Eaton Vance California Municipal Bond Fund
EVMDelisted Oct 27, 2025- SEC CIK
- 0001177161
Eaton Vance California Municipal Bond Fund was delisted on Oct 27, 2025; its insiders filed their last Form 4 on Oct 28, 2025; 53 institutions reported holding it in 13F filings for Q3 2025, worth $122.7M in total; no superinvestor held it.
13F holders, Q2 2022
Institutional positions in Eaton Vance California Municipal Bond Fund as of Jun 30, 2022. 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
- 51
- +2 vs. Q1 2022
- Shares held
- 5.62M
- +250.2K (+4.7%) vs. Q1 2022
- Total value
- $52.1M
- −$1.72M (−3.2%) vs. Q1 2022
- New holders
- 7
- 17 more added
- Sold out
- 5
- 13 more reduced
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVM 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 53 | $122.7M |
| Q2 2025 | 50 | $108.9M |
| Q1 2025 | 48 | $107.8M |
| Q4 2024 | 54 | $105.7M |
| Q3 2024 | 53 | $108.5M |
| Q2 2024 | 50 | $110.4M |
| Q1 2024 | 51 | $111.2M |
| Q4 2023 | 51 | $104.8M |
| Q3 2023 | 49 | $80.0M |
| Q2 2023 | 49 | $76.8M |
| Q1 2023 | 45 | $73.3M |
| Q4 2022 | 54 | $64.8M |
| Q3 2022 | 48 | $49.4M |
| Q2 2022 | 51 | $52.1M |
| Q1 2022 | 49 | $53.8M |
| Q4 2021 | 45 | $54.8M |
| Q3 2021 | 43 | $59.9M |
| Q2 2021 | 44 | $68.5M |
| Q1 2021 | 44 | $73.6M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 537 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 664 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,092 | $29.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,775 | $44.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,178 | $48.0K | 0.01% | +5,178 | New |
| Raymond James Financial Services Advisors, Inc. | 10,403 | $96.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,532 | $98.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,905 | $101.0K | 0.00% | +10,905 | New |
| Hamilton Wealth, LLC | 11,650 | $108.0K | 0.04% | +1,150+11.0% | Added |
| Orion Capital Management LLC | 12,000 | $111.0K | 0.09% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 13,579 | $126.0K | 0.16% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $139.0K | 0.09% | 00.0% | Unchanged |
| Raymond James & Associates | 16,086 | $149.0K | 0.00% | +16,086 | New |
| Advisor Group Holdings, Inc. | 16,438 | $152.0K | 0.00% | +2,338+16.6% | Added |
| Steel Peak Wealth Management LLC | 17,244 | $160.0K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,539 | $172.0K | 0.02% | −982−5.0% | Reduced |
| Diligent Investors, LLC | 20,000 | $185.0K | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 21,653 | $201.0K | 0.00% | −21,657−50.0% | Reduced |
| Commonwealth Equity Services, LLC | 23,830 | $220.0K | 0.00% | +3,842+19.2% | Added |
| Ameriprise Financial Inc | 24,427 | $226.0K | 0.00% | +12,665+107.7% | Added |
| Almitas Capital LLC | 25,361 | $235.0K | 0.12% | +25,361 | New |
| MKT Advisors LLC | 27,811 | $263.0K | 0.21% | −26−0.1% | Reduced |
| Vivaldi Capital Management, LLC | 30,143 | $279.0K | 0.07% | −1,653−5.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35,000 | $324.0K | 0.00% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 45,335 | $420.0K | 0.08% | +45,335 | New |
| Mariner Investment Group LLC | 48,514 | $450.0K | 0.48% | +48,514 | New |
| Quantedge Capital Pte Ltd | 49,800 | $462.0K | 0.09% | +25,400+104.1% | Added |
| City of London Investment Management Co Ltd | 67,599 | $627.0K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 89,928 | $834.0K | 0.00% | +22,823+34.0% | Added |
| CNH Partners LLC | 92,898 | $861.0K | 0.02% | +53,963+138.6% | Added |
| Logan Stone Capital, LLC | 95,740 | $888.0K | 0.65% | +17,051+21.7% | Added |
| Bank of America Corp | 96,714 | $897.0K | 0.00% | +8,807+10.0% | Added |
| Royal Bank of Canada | 101,348 | $939.0K | 0.00% | +8,117+8.7% | Added |
| Matisse Capital | 104,267 | $967.0K | 0.92% | +5,267+5.3% | Added |
| Wolverine Asset Management LLC | 111,584 | $1.03M | 0.01% | +28,191+33.8% | Added |
| Snowden Capital Advisors LLC | 117,943 | $1.09M | 0.05% | −1,372−1.1% | Reduced |
| Evoke Wealth, LLC | 122,103 | $1.13M | 0.04% | −11,888−8.9% | Reduced |
| Dakota Wealth Management | 124,927 | $1.16M | 0.11% | 00.0% | Unchanged |
| Fiera Capital Corp | 128,028 | $1.19M | 0.00% | +5,993+4.9% | Added |
| Strategic Wealth Advisors Group, LLC | 133,614 | $1.25M | 0.05% | +64,344+92.9% | Added |
| Robinson Capital Management, LLC | 143,798 | $1.35M | 1.01% | +46,998+48.6% | Added |
| UBS Group AG | 149,553 | $1.39M | 0.00% | −19,500−11.5% | Reduced |
| 1607 Capital Partners, LLC | 197,854 | $1.83M | 0.13% | +39,080+24.6% | Added |
| Regatta Capital Group, LLC | 221,654 | $2.06M | 0.98% | −120,245−35.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 288,970 | $2.68M | 0.17% | −11,140−3.7% | Reduced |
| Morgan Stanley | 300,137 | $2.78M | 0.00% | −6,515−2.1% | Reduced |
| Wells Fargo & Company | 305,798 | $2.83M | 0.00% | −24,097−7.3% | Reduced |
| Advisors Asset Management, Inc. | 356,039 | $3.30M | 0.06% | +356,039 | New |
| Guggenheim Capital LLC | 415,649 | $3.85M | 0.03% | −91,482−18.0% | Reduced |
| Karpus Management, Inc. | 584,572 | $5.42M | 0.18% | −28,585−4.7% | Reduced |
| Rivernorth Capital Management, LLC | 748,737 | $6.94M | 0.28% | +15,931+2.2% | Added |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −216,257−100.0% | Sold out |
| Newfleet Asset Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |