |
| Stifel Financial Corp. | 0.00% | Add +66.2% | 30,584 | $188K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.0% | 29,183 | $179K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 28,084 | $173K |
| Susquehanna International Group, LLP | 0.00% | Add +32.0% | 25,933 | $159K |
| Redhawk Wealth Advisors, Inc. | 0.02% | No change | 25,229 | $155K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 20,000 | $123K |
| Melfa Wealth Management, Inc. | 0.08% | No change | 19,797 | $122K |
| Cetera Investment Advisers | 0.00% | Add +7.9% | 19,421 | $119K |
| AlTi Global, Inc. | 0.00% | No change | 18,549 | $114K |
| Concorde Asset Management, LLC | 0.06% | No change | 17,180 | $105K |
| Kestra Advisory Services, LLC | 0.00% | New | 16,173 | $99K |
| Cwm, LLC | 0.00% | No change | 15,300 | $94K |
| Element Wealth, LLC | 0.04% | Add +1.2% | 13,425 | $82K |
| Bedel Financial Consulting, Inc. | 0.01% | No change | 11,962 | $75K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.7% | 11,391 | $70K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $61K |
| MAI Capital Management | 0.00% | New | 8,652 | $53K |
| Hexagon Capital Partners LLC | 0.01% | No change | 8,000 | $49K |
| Royal Bank of Canada | 0.00% | No change | 5,475 | $34K |
| IFP Advisors, Inc | 0.00% | New | 4,000 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,917 | $18K |
| US Bancorp \de | 0.00% | No change | 4 | $25 |
| NewEdge Advisors, LLC | 0.00% | New | 1 | $6 |
"% 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.