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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.

Q4 2024 vs. Q3 2024

How the institutions holding Eaton Vance California Municipal Income Trust changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CEV: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders30133+4
Shares2.02M23.1K1.80M−194.4K (−9.7%)
Value$22.0M$250.9K$18.1M−$3.59M (−16.5%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (6)

Institutions that held Eaton Vance California Municipal Income Trust at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CEV in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc47,938$481.3K0.00%
Whipplewood Advisors, LLC16,804$168.7K0.10%
Nomura Holdings Inc15,000$150.6K0.00%
Golden State Wealth Management, LLC9,000$90.4K0.01%
Noble Wealth Management PBC3,140$31.5K0.02%
Putney Financial Group LLC300$3.01K0.00%

Sold out (2)

Institutions that held Eaton Vance California Municipal Income Trust at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CEV in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Cypress Wealth Services, LLC55,454$602.8K
US Bancorp9,910$107.7K

Not filed for Q4 2024 yet (1)

Institutions that held Eaton Vance California Municipal Income Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CEV in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates23,079$250.9K