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Eaton Vance California Municipal Income Trust (CEV) Institutional Ownership

Eaton Vance California Municipal Income Trust logo
$10.77 -0.07 (-0.65%)
As of 01:59 PM Eastern
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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)
$2.61M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.64M
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CEV Institutional Buying and Selling by Quarter

Eaton Vance California Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Vanguard Capital Wealth Advisors16,000$168K0.1%-5.9%0.227%
8/20/2026 Wedbush Securities Inc.65,750$692K0.0%+25.2%0.935%
3/17/2026 Rockefeller Capital Management L.P.110,426$1.11M0.0%+58.7%1.570%
2/18/2026 Evolve Private Wealth LLC23,874$240K0.0%N/A0.339%
2/17/2026 Royal Bank of Canada11,009$111K0.0%-33.9%0.157%
2/13/2026 Wells Fargo & Company MN50,702$509K0.0%+9.2%0.721%
2/13/2026 Concorde Asset Management LLC10,000$100K0.0%N/A0.142%
2/12/2026 Advisors 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%
2/11/2026 LPL Financial LLC140,685$1.41M0.0%+34.7%2.000%
2/11/2026 WESCAP Management Group Inc.48,758$490K0.1%-21.6%0.693%
2/10/2026 Pasadena Private Wealth LLC10,000$100K0.0%N/A0.142%
2/2/2026 Wolverine 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%
11/17/2025 Almitas Capital LLC18,152$183K0.0%-68.9%0.258%
11/12/2025 US Bancorp DE8,232$83K0.0%N/A0.117%
11/6/2025 Wedbush Securities Inc.13,700$138K0.0%N/A0.195%
11/6/2025 WESCAP Management Group Inc.62,220$627K0.1%+5.8%0.885%
11/4/2025 Atala Financial Inc22,500$227K0.1%N/A0.320%
10/28/2025 Wolverine 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%
9/4/2025 Osaic Holdings Inc.10,000$97K0.0%+400.0%0.142%
8/14/2025 Raymond James Financial Inc.51,580$500K0.0%+7.5%0.733%
8/13/2025 Guggenheim Capital LLC159,359$1.54M0.0%-3.9%2.266%
8/13/2025 Northwestern Mutual Wealth Management Co.5,386$52K0.0%N/A0.077%
8/12/2025 Advisors Asset Management Inc.51,295$497K0.0%-3.7%0.729%
8/7/2025 WESCAP Management Group Inc.58,831$570K0.1%N/A0.836%
8/4/2025 Wolverine 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%
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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%
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%
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5/9/2023Wealthspire Advisors LLC14,391$147K0.0%N/A0.205%
4/27/2023Channel Wealth LLC51,859$531K0.3%N/A0.738%
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), Wedbush Securities Inc. ($692K), and Hennion & Walsh Asset Management Inc. ($655K).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 Wedbush Securities Inc. ($47.15K).

Institutional investors have bought a total of 259,423 shares in the last 24 months. This purchase volume represents approximately $2.61M 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), Royal Bank of Canada ($5.63K), Advisors Asset Management Inc. ($1.52K), and Vanguard Capital Wealth Advisors ($1K).

Institutional investors have sold a total of 163,063 shares in the last 24 months. This volume of shares sold represents approximately $1.64M in transactions.


Related Companies

Institutional ownership data for NYSE:CEV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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