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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 703 | $7.08K | 0.00% | +703 | New |
| Wolff Wiese Magana LLC | 1,000 | $10.1K | 0.01% | +1,000 | New |
| Blue Bell Private Wealth Management, LLC | 1,528 | $15.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,000 | $20.1K | 0.00% | −2,000−50.0% | Reduced |
| Noble Wealth Management PBC | 2,300 | $23.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,370 | $23.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,840 | $28.1K | 0.00% | −469−14.2% | Reduced |
| US Bancorp | 7,457 | $75.1K | 0.00% | −775−9.4% | Reduced |
| 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 |
| Royal Bank of Canada | 11,298 | $114.0K | 0.00% | +289+2.6% | Added |
| Mather Group, LLC. | 12,119 | $122.0K | 0.00% | +12,119 | New |
| Advisors Asset Management, Inc. | 14,810 | $149.1K | 0.00% | −32,547−68.7% | Reduced |
| Vanguard Capital Wealth Advisors | 17,000 | $171.1K | 0.16% | +17,000 | New |
| Whipplewood Advisors, LLC | 17,942 | $180.6K | 0.09% | +40+0.2% | Added |
| Mariner, LLC | 18,212 | $183.3K | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 20,000 | $201.3K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 20,000 | $206.0K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 20,679 | $208.1K | 0.12% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 23,627 | $237.8K | 0.01% | −247−1.0% | Reduced |
| Wealthspire Advisors, LLC | 24,196 | $243.5K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 39,103 | $393.6K | 0.05% | +24+0.1% | Added |
| UBS Group AG | 40,863 | $411.3K | 0.00% | +14,894+57.4% | Added |
| Wells Fargo & Company | 50,202 | $505.3K | 0.00% | −500−1.0% | Reduced |
| WESCAP Management Group, Inc. | 50,218 | $505.4K | 0.10% | +1,460+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 51,319 | $516.5K | 0.02% | −13,927−21.3% | Reduced |
| Wedbush Securities Inc | 52,497 | $528.0K | 0.02% | +18,600+54.9% | Added |
| Atala Financial Inc | 52,582 | $531.1K | 0.36% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 59,078 | $594.6K | 0.08% | +848+1.5% | Added |
| Raymond James Financial Inc | 60,162 | $605.5K | 0.00% | +914+1.5% | Added |
| Morgan Stanley | 118,086 | $1.19M | 0.00% | +2,858+2.5% | Added |
| Rockefeller Capital Management L.P. | 120,426 | $1.21M | 0.00% | +10,000+9.1% | Added |
| LPL Financial LLC | 134,518 | $1.35M | 0.00% | −6,167−4.4% | Reduced |
| Guggenheim Capital LLC | 168,620 | $1.70M | 0.01% | −4,909−2.8% | Reduced |
| 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 |