Latest Institutional Purchases of Eaton Vance California Municipal Income Trust (CEV)
This list provides information on the latest institutional transactions involving Eaton Vance California Municipal Income Trust (CEV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
91.4K+ 143.17% |
$985K - $1.03M
|
155K
$1.61M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23.5K+ 73.76% |
$254K - $264K
|
55.5K
$576K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.8KNew |
$181K - $189K
|
16.8K
$175K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.1K+ 9.26% |
$174K - $181K
|
190K
$1.98M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 36.28% |
$169K - $176K
|
59K
$612K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.7K+ 30.44% |
$137K - $142K
|
54.4K
$565K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.33K+ 16.53% |
$46.6K - $48.5K
|
30.5K
$317K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
405+ 1.15% |
$4.37K - $4.54K
|
35.7K
$371K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221New |
$2.38K - $2.48K
|
221
$2.29K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$120K - $129K
|
11.7K
$122K
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
7.39K+ 49.27% |
$75.9K - $81.4K
|
22.4K
$232K
|
|
Q1 2024 | |||||||
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
122+ 0.59% |
$1.25K - $1.33K
|
20.7K
$215K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.2KNew |
$161K - $190K
|
18.2K
$189K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.6KNew |
$93.6K - $110K
|
10.6K
$110K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.01K+ 141.27% |
$35.5K - $41.9K
|
6.85K
$71.1K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 11.49% |
$21.1K - $24.8K
|
23.1K
$240K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$190K - $212K
|
20.8K
$216K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$98.3K - $109K
|
10.8K
$112K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.23KNew |
$11.2K - $12.5K
|
1.23K
$12.7K
|
|
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
$669K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$141K - $154K
|
14.4K
$149K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.04KNew |
$29K - $34.3K
|
3.04K
$31.6K
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
2.84K+ 2.72% |
$27.1K - $32K
|
107K
$1.11M
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7KNew |
$109K - $124K
|
10.7K
$111K
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 78.04% |
$36.8K - $45K
|
7.41K
$76.9K
|
|
Q4 2020 | |||||||
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.33KNew |
$17.4K - $18.2K
|
1.33K
$13.8K
|
|
Q4 2019 | |||||||
Feb 10, 2020
Q4 2019
|
Camden Capital, LLC
|
BUY
|
- |
33.6KNew |
$436K - $458K
|
33.6K
$349K
|
|
Feb 10, 2020
Q4 2019
|
Camden Capital, LLC
|
BUY
|
PUT |
1.4KNew |
$18.2K - $19.1K
|
1.4K
$14.5K
|