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 2023
Institutional positions in Eaton Vance California Municipal Income Trust as of Dec 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
- 29
- +1 vs. Q3 2023
- Shares held
- 2.44M
- +279.7K (+12.9%) vs. Q3 2023
- Total value
- $25.3M
- +$5.46M (+27.5%) vs. Q3 2023
- New holders
- 5
- 11 more added
- Sold out
- 4
- 8 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 962,212 | $9.95M | 0.24% | +317,696+49.3% | Added |
| Sit Investment Associates Inc | 315,702 | $3.26M | 0.08% | +244,585+343.9% | Added |
| Almitas Capital LLC | 160,109 | $1.66M | 0.57% | +28,991+22.1% | Added |
| Logan Stone Capital, LLC | 159,197 | $1.65M | 0.33% | −35,583−18.3% | Reduced |
| Matisse Capital | 107,178 | $1.11M | 0.59% | 00.0% | Unchanged |
| Morgan Stanley | 101,473 | $1.05M | 0.00% | +2,288+2.3% | Added |
| Guggenheim Capital LLC | 100,544 | $1.04M | 0.01% | −40,898−28.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 84,685 | $875.6K | 0.05% | +12,772+17.8% | Added |
| Napa Wealth Management | 64,334 | $665.2K | 0.36% | +64,334 | New |
| Advisor Group Holdings, Inc. | 56,100 | $580.1K | 0.00% | −2,000−3.4% | Reduced |
| Vivaldi Capital Management, LLC | 48,596 | $517.5K | 0.16% | −2,529−4.9% | Reduced |
| Advisors Asset Management, Inc. | 32,252 | $333.5K | 0.01% | −143,063−81.6% | Reduced |
| Atria Wealth Solutions, Inc. | 30,000 | $310.2K | 0.00% | +10,000+50.0% | Added |
| Wells Fargo & Company | 23,277 | $240.7K | 0.00% | +3,799+19.5% | Added |
| Raymond James & Associates | 23,079 | $238.6K | 0.00% | +2,379+11.5% | Added |
| UBS Group AG | 23,037 | $238.2K | 0.00% | −1,418−5.8% | Reduced |
| Melfa Wealth Management, LLC | 20,557 | $212.6K | 0.20% | +104+0.5% | Added |
| First American Trust, FSB | 20,000 | $206.8K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 19,161 | $198.1K | 0.00% | −1,444−7.0% | Reduced |
| Mariner, LLC | 18,212 | $188.3K | 0.00% | +18,212 | New |
| Wealthspire Advisors, LLC | 14,391 | $148.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,825 | $143.0K | 0.00% | +8,869+179.0% | Added |
| Commonwealth Equity Services, LLC | 12,727 | $132.0K | 0.00% | +12,727 | New |
| Blue Bell Private Wealth Management, LLC | 10,785 | $111.5K | 0.03% | +10,785 | New |
| Landscape Capital Management, L.L.C. | 10,569 | $109.3K | 0.01% | +10,569 | New |
| Whittier Trust Co | 6,852 | $70.8K | 0.00% | +4,012+141.3% | Added |
| JPMorgan Chase & Co | 2,378 | $24.6K | 0.00% | −1,279−35.0% | Reduced |
| Hollencrest Capital Management | 2,370 | $24.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,225 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −182,486−100.0% | Sold out |
| Channel Wealth LLC | 0 | $0 | 0.00% | −30,121−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −20,817−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,757−100.0% | Sold out |