EATON VANCE SR INCOME TR shareholder history

Current and past EATON VANCE SR INCOME TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.02%0.07%0.15%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.01%0.02%0.05%Q2 2013Q3 202342
Capital Investment Advisors, LLC 40400.01%0.03%0.08%Q4 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.14%0.29%0.54%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 39390.01%0.01%0.02%Q1 2014Q3 202339
LPL Financial LLC 23160.00%0.00%0.01%Q2 2013Q3 202339
Cetera Advisors LLC 22160.00%0.01%0.03%Q1 2014Q3 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
RIVERNORTH CAPITAL MANAGEMENT, LLC 2910.02%0.44%1.56%Q4 2013Q2 202335
Shaker Financial Services, LLC 910.04%0.49%1.36%Q2 2013Q2 202334
Advisors Asset Management, Inc. 2850.01%0.07%0.18%Q2 2013Q4 202133
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Gardner Russo & Gardner 2930.01%0.02%0.02%Q2 2013Q2 202132
SYMPHONY ASSET MANAGEMENT LLC 29290.49%0.92%1.72%Q2 2013Q2 202029
COHEN & STEERS, INC. 2620.00%0.01%0.01%Q2 2013Q2 202128
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.03%0.07%Q2 2013Q4 201927
MARINER INVESTMENT GROUP LLC 1410.06%1.10%2.45%Q3 2013Q3 202227
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2310.00%0.00%0.00%Q4 2015Q3 202327
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.02%Q3 2014Q3 202327
Marble Harbor Investment Counsel, LLC 2250.02%0.40%0.86%Q1 2016Q3 202327
JPMORGAN CHASE & CO 2510.00%0.00%0.00%Q3 2014Q3 202326
Institute for Wealth Management, LLC. 26260.01%0.04%0.10%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
SeaBridge Investment Advisors LLC 26260.02%0.04%0.06%Q2 2013Q3 201926
PNC FINANCIAL SERVICES GROUP, INC. 1510.00%0.00%0.00%Q2 2013Q3 202325
RAYMOND JAMES & ASSOCIATES 1680.00%0.00%0.00%Q3 2017Q3 202324
Camelot Portfolios, LLC 24240.03%0.06%0.14%Q2 2015Q1 202124
STIFEL FINANCIAL CORP 23230.00%0.00%0.00%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.01%0.04%0.07%Q4 2017Q2 202323
Horizon Kinetics 23230.00%0.02%0.03%Q2 2013Q4 201823
Baird Financial Group, Inc. 22220.00%0.00%0.01%Q1 2016Q2 202122
DOLIVER ADVISORS, LP 910.04%0.12%0.40%Q3 2013Q2 202022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.00%0.02%Q3 2013Q1 202321
Baillie Gifford 19190.01%0.02%0.03%Q4 2013Q2 201819
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Virtus ETF Advisers LLC 18180.10%0.24%0.61%Q2 2019Q3 202318
RELIANCE TRUST CO 1070.16%1.97%4.47%Q2 2013Q4 201817
Saba Capital Management, L.P. 1120.00%0.75%2.10%Q2 2014Q2 202117
First Allied Advisory Services, Inc. 17170.00%0.01%0.01%Q3 2016Q3 202017
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1210.00%0.00%0.00%Q2 2013Q1 202017
Hilltop Holdings Inc. 1510.02%0.10%0.15%Q1 2015Q4 201916
Element Wealth, LLC 16160.05%0.10%0.24%Q4 2019Q3 202316
INVESCO SENIOR SECURED MANAGEMENT INC /ADV 16160.85%2.68%3.91%Q4 2017Q3 202116
AQR Arbitrage LLC 710.00%0.01%0.01%Q1 2015Q4 202216
CREDIT SUISSE AG/ 16160.00%0.00%0.00%Q1 2013Q4 201616
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Janney Montgomery Scott LLC 960.00%0.00%0.00%Q4 2019Q3 202315
Rock Point Advisors, LLC 14140.04%0.05%0.08%Q2 2013Q3 201614
SEI INVESTMENTS CO 14140.00%0.00%0.00%Q1 2015Q2 201814
Geneos Wealth Management Inc. 14140.00%0.00%0.00%Q1 2016Q2 201914
Greenwich Wealth Management LLC 14140.02%0.07%0.13%Q3 2018Q4 202114
Raymond James Financial Services Advisors, Inc. 630.00%0.00%0.00%Q2 2017Q3 202314
PARK AVENUE SECURITIES LLC 13130.01%0.03%0.04%Q4 2017Q4 202013
Carmichael Hill & Associates, Inc. 13130.00%0.01%0.01%Q4 2019Q4 202213
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
North Star Investment Management Corp. 12120.00%0.00%0.00%Q4 2020Q3 202312
Penserra Capital Management LLC 12120.00%0.01%0.02%Q4 2015Q3 201812
DEUTSCHE BANK AG\ 1110.00%0.00%0.00%Q3 2013Q2 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Advisory Services Network, LLC 510.00%0.00%0.01%Q3 2017Q3 202312
BLACKROCK ADVISORS LLC 12120.00%0.00%0.00%Q1 2014Q4 201612
Next Capital Management LLC 1110.03%2.66%3.65%Q4 2018Q1 202312
ENVESTNET ASSET MANAGEMENT INC 1010.00%0.00%0.00%Q1 2016Q4 202011
OPTIMUM INVESTMENT ADVISORS 920.00%0.01%0.02%Q1 2018Q1 202111
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
SIT INVESTMENT ASSOCIATES INC 11110.00%0.08%0.24%Q4 2018Q2 202111
RMB Capital Management, LLC 620.01%0.02%0.05%Q2 2017Q2 202011
BARCLAYS PLC 810.00%0.00%0.00%Q2 2013Q2 202111
AVANTAX ADVISORY SERVICES, INC. 810.00%0.00%0.00%Q3 2020Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.00%0.00%Q1 2018Q2 202010
NEWGATE CAPITAL MANAGEMENT LLC 10100.14%1.02%1.88%Q3 2013Q4 201510
Trust Asset Management LLC 610.44%1.43%1.83%Q3 2011Q1 20169
Altium Wealth Management LLC 990.02%0.02%0.02%Q2 2020Q2 20229
Yorktown Management & Research Co Inc 990.06%0.43%0.55%Q1 2015Q1 20179
Cetera Investment Advisers 720.00%0.00%0.00%Q4 2020Q1 20239
Mariner, LLC 990.00%0.01%0.01%Q2 2019Q2 20219
M&T BANK CORP 990.00%0.00%0.00%Q3 2014Q3 20169
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q1 20238
IFP Advisors, Inc 610.00%0.00%0.00%Q4 2015Q2 20238
NewEdge Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Virtu KCG Holdings LLC 310.00%0.00%0.01%Q3 2013Q2 20167
WFG Advisors, LP 770.00%0.00%0.01%Q2 2013Q4 20147
Creative Planning 510.00%0.00%0.00%Q2 2013Q3 20237
Concert Wealth Management Inc. 770.03%0.04%0.06%Q3 2015Q1 20177
BB&T SECURITIES, LLC 520.00%0.00%0.00%Q2 2017Q3 20197
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
CLOUGH CAPITAL PARTNERS L P 430.01%0.05%0.08%Q3 2020Q2 20237
NATIONAL PLANNING CORP 610.00%0.01%0.01%Q3 2013Q4 20157
ZAZOVE ASSOCIATES LLC 610.01%0.02%0.03%Q3 2019Q2 20217
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.01%0.01%0.01%Q1 2020Q3 20217
UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q1 2014Q3 20156
Matisse Capital 660.09%0.25%0.47%Q1 2019Q2 20206
YorkBridge Wealth Partners, LLC 660.01%0.01%0.01%Q1 2018Q2 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Pinnacle Advisory Group, Inc. 660.00%0.00%0.01%Q1 2018Q2 20196
FIRST FOUNDATION ADVISORS 660.00%0.00%0.00%Q2 2022Q3 20236
Advocacy Wealth Management Services, LLC 660.01%0.02%0.03%Q4 2015Q1 20176
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.01%0.01%0.03%Q1 2020Q2 20236
INGALLS & SNYDER LLC 660.00%0.00%0.01%Q2 2016Q3 20176
Wagner Wealth Management, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
SIGNATUREFD, LLC 510.00%0.00%0.00%Q1 2019Q2 20216
E&G Advisors, LP 660.03%0.03%0.03%Q2 2018Q3 20196
OPPENHEIMER & CO INC 330.00%0.00%0.00%Q3 2014Q4 20166
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q4 2013Q1 20156
Bain Capital Credit, LP 221.15%2.77%5.64%Q3 2014Q4 20166
INTEGRATED CAPITAL MANAGEMENT, INC. 660.05%0.08%0.10%Q3 2019Q4 20206
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 510.00%0.00%0.01%Q2 2013Q4 20166
SHEPHERD KAPLAN KROCHUK, LLC 660.08%0.15%0.27%Q2 2018Q3 20196
Karpus Management, Inc. 660.00%0.00%0.00%Q4 2018Q1 20206
Q Global Advisors, LLC 550.40%0.52%0.73%Q4 2018Q4 20195
Acrospire Investment Management LLC 550.01%0.02%0.03%Q1 2016Q1 20175
Eudaimonia Partners, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
Kestra Advisory Services, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Citadel Advisors 210.00%0.00%0.00%Q4 2014Q3 20235
BANK OF MONTREAL /CAN/ 550.00%0.00%0.00%Q3 2017Q3 20185
Arete Wealth Advisors, LLC 550.01%0.01%0.03%Q3 2022Q3 20235
OAKTREE CAPITAL MANAGEMENT LP 410.00%0.01%0.02%Q1 2020Q2 20235
Ahrens Investment Partners LLC 550.04%0.10%0.20%Q2 2017Q2 20185
IMA Wealth, Inc. 550.06%0.06%0.07%Q2 2013Q2 20145
BNP PARIBAS FINANCIAL MARKETS 550.00%0.00%0.00%Q4 2013Q4 20145
BlackRock Inc. 550.00%0.00%0.00%Q1 2014Q1 20155
EATON VANCE MANAGEMENT 410.00%0.00%0.00%Q1 2019Q4 20215
ROBINSON CAPITAL MANAGEMENT, LLC 310.06%0.28%0.47%Q1 2014Q1 20195
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2013Q3 20174
Absolute Return Capital, LLC 440.01%0.01%0.01%Q2 2013Q1 20144
6 Meridian 310.03%0.04%0.04%Q1 2019Q1 20204
NEXT Financial Group, Inc 210.00%0.01%0.01%Q2 2014Q1 20204
Nuveen Asset Management, LLC 440.00%0.00%0.00%Q3 2020Q2 20214
CSS LLC/IL 210.00%0.01%0.04%Q2 2021Q3 20234
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.09%0.14%0.27%Q1 2018Q4 20184
Independence Trust CO 440.09%0.12%0.14%Q4 2014Q3 20154
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
CAXTON CORP 440.11%0.30%0.42%Q4 2014Q3 20154
BENNICAS & ASSOCIATES, INC. 440.66%0.73%0.80%Q1 2018Q4 20184
KENNEDY INVESTMENT GROUP 440.33%0.38%0.43%Q4 2022Q3 20234
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2013Q1 20164
MELFA WEALTH MANAGEMENT, INC. 440.11%0.11%0.13%Q4 2022Q3 20234
Peachtree Investment Advisors, Inc. 440.04%0.04%0.05%Q2 2014Q1 20154
MML INVESTORS SERVICES, LLC 440.00%0.00%0.01%Q3 2018Q2 20194
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q4 2019Q3 20204
Relative Value Partners Group, LLC 440.02%0.06%0.18%Q2 2015Q1 20164
BARRETT & COMPANY, INC. 440.01%0.02%0.02%Q3 2022Q2 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2016Q4 20224
Dynasty Wealth Management, LLC 440.07%0.21%0.34%Q4 2017Q3 20184
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20203
Weiss Asset Management LP 110.01%0.02%0.05%Q4 2015Q4 20183
TFS CAPITAL LLC 330.01%0.01%0.02%Q4 2015Q2 20163
Logan Stone Capital, LLC 330.06%0.08%0.11%Q2 2022Q4 20223
TIEDEMANN ADVISORS, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
BOOTHBAY FUND MANAGEMENT, LLC 330.01%0.02%0.04%Q4 2018Q2 20193
Eos Management, L.P. 210.02%0.12%0.20%Q2 2014Q4 20153
Belpointe Asset Management LLC 330.02%0.03%0.04%Q1 2018Q3 20183
Relative Value Partners, LLC 330.03%0.10%0.15%Q3 2014Q1 20153
CWM, LLC 210.00%0.00%0.01%Q4 2018Q3 20233
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Round Table Services, LLC 330.06%0.07%0.08%Q1 2018Q3 20183
Ionic Capital Management LLC 330.01%0.03%0.05%Q3 2017Q1 20183
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
CITY HOLDING CO 330.00%0.00%0.00%Q4 2016Q2 20173
Almitas Capital LLC 330.11%0.34%0.53%Q2 2020Q4 20203
CORNERSTONE ADVISORS INC 330.07%0.07%0.07%Q2 2014Q4 20143
FNY Investment Advisers, LLC 210.00%0.03%0.06%Q3 2019Q4 20203
Magnus Financial Group LLC 220.03%0.03%0.03%Q4 2018Q1 20192
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.04%0.04%0.05%Q1 2020Q2 20202
Squarepoint Ops LLC 110.00%0.02%0.03%Q4 2015Q4 20172
HighTower Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Hexagon Capital Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2018Q1 20202
FMR LLC 110.00%0.00%0.00%Q2 2020Q1 20222
AQR Capital Management 220.00%0.00%0.00%Q3 2014Q4 20142
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q1 20222
Pekin Hardy Strauss, Inc. 220.01%0.01%0.01%Q3 2013Q4 20132
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2013Q4 20132
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
COMERICA BANK 220.00%0.00%0.00%Q2 2013Q3 20132
WFA of San Diego, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Private Ocean, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Archer Investment Corp 220.07%0.07%0.08%Q4 2020Q1 20212
Bulldog Investors, LLP 110.09%0.11%0.14%Q4 2009Q4 20102
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q3 2020Q4 20202
Laurion Capital Management LP 110.01%0.01%0.02%Q1 2016Q2 20182
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
PEDDOCK CAPITAL ADVISORS, LLC 110.00%0.00%0.01%Q1 2019Q4 20192
Spire Wealth Management 220.00%0.00%0.00%Q1 2021Q2 20212
SageView Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BEDEL FINANCIAL CONSULTING INC 110.01%0.01%0.01%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Vectors Research Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ICON ADVISERS INC/CO 110.19%0.19%0.19%Q4 2020Q4 20201
XTX Topco Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Field & Main Bank 110.02%0.02%0.02%Q2 2014Q2 20141
Arbor Investment Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
WADDELL & REED FINANCIAL INC 110.00%0.00%0.00%Q1 2020Q1 20201
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2015Q4 20151
TradeLink Global Equity LLC 110.13%0.13%0.13%Q4 2014Q4 20141
Lindbrook Capital, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HRT FINANCIAL LP 110.02%0.02%0.02%Q1 2020Q1 20201
Full Value Advisors, LLC 110.10%0.10%0.10%Q3 2009Q3 20091
ClearBridge Investments 110.00%0.00%0.00%Q3 2017Q3 20171
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q1 2020Q1 20201
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
DRW Securities, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Alexandria Capital, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2023Q3 20231
Essex Financial Services, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HighMark Wealth Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q1 20181
WASHINGTON TRUST Co 110.00%0.00%0.00%Q4 2021Q4 20211
Family Management Corp 110.14%0.14%0.14%Q4 2020Q4 20201
Sowell Financial Services LLC 110.01%0.01%0.01%Q3 2019Q3 20191
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Hilton Capital Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
HBK INVESTMENTS L P 110.00%0.00%0.00%Q1 2021Q1 20211
Merriman Wealth Management, LLC 110.17%0.17%0.17%Q4 2013Q4 20131
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
External links

This page lists all the filers that currently own EATON VANCE SR INCOME TR or have owned EATON VANCE SR INCOME TR in the past.