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, Q1 2023
Institutional positions in Eaton Vance California Municipal Income Trust as of Mar 31, 2023. 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
- 27
- +5 vs. Q4 2022
- Shares held
- 1.84M
- +164.0K (+9.8%) vs. Q4 2022
- Total value
- $18.8M
- +$2.09M (+12.5%) vs. Q4 2022
- New holders
- 6
- 7 more added
- Sold out
- 1
- 9 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 141 | $1.00K | 0.00% | +141 | New |
| Bank of America Corp | 3,506 | $35.9K | 0.00% | −960−21.5% | Reduced |
| Hollencrest Capital Management | 4,470 | $45.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,956 | $51.0K | 0.00% | −300−5.7% | Reduced |
| Whittier Trust Co | 7,183 | $73.5K | 0.00% | −155−2.1% | Reduced |
| First Foundation Advisors | 10,733 | $109.8K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 10,833 | $110.8K | 0.00% | +10,833 | New |
| Wealthspire Advisors, LLC | 14,391 | $147.2K | 0.00% | +14,391 | New |
| Commonwealth Equity Services, LLC | 15,301 | $156.0K | 0.00% | +15,301 | New |
| Raymond James & Associates | 16,200 | $165.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,977 | $194.1K | 0.00% | −1,601−7.8% | Reduced |
| First American Trust, FSB | 20,000 | $205.0K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 20,246 | $207.1K | 0.21% | +103+0.5% | Added |
| UBS Group AG | 24,780 | $253.5K | 0.00% | −1,219−4.7% | Reduced |
| Almitas Capital LLC | 31,947 | $326.8K | 0.16% | −14,048−30.5% | Reduced |
| Vivaldi Capital Management, LLC | 51,767 | $529.6K | 0.16% | +30,733+146.1% | Added |
| Channel Wealth LLC | 51,859 | $530.5K | 0.34% | +51,859 | New |
| Advisor Group Holdings, Inc. | 55,600 | $568.8K | 0.00% | −4,000−6.7% | Reduced |
| Sit Investment Associates Inc | 55,896 | $572.0K | 0.02% | +55,896 | New |
| Snowden Capital Advisors LLC | 61,380 | $627.9K | 0.02% | +116+0.2% | Added |
| Matisse Capital | 107,178 | $1.10M | 0.71% | 00.0% | Unchanged |
| Morgan Stanley | 112,417 | $1.15M | 0.00% | +778+0.7% | Added |
| Logan Stone Capital, LLC | 131,003 | $1.34M | 0.53% | +9,500+7.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 136,395 | $1.40M | 0.09% | −29,942−18.0% | Reduced |
| Guggenheim Capital LLC | 159,819 | $1.63M | 0.01% | +8,022+5.3% | Added |
| Advisors Asset Management, Inc. | 187,184 | $1.91M | 0.04% | −6,855−3.5% | Reduced |
| Saba Capital Management, L.P. | 526,402 | $5.39M | 0.13% | +62,414+13.5% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −36,970−100.0% | Sold out |