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 2022
Institutional positions in Eaton Vance California Municipal Income Trust as of Jun 30, 2022. 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
- 20
- −4 vs. Q1 2022
- Shares held
- 1.24M
- +122.2K (+10.9%) vs. Q1 2022
- Total value
- $13.2M
- +$386.0K (+3.0%) vs. Q1 2022
- New holders
- 2
- 10 more added
- Sold out
- 6
- 5 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 3,041 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,968 | $74.0K | 0.00% | +1,110+18.9% | Added |
| Northwestern Mutual Wealth Management Co | 7,412 | $79.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,376 | $111.0K | 0.00% | −6,369−38.0% | Reduced |
| First Foundation Advisors | 10,733 | $114.0K | 0.01% | +10,733 | New |
| Whittier Trust Co | 13,938 | $149.0K | 0.00% | +5,640+68.0% | Added |
| Royal Bank of Canada | 17,354 | $185.0K | 0.00% | +7,879+83.2% | Added |
| First American Trust, FSB | 23,000 | $245.0K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 24,007 | $256.0K | 0.00% | −58,210−70.8% | Reduced |
| Commonwealth Equity Services, LLC | 26,000 | $277.0K | 0.00% | +1,750+7.2% | Added |
| Bank of America Corp | 55,091 | $587.0K | 0.00% | −36,708−40.0% | Reduced |
| Wells Fargo & Company | 56,306 | $600.0K | 0.00% | +4,958+9.7% | Added |
| Advisor Group Holdings, Inc. | 71,417 | $761.0K | 0.00% | +57,517+413.8% | Added |
| Snowden Capital Advisors LLC | 85,768 | $914.0K | 0.04% | +1,630+1.9% | Added |
| Rivernorth Capital Management, LLC | 88,133 | $939.0K | 0.04% | −5,324−5.7% | Reduced |
| Matisse Capital | 104,340 | $1.11M | 1.06% | +24,127+30.1% | Added |
| Morgan Stanley | 125,357 | $1.34M | 0.00% | +23,630+23.2% | Added |
| Guggenheim Capital LLC | 144,126 | $1.54M | 0.01% | +38,449+36.4% | Added |
| Advisors Asset Management, Inc. | 171,952 | $1.83M | 0.03% | +171,952 | New |
| Hennion & Walsh Asset Management, Inc. | 194,555 | $2.07M | 0.13% | −28,541−12.8% | Reduced |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −28,672−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,067−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −13,275−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Newfleet Asset Management, LLC | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |