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 |
|---|---|---|---|---|---|
| Comerica Bank | 964 | $9.72K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,528 | $15.4K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,300 | $23.2K | 0.01% | +2,300 | New |
| Hollencrest Capital Management | 2,370 | $23.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3,309 | $33.4K | 0.00% | −788−19.2% | Reduced |
| US Bancorp | 8,232 | $83.0K | 0.00% | +8,232 | New |
| Golden State Wealth Management, LLC | 9,000 | $90.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,000 | $94.9K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 11,324 | $114.1K | 0.05% | −27,070−70.5% | Reduced |
| Wedbush Securities Inc | 13,700 | $138.0K | 0.00% | +13,700 | New |
| Balyasny Asset Management LLC | 14,153 | $142.7K | 0.00% | +14,153 | New |
| Napa Wealth Management | 16,108 | $162.4K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,643 | $168.0K | 0.00% | −1,142−6.4% | Reduced |
| Whipplewood Advisors, LLC | 17,902 | $180.5K | 0.12% | +308+1.8% | Added |
| Almitas Capital LLC | 18,152 | $183.0K | 0.04% | −40,163−68.9% | Reduced |
| Mariner, LLC | 18,212 | $183.6K | 0.00% | 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 |
| Melfa Wealth Management, LLC | 20,679 | $208.4K | 0.12% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 21,521 | $216.9K | 0.00% | +12,029+126.7% | Added |
| Atala Financial Inc | 22,500 | $226.8K | 0.14% | +22,500 | New |
| UBS Group AG | 22,630 | $228.1K | 0.00% | −5,013−18.1% | Reduced |
| Wealthspire Advisors, LLC | 24,196 | $243.9K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 39,599 | $399.2K | 0.06% | +25+0.1% | Added |
| Wells Fargo & Company | 46,440 | $468.1K | 0.00% | −768−1.6% | Reduced |
| Advisors Asset Management, Inc. | 48,880 | $492.7K | 0.01% | −2,415−4.7% | Reduced |
| Raymond James Financial Inc | 51,919 | $523.3K | 0.00% | +339+0.7% | Added |
| Cypress Wealth Services, LLC | 55,399 | $558.4K | 0.09% | +589+1.1% | Added |
| WESCAP Management Group, Inc. | 62,220 | $627.2K | 0.13% | +3,389+5.8% | Added |
| Rockefeller Capital Management L.P. | 69,600 | $701.6K | 0.00% | +69,600 | New |
| Morgan Stanley | 79,444 | $800.8K | 0.00% | −397−0.5% | Reduced |
| LPL Financial LLC | 104,437 | $1.05M | 0.00% | +35,778+52.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 128,251 | $1.29M | 0.05% | −27,747−17.8% | Reduced |
| Guggenheim Capital LLC | 173,210 | $1.75M | 0.01% | +13,851+8.7% | Added |
| Saba Capital Management, L.P. | 352,693 | $3.56M | 0.12% | −198,368−36.0% | Reduced |
| 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 |