EATON VANCE SR INCOME TR's ticker is EVF and the CUSIP is 27826S103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,820 | +8.1% | 10,817 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $59,061 | +2.1% | 10,817 | 0.0% | 0.02% | -11.5% |
| Q1 2023 | $57,871 | +1.5% | 10,817 | 0.0% | 0.03% | -25.7% |
| Q4 2022 | $57,006 | +0.0% | 10,817 | 0.0% | 0.04% | -16.7% |
| Q3 2022 | $57,000 | -3.4% | 10,817 | 0.0% | 0.04% | -10.6% |
| Q2 2022 | $59,000 | – | 10,817 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KENNEDY INVESTMENT GROUP | 120,434 | $710,563 | 0.43% |
| Virtus ETF Advisers LLC | 95,956 | $566,140 | 0.34% |
| MERIDIAN INVESTMENT COUNSEL INC. | 73,699 | $434,824 | 0.16% |
| MELFA WEALTH MANAGEMENT, INC. | 19,797 | $116,804 | 0.13% |
| Element Wealth, LLC | 12,762 | $75,294 | 0.05% |
| Eudaimonia Partners, LLC | 29,493 | $174,009 | 0.04% |
| Arete Wealth Advisors, LLC | 30,001 | $177,006 | 0.03% |
| WealthTrust Axiom LLC | 12,797 | $75,507 | 0.03% |
| Wagner Wealth Management, LLC | 10,817 | $63,820 | 0.02% |
| Marble Harbor Investment Counsel, LLC | 21,500 | $126,850 | 0.02% |