Purchases and Sales Made in Q3 2025 in Eaton Vance California Municipal Bond Fund (EVM)
This table provides information about the institutional ownership of Eaton Vance California Municipal Bond Fund (EVM) during Q3 2025. The information is specifically focused on institutions that hold shares of EATON VANCE CALIFORNIA MUNICIPAL BOND FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
208KNew |
$1.79M - $1.99M
|
208K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
204K+ 5.25% |
$1.75M - $1.94M
|
4.08M
$39.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
197K+ 37.0% |
$1.7M - $1.88M
|
731K
$7.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 65.69% |
$1.21M - $1.34M
|
355K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.6K+ 468.36% |
$815K - $902K
|
115K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
89.8K+ 17.83% |
$773K - $856K
|
593K
$5.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
63.4KNew |
$546K - $604K
|
63.4K
$609K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.7KNew |
$428K - $474K
|
49.7K
$478K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
42.2KNew |
$363K - $402K
|
42.2K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
20.7KNew |
$178K - $197K
|
20.7K
$199K
|
|
|
Oct 29, 2025
Q3 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
17.6KNew |
$152K - $168K
|
17.6K
$169K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 11.16% |
$151K - $167K
|
175K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.8KNew |
$119K - $131K
|
13.8K
$132K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.57K+ 47.27% |
$73.8K - $81.7K
|
26.7K
$257K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.88KNew |
$33.4K - $37K
|
3.88K
$37.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3K+ 24.74% |
$25.8K - $28.6K
|
15.1K
$145K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.33K+ 4.45% |
$20.1K - $22.2K
|
54.8K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.49K+ 2.16% |
$12.8K - $14.2K
|
70.3K
$675K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
900+ 2.9% |
$7.75K - $8.58K
|
31.9K
$307K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
700New |
$6.03K - $6.67K
|
700
$6.73K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
415+ 0.68% |
$3.57K - $3.95K
|
61.7K
$593K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
285+ 0.52% |
$2.45K - $2.72K
|
55.4K
$532K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
157+ 1.19% |
$1.35K - $1.5K
|
13.3K
$128K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
149+ 1.39% |
$1.28K - $1.42K
|
10.9K
$105K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
28+ 0.06% |
$241 - $267
|
44.7K
$429K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 1.39% |
$181 - $200
|
1.54K
$14.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-500- 4.31% |
$4.31K - $4.77K
|
11.1K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.12K- 15.96% |
$18.3K - $20.2K
|
11.2K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.27K- 7.34% |
$19.5K - $21.6K
|
28.6K
$275K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.9K- 4.6% |
$42.2K - $46.7K
|
102K
$976K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-6.9K- 16.97% |
$59.4K - $65.8K
|
33.8K
$324K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.38K- 31.61% |
$72.2K - $79.9K
|
18.1K
$174K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-10.7K- 15.08% |
$92.4K - $102K
|
60.4K
$581K
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-12.9K- 12.36% |
$111K - $123K
|
91.4K
$879K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.5K- 7.75% |
$168K - $186K
|
232K
$2.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.6K- 10.06% |
$194K - $215K
|
202K
$1.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-49.4K- 12.22% |
$426K - $471K
|
355K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-83.1K- 88.13% |
$716K - $792K
|
11.2K
$108K
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-93K- 67.05% |
$801K - $886K
|
45.7K
$439K
|
|