Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
60.1K+ 19.02% |
$616K - $655K
|
376K
$4.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
41.9K+ 49.53% |
$430K - $458K
|
127K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
31.5KNew |
$323K - $344K
|
31.5K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
19.9K+ 12.4% |
$204K - $217K
|
180K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
15KNew |
$154K - $164K
|
15K
$161K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 16.05% |
$147K - $156K
|
104K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.61K+ 41.69% |
$98.5K - $105K
|
32.6K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.1K+ 65.8% |
$72.7K - $77.4K
|
17.9K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.01K+ 31.36% |
$61.6K - $65.6K
|
25.2K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.14K+ 2.11% |
$22K - $23.4K
|
104K
$1.11M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.14K+ 2.11% |
$22K - $23.4K
|
104K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
122+ 0.59% |
$1.25K - $1.33K
|
20.7K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111+ 0.8% |
$1.14K - $1.21K
|
13.9K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$10.3 - $10.9
|
23.3K
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-320- 0.66% |
$3.28K - $3.49K
|
48.3K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-521- 1.62% |
$5.34K - $5.68K
|
31.7K
$340K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1K- 1.55% |
$10.3K - $10.9K
|
63.3K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 33.33% |
$103K - $109K
|
20K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-34.3K- 21.56% |
$352K - $374K
|
125K
$1.34M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.1K- 78.24% |
$514K - $547K
|
13.9K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-56.3K- 56.01% |
$577K - $614K
|
44.2K
$473K
|