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Disclosery

EVF EATON VANCE SR INCOME TR

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SH BEN INT (common), issuer CIK 1070732

37 managers (37 13F filers) reported a position in EVF shares at 2024-12-31, 2,038,905 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
37
13F filers
37
New
4
Added
9
Reduced
9
Sold out
7
Shares held by filers
2,038,905

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC389,328$2.39M0.02%-49,72313F-HRTimelineGroup
Cambridge Investment Research Advisors,…331,943$2.04M0.01%-1,66013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.176,829$1.09M<0.01%-52213F-HRTimelineGroup
UBS Group AGin group UBS Group AG153,412$942K<0.01%-9,96513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC140,642$864K<0.01%+14,15713F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…126,105$774K0.32%+19,36513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY114,760$705K<0.01%-56,76713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,408$432K<0.01%+1,13013F-HRTimelineGroup
LPL Financial LLC48,052$295K<0.01%-3,51713F-HRTimeline
Buska Wealth Management, LLC44,748$275K0.09%+9,21313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,291$217K<0.01%+81213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,997$209K<0.01%13F-HR/ATimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC32,130$197K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,584$188K<0.01%+12,18413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,183$179K<0.01%-3,60013F-HR/ATimelineGroup
Arete Wealth Advisors, LLC28,084$173K0.01%-2113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,933$159K<0.01%+6,28313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.25,229$155K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,000$123K<0.01%013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.19,797$122K0.08%013F-HRTimeline
Cetera Investment Advisers19,421$119K<0.01%+1,42113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,549$114K<0.01%013F-HRTimelineGroup
Concorde Asset Management, LLC17,180$105K0.06%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,173$99.3K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,300$94K<0.01%013F-HRTimelineGroup
Element Wealth, LLC13,425$82.4K0.04%+16213F-HRTimeline
Bedel Financial Consulting, Inc.11,962$74.9K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,391$69.9K<0.01%-44213F-HRTimeline
Moors & Cabot, Inc.10,000$61.4K<0.01%013F-HRTimeline
MAI Capital Management8,652$53.1K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC8,000$49.1K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,475$34K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc4,000$24.6K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,917$17.9K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4$25<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1$6<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.