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 |
|---|---|---|---|---|---|
| Bank of America Corp | 500 | $5.02K | 0.00% | +500 | New |
| Comerica Bank | 703 | $7.06K | 0.00% | −261−27.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,528 | $15.3K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,300 | $23.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,370 | $23.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3,309 | $33.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,000 | $40.2K | 0.00% | −6,000−60.0% | Reduced |
| US Bancorp | 8,232 | $82.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wolverine Asset Management LLC | 10,992 | $110.4K | 0.00% | −10,529−48.9% | Reduced |
| Royal Bank of Canada | 11,009 | $111.0K | 0.00% | −5,634−33.9% | Reduced |
| Whipplewood Advisors, LLC | 17,902 | $179.7K | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 18,212 | $182.8K | 0.00% | 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 |
| Melfa Wealth Management, LLC | 20,679 | $207.6K | 0.12% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 23,874 | $239.7K | 0.01% | +23,874 | New |
| Wealthspire Advisors, LLC | 24,196 | $242.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 25,969 | $260.7K | 0.00% | +3,339+14.8% | Added |
| Wedbush Securities Inc | 33,897 | $340.0K | 0.01% | +20,197+147.4% | Added |
| Vivaldi Capital Management, LLC | 39,079 | $392.4K | 0.05% | −520−1.3% | Reduced |
| Advisors Asset Management, Inc. | 47,357 | $475.5K | 0.01% | −1,523−3.1% | Reduced |
| WESCAP Management Group, Inc. | 48,758 | $489.5K | 0.10% | −13,462−21.6% | Reduced |
| Wells Fargo & Company | 50,702 | $509.0K | 0.00% | +4,262+9.2% | Added |
| Atala Financial Inc | 52,582 | $527.9K | 0.34% | +30,082+133.7% | Added |
| Cypress Wealth Services, LLC | 58,230 | $584.6K | 0.08% | +2,831+5.1% | Added |
| Raymond James Financial Inc | 59,248 | $594.9K | 0.00% | +7,329+14.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 65,246 | $655.1K | 0.02% | −63,005−49.1% | Reduced |
| Rockefeller Capital Management L.P. | 110,426 | $1.11M | 0.00% | +40,826+58.7% | Added |
| Morgan Stanley | 115,228 | $1.16M | 0.00% | +35,784+45.0% | Added |
| LPL Financial LLC | 140,685 | $1.41M | 0.00% | +36,248+34.7% | Added |
| Guggenheim Capital LLC | 173,529 | $1.74M | 0.01% | +319+0.2% | Added |
| 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 |