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 2025
Institutional positions in Eaton Vance California Municipal Income Trust as of Sep 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
- 35
- +1 vs. Q2 2025
- Shares held
- 1.53M
- −209.5K (−12.1%) vs. Q2 2025
- Total value
- $15.4M
- −$1.43M (−8.5%) vs. Q2 2025
- New holders
- 6
- 8 more added
- Sold out
- 5
- 10 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 352,693 | $3.56M | 0.12% | −198,368−36.0% | Reduced |
| Guggenheim Capital LLC | 173,210 | $1.75M | 0.01% | +13,851+8.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 128,251 | $1.29M | 0.05% | −27,747−17.8% | Reduced |
| LPL Financial LLC | 104,437 | $1.05M | 0.00% | +35,778+52.1% | Added |
| Morgan Stanley | 79,444 | $800.8K | 0.00% | −397−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 69,600 | $701.6K | 0.00% | +69,600 | New |
| WESCAP Management Group, Inc. | 62,220 | $627.2K | 0.13% | +3,389+5.8% | Added |
| Cypress Wealth Services, LLC | 55,399 | $558.4K | 0.09% | +589+1.1% | Added |
| Raymond James Financial Inc | 51,919 | $523.3K | 0.00% | +339+0.7% | Added |
| Advisors Asset Management, Inc. | 48,880 | $492.7K | 0.01% | −2,415−4.7% | Reduced |
| Wells Fargo & Company | 46,440 | $468.1K | 0.00% | −768−1.6% | Reduced |
| Vivaldi Capital Management, LLC | 39,599 | $399.2K | 0.06% | +25+0.1% | Added |
| Wealthspire Advisors, LLC | 24,196 | $243.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 22,630 | $228.1K | 0.00% | −5,013−18.1% | Reduced |
| Atala Financial Inc | 22,500 | $226.8K | 0.14% | +22,500 | New |
| Wolverine Asset Management LLC | 21,521 | $216.9K | 0.00% | +12,029+126.7% | Added |
| Melfa Wealth Management, LLC | 20,679 | $208.4K | 0.12% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $201.6K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 20,000 | $201.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 18,212 | $183.6K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 18,152 | $183.0K | 0.04% | −40,163−68.9% | Reduced |
| Whipplewood Advisors, LLC | 17,902 | $180.5K | 0.12% | +308+1.8% | Added |
| Royal Bank of Canada | 16,643 | $168.0K | 0.00% | −1,142−6.4% | Reduced |
| Napa Wealth Management | 16,108 | $162.4K | 0.08% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 14,153 | $142.7K | 0.00% | +14,153 | New |
| Wedbush Securities Inc | 13,700 | $138.0K | 0.00% | +13,700 | New |
| Logan Stone Capital, LLC | 11,324 | $114.1K | 0.05% | −27,070−70.5% | Reduced |
| Advisor Group Holdings, Inc. | 10,000 | $94.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 9,000 | $90.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 8,232 | $83.0K | 0.00% | +8,232 | New |
| Whittier Trust Co | 3,309 | $33.4K | 0.00% | −788−19.2% | Reduced |
| Hollencrest Capital Management | 2,370 | $23.9K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,300 | $23.2K | 0.01% | +2,300 | New |
| Blue Bell Private Wealth Management, LLC | 1,528 | $15.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 964 | $9.72K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −84,835−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −11,727−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5,386−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |