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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
521K+ 12.94% |
$4.48M - $4.94M
|
4.54M
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
345K+ 9.75% |
$2.97M - $3.27M
|
3.88M
$36.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 32.49% |
$331K - $366K
|
157K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.9K+ 16.64% |
$309K - $341K
|
252K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.5K+ 13.97% |
$236K - $261K
|
224K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.5KNew |
$151K - $166K
|
17.5K
$163K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 42.13% |
$134K - $147K
|
52.4K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$114K - $126K
|
13.3K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.2K+ 2.68% |
$113K - $125K
|
504K
$4.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
13.1KNew |
$113K - $125K
|
13.1K
$122K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.1KNew |
$104K - $115K
|
12.1K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.8KNew |
$101K - $112K
|
11.8K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.86K+ 10.56% |
$50.4K - $55.6K
|
61.3K
$570K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.8K+ 10.87% |
$49.9K - $55K
|
59.2K
$550K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25K+ 5.69% |
$36.6K - $40.3K
|
79K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.39K+ 8.35% |
$20.6K - $22.7K
|
31K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
151+ 1.43% |
$1.3K - $1.43K
|
10.7K
$99.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
28+ 0.06% |
$241 - $266
|
44.6K
$415K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 1.4% |
$181 - $199
|
1.52K
$14.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
209K+ 64.28% |
$1.93M - $1.98M
|
534K
$4.96M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 26.34% |
$36.6K - $37.5K
|
19K
$176K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
951+ 1.34% |
$8.81K - $9.02K
|
71.7K
$667K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
27.6K+ 211.38% |
$252K - $267K
|
40.7K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.4K+ 95.29% |
$223K - $235K
|
50K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5K+ 76.13% |
$197K - $208K
|
49.7K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.4KNew |
$159K - $168K
|
17.4K
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
10.4KNew |
$94.6K - $100K
|
10.4K
$96.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$94.4K - $99.8K
|
10.3K
$96.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$91.4K - $96.6K
|
10K
$93K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
1KNew |
$9.14K - $9.66K
|
1K
$9.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
360New |
$3.29K - $3.48K
|
360
$3.35K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
100+ 0.66% |
$914 - $966
|
15.2K
$141K
|
|
| Q3 2024 | |||||||
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.8K+ 2.52% |
$188K - $193K
|
806K
$7.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.7KNew |
$102K - $104K
|
10.7K
$99.3K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.3KNew |
$98.1K - $101K
|
10.3K
$96K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10K+ 100.0% |
$91.1K - $95.9K
|
20K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.69K+ 11.34% |
$79.2K - $83.4K
|
85.3K
$794K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
187+ 0.44% |
$1.7K - $1.79K
|
42.4K
$395K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$84.4K - $101K
|
11K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$19.2K - $22.9K
|
2.5K
$23.3K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
212New |
$1.63K - $1.94K
|
212
$1.97K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 66.67% |
$15.3 - $18.3
|
5
$46.5
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
408KNew |
$3.31M - $3.71M
|
408K
$3.79M
|
|
|
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
$219K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 18.89% |
$18.1K - $19.5K
|
13.1K
$122K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
400+ 0.61% |
$3.47K - $3.73K
|
65.8K
$612K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
86.2KNew |
$697K - $773K
|
86.2K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30KNew |
$243K - $269K
|
30K
$279K
|
|