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, Q2 2025
Institutional positions in Eaton Vance California Municipal Income Trust as of Jun 30, 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
- 34
- +3 vs. Q1 2025
- Shares held
- 1.74M
- −114.3K (−6.2%) vs. Q1 2025
- Total value
- $16.8M
- −$994.0K (−5.6%) vs. Q1 2025
- New holders
- 4
- 5 more added
- Sold out
- 1
- 11 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 551,061 | $5.34M | 0.15% | −87,676−13.7% | Reduced |
| Guggenheim Capital LLC | 159,359 | $1.54M | 0.01% | −6,408−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 155,998 | $1.51M | 0.06% | −6,973−4.3% | Reduced |
| Rivernorth Capital Management, LLC | 84,835 | $821.6K | 0.05% | +84,835 | New |
| Morgan Stanley | 79,841 | $773.3K | 0.00% | −5,578−6.5% | Reduced |
| LPL Financial LLC | 68,659 | $665.0K | 0.00% | +19,210+38.8% | Added |
| WESCAP Management Group, Inc. | 58,831 | $569.8K | 0.13% | +58,831 | New |
| Almitas Capital LLC | 58,315 | $564.8K | 0.14% | −3,015−4.9% | Reduced |
| Cypress Wealth Services, LLC | 54,810 | $530.8K | 0.10% | +54,810 | New |
| Raymond James Financial Inc | 51,580 | $499.6K | 0.00% | +3,606+7.5% | Added |
| Advisors Asset Management, Inc. | 51,295 | $496.8K | 0.01% | −1,980−3.7% | Reduced |
| Wells Fargo & Company | 47,208 | $457.2K | 0.00% | +8,660+22.5% | Added |
| Vivaldi Capital Management, LLC | 39,574 | $383.3K | 0.06% | +24+0.1% | Added |
| Logan Stone Capital, LLC | 38,394 | $371.8K | 0.17% | −23,631−38.1% | Reduced |
| UBS Group AG | 27,643 | $267.7K | 0.00% | −11,198−28.8% | Reduced |
| Wealthspire Advisors, LLC | 24,196 | $234.3K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 20,679 | $200.3K | 0.13% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $193.7K | 0.02% | 00.0% | Unchanged |
| Plancorp, LLC | 20,000 | $193.7K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 18,212 | $176.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,785 | $172.0K | 0.00% | −40,148−69.3% | Reduced |
| Whipplewood Advisors, LLC | 17,594 | $170.4K | 0.09% | −72,400−80.4% | Reduced |
| Napa Wealth Management | 16,108 | $156.0K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,727 | $114.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,000 | $96.8K | 0.00% | +8,000+400.0% | Added |
| Wolverine Asset Management LLC | 9,492 | $91.9K | 0.00% | −86,077−90.1% | Reduced |
| Golden State Wealth Management, LLC | 9,000 | $87.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,386 | $52.2K | 0.00% | +5,386 | New |
| Whittier Trust Co | 4,097 | $39.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,370 | $23.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,528 | $14.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 964 | $9.34K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 300 | $2.91K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 221 | $2.14K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,557−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |