Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9K+ 100.0% |
$89.4K - $93.5K
|
18K
$176K
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-158- 0.3% |
$1.57K - $1.64K
|
53.3K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.39K- 12.9% |
$23.7K - $24.8K
|
16.1K
$158K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.76K- 40.21% |
$27.4K - $28.6K
|
4.1K
$40.1K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.58K- 2.69% |
$45.4K - $47.6K
|
166K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.4K- 78.72% |
$73.5K - $76.9K
|
2K
$19.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9K- 50.0% |
$89.4K - $93.5K
|
9K
$88K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.07K- 5.27% |
$90.1K - $94.3K
|
163K
$1.59M
|