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, Q1 2026
Institutional positions in Eaton Vance California Municipal Income Trust as of Mar 31, 2026. 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
- +2 vs. Q4 2025
- Shares held
- 1.24M
- +7.72K (+0.6%) vs. Q4 2025
- Total value
- $12.5M
- +$115.0K (+0.9%) vs. Q4 2025
- New holders
- 4
- 10 more added
- Sold out
- 2
- 9 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 168,620 | $1.70M | 0.01% | −4,909−2.8% | Reduced |
| LPL Financial LLC | 134,518 | $1.35M | 0.00% | −6,167−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 120,426 | $1.21M | 0.00% | +10,000+9.1% | Added |
| Morgan Stanley | 118,086 | $1.19M | 0.00% | +2,858+2.5% | Added |
| Raymond James Financial Inc | 60,162 | $605.5K | 0.00% | +914+1.5% | Added |
| Cypress Wealth Services, LLC | 59,078 | $594.6K | 0.08% | +848+1.5% | Added |
| Atala Financial Inc | 52,582 | $531.1K | 0.36% | 00.0% | Unchanged |
| Wedbush Securities Inc | 52,497 | $528.0K | 0.02% | +18,600+54.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 51,319 | $516.5K | 0.02% | −13,927−21.3% | Reduced |
| WESCAP Management Group, Inc. | 50,218 | $505.4K | 0.10% | +1,460+3.0% | Added |
| Wells Fargo & Company | 50,202 | $505.3K | 0.00% | −500−1.0% | Reduced |
| UBS Group AG | 40,863 | $411.3K | 0.00% | +14,894+57.4% | Added |
| Vivaldi Capital Management, LLC | 39,103 | $393.6K | 0.05% | +24+0.1% | Added |
| Wealthspire Advisors, LLC | 24,196 | $243.5K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 23,627 | $237.8K | 0.01% | −247−1.0% | Reduced |
| Melfa Wealth Management, LLC | 20,679 | $208.1K | 0.12% | 00.0% | Unchanged |
| Plancorp, LLC | 20,000 | $206.0K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $201.3K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 18,212 | $183.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17,942 | $180.6K | 0.09% | +40+0.2% | Added |
| Vanguard Capital Wealth Advisors | 17,000 | $171.1K | 0.16% | +17,000 | New |
| Advisors Asset Management, Inc. | 14,810 | $149.1K | 0.00% | −32,547−68.7% | Reduced |
| Mather Group, LLC. | 12,119 | $122.0K | 0.00% | +12,119 | New |
| Royal Bank of Canada | 11,298 | $114.0K | 0.00% | +289+2.6% | Added |
| Concorde Asset Management, LLC | 10,000 | $100.7K | 0.05% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 10,000 | $100.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 7,457 | $75.1K | 0.00% | −775−9.4% | Reduced |
| Whittier Trust Co | 2,840 | $28.1K | 0.00% | −469−14.2% | Reduced |
| Hollencrest Capital Management | 2,370 | $23.9K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,300 | $23.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,000 | $20.1K | 0.00% | −2,000−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,528 | $15.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $10.1K | 0.01% | +1,000 | New |
| Fifth Third Bancorp | 703 | $7.08K | 0.00% | +703 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −10,992−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |