Purchases and Sales Made in Q1 2023 in Eaton Vance California Municipal Income Trust (CEV)
This table provides information about the institutional ownership of Eaton Vance California Municipal Income Trust (CEV) during Q1 2023. The information is specifically focused on institutions that hold shares of EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
62.4K+ 13.45% |
$614K - $668K
|
526K
$5.6M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
55.9KNew |
$549K - $599K
|
55.9K
$594K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
51.9KNew |
$510K - $555K
|
51.9K
$551K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
30.7K+ 146.11% |
$302K - $329K
|
51.8K
$550K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3KNew |
$150K - $164K
|
15.3K
$163K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$141K - $154K
|
14.4K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8KNew |
$106K - $116K
|
10.8K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.5K+ 7.82% |
$93.4K - $102K
|
131K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.02K+ 5.28% |
$78.9K - $85.9K
|
160K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
778+ 0.7% |
$7.65K - $8.33K
|
112K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141New |
$1.39K - $1.51K
|
141
$1.5K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
116+ 0.19% |
$1.14K - $1.24K
|
61.4K
$652K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
103+ 0.51% |
$1.01K - $1.1K
|
20.2K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-155- 2.11% |
$1.52K - $1.66K
|
7.18K
$76.4K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-300- 5.71% |
$2.95K - $3.21K
|
4.96K
$52.7K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-960- 21.5% |
$9.44K - $10.3K
|
3.51K
$37.3K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.22K- 4.69% |
$12K - $13.1K
|
24.8K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.6K- 7.78% |
$15.7K - $17.1K
|
19K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4K- 6.71% |
$39.3K - $42.8K
|
55.6K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.86K- 3.53% |
$67.4K - $73.4K
|
187K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-14K- 30.54% |
$138K - $150K
|
31.9K
$340K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29.9K- 18.0% |
$294K - $321K
|
136K
$1.45M
|