Institutional Ownership Eaton Vance California Municipal Income Trust (CEV)
This table provides information about the institutional ownership of Eaton Vance California Municipal Income Trust (CEV). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 1.58 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
16,108
shares
|
$169,134
0.08% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,153
shares
|
$148,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,700
shares
|
$143,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,324
shares
|
$118,902
0.08% of portfolio
|
Q3 2025
Reduced 70.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$105,000
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
9,000
shares
|
$94,500
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
8,232
shares
|
$86,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,309
shares
|
$34,744
0.0% of portfolio
|
Q3 2025
Reduced 19.23%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,140
shares
|
$32,970
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,370
shares
|
$24,885
0.0% of portfolio
|
Q3 2023
Reduced 46.98%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,528
shares
|
$16,044
0.0% of portfolio
|
Q4 2024
Reduced 67.68%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
964
shares
|
$10,122
0.0% of portfolio
|
Q4 2024
Reduced 21.31%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|