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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.13K+ 5.07% |
$41K - $42.9K
|
85.4K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
6.57K+ 11.84% |
$65.2K - $68.2K
|
62K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63K+ 2.9% |
$16.2K - $16.9K
|
57.9K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
20KNew |
$199K - $208K
|
20K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-158- 0.3% |
$1.57K - $1.64K
|
53.3K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
17.9K+ 41.1% |
$177K - $186K
|
61.3K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.39K- 12.9% |
$23.7K - $24.8K
|
16.1K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.58K- 2.69% |
$45.4K - $47.6K
|
166K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.04% |
$149 - $156
|
39.6K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.6KNew |
$125K - $130K
|
12.6K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.35K+ 23.54% |
$72.9K - $76.3K
|
38.5K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36+ 0.08% |
$357 - $374
|
48K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.18K+ 8.9% |
$31.5K - $33K
|
38.8K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.4K- 78.72% |
$73.5K - $76.9K
|
2K
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
35.8K+ 59.78% |
$355K - $372K
|
95.6K
$935K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 35.97% |
$130K - $136K
|
49.4K
$484K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.76K- 40.21% |
$27.4K - $28.6K
|
4.1K
$40.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9K- 50.0% |
$89.4K - $93.5K
|
9K
$88K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.07K- 5.27% |
$90.1K - $94.3K
|
163K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73.2K+ 435.55% |
$727K - $760K
|
90K
$880K
|
|
| Q4 2024 | |||||||
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
300New |
$3K - $3.27K
|
300
$2.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-144K- 18.4% |
$1.44M - $1.57M
|
639K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-261- 21.31% |
$2.61K - $2.84K
|
964
$9.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$150K - $164K
|
15K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.28K- 3.98% |
$32.8K - $35.7K
|
79K
$773K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 14.57% |
$20K - $21.8K
|
11.7K
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.2K- 67.68% |
$32K - $34.9K
|
1.53K
$14.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.14KNew |
$31.4K - $34.2K
|
3.14K
$30.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.81K+ 68.13% |
$98.1K - $107K
|
24.2K
$237K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.1KNew |
$336K - $349K
|
31.1K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.08K- 47.81% |
$97.9K - $102K
|
9.91K
$96.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221New |
$2.38K - $2.48K
|
221
$2.16K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23.5K+ 73.76% |
$254K - $264K
|
55.5K
$542K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
7.39K+ 49.27% |
$75.9K - $81.4K
|
22.4K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$120K - $129K
|
11.7K
$115K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 33.33% |
$103K - $109K
|
20K
$196K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
122+ 0.59% |
$1.25K - $1.33K
|
20.7K
$202K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38KNew |
$21.1K - $24.8K
|
2.38K
$23.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.2KNew |
$161K - $190K
|
18.2K
$178K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 11.49% |
$21.1K - $24.8K
|
23.1K
$226K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$98.3K - $109K
|
10.8K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.1K- 46.98% |
$19.2K - $21.4K
|
2.37K
$23.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$190K - $212K
|
20.8K
$204K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-10.7K- 26.27% |
$98.1K - $109K
|
30.1K
$295K
|
|
| 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
$631K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-960- 21.5% |
$9.44K - $10.3K
|
3.51K
$34.3K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-3K- 13.04% |
$27.6K - $30.7K
|
20K
$196K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.04KNew |
$29K - $34.3K
|
3.04K
$29.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
2.84K+ 2.72% |
$27.1K - $32K
|
107K
$1.05M
|
|