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 2024
Institutional positions in Eaton Vance California Municipal Income Trust as of Jun 30, 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
- 30
- +2 vs. Q1 2024
- Shares held
- 2.50M
- +83.8K (+3.5%) vs. Q1 2024
- Total value
- $27.2M
- +$1.55M (+6.1%) vs. Q1 2024
- New holders
- 3
- 12 more added
- Sold out
- 1
- 6 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 962,212 | $10.5M | 0.23% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 392,031 | $4.26M | 0.10% | +16,275+4.3% | Added |
| Almitas Capital LLC | 177,280 | $1.93M | 0.80% | −2,687−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 174,143 | $1.89M | 0.10% | +47,514+37.5% | Added |
| Logan Stone Capital, LLC | 96,679 | $1.05M | 0.27% | −28,194−22.6% | Reduced |
| Morgan Stanley | 89,285 | $971.4K | 0.00% | −14,332−13.8% | Reduced |
| Royal Bank of Canada | 64,045 | $697.0K | 0.00% | +50,109+359.6% | Added |
| Guggenheim Capital LLC | 63,820 | $694.4K | 0.00% | +19,589+44.3% | Added |
| Vivaldi Capital Management, LLC | 48,288 | $525.4K | 0.15% | +120.0% | Added |
| LPL Financial LLC | 43,291 | $471.0K | 0.00% | +18,121+72.0% | Added |
| Advisors Asset Management, Inc. | 41,701 | $453.7K | 0.01% | +9,970+31.4% | Added |
| UBS Group AG | 35,315 | $384.2K | 0.00% | +2,673+8.2% | Added |
| Cypress Wealth Services, LLC | 31,915 | $347.2K | 0.08% | +384+1.2% | Added |
| Sanctuary Advisors, LLC | 31,685 | $327.9K | 0.00% | +31,685 | New |
| Wells Fargo & Company | 26,177 | $284.8K | 0.00% | +2,899+12.5% | Added |
| Napa Wealth Management | 25,129 | $273.4K | 0.18% | −38,205−60.3% | Reduced |
| Raymond James & Associates | 23,079 | $251.1K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 22,390 | $243.6K | 0.01% | +7,390+49.3% | Added |
| Melfa Wealth Management, LLC | 20,679 | $225.0K | 0.16% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $217.6K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 18,990 | $206.6K | 0.00% | +18,990 | New |
| Mariner, LLC | 18,212 | $198.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,727 | $160.0K | 0.00% | +2,000+15.7% | Added |
| Wealthspire Advisors, LLC | 14,391 | $156.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12,481 | $135.8K | 0.03% | −5,400−30.2% | Reduced |
| Atlas Wealth LLC | 11,719 | $128.0K | 0.02% | +11,719 | New |
| Advisor Group Holdings, Inc. | 9,400 | $102.3K | 0.00% | −46,700−83.2% | Reduced |
| Whittier Trust Co | 6,852 | $74.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,370 | $25.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,225 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |