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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73.2K+ 435.55% |
$727K - $760K
|
90K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
35.8K+ 59.78% |
$355K - $372K
|
95.6K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
20KNew |
$199K - $208K
|
20K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
17.9K+ 41.1% |
$177K - $186K
|
61.3K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 35.97% |
$130K - $136K
|
49.4K
$484K
|
|
|
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 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
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.13K+ 5.07% |
$41K - $42.9K
|
85.4K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.18K+ 8.9% |
$31.5K - $33K
|
38.8K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63K+ 2.9% |
$16.2K - $16.9K
|
57.9K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36+ 0.08% |
$357 - $374
|
48K
$469K
|
|
|
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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$150K - $164K
|
15K
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.81K+ 68.13% |
$98.1K - $107K
|
24.2K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.14KNew |
$31.4K - $34.2K
|
3.14K
$30.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
300New |
$3K - $3.27K
|
300
$2.93K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.1KNew |
$336K - $349K
|
31.1K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23.5K+ 73.76% |
$254K - $264K
|
55.5K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221New |
$2.38K - $2.48K
|
221
$2.16K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$120K - $129K
|
11.7K
$115K
|
|
|
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
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
122+ 0.59% |
$1.25K - $1.33K
|
20.7K
$202K
|
|
| Q4 2023 | |||||||
|
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
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38KNew |
$21.1K - $24.8K
|
2.38K
$23.3K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$190K - $212K
|
20.8K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$98.3K - $109K
|
10.8K
$105K
|
|
| 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
|
|
| 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
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7KNew |
$109K - $124K
|
10.7K
$105K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 78.04% |
$36.8K - $45K
|
7.41K
$72.5K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.33KNew |
$17.4K - $18.2K
|
1.33K
$13K
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Camden Capital, LLC
|
BUY
|
- |
33.6KNew |
$436K - $458K
|
33.6K
$329K
|
|
|
Feb 10, 2020
Q4 2019
|
Camden Capital, LLC
|
BUY
|
PUT |
1.4KNew |
$18.2K - $19.1K
|
1.4K
$13.7K
|
|