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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.1KNew |
$336K - $349K
|
31.1K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-472- 0.53% |
$5.09K - $5.3K
|
88.8K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 12.54% |
$131K - $136K
|
84.6K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.78K- 18.19% |
$94.7K - $98.5K
|
39.5K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.88K- 12.3% |
$84.9K - $88.4K
|
56.2K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-82.4K- 46.49% |
$888K - $925K
|
94.9K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
405+ 1.15% |
$4.37K - $4.54K
|
35.7K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-179K- 18.65% |
$1.93M - $2.01M
|
783K
$7.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
91.4K+ 143.17% |
$985K - $1.03M
|
155K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.33K+ 16.53% |
$46.6K - $48.5K
|
30.5K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-310K- 79.0% |
$3.34M - $3.48M
|
82.3K
$825K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 36.28% |
$169K - $176K
|
59K
$591K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.7K+ 30.44% |
$137K - $142K
|
54.4K
$545K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-6.62K- 26.33% |
$71.3K - $74.2K
|
18.5K
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.8KNew |
$181K - $189K
|
16.8K
$169K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221New |
$2.38K - $2.48K
|
221
$2.21K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.75K- 62.12% |
$83.6K - $87K
|
4.73K
$47.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.08K- 47.81% |
$97.9K - $102K
|
9.91K
$99.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.1K+ 9.26% |
$174K - $181K
|
190K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1K- 6.79% |
$10.8K - $11.2K
|
13.7K
$138K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23.5K+ 73.76% |
$254K - $264K
|
55.5K
$556K
|
|
| 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
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.7K- 83.24% |
$480K - $514K
|
9.4K
$94.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$120K - $129K
|
11.7K
$117K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 33.33% |
$103K - $109K
|
20K
$200K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
122+ 0.59% |
$1.25K - $1.33K
|
20.7K
$207K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38KNew |
$21.1K - $24.8K
|
2.38K
$23.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.2KNew |
$161K - $190K
|
18.2K
$182K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.6KNew |
$93.6K - $110K
|
10.6K
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 11.49% |
$21.1K - $24.8K
|
23.1K
$231K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.01K+ 141.27% |
$35.5K - $41.9K
|
6.85K
$68.7K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.23KNew |
$11.2K - $12.5K
|
1.23K
$12.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$98.3K - $109K
|
10.8K
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.1K- 46.98% |
$19.2K - $21.4K
|
2.37K
$23.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$190K - $212K
|
20.8K
$209K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-10.7K- 26.27% |
$98.1K - $109K
|
30.1K
$302K
|
|
| 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
$646K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-960- 21.5% |
$9.44K - $10.3K
|
3.51K
$35.1K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$141K - $154K
|
14.4K
$144K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-3K- 13.04% |
$27.6K - $30.7K
|
20K
$200K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.04KNew |
$29K - $34.3K
|
3.04K
$30.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
2.84K+ 2.72% |
$27.1K - $32K
|
107K
$1.07M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.1KClosed |
$213K - $243K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7KNew |
$109K - $124K
|
10.7K
$108K
|
|
|
Aug 09, 2022
Q2 2022
|
Newfleet Asset Management, LLC
Hartford, CT |
SELL
|
- |
-3.04KClosed |
$30.8K - $35.1K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15KClosed |
$152K - $173K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.37K- 38.04% |
$64.5K - $73.4K
|
10.4K
$104K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-11KClosed |
$111K - $127K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.19KClosed |
$24.8K - $30.4K
|
0
$0
|
|