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 2024
Institutional positions in Eaton Vance California Municipal Income Trust as of Mar 31, 2024. 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
- 28
- −1 vs. Q4 2023
- Shares held
- 2.42M
- −29.1K (−1.2%) vs. Q4 2023
- Total value
- $25.6M
- +$331.9K (+1.3%) vs. Q4 2023
- New holders
- 2
- 10 more added
- Sold out
- 3
- 6 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 962,212 | $10.2M | 0.22% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 375,756 | $3.99M | 0.09% | +60,054+19.0% | Added |
| Almitas Capital LLC | 179,967 | $1.91M | 0.79% | +19,858+12.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 126,629 | $1.34M | 0.07% | +41,944+49.5% | Added |
| Logan Stone Capital, LLC | 124,873 | $1.32M | 0.28% | −34,324−21.6% | Reduced |
| Morgan Stanley | 103,617 | $1.10M | 0.00% | +2,144+2.1% | Added |
| Napa Wealth Management | 63,334 | $672.0K | 0.35% | −1,000−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 56,100 | $595.2K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 48,276 | $507.9K | 0.15% | −320−0.7% | Reduced |
| Guggenheim Capital LLC | 44,231 | $469.3K | 0.00% | −56,313−56.0% | Reduced |
| UBS Group AG | 32,642 | $346.3K | 0.00% | +9,605+41.7% | Added |
| Advisors Asset Management, Inc. | 31,731 | $336.7K | 0.01% | −521−1.6% | Reduced |
| Cypress Wealth Services, LLC | 31,531 | $334.5K | 0.08% | +31,531 | New |
| LPL Financial LLC | 25,170 | $267.1K | 0.00% | +6,009+31.4% | Added |
| Wells Fargo & Company | 23,278 | $247.0K | 0.00% | +10.0% | Added |
| Raymond James & Associates | 23,079 | $244.9K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 20,679 | $219.4K | 0.16% | +122+0.6% | Added |
| Atria Wealth Solutions, Inc. | 20,000 | $212.2K | 0.00% | −10,000−33.3% | Reduced |
| First American Trust, FSB | 20,000 | $212.2K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 18,212 | $193.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 17,881 | $189.7K | 0.04% | +7,096+65.8% | Added |
| Rivernorth Capital Management, LLC | 15,000 | $159.2K | 0.01% | +15,000 | New |
| Wealthspire Advisors, LLC | 14,391 | $152.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,936 | $148.0K | 0.00% | +111+0.8% | Added |
| Commonwealth Equity Services, LLC | 12,727 | $135.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 6,852 | $72.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,370 | $25.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,225 | $13.0K | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 0 | $0 | 0.00% | −107,178−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,569−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |