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Eaton Vance California Municipal Income Trust (CEV) Institutional Ownership

$10.28 +0.05 (+0.44%)
As of 02/21/2025 04:00 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)
$5.13M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.28M
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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
2/17/2025 Saba Capital Management L.P.638,737$6.41M0.2%-18.4%0.000%
2/17/2025 Nomura Holdings Inc.15,000$151K0.0%N/A0.000%
2/17/2025 Logan Stone Capital LLC55,458$557K0.2%-34.4%0.000%
2/17/2025 Almitas Capital LLC43,465$436K0.1%-54.2%0.000%
2/13/2025 Guggenheim Capital LLC170,344$1.71M0.0%+9.8%0.000%
2/13/2025 Raymond James Financial Inc.47,938$481K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.79,028$793K0.0%-4.0%0.000%
2/11/2025 LPL Financial LLC36,367$365K0.0%-38.4%0.000%
2/10/2025 Commonwealth Equity Services LLC11,727$118K0.0%-14.6%0.000%
2/6/2025 Raymond James Financial Inc.47,938$481K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC3,140$32K0.0%N/A0.000%
2/5/2025 Whipplewood Advisors LLC16,804$169K0.1%N/A0.000%
2/4/2025 Wealthspire Advisors LLC24,196$243K0.0%+68.1%0.000%
2/3/2025 Wolverine Asset Management LLC59,812$601K0.0%+255.4%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.172,045$1.73M0.1%-9.6%2.446%
11/8/2024 Advisors Asset Management Inc.54,396$591K0.0%+30.4%0.774%
11/7/2024 Napa Wealth Management18,512$201K0.1%-26.3%0.263%
11/4/2024 Wolverine Asset Management LLC16,829$183K0.0%N/A0.239%
10/28/2024 US Bancorp DE9,910$108K0.0%-47.8%0.141%
10/23/2024 Hennion & Walsh Asset Management Inc.190,276$2.07M0.1%+9.3%2.705%
10/9/2024 Cypress Wealth Services LLC55,454$603K0.1%+73.8%0.788%
9/5/2024 Sanctuary Advisors LLC31,685$328K0.0%N/A0.450%
8/16/2024 Almitas Capital LLC177,280$1.93M0.8%-1.5%2.520%
8/15/2024 Logan Stone Capital LLC96,679$1.05M0.3%-22.6%1.374%
8/5/2024 Blue Bell Private Wealth Management LLC12,481$136K0.0%-30.2%0.177%
7/20/2024 Hennion & Walsh Asset Management Inc.174,143$1.90M0.1%+37.5%2.477%
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%
2/22/2024 Napa Wealth Management64,334$665K0.4%N/A0.915%
2/14/2024 Vivaldi Capital Management LP48,596$518K0.2%-4.9%0.691%
2/2/2024 Atria 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%
1/16/2024Raymond James & Associates23,079$239K0.0%+11.5%0.328%
1/11/2024 Whittier Trust Co.6,852$71K0.0%+141.3%0.097%
11/21/2023 Almitas Capital LLC131,118$1.20M0.6%+42.7%1.864%
11/15/2023 Advisors Asset Management Inc.175,315$1.61M0.0%-4.3%2.492%
11/14/2023 Saba Capital Management L.P.644,516$5.90M0.1%+12.0%9.168%
11/8/2023 Fort Point Capital Partners LLC20,817$191K0.0%N/A0.296%
11/8/2023 Atria Wealth Solutions Inc.20,000$183K0.0%N/A0.284%
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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%
10/24/2023Raymond James & Associates20,700$190K0.0%+56.8%0.294%
8/14/2023 Snowden Capital Advisors LLC64,499$644K0.0%+5.1%0.917%
8/11/2023 Almitas Capital LLC91,887$934K0.4%+187.6%1.307%
8/11/2023 Guggenheim Capital LLC158,470$1.58M0.0%-0.8%2.254%
7/26/2023 Channel Wealth LLC40,851$408K0.2%-21.2%0.581%
7/25/2023Raymond James & Associates13,200$132K0.0%-18.5%0.188%
5/11/2023 Guggenheim 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%
2/15/2023 Almitas Capital LLC45,995$459K0.2%N/A0.654%
2/7/2023 Hollencrest Capital Management4,470$45K0.0%N/A0.064%
2/1/2023 Wolverine 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, 27 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), Hennion & Walsh Asset Management Inc. ($1.73M), Guggenheim Capital LLC ($1.71M), Sit Investment Associates Inc. ($793K), Snowden Capital Advisors LLC ($644K), Cypress Wealth Services LLC ($603K), and Wolverine Asset Management LLC ($601K).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 21 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: Hennion & Walsh Asset Management Inc. ($105.59K), Almitas Capital LLC ($99.17K), Raymond James Financial Inc. ($95.88K), Saba Capital Management L.P. ($69.04K), Napa Wealth Management ($64.33K), Wolverine Asset Management LLC ($59.81K), and Cypress Wealth Services LLC ($55.07K).

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

Institutional investors have bought a total of 813,161 shares in the last 24 months. This purchase volume represents approximately $8.24M in transactions.

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

Of the 15 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: Saba Capital Management L.P. ($144.01K), Hennion & Walsh Asset Management Inc. ($62.64K), Logan Stone Capital LLC ($57.29K), Almitas Capital LLC ($54.09K), LPL Financial LLC ($22.63K), Channel Wealth LLC ($21.74K), and US Bancorp DE ($9.08K).

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

Institutional investors have sold a total of 403,442 shares in the last 24 months. This volume of shares sold represents approximately $4.07M in transactions.



This page (NYSE:CEV) was last updated on 2/22/2025 by MarketBeat.com Staff
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