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Eaton Vance California Municipal Income Trust (CEV) Institutional Ownership

$9.93 -0.03 (-0.30%)
As of 03:59 PM Eastern

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)
9
Total
Institutional Inflows
(last 12 months)
$3.37M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$591.51K
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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
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%
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%
(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, 22 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), Hennion & Walsh Asset Management Inc. ($2.07M), Almitas Capital LLC ($1.93M), Guggenheim Capital LLC ($1.58M), Logan Stone Capital LLC ($1.05M), Snowden Capital Advisors LLC ($644K), and Cypress Wealth Services LLC ($603K).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 19 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), Hennion & Walsh Asset Management Inc. ($105.59K), Saba Capital Management L.P. ($69.04K), Napa Wealth Management ($64.33K), Cypress Wealth Services LLC ($55.07K), Channel Wealth LLC ($51.86K), and Wolverine Asset Management LLC ($45.92K).

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

Institutional investors have bought a total of 714,098 shares in the last 24 months. This purchase volume represents approximately $7.23M in transactions.

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

Of the 11 institutional investors that sold Eaton Vance California Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($44.41K), Logan Stone Capital LLC ($28.19K), Channel Wealth LLC ($21.74K), US Bancorp DE ($9.08K), Advisors Asset Management Inc. ($7.79K), Napa Wealth Management ($6.62K), and Blue Bell Private Wealth Management LLC ($5.40K).

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

Institutional investors have sold a total of 132,796 shares in the last 24 months. This volume of shares sold represents approximately $1.35M in transactions.



This page (NYSE:CEV) was last updated on 1/14/2025 by MarketBeat.com Staff
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