Latest Institutional Purchases of Eaton Vance California Municipal Bond Fund (EVM)
This list provides information on the latest institutional transactions involving Eaton Vance California Municipal Bond Fund (EVM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.3K+ 153.78% |
$364K - $374K
|
63.2K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8KNew |
$274K - $282K
|
28.8K
$269K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.2KNew |
$269K - $276K
|
28.2K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.6KNew |
$243K - $250K
|
25.6K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25.2KNew |
$240K - $246K
|
25.2K
$235K
|
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.8K+ 2.52% |
$188K - $193K
|
806K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.2K+ 30.06% |
$145K - $149K
|
65.9K
$615K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.4K+ 9.8% |
$137K - $140K
|
161K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.7KNew |
$102K - $104K
|
10.7K
$99.7K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.3KNew |
$98.1K - $101K
|
10.3K
$96.4K
|
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
10.2K+ 5.2% |
$96.7K - $99.3K
|
206K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.15K+ 4.85% |
$68K - $69.9K
|
155K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.98K+ 13.27% |
$56.9K - $58.4K
|
51K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.86K+ 7.8% |
$36.7K - $37.7K
|
53.4K
$498K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
134+ 1.32% |
$1.27K - $1.31K
|
10.3K
$96.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34+ 0.19% |
$323 - $332
|
18.3K
$171K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 1.25% |
$171 - $176
|
1.46K
$13.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14+ 0.12% |
$133 - $137
|
12.1K
$113K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
169K+ 5.87% |
$1.54M - $1.63M
|
3.06M
$28.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
87.2KNew |
$794K - $836K
|
87.2K
$814K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10K+ 100.0% |
$91.1K - $95.9K
|
20K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.69K+ 11.34% |
$79.2K - $83.4K
|
85.3K
$797K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
325K+ 139.01% |
$2.95M - $3.11M
|
559K
$5.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
187+ 0.44% |
$1.7K - $1.79K
|
42.4K
$396K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
641K+ 25.94% |
$4.92M - $5.88M
|
3.11M
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$84.4K - $101K
|
11K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$19.2K - $22.9K
|
2.5K
$23.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 66.67% |
$15.3 - $18.3
|
5
$46.7
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
408KNew |
$3.31M - $3.71M
|
408K
$3.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.1KNew |
$122K - $137K
|
15.1K
$141K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.71K+ 77.06% |
$62.6K - $70K
|
17.7K
$165K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.5KNew |
$204K - $220K
|
23.5K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 18.89% |
$18.1K - $19.5K
|
13.1K
$123K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
400+ 0.61% |
$3.47K - $3.73K
|
65.8K
$614K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
86.2KNew |
$697K - $773K
|
86.2K
$805K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30KNew |
$243K - $269K
|
30K
$281K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.6KNew |
$151K - $167K
|
18.6K
$174K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
14.1KNew |
$114K - $127K
|
14.1K
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$93.7K - $104K
|
11.6K
$108K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.77KNew |
$22.4K - $24.8K
|
2.77K
$25.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.19K+ 178.92% |
$9.6K - $10.7K
|
1.85K
$17.3K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35KNew |
$294K - $343K
|
35K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.2KNew |
$85.4K - $99.7K
|
10.2K
$95.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
3.33KNew |
$28K - $32.6K
|
3.33K
$31.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.08KNew |
$9.06K - $10.6K
|
1.08K
$10.1K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.18KNew |
$45K - $51.8K
|
5.18K
$48.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.15K+ 10.95% |
$10K - $11.5K
|
11.7K
$109K
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
20KNew |
$196K - $233K
|
20K
$187K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$147K - $175K
|
15K
$140K
|
|