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, Q3 2021
Institutional positions in Eaton Vance California Municipal Income Trust as of Sep 30, 2021. 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
- 25
- −1 vs. Q2 2021
- Shares held
- 1.19M
- −251.2K (−17.4%) vs. Q2 2021
- Total value
- $16.2M
- −$3.94M (−19.6%) vs. Q2 2021
- New holders
- 1
- 7 more added
- Sold out
- 2
- 10 more reduced
Compare with Q2 2021: 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 1,614 | $21.0K | 0.00% | −40,397−96.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,410 | $33.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 2,410 | $33.0K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,551 | $35.0K | 0.00% | −1,834−41.8% | Reduced |
| Whittier Trust Co | 8,408 | $115.0K | 0.00% | −31,723−79.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8,782 | $120.0K | 0.05% | +241+2.8% | Added |
| Royal Bank of Canada | 10,557 | $144.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 11,000 | $149.0K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,900 | $203.0K | 0.00% | +3,500+30.7% | Added |
| Lindbrook Capital, LLC | 15,000 | $204.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,110 | $219.0K | 0.00% | +16,110 | New |
| Commonwealth Equity Services, LLC | 21,400 | $291.0K | 0.00% | +1,000+4.9% | Added |
| First American Trust, FSB | 23,000 | $313.0K | 0.05% | −4,350−15.9% | Reduced |
| Invesco Ltd. | 23,860 | $325.0K | 0.00% | −8,664−26.6% | Reduced |
| Camden Capital, LLC | 33,600 | $458.0K | 0.09% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 56,632 | $771.0K | 0.69% | −26,438−31.8% | Reduced |
| Matisse Capital | 57,800 | $787.0K | 0.29% | 00.0% | Unchanged |
| Wells Fargo & Company | 66,002 | $899.0K | 0.00% | +4,100+6.6% | Added |
| First Foundation Advisors | 80,210 | $1.09M | 0.04% | −91,193−53.2% | Reduced |
| UBS Group AG | 85,046 | $1.16M | 0.00% | +10,962+14.8% | Added |
| Morgan Stanley | 88,199 | $1.20M | 0.00% | +2,969+3.5% | Added |
| Rivernorth Capital Management, LLC | 98,701 | $1.34M | 0.07% | −9,228−8.6% | Reduced |
| Bank of America Corp | 109,615 | $1.49M | 0.00% | −5,264−4.6% | Reduced |
| Guggenheim Capital LLC | 116,612 | $1.59M | 0.01% | −26,777−18.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 235,293 | $3.21M | 0.17% | +26,045+12.4% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −69,136−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |