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, Q3 2024
Institutional positions in Eaton Vance California Municipal Income Trust as of Sep 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
- 0 vs. Q2 2024
- Shares held
- 2.02M
- −478.8K (−19.2%) vs. Q2 2024
- Total value
- $22.0M
- −$5.23M (−19.2%) vs. Q2 2024
- New holders
- 2
- 7 more added
- Sold out
- 2
- 12 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 782,745 | $8.51M | 0.19% | −179,467−18.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 190,276 | $2.07M | 0.10% | +16,133+9.3% | Added |
| Guggenheim Capital LLC | 155,188 | $1.69M | 0.01% | +91,368+143.2% | Added |
| Almitas Capital LLC | 94,866 | $1.03M | 0.36% | −82,414−46.5% | Reduced |
| Morgan Stanley | 88,813 | $965.4K | 0.00% | −472−0.5% | Reduced |
| Logan Stone Capital, LLC | 84,557 | $919.1K | 0.23% | −12,122−12.5% | Reduced |
| Sit Investment Associates Inc | 82,307 | $895.0K | 0.02% | −309,724−79.0% | Reduced |
| LPL Financial LLC | 58,995 | $641.3K | 0.00% | +15,704+36.3% | Added |
| Royal Bank of Canada | 56,170 | $611.0K | 0.00% | −7,875−12.3% | Reduced |
| Cypress Wealth Services, LLC | 55,454 | $602.8K | 0.12% | +23,539+73.8% | Added |
| Advisors Asset Management, Inc. | 54,396 | $591.3K | 0.01% | +12,695+30.4% | Added |
| Vivaldi Capital Management, LLC | 39,505 | $429.4K | 0.12% | −8,783−18.2% | Reduced |
| UBS Group AG | 35,720 | $388.3K | 0.00% | +405+1.1% | Added |
| Wells Fargo & Company | 30,503 | $331.6K | 0.00% | +4,326+16.5% | Added |
| Sanctuary Advisors, LLC | 31,126 | $323.7K | 0.00% | −559−1.8% | Reduced |
| Raymond James & Associates | 23,079 | $250.9K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 20,679 | $224.8K | 0.15% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $217.4K | 0.02% | 00.0% | Unchanged |
| Napa Wealth Management | 18,512 | $201.2K | 0.10% | −6,617−26.3% | Reduced |
| Mariner, LLC | 18,212 | $198.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 16,829 | $182.9K | 0.00% | +16,829 | New |
| Wealthspire Advisors, LLC | 14,391 | $156.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,727 | $149.0K | 0.00% | −1,000−6.8% | Reduced |
| US Bancorp | 9,910 | $107.7K | 0.00% | −9,080−47.8% | Reduced |
| Advisor Group Holdings, Inc. | 9,400 | $102.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 6,852 | $74.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,728 | $51.4K | 0.01% | −7,753−62.1% | Reduced |
| Hollencrest Capital Management | 2,370 | $25.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,225 | $13.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 221 | $2.40K | 0.00% | +221 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −22,390−100.0% | Sold out |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −11,719−100.0% | Sold out |