Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
318K+ 49.29% |
$2.81M - $3.32M
|
962K
$9.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
245K+ 343.92% |
$2.17M - $2.55M
|
316K
$3.17M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
64.3KNew |
$570K - $672K
|
64.3K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
29K+ 22.11% |
$257K - $303K
|
160K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.2KNew |
$161K - $190K
|
18.2K
$183K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.8K+ 17.76% |
$113K - $133K
|
84.7K
$851K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7KNew |
$113K - $133K
|
12.7K
$128K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 13.65% |
$108K - $127K
|
101K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$95.6K - $113K
|
10.8K
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.6KNew |
$93.6K - $110K
|
10.6K
$106K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10K+ 50.0% |
$88.6K - $104K
|
30K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.87K+ 178.95% |
$78.6K - $92.6K
|
13.8K
$139K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.01K+ 141.27% |
$35.5K - $41.9K
|
6.85K
$68.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.8K+ 19.5% |
$33.7K - $39.7K
|
23.3K
$234K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 11.49% |
$21.1K - $24.8K
|
23.1K
$232K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38KNew |
$21.1K - $24.8K
|
2.38K
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.29K+ 2.31% |
$20.3K - $23.9K
|
101K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
104+ 0.51% |
$921 - $1.09K
|
20.6K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.28K- 34.97% |
$11.3K - $13.4K
|
2.38K
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 5.8% |
$12.6K - $14.8K
|
23K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.44K- 7.01% |
$12.8K - $15.1K
|
19.2K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 3.44% |
$17.7K - $20.9K
|
56.1K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.53K- 4.95% |
$22.4K - $26.4K
|
48.6K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-35.6K- 18.27% |
$315K - $371K
|
159K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-40.9K- 28.92% |
$362K - $427K
|
101K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-151K- 82.39% |
$1.34M - $1.57M
|
32.3K
$324K
|