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, Q1 2025
Institutional positions in Eaton Vance California Municipal Income Trust as of Mar 31, 2025. 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
- 32
- −1 vs. Q4 2024
- Shares held
- 1.85M
- +51.2K (+2.8%) vs. Q4 2024
- Total value
- $17.8M
- −$260.6K (−1.4%) vs. Q4 2024
- New holders
- 2
- 11 more added
- Sold out
- 3
- 5 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 638,737 | $6.40M | 0.18% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 165,767 | $1.66M | 0.02% | −4,577−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 162,971 | $1.63M | 0.07% | −9,074−5.3% | Reduced |
| Wolverine Asset Management LLC | 95,569 | $957.6K | 0.02% | +35,757+59.8% | Added |
| Morgan Stanley | 85,419 | $855.9K | 0.00% | +4,125+5.1% | Added |
| Logan Stone Capital, LLC | 62,025 | $621.5K | 0.29% | +6,567+11.8% | Added |
| Almitas Capital LLC | 61,330 | $614.5K | 0.20% | +17,865+41.1% | Added |
| Royal Bank of Canada | 57,933 | $581.0K | 0.00% | +1,630+2.9% | Added |
| Advisors Asset Management, Inc. | 53,275 | $533.8K | 0.01% | −158−0.3% | Reduced |
| LPL Financial LLC | 49,449 | $495.5K | 0.00% | +13,082+36.0% | Added |
| Raymond James Financial Inc | 47,974 | $480.7K | 0.00% | +36+0.1% | Added |
| Vivaldi Capital Management, LLC | 39,550 | $396.3K | 0.06% | +150.0% | Added |
| UBS Group AG | 38,841 | $389.2K | 0.00% | +3,175+8.9% | Added |
| Wells Fargo & Company | 38,548 | $386.3K | 0.00% | +7,345+23.5% | Added |
| Wealthspire Advisors, LLC | 24,196 | $242.4K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 20,679 | $207.2K | 0.14% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $200.4K | 0.02% | 00.0% | Unchanged |
| Plancorp, LLC | 20,000 | $200.4K | 0.01% | +20,000 | New |
| Mariner, LLC | 18,212 | $182.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 89,994 | $168.6K | 0.10% | +73,190+435.6% | Added |
| Napa Wealth Management | 16,108 | $161.4K | 0.09% | −2,385−12.9% | Reduced |
| Landscape Capital Management, L.L.C. | 12,557 | $125.8K | 0.01% | +12,557 | New |
| Commonwealth Equity Services, LLC | 11,727 | $118.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 9,000 | $90.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 4,097 | $41.0K | 0.00% | −2,755−40.2% | Reduced |
| Noble Wealth Management PBC | 3,140 | $31.5K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,370 | $23.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,528 | $15.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 964 | $9.66K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 300 | $3.01K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 221 | $2.22K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −79,028−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −31,126−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |