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, Q4 2024
Institutional positions in Eaton Vance California Municipal Income Trust as of Dec 31, 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
- 33
- +4 vs. Q3 2024
- Shares held
- 1.80M
- −194.4K (−9.7%) vs. Q3 2024
- Total value
- $18.1M
- −$3.59M (−16.5%) vs. Q3 2024
- New holders
- 6
- 6 more added
- Sold out
- 2
- 14 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 221 | $2.22K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 300 | $3.01K | 0.00% | +300 | New |
| Comerica Bank | 964 | $9.68K | 0.00% | −261−21.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,528 | $15.3K | 0.00% | −3,200−67.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,000 | $20.1K | 0.00% | −7,400−78.7% | Reduced |
| Hollencrest Capital Management | 2,370 | $23.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,140 | $31.5K | 0.02% | +3,140 | New |
| Whittier Trust Co | 6,852 | $68.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 9,000 | $90.4K | 0.01% | +9,000 | New |
| Commonwealth Equity Services, LLC | 11,727 | $118.0K | 0.00% | −2,000−14.6% | Reduced |
| Nomura Holdings Inc | 15,000 | $150.6K | 0.00% | +15,000 | New |
| Whipplewood Advisors, LLC | 16,804 | $168.7K | 0.10% | +16,804 | New |
| Mariner, LLC | 18,212 | $182.8K | 0.00% | 00.0% | Unchanged |
| Napa Wealth Management | 18,493 | $185.7K | 0.08% | −19−0.1% | Reduced |
| First American Trust, FSB | 20,000 | $200.8K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 20,679 | $207.6K | 0.14% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 24,196 | $242.9K | 0.00% | +9,805+68.1% | Added |
| Wells Fargo & Company | 31,203 | $313.3K | 0.00% | +700+2.3% | Added |
| Sanctuary Advisors, LLC | 31,126 | $315.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 35,666 | $358.1K | 0.00% | −54−0.2% | Reduced |
| LPL Financial LLC | 36,367 | $365.1K | 0.00% | −22,628−38.4% | Reduced |
| Vivaldi Capital Management, LLC | 39,535 | $399.1K | 0.06% | +30+0.1% | Added |
| Almitas Capital LLC | 43,465 | $436.4K | 0.10% | −51,401−54.2% | Reduced |
| Raymond James Financial Inc | 47,938 | $481.3K | 0.00% | +47,938 | New |
| Advisors Asset Management, Inc. | 53,433 | $536.5K | 0.01% | −963−1.8% | Reduced |
| Logan Stone Capital, LLC | 55,458 | $556.8K | 0.19% | −29,099−34.4% | Reduced |
| Royal Bank of Canada | 56,303 | $566.0K | 0.00% | +133+0.2% | Added |
| Wolverine Asset Management LLC | 59,812 | $600.5K | 0.01% | +42,983+255.4% | Added |
| Sit Investment Associates Inc | 79,028 | $793.0K | 0.02% | −3,279−4.0% | Reduced |
| Morgan Stanley | 81,294 | $816.2K | 0.00% | −7,519−8.5% | Reduced |
| Guggenheim Capital LLC | 170,344 | $1.71M | 0.01% | +15,156+9.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 172,045 | $1.73M | 0.08% | −18,231−9.6% | Reduced |
| Saba Capital Management, L.P. | 638,737 | $6.41M | 0.16% | −144,008−18.4% | Reduced |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −55,454−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −9,910−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |