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Eaton Vance California Municipal Bond Fund (EVM) Institutional Ownership

$9.43 +0.04 (+0.43%)
Closing price 09/12/2025 03:59 PM Eastern
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$9.43 0.00 (0.00%)
As of 09/12/2025 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance California Municipal Bond Fund (NYSE:EVM)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$21.07M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$12.20M
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EVM Institutional Buying and Selling by Quarter

Eaton Vance California Municipal Bond Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Campbell Capital Management Inc.61,169$546K0.2%-29.8%0.000%
8/15/2025 Bluefin Capital Management LLC25,231$225K0.2%-74.6%0.000%
8/15/2025 Bank of America Corp DE30,868$275K0.0%-19.5%0.000%
8/15/2025 Ameriprise Financial Inc.61,323$547K0.0%+10.6%0.000%
8/14/2025 NewEdge Advisors LLC17,520$156K0.0%N/A0.000%
8/14/2025 Dymon Asia Capital Singapore PTE. LTD.11,755$105K0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC404,279$3.61M0.0%-6.8%0.000%
8/12/2025 Advisors Asset Management Inc.503,557$4.49M0.1%+2.7%0.000%
8/11/2025 Perennial Investment Advisors LLC78,950$704K0.1%+5.7%0.000%
8/8/2025 City of London Investment Management Co. Ltd.138,683$1.24M0.1%-26.1%0.000%
8/6/2025 Wedbush Securities Inc.12,125$108K0.0%N/A0.000%
8/5/2025 Rareview Capital LLC51,218$457K0.3%-7.7%0.000%
8/4/2025 Bridgewealth Advisory Group LLC13,149$117K0.0%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.52,432$468K0.0%+42.1%0.000%
7/11/2025 Myecfo LLC106,450$950K0.5%-7.1%0.000%
5/21/2025Bluefin Capital Management LLC99,262$920K0.7%N/A0.000%
5/16/2025Advisors Asset Management Inc.490,394$4.55M0.1%+12.4%0.000%
5/13/2025Sit Investment Associates Inc.3,535,801$32.78M0.8%+7.4%0.000%
5/13/2025HighTower Advisors LLC18,951$176K0.0%+26.3%0.000%
5/9/2025Deutsche Bank AG203,404$1.89M0.0%-63.6%0.000%
5/9/2025City of London Investment Management Co. Ltd.187,679$1.74M0.2%-8.8%0.000%
5/7/2025Rareview Capital LLC55,503$515K0.3%-2.2%0.000%
5/5/2025Blue Bell Private Wealth Management LLC6,459$60K0.0%-25.2%0.000%
4/14/2025Regatta Capital Group LLC10,957$102K0.0%-31.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.215,991$2.00M0.1%-20.3%0.000%
4/8/2025Myecfo LLC114,540$1.06M0.6%-4.0%0.000%
2/17/2025Saba Capital Management L.P.3,838,652$35.20M0.8%+23.3%0.000%
2/17/2025Nomura Holdings Inc.10,000$92K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC97,143$891K0.3%-67.7%0.000%
2/17/2025Baird Financial Group Inc.55,478$509K0.0%+17.1%0.000%
2/17/2025Bank of America Corp DE32,440$297K0.0%-36.4%0.000%
2/17/2025Ameriprise Financial Inc.60,674$556K0.0%-3.9%0.000%
2/14/2025Bridgewealth Advisory Group LLC12,891$121K0.0%N/A0.000%
2/14/2025Quarry LP40,657$373K0.1%+211.4%0.000%
2/14/2025Stifel Financial Corp31,770$291K0.0%+6.9%0.000%
2/13/20251607 Capital Partners LLC78,950$724K0.1%-46.5%0.000%
2/13/2025Guggenheim Capital LLC513,478$4.71M0.0%-5.9%0.000%
2/13/2025Icon Advisers Inc. Co.324,891$2.98M0.7%N/A0.000%
2/13/2025Raymond James Financial Inc.66,894$613K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.21,620$198K0.0%+18.0%0.000%
2/13/2025Perennial Investment Advisors LLC72,600$666K0.1%+10.2%0.000%
2/13/2025Sit Investment Associates Inc.3,291,998$30.19M0.7%+7.6%0.000%
2/13/2025Wells Fargo & Company MN161,143$1.48M0.0%+4.3%0.000%
2/11/2025LPL Financial LLC116,331$1.07M0.0%-27.8%0.000%
2/10/2025Advisors Asset Management Inc.436,339$4.00M0.1%-1.0%0.000%
2/7/2025HighTower Advisors LLC15,000$138K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC8,637$79K0.0%+598.2%0.000%
2/6/2025Raymond James Financial Inc.66,894$613K0.0%N/A0.000%
2/6/2025Von Berge Wealth Management Group LLC10,352$98K0.1%N/A0.000%
2/4/2025Wealthspire Advisors LLC10,333$95K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC49,952$458K0.0%+95.3%0.000%
1/31/2025Sanctuary Advisors LLC49,743$469K0.0%+76.1%0.000%
1/24/2025Absolute Investment Advisers LLC104,332$957K0.1%N/A0.000%
1/21/2025Regatta Capital Group LLC16,070$147K0.0%-27.7%0.000%
1/15/2025Cypress Wealth Services LLC70,742$649K0.1%+180.7%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.270,842$2.48M0.1%-11.3%0.000%
1/14/2025Myecfo LLC119,340$1.09M0.6%-4.2%0.000%
12/3/2024Rivernorth Capital Management LLC806,138$7.78M0.4%-8.3%0.000%
11/25/2024Sanctuary Advisors LLC28,243$264K0.0%+15.3%0.000%
11/15/2024Stifel Financial Corp29,710$287K0.0%-10.8%0.000%
11/15/2024Quarry LP13,057$126K0.0%-50.0%0.000%
11/15/2024Rivernorth Capital Management LLC786,340$7.59M0.4%-10.6%0.000%
11/13/2024Horizon Kinetics Asset Management LLC10,679$103K0.0%N/A0.000%
11/12/2024Concorde Asset Management LLC11,000$106K0.1%-15.4%0.000%
11/8/2024Advisors Asset Management Inc.440,726$4.25M0.1%-1.7%0.000%
11/4/2024Wolverine Asset Management LLC25,578$247K0.0%N/A0.000%
10/23/2024Hennion & Walsh Asset Management Inc.305,320$2.95M0.1%-8.9%0.000%
10/15/2024Regatta Capital Group LLC22,241$215K0.0%-58.9%0.000%
10/9/2024Cypress Wealth Services LLC25,200$243K0.1%N/A0.000%
10/7/2024Myecfo LLC124,540$1.20M0.7%-2.7%0.000%
9/5/2024Sanctuary Advisors LLC24,498$228K0.0%N/A0.000%
8/16/2024Almitas Capital LLC183,109$1.74M0.7%-43.9%0.000%
8/15/2024Logan Stone Capital LLC349,673$3.33M0.9%-19.6%0.000%
8/14/2024Evoke Wealth LLC49,500$471K0.6%-8.9%0.000%
8/12/2024Concorde Asset Management LLC13,000$124K0.1%+23.8%0.000%
8/10/2024Perennial Investment Advisors LLC50,650$482K0.1%+121.9%0.000%
8/9/2024City of London Investment Management Co. Ltd.195,514$1.86M0.2%-18.2%0.000%
8/8/2024Vanguard Capital Wealth Advisors20,000$190K0.1%+100.0%0.000%
8/2/2024Tortoise Investment Management LLC4,500$43K0.0%-35.7%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.335,255$3.19M0.2%-11.9%0.000%
7/9/2024Myecfo LLC127,940$1.22M0.7%+0.9%0.000%
5/14/2024Advisors Asset Management Inc.577,381$5.46M0.1%+11.3%0.000%
5/10/2024City of London Investment Management Co. Ltd.239,115$2.26M0.2%-11.7%0.000%
4/23/2024Regatta Capital Group LLC55,438$524K0.1%-2.4%0.000%
4/19/2024Madrona Financial Services LLC10,057$95K0.0%N/A0.000%
4/17/2024Hennion & Walsh Asset Management Inc.380,611$3.60M0.2%-7.2%0.000%
4/16/2024Vanguard Capital Wealth Advisors10,000$94K0.1%N/A0.000%
2/22/2024Napa Wealth Management43,102$394K0.2%N/A0.000%
2/20/2024Quarry LP11,000$101K0.0%N/A0.000%
2/14/2024Vivaldi Capital Management LP55,913$523K0.2%-14.0%0.000%
2/12/2024Evoke Wealth LLC54,360$497K0.0%-46.9%0.000%
2/9/2024City of London Investment Management Co. Ltd.270,825$2.48M0.2%+21.8%0.000%
2/8/2024Robinson Capital Management LLC162,972$1.49M0.5%+13.7%0.000%
1/25/2024Blue Bell Private Wealth Management LLC4,931$45K0.0%N/A0.000%
1/22/2024Regatta Capital Group LLC56,775$519K0.1%-16.9%0.000%
1/22/2024Melfa Wealth Management LLC42,259$387K0.4%+42.7%0.000%
1/16/2024Myecfo LLC127,210$1.16M0.7%-3.5%0.000%
1/16/2024MKT Advisors LLC12,009$111K0.1%-56.8%0.000%
11/21/2023Almitas Capital LLC407,541$3.31M1.6%+13.0%0.000%
11/15/2023Alethea Capital Management LLC10,658$87K0.1%-18.8%0.000%
(Data available from 1/1/2016 forward)

EVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVM shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Eaton Vance California Municipal Bond Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($35.20M), Sit Investment Associates Inc. ($32.78M), Rivernorth Capital Management LLC ($7.78M), Advisors Asset Management Inc. ($4.49M), Guggenheim Capital LLC ($3.61M), Fiera Capital Corp ($3.31M), and Icon Advisers Inc. Co. ($2.98M).Learn more on Eaton Vance California Municipal Bond Fund's institutional investors.

Which institutional investors have been buying Eaton Vance California Municipal Bond Fund's stock?

Of the 40 institutional investors that purchased Eaton Vance California Municipal Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($805.63K), Sit Investment Associates Inc. ($477.39K), Icon Advisers Inc. Co. ($324.89K), Advisors Asset Management Inc. ($146.20K), Raymond James Financial Inc. ($133.79K), Deutsche Bank AG ($130.53K), and Absolute Investment Advisers LLC ($104.33K).

How much institutional buying is happening at Eaton Vance California Municipal Bond Fund?

Institutional investors have bought a total of 2,292,307 shares in the last 24 months. This purchase volume represents approximately $21.07M in transactions.

Which of Eaton Vance California Municipal Bond Fund's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Eaton Vance California Municipal Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Deutsche Bank AG ($355.39K), Logan Stone Capital LLC ($203.27K), Rivernorth Capital Management LLC ($166.12K), Hennion & Walsh Asset Management Inc. ($119.26K), Bluefin Capital Management LLC ($74.03K), 1607 Capital Partners LLC ($68.56K), and City of London Investment Management Co. Ltd. ($67.00K).

How much institutional selling is happening at Eaton Vance California Municipal Bond Fund?

Institutional investors have sold a total of 1,317,898 shares in the last 24 months. This volume of shares sold represents approximately $12.20M in transactions.



This page (NYSE:EVM) was last updated on 9/15/2025 by MarketBeat.com Staff
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