Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
91.4K+ 143.17% |
$985K - $1.03M
|
155K
$1.55M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.1KNew |
$336K - $349K
|
31.1K
$312K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23.5K+ 73.76% |
$254K - $264K
|
55.5K
$556K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.8KNew |
$181K - $189K
|
16.8K
$169K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.1K+ 9.26% |
$174K - $181K
|
190K
$1.91M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 36.28% |
$169K - $176K
|
59K
$591K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.7K+ 30.44% |
$137K - $142K
|
54.4K
$545K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.33K+ 16.53% |
$46.6K - $48.5K
|
30.5K
$306K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
405+ 1.15% |
$4.37K - $4.54K
|
35.7K
$358K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221New |
$2.38K - $2.48K
|
221
$2.21K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-472- 0.53% |
$5.09K - $5.3K
|
88.8K
$890K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1K- 6.79% |
$10.8K - $11.2K
|
13.7K
$138K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-6.62K- 26.33% |
$71.3K - $74.2K
|
18.5K
$185K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.75K- 62.12% |
$83.6K - $87K
|
4.73K
$47.4K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.88K- 12.3% |
$84.9K - $88.4K
|
56.2K
$563K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.78K- 18.19% |
$94.7K - $98.5K
|
39.5K
$396K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.08K- 47.81% |
$97.9K - $102K
|
9.91K
$99.3K
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 12.54% |
$131K - $136K
|
84.6K
$847K
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-82.4K- 46.49% |
$888K - $925K
|
94.9K
$951K
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-179K- 18.65% |
$1.93M - $2.01M
|
783K
$7.84M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-310K- 79.0% |
$3.34M - $3.48M
|
82.3K
$825K
|