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