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, Q4 2021
Institutional positions in Eaton Vance California Municipal Income Trust as of Dec 31, 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
- 23
- −2 vs. Q3 2021
- Shares held
- 1.00M
- −189.2K (−15.9%) vs. Q3 2021
- Total value
- $13.5M
- −$2.66M (−16.4%) vs. Q3 2021
- New holders
- 3
- 3 more added
- Sold out
- 5
- 9 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 2,192 | $30.0K | 0.01% | −6,590−75.0% | 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 | 4,163 | $56.0K | 0.00% | +1,612+63.2% | Added |
| Whittier Trust Co | 8,298 | $112.0K | 0.00% | −110−1.3% | Reduced |
| Royal Bank of Canada | 10,557 | $143.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 10,765 | $145.0K | 0.00% | +10,765 | New |
| Ford Financial Group, LLC | 11,000 | $148.0K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 12,403 | $168.0K | 0.01% | −67,807−84.5% | Reduced |
| Advisor Group Holdings, Inc. | 14,900 | $202.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 15,000 | $203.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,400 | $276.0K | 0.00% | −1,000−4.7% | Reduced |
| Advisors Asset Management, Inc. | 21,597 | $292.4K | 0.00% | +21,597 | New |
| Goldman Sachs Group Inc | 22,158 | $300.0K | 0.00% | +22,158 | New |
| First American Trust, FSB | 23,000 | $311.0K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 57,800 | $783.0K | 0.54% | 00.0% | Unchanged |
| Wells Fargo & Company | 61,048 | $827.0K | 0.00% | −4,954−7.5% | Reduced |
| UBS Group AG | 77,088 | $1.04M | 0.00% | −7,958−9.4% | Reduced |
| Guggenheim Capital LLC | 92,021 | $1.25M | 0.01% | −24,591−21.1% | Reduced |
| Rivernorth Capital Management, LLC | 93,457 | $1.26M | 0.05% | −5,244−5.3% | Reduced |
| Morgan Stanley | 98,121 | $1.33M | 0.00% | +9,922+11.2% | Added |
| Bank of America Corp | 103,929 | $1.41M | 0.00% | −5,686−5.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 235,773 | $3.19M | 0.16% | +480+0.2% | Added |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −56,632−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −23,860−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −16,110−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |