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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.

Institutional holdersQ3 2024: 30 institutions
Q1 2021: 25 institutionsQ2 2021: 26 institutionsQ3 2021: 25 institutionsQ4 2021: 23 institutionsQ1 2022: 24 institutionsQ2 2022: 20 institutionsQ3 2022: 21 institutionsQ4 2022: 22 institutionsQ1 2023: 27 institutionsQ2 2023: 25 institutionsQ3 2023: 28 institutionsQ4 2023: 29 institutionsQ1 2024: 28 institutionsQ2 2024: 30 institutionsQ3 2024: 30 institutionsQ4 2024: 33 institutionsQ1 2025: 32 institutionsQ2 2025: 34 institutionsQ3 2025: 35 institutionsQ4 2025: 33 institutionsQ1 2026: 34 institutionsQ2 2026: 34 institutions
Value heldQ3 2024: $22.0M
Q1 2021: $18.5MQ2 2021: $20.1MQ3 2021: $16.2MQ4 2021: $13.5MQ1 2022: $12.8MQ2 2022: $13.2MQ3 2022: $12.3MQ4 2022: $16.7MQ1 2023: $18.8MQ2 2023: $18.8MQ3 2023: $19.8MQ4 2023: $25.3MQ1 2024: $25.6MQ2 2024: $27.2MQ3 2024: $22.0MQ4 2024: $18.1MQ1 2025: $17.8MQ2 2025: $16.8MQ3 2025: $15.4MQ4 2025: $12.4MQ1 2026: $12.5MQ2 2026: $11.9M
Institutions holding CEV and their total value by quarter
QuarterHoldersValue
Q2 202634$11.9M
Q1 202634$12.5M
Q4 202533$12.4M
Q3 202535$15.4M
Q2 202534$16.8M
Q1 202532$17.8M
Q4 202433$18.1M
Q3 202430$22.0M
Q2 202430$27.2M
Q1 202428$25.6M
Q4 202329$25.3M
Q3 202328$19.8M
Q2 202325$18.8M
Q1 202327$18.8M
Q4 202222$16.7M
Q3 202221$12.3M
Q2 202220$13.2M
Q1 202224$12.8M
Q4 202123$13.5M
Q3 202125$16.2M
Q2 202126$20.1M
Q1 202125$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.

Institutions holding CEV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC221$2.40K0.00%+221New
Comerica Bank1,225$13.3K0.00%00.0%Unchanged
Hollencrest Capital Management2,370$25.8K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC4,728$51.4K0.01%−7,753−62.1%Reduced
Whittier Trust Co6,852$74.5K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.9,400$102.2K0.00%00.0%Unchanged
US Bancorp9,910$107.7K0.00%−9,080−47.8%Reduced
Commonwealth Equity Services, LLC13,727$149.0K0.00%−1,000−6.8%Reduced
Wealthspire Advisors, LLC14,391$156.4K0.00%00.0%Unchanged
Wolverine Asset Management LLC16,829$182.9K0.00%+16,829New
Mariner, LLC18,212$198.0K0.00%00.0%Unchanged
Napa Wealth Management18,512$201.2K0.10%−6,617−26.3%Reduced
First American Trust, FSB20,000$217.4K0.02%00.0%Unchanged
Melfa Wealth Management, LLC20,679$224.8K0.15%00.0%Unchanged
Raymond James & Associates23,079$250.9K0.00%00.0%Unchanged
Sanctuary Advisors, LLC31,126$323.7K0.00%−559−1.8%Reduced
Wells Fargo & Company30,503$331.6K0.00%+4,326+16.5%Added
UBS Group AG35,720$388.3K0.00%+405+1.1%Added
Vivaldi Capital Management, LLC39,505$429.4K0.12%−8,783−18.2%Reduced
Advisors Asset Management, Inc.54,396$591.3K0.01%+12,695+30.4%Added
Cypress Wealth Services, LLC55,454$602.8K0.12%+23,539+73.8%Added
Royal Bank of Canada56,170$611.0K0.00%−7,875−12.3%Reduced
LPL Financial LLC58,995$641.3K0.00%+15,704+36.3%Added
Sit Investment Associates Inc82,307$895.0K0.02%−309,724−79.0%Reduced
Logan Stone Capital, LLC84,557$919.1K0.23%−12,122−12.5%Reduced
Morgan Stanley88,813$965.4K0.00%−472−0.5%Reduced
Almitas Capital LLC94,866$1.03M0.36%−82,414−46.5%Reduced
Guggenheim Capital LLC155,188$1.69M0.01%+91,368+143.2%Added
Hennion & Walsh Asset Management, Inc.190,276$2.07M0.10%+16,133+9.3%Added
Saba Capital Management, L.P.782,745$8.51M0.19%−179,467−18.7%Reduced
Rivernorth Capital Management, LLC0$00.00%−22,390−100.0%Sold out
Atlas Wealth LLC0$00.00%−11,719−100.0%Sold out