Eaton Vance California Municipal Income Trust (CEV) Institutional Ownership

$10.56
+0.06 (+0.57%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for Eaton Vance California Municipal Income Trust (NYSE:CEV)

Current
Institutional Ownership
Percentage
35.88%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$4.10M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$481.91K
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CEV Institutional Buying and Selling by Quarter

Eaton Vance California Municipal Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Blue Bell Private Wealth Management LLC17,881$190K0.0%+65.8%0.254%
4/17/2024 Hennion & Walsh Asset Management Inc.126,629$1.34M0.1%+49.5%1.801%
4/16/2024 Cypress Wealth Services LLC31,531$335K0.1%N/A0.449%
2/22/2024Napa Wealth Management64,334$665K0.4%N/A0.915%
2/14/2024Vivaldi Capital Management LP48,596$518K0.2%-4.9%0.691%
2/2/2024Atria Wealth Solutions Inc.30,000$310K0.0%+50.0%0.427%
1/25/2024 Blue Bell Private Wealth Management LLC10,785$112K0.0%N/A0.153%
1/16/2024 Raymond James & Associates23,079$239K0.0%+11.5%0.328%
1/11/2024 Whittier Trust Co.6,852$71K0.0%+141.3%0.097%
11/21/2023Almitas Capital LLC131,118$1.20M0.6%+42.7%1.864%
11/15/2023Advisors Asset Management Inc.175,315$1.61M0.0%-4.3%2.492%
11/14/2023Saba Capital Management L.P.644,516$5.90M0.1%+12.0%9.168%
11/8/2023Fort Point Capital Partners LLC20,817$191K0.0%N/A0.296%
11/8/2023Atria Wealth Solutions Inc.20,000$183K0.0%N/A0.284%
10/27/2023 Hennion & Walsh Asset Management Inc.71,913$659K0.0%-16.7%1.023%
10/24/2023 Channel Wealth LLC30,121$276K0.2%-26.3%0.428%
10/24/2023 Raymond James & Associates20,700$190K0.0%+56.8%0.294%
8/14/2023Snowden Capital Advisors LLC64,499$644K0.0%+5.1%0.917%
8/11/2023Almitas Capital LLC91,887$934K0.4%+187.6%1.307%
8/11/2023Guggenheim Capital LLC158,470$1.58M0.0%-0.8%2.254%
7/26/2023 Channel Wealth LLC40,851$408K0.2%-21.2%0.581%
7/25/2023 Raymond James & Associates13,200$132K0.0%-18.5%0.188%
5/11/2023Guggenheim Capital LLC159,819$1.64M0.0%+5.3%2.273%
5/9/2023 Wealthspire Advisors LLC14,391$147K0.0%N/A0.205%
4/27/2023 Channel Wealth LLC51,859$531K0.3%N/A0.738%
4/20/2023 Hennion & Walsh Asset Management Inc.136,395$1.40M0.1%-18.0%1.940%
2/15/2023Almitas Capital LLC45,995$459K0.2%N/A0.654%
2/7/2023 Hollencrest Capital Management4,470$45K0.0%N/A0.064%
2/1/2023Wolverine Asset Management LLC36,970$369K0.0%+369.3%0.526%
1/31/2023 Melfa Wealth Management LLC20,143$201K0.2%N/A0.287%
1/12/2023 Hennion & Walsh Asset Management Inc.166,337$1.66M0.1%-5.6%2.510%
(Data available from 1/1/2016 forward)

CEV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CEV shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Eaton Vance California Municipal Income Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($5.90M), Advisors Asset Management Inc. ($1.61M), Guggenheim Capital LLC ($1.58M), Hennion & Walsh Asset Management Inc. ($1.34M), Almitas Capital LLC ($1.20M), Napa Wealth Management ($665K), and Snowden Capital Advisors LLC ($644K).Learn more on CEV's institutional investors.

What percentage of Eaton Vance California Municipal Income Trust stock is owned by institutional investors?

35.88% of Eaton Vance California Municipal Income Trust stock is owned by institutional investors. Learn more on CEV's institutional investor holdings.

Which institutional investors have been buying Eaton Vance California Municipal Income Trust stock?

Of the 17 institutional investors that purchased Eaton Vance California Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($145.17K), Saba Capital Management L.P. ($69.04K), Napa Wealth Management ($64.33K), Channel Wealth LLC ($51.86K), Hennion & Walsh Asset Management Inc. ($41.94K), Cypress Wealth Services LLC ($31.53K), and Atria Wealth Solutions Inc. ($30K).

How much institutional buying is happening at Eaton Vance California Municipal Income Trust?

Institutional investors have bought a total of 565,703 shares in the last 24 months. This purchase volume represents approximately $5.62M in transactions.

Which Eaton Vance California Municipal Income Trust major shareholders have been selling company stock?

The following institutional investors have sold Eaton Vance California Municipal Income Trust stock in the last 24 months: Hennion & Walsh Asset Management Inc. ($54.23K), Channel Wealth LLC ($21.74K), Advisors Asset Management Inc. ($7.79K), Raymond James & Associates ($3K), Vivaldi Capital Management LP ($2.53K), and Guggenheim Capital LLC ($1.35K).

How much institutional selling is happening at Eaton Vance California Municipal Income Trust?

Institutional investors have sold a total of 90,638 shares in the last 24 months. This volume of shares sold represents approximately $886.22K in transactions.


This page (NYSE:CEV) was last updated on 5/8/2024 by MarketBeat.com Staff

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