Go Pro
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free CEV Stock Alerts

Eaton Vance California Municipal Income Trust (CEV) Institutional Ownership

Eaton Vance California Municipal Income Trust logo
$10.20 +0.13 (+1.29%)
Closing price 08/4/2026 04:00 PM Eastern
Extended Trading
$10.20 +0.00 (+0.02%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
15
Total
Institutional Inflows
(last 12 months)
$3.13M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.71M
Get CEV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance California Municipal Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CEV Institutional Buying and Selling by Quarter

Eaton Vance California Municipal Income Trust Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2026Rockefeller Capital Management L.P.110,426$1.11M0.0%+58.7%1.570%
2/18/2026Evolve Private Wealth LLC23,874$240K0.0%N/A0.339%
2/17/2026Royal Bank of Canada11,009$111K0.0%-33.9%0.157%
2/13/2026Wells Fargo & Company MN50,702$509K0.0%+9.2%0.721%
2/13/2026Concorde Asset Management LLC10,000$100K0.0%N/A0.142%
2/12/2026Advisors Asset Management Inc.47,357$475K0.0%-3.1%0.673%
2/12/2026 Wedbush Securities Inc.33,897$340K0.0%+147.4%0.482%
2/11/2026LPL Financial LLC140,685$1.41M0.0%+34.7%2.000%
2/11/2026WESCAP Management Group Inc.48,758$490K0.1%-21.6%0.693%
2/10/2026Pasadena Private Wealth LLC10,000$100K0.0%N/A0.142%
2/2/2026Wolverine Asset Management LLC10,992$110K0.0%-48.9%0.156%
1/23/2026 Atala Financial Inc52,582$528K0.3%+133.7%0.748%
1/14/2026 Hennion & Walsh Asset Management Inc.65,246$655K0.0%-49.1%0.928%
1/14/2026 Cypress Wealth Services LLC58,230$585K0.1%+5.1%0.828%
11/17/2025Almitas Capital LLC18,152$183K0.0%-68.9%0.258%
11/12/2025US Bancorp DE8,232$83K0.0%N/A0.117%
11/6/2025 Wedbush Securities Inc.13,700$138K0.0%N/A0.195%
11/6/2025WESCAP Management Group Inc.62,220$627K0.1%+5.8%0.885%
11/4/2025 Atala Financial Inc22,500$227K0.1%N/A0.320%
10/28/2025Wolverine Asset Management LLC21,521$217K0.0%+126.7%0.306%
10/22/2025 Hennion & Walsh Asset Management Inc.128,251$1.29M0.0%-17.8%1.823%
9/4/2025Osaic Holdings Inc.10,000$97K0.0%+400.0%0.142%
8/14/2025Raymond James Financial Inc.51,580$500K0.0%+7.5%0.733%
8/13/2025Guggenheim Capital LLC159,359$1.54M0.0%-3.9%2.266%
8/13/2025Northwestern Mutual Wealth Management Co.5,386$52K0.0%N/A0.077%
8/12/2025Advisors Asset Management Inc.51,295$497K0.0%-3.7%0.729%
8/7/2025WESCAP Management Group Inc.58,831$570K0.1%N/A0.836%
8/4/2025Wolverine Asset Management LLC9,492$92K0.0%-90.1%0.135%
7/31/2025 Whipplewood Advisors LLC17,594$170K0.1%-80.4%0.250%
7/28/2025 Cypress Wealth Services LLC54,810$531K0.1%N/A0.779%
5/16/2025Plancorp LLC20,000$200K0.0%N/A0.284%
5/16/2025Almitas Capital LLC61,330$615K0.2%+41.1%0.872%
5/15/2025Royal Bank of Canada57,933$581K0.0%+2.9%0.824%
5/15/2025Landscape Capital Management L.L.C.12,557$126K0.0%N/A0.179%
5/14/2025Napa Wealth Management16,108$161K0.1%-12.9%0.229%
5/12/2025Wolverine Asset Management LLC95,569$958K0.0%+59.8%1.359%
5/2/2025Whittier Trust Co.4,097$41K0.0%-40.2%0.058%
4/10/2025Hennion & Walsh Asset Management Inc.162,971$1.63M0.1%-5.3%0.000%
4/10/2025Whipplewood Advisors LLC89,994$902K0.3%+435.6%0.000%
2/17/2025Saba Capital Management L.P.638,737$6.41M0.2%-18.4%0.000%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
2/17/2025Nomura Holdings Inc.15,000$151K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC55,458$557K0.2%-34.4%0.000%
2/17/2025Almitas Capital LLC43,465$436K0.1%-54.2%0.000%
2/13/2025Guggenheim Capital LLC170,344$1.71M0.0%+9.8%0.000%
2/13/2025Raymond James Financial Inc.47,938$481K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.79,028$793K0.0%-4.0%0.000%
2/11/2025LPL Financial LLC36,367$365K0.0%-38.4%0.000%
2/10/2025Commonwealth Equity Services LLC11,727$118K0.0%-14.6%0.000%
2/6/2025Raymond James Financial Inc.47,938$481K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC3,140$32K0.0%N/A0.000%
2/5/2025Whipplewood Advisors LLC16,804$169K0.1%N/A0.000%
2/4/2025Wealthspire Advisors LLC24,196$243K0.0%+68.1%0.000%
2/3/2025Wolverine Asset Management LLC59,812$601K0.0%+255.4%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.172,045$1.73M0.1%-9.6%2.446%
11/8/2024Advisors Asset Management Inc.54,396$591K0.0%+30.4%0.774%
11/7/2024Napa Wealth Management18,512$201K0.1%-26.3%0.263%
11/4/2024Wolverine Asset Management LLC16,829$183K0.0%N/A0.239%
10/28/2024US Bancorp DE9,910$108K0.0%-47.8%0.141%
10/23/2024Hennion & Walsh Asset Management Inc.190,276$2.07M0.1%+9.3%2.705%
10/9/2024Cypress Wealth Services LLC55,454$603K0.1%+73.8%0.788%
9/5/2024Sanctuary Advisors LLC31,685$328K0.0%N/A0.450%
8/16/2024Almitas Capital LLC177,280$1.93M0.8%-1.5%2.520%
8/15/2024Logan Stone Capital LLC96,679$1.05M0.3%-22.6%1.374%
8/5/2024Blue Bell Private Wealth Management LLC12,481$136K0.0%-30.2%0.177%
7/20/2024Hennion & Walsh Asset Management Inc.174,143$1.90M0.1%+37.5%2.477%
4/24/2024Blue Bell Private Wealth Management LLC17,881$190K0.0%+65.8%0.254%
4/17/2024Hennion & Walsh Asset Management Inc.126,629$1.34M0.1%+49.5%1.801%
4/16/2024Cypress 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%
1/25/2024Blue Bell Private Wealth Management LLC10,785$112K0.0%N/A0.153%
1/16/2024Raymond James & Associates23,079$239K0.0%+11.5%0.328%
1/11/2024Whittier 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%
10/27/2023Hennion & Walsh Asset Management Inc.71,913$659K0.0%-16.7%1.023%
10/24/2023Channel Wealth LLC30,121$276K0.2%-26.3%0.428%
10/24/2023Raymond 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%
7/26/2023Channel Wealth LLC40,851$408K0.2%-21.2%0.581%
7/25/2023Raymond James & Associates13,200$132K0.0%-18.5%0.188%
5/11/2023Guggenheim Capital LLC159,819$1.64M0.0%+5.3%2.273%
5/9/2023Wealthspire Advisors LLC14,391$147K0.0%N/A0.205%
4/27/2023Channel Wealth LLC51,859$531K0.3%N/A0.738%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
4/20/2023Hennion & Walsh Asset Management Inc.136,395$1.40M0.1%-18.0%1.940%
2/15/2023Almitas Capital LLC45,995$459K0.2%N/A0.654%
2/7/2023Hollencrest Capital Management4,470$45K0.0%N/A0.064%
2/1/2023Wolverine Asset Management LLC36,970$369K0.0%+369.3%0.526%
1/31/2023Melfa Wealth Management LLC20,143$201K0.2%N/A0.287%
1/12/2023Hennion & Walsh Asset Management Inc.166,337$1.66M0.1%-5.6%2.510%


CEV Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 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. ($6.41M), Guggenheim Capital LLC ($1.54M), LPL Financial LLC ($1.41M), Rockefeller Capital Management L.P. ($1.11M), Sit Investment Associates Inc. ($793K), Hennion & Walsh Asset Management Inc. ($655K), and Cypress Wealth Services LLC ($585K).Learn more on Eaton Vance California Municipal Income Trust's institutional investors.

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

Of the 27 institutional investors that purchased Eaton Vance California Municipal Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wolverine Asset Management LLC ($107.60K), Raymond James Financial Inc. ($99.48K), Whipplewood Advisors LLC ($89.99K), Cypress Wealth Services LLC ($81.18K), WESCAP Management Group Inc. ($62.22K), Atala Financial Inc ($52.58K), and Rockefeller Capital Management L.P. ($40.83K).

Institutional investors have bought a total of 313,993 shares in the last 24 months. This purchase volume represents approximately $3.13M in transactions.

The following institutional investors have sold Eaton Vance California Municipal Income Trust stock in the last 24 months: Hennion & Walsh Asset Management Inc. ($90.75K), Almitas Capital LLC ($40.16K), WESCAP Management Group Inc. ($13.46K), Wolverine Asset Management LLC ($10.53K), Guggenheim Capital LLC ($6.41K), Royal Bank of Canada ($5.63K), and Advisors Asset Management Inc. ($3.50K).

Institutional investors have sold a total of 170,451 shares in the last 24 months. This volume of shares sold represents approximately $1.71M in transactions.


Related Companies

This page (NYSE:CEV) was last updated on 8/5/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel