Latest Institutional Transactions on Eaton Vance California Municipal Income Trust (CEV)
This table provides information on the latest institutional transactions involving Eaton Vance California Municipal Income Trust (CEV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.58K- 6.53% |
$52.6K - $56.8K
|
79.8K
$765K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 28.83% |
$106K - $114K
|
27.6K
$265K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.66K+ 22.47% |
$81.7K - $88.2K
|
47.2K
$452K
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-87.7K- 13.73% |
$827K - $893K
|
551K
$5.28M
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-3.02K- 4.92% |
$28.4K - $30.7K
|
58.3K
$559K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.1K- 69.3% |
$379K - $409K
|
17.8K
$170K
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
24+ 0.06% |
$226 - $244
|
39.6K
$379K
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
84.8KNew |
$800K - $864K
|
84.8K
$813K
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 38.1% |
$223K - $241K
|
38.4K
$368K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.61K+ 7.52% |
$34K - $36.7K
|
51.6K
$494K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.39KNew |
$50.8K - $54.8K
|
5.39K
$51.6K
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.41K- 3.87% |
$60.4K - $65.2K
|
159K
$1.53M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 38.85% |
$181K - $196K
|
68.7K
$658K
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.98K- 3.72% |
$18.7K - $20.2K
|
51.3K
$491K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.97K- 4.28% |
$65.8K - $71K
|
156K
$1.49M
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
58.8KNew |
$555K - $599K
|
58.8K
$564K
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-86.1K- 90.07% |
$812K - $876K
|
9.49K
$90.9K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-72.4K- 80.45% |
$683K - $737K
|
17.6K
$169K
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
54.8KNew |
$517K - $558K
|
54.8K
$525K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
20KNew |
$199K - $208K
|
20K
$192K
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.39K- 12.9% |
$23.7K - $24.8K
|
16.1K
$154K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.6KNew |
$125K - $130K
|
12.6K
$120K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.4K- 78.72% |
$73.5K - $76.9K
|
2K
$19.2K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.76K- 40.21% |
$27.4K - $28.6K
|
4.1K
$39.2K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9K- 50.0% |
$89.4K - $93.5K
|
9K
$86.2K
|
|
Q4 2024 | |||||||
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
300New |
$3K - $3.27K
|
300
$2.87K
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$150K - $164K
|
15K
$144K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-261- 21.31% |
$2.61K - $2.84K
|
964
$9.24K
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.28K- 3.98% |
$32.8K - $35.7K
|
79K
$757K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 14.57% |
$20K - $21.8K
|
11.7K
$112K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.2K- 67.68% |
$32K - $34.9K
|
1.53K
$14.6K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.14KNew |
$31.4K - $34.2K
|
3.14K
$30.1K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.81K+ 68.13% |
$98.1K - $107K
|
24.2K
$232K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.1KNew |
$336K - $349K
|
31.1K
$298K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221New |
$2.38K - $2.48K
|
221
$2.12K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.08K- 47.81% |
$97.9K - $102K
|
9.91K
$94.9K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$120K - $129K
|
11.7K
$112K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 33.33% |
$103K - $109K
|
20K
$192K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
122+ 0.59% |
$1.25K - $1.33K
|
20.7K
$198K
|
|
Q4 2023 | |||||||
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38KNew |
$21.1K - $24.8K
|
2.38K
$22.8K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.2KNew |
$161K - $190K
|
18.2K
$174K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 11.49% |
$21.1K - $24.8K
|
23.1K
$221K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$98.3K - $109K
|
10.8K
$103K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.1K- 46.98% |
$19.2K - $21.4K
|
2.37K
$22.7K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$190K - $212K
|
20.8K
$199K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-10.7K- 26.27% |
$98.1K - $109K
|
30.1K
$289K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.12K+ 5.08% |
$30.3K - $32.2K
|
64.5K
$618K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-960- 21.5% |
$9.44K - $10.3K
|
3.51K
$33.6K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-3K- 13.04% |
$27.6K - $30.7K
|
20K
$192K
|