Eaton Vance California Municipal Income Trust
CEV- Exchange
- NYSE
- SEC CIK
- 0001074692
No open-market purchases or sales by Eaton Vance California Municipal Income Trust insiders were filed in the last 90 days; 34 institutions reported holding it in 13F filings for Q2 2026, worth $11.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Eaton Vance California Municipal Income Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 34
- 0 vs. Q1 2026
- Shares held
- 1.13M
- −104.4K (−8.4%) vs. Q1 2026
- Total value
- $11.9M
- −$541.6K (−4.3%) vs. Q1 2026
- New holders
- 4
- 9 more added
- Sold out
- 4
- 6 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CEV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 34 | $11.9M |
| Q1 2026 | 34 | $12.5M |
| Q4 2025 | 33 | $12.4M |
| Q3 2025 | 35 | $15.4M |
| Q2 2025 | 34 | $16.8M |
| Q1 2025 | 32 | $17.8M |
| Q4 2024 | 33 | $18.1M |
| Q3 2024 | 30 | $22.0M |
| Q2 2024 | 30 | $27.2M |
| Q1 2024 | 28 | $25.6M |
| Q4 2023 | 29 | $25.3M |
| Q3 2023 | 28 | $19.8M |
| Q2 2023 | 25 | $18.8M |
| Q1 2023 | 27 | $18.8M |
| Q4 2022 | 22 | $16.7M |
| Q3 2022 | 21 | $12.3M |
| Q2 2022 | 20 | $13.2M |
| Q1 2022 | 24 | $12.8M |
| Q4 2021 | 23 | $13.5M |
| Q3 2021 | 25 | $16.2M |
| Q2 2021 | 26 | $20.1M |
| Q1 2021 | 25 | $18.5M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 134,772 | $1.42M | 0.00% | +254+0.2% | Added |
| Morgan Stanley | 134,122 | $1.41M | 0.00% | +16,036+13.6% | Added |
| Rockefeller Capital Management L.P. | 120,426 | $1.27M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 84,183 | $885.6K | 0.01% | −84,437−50.1% | Reduced |
| WESCAP Management Group, Inc. | 65,838 | $692.6K | 0.13% | +15,620+31.1% | Added |
| Wedbush Securities Inc | 65,750 | $692.0K | 0.02% | +13,253+25.2% | Added |
| Cypress Wealth Services, LLC | 63,476 | $667.8K | 0.08% | +4,398+7.4% | Added |
| Raymond James Financial Inc | 56,516 | $594.5K | 0.00% | −3,646−6.1% | Reduced |
| Atala Financial Inc | 52,582 | $553.2K | 0.34% | 00.0% | Unchanged |
| Wells Fargo & Company | 49,029 | $515.8K | 0.00% | −1,173−2.3% | Reduced |
| UBS Group AG | 41,111 | $432.5K | 0.00% | +248+0.6% | Added |
| Stonebridge Financial Group, LLC | 26,500 | $278.0K | 0.04% | +26,500 | New |
| Wealthspire Advisors, LLC | 24,196 | $254.5K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 22,021 | $231.7K | 0.01% | −1,606−6.8% | Reduced |
| Melfa Wealth Management, LLC | 20,679 | $217.5K | 0.12% | 00.0% | Unchanged |
| Plancorp, LLC | 20,000 | $211.4K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $210.4K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18,727 | $197.0K | 0.13% | +785+4.4% | Added |
| Mariner, LLC | 18,212 | $191.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 16,000 | $168.3K | 0.11% | −1,000−5.9% | Reduced |
| HRT Financial LP | 13,546 | $142.0K | 0.00% | +13,546 | New |
| Mather Group, LLC. | 12,119 | $127.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,589 | $122.0K | 0.00% | +291+2.6% | Added |
| Citadel Advisors LLC | 10,178 | $107.1K | 0.00% | +10,178 | New |
| Pasadena Private Wealth, LLC | 10,000 | $105.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 7,457 | $78.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,000 | $42.1K | 0.00% | +2,000+100.0% | Added |
| Whittier Trust Co | 2,840 | $29.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,370 | $24.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,528 | $16.1K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,300 | $13.7K | 0.01% | −1,000−43.5% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 703 | $7.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $6.31K | 0.00% | +600 | New |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −51,319−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −39,103−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −14,810−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |