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 2022
Institutional positions in Eaton Vance California Municipal Income Trust as of Dec 31, 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
- 22
- +1 vs. Q3 2022
- Shares held
- 1.68M
- +394.1K (+30.7%) vs. Q3 2022
- Total value
- $16.7M
- +$4.43M (+36.0%) vs. Q3 2022
- New holders
- 6
- 5 more added
- Sold out
- 5
- 8 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 463,988 | $4.63M | 0.08% | +463,988 | New |
| Advisors Asset Management, Inc. | 194,039 | $1.94M | 0.04% | +9,081+4.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 166,337 | $1.66M | 0.10% | −9,820−5.6% | Reduced |
| Guggenheim Capital LLC | 151,797 | $1.51M | 0.01% | +5,928+4.1% | Added |
| Logan Stone Capital, LLC | 121,503 | $1.21M | 0.45% | +68,018+127.2% | Added |
| Morgan Stanley | 111,639 | $1.11M | 0.00% | −23,791−17.6% | Reduced |
| Matisse Capital | 107,178 | $1.07M | 0.95% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 61,264 | $611.4K | 0.03% | −22,629−27.0% | Reduced |
| Advisor Group Holdings, Inc. | 59,600 | $595.0K | 0.00% | −13,581−18.6% | Reduced |
| Almitas Capital LLC | 45,995 | $459.0K | 0.21% | +45,995 | New |
| Wolverine Asset Management LLC | 36,970 | $369.0K | 0.01% | +29,093+369.3% | Added |
| UBS Group AG | 25,999 | $259.5K | 0.00% | +2,841+12.3% | Added |
| Vivaldi Capital Management, LLC | 21,034 | $213.1K | 0.05% | +21,034 | New |
| Wells Fargo & Company | 20,578 | $205.4K | 0.00% | −19,493−48.6% | Reduced |
| Melfa Wealth Management, LLC | 20,143 | $201.0K | 0.21% | +20,143 | New |
| First American Trust, FSB | 20,000 | $200.0K | 0.03% | −3,000−13.0% | Reduced |
| Raymond James & Associates | 16,200 | $161.7K | 0.00% | +16,200 | New |
| First Foundation Advisors | 10,733 | $107.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 7,338 | $73.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,256 | $52.0K | 0.00% | −51,748−90.8% | Reduced |
| Hollencrest Capital Management | 4,470 | $44.6K | 0.01% | +4,470 | New |
| Bank of America Corp | 4,466 | $44.6K | 0.00% | −27,549−86.1% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −87,833−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,086−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −7,412−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |