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 2025
Institutional positions in Eaton Vance California Municipal Income Trust as of Dec 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
- 33
- −1 vs. Q3 2025
- Shares held
- 1.23M
- −280.7K (−18.6%) vs. Q3 2025
- Total value
- $12.4M
- −$2.87M (−18.9%) vs. Q3 2025
- New holders
- 4
- 10 more added
- Sold out
- 5
- 8 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 173,529 | $1.74M | 0.01% | +319+0.2% | Added |
| LPL Financial LLC | 140,685 | $1.41M | 0.00% | +36,248+34.7% | Added |
| Morgan Stanley | 115,228 | $1.16M | 0.00% | +35,784+45.0% | Added |
| Rockefeller Capital Management L.P. | 110,426 | $1.11M | 0.00% | +40,826+58.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 65,246 | $655.1K | 0.02% | −63,005−49.1% | Reduced |
| Raymond James Financial Inc | 59,248 | $594.9K | 0.00% | +7,329+14.1% | Added |
| Cypress Wealth Services, LLC | 58,230 | $584.6K | 0.08% | +2,831+5.1% | Added |
| Atala Financial Inc | 52,582 | $527.9K | 0.34% | +30,082+133.7% | Added |
| Wells Fargo & Company | 50,702 | $509.0K | 0.00% | +4,262+9.2% | Added |
| WESCAP Management Group, Inc. | 48,758 | $489.5K | 0.10% | −13,462−21.6% | Reduced |
| Advisors Asset Management, Inc. | 47,357 | $475.5K | 0.01% | −1,523−3.1% | Reduced |
| Vivaldi Capital Management, LLC | 39,079 | $392.4K | 0.05% | −520−1.3% | Reduced |
| Wedbush Securities Inc | 33,897 | $340.0K | 0.01% | +20,197+147.4% | Added |
| UBS Group AG | 25,969 | $260.7K | 0.00% | +3,339+14.8% | Added |
| Wealthspire Advisors, LLC | 24,196 | $242.9K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 23,874 | $239.7K | 0.01% | +23,874 | New |
| Melfa Wealth Management, LLC | 20,679 | $207.6K | 0.12% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $200.8K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 20,000 | $200.8K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 18,212 | $182.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17,902 | $179.7K | 0.12% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,009 | $111.0K | 0.00% | −5,634−33.9% | Reduced |
| Wolverine Asset Management LLC | 10,992 | $110.4K | 0.00% | −10,529−48.9% | Reduced |
| Concorde Asset Management, LLC | 10,000 | $100.4K | 0.04% | +10,000 | New |
| Pasadena Private Wealth, LLC | 10,000 | $100.4K | 0.01% | +10,000 | New |
| US Bancorp | 8,232 | $82.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,000 | $40.2K | 0.00% | −6,000−60.0% | Reduced |
| Whittier Trust Co | 3,309 | $33.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,370 | $23.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,300 | $23.1K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,528 | $15.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 703 | $7.06K | 0.00% | −261−27.1% | Reduced |
| Bank of America Corp | 500 | $5.02K | 0.00% | +500 | New |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −352,693−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −18,152−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,153−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −11,324−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Napa Wealth Management | – | – | – | – | Not filed |