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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
151+ 1.43% |
$1.3K - $1.43K
|
10.7K
$93.5K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
244K+ 7.41% |
$2.26M - $2.31M
|
3.54M
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
209K+ 64.28% |
$1.93M - $1.98M
|
534K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
185K+ 4.82% |
$1.71M - $1.75M
|
4.02M
$35M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
99.3KNew |
$919K - $941K
|
99.3K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
54.1K+ 12.39% |
$501K - $512K
|
490K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 22.1% |
$330K - $338K
|
197K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 70.63% |
$141K - $145K
|
36.9K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.9K+ 18.19% |
$54.6K - $55.9K
|
38.3K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.53K+ 5.82% |
$51.2K - $52.4K
|
101K
$875K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 26.34% |
$36.6K - $37.5K
|
19K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.7K+ 15.17% |
$25K - $25.6K
|
20.5K
$178K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.3K+ 1.98% |
$21.3K - $21.8K
|
119K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.1K+ 2.89% |
$19.4K - $19.9K
|
74.7K
$650K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.1K+ 3.14% |
$19.4K - $19.9K
|
69K
$600K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
951+ 1.34% |
$8.81K - $9.02K
|
71.7K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
27+ 0.06% |
$250 - $256
|
44.6K
$388K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 1.29% |
$176 - $180
|
1.5K
$13K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
355K+ 174.72% |
$3.25M - $3.43M
|
559K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
27.6K+ 211.38% |
$252K - $267K
|
40.7K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.4K+ 95.29% |
$223K - $235K
|
50K
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5K+ 76.13% |
$197K - $208K
|
49.7K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.4KNew |
$159K - $168K
|
17.4K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
12.9KNew |
$118K - $125K
|
12.9K
$112K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
10.4KNew |
$94.6K - $100K
|
10.4K
$90.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$94.4K - $99.8K
|
10.3K
$89.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$91.4K - $96.6K
|
10K
$87K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
1KNew |
$9.14K - $9.66K
|
1K
$8.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
360New |
$3.29K - $3.48K
|
360
$3.13K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
100+ 0.66% |
$914 - $966
|
15.2K
$132K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8KNew |
$274K - $282K
|
28.8K
$251K
|
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.8K+ 2.52% |
$188K - $193K
|
806K
$7.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.7KNew |
$102K - $104K
|
10.7K
$92.9K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.3KNew |
$98.1K - $101K
|
10.3K
$89.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.86K+ 7.8% |
$36.7K - $37.7K
|
53.4K
$464K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
87.2KNew |
$794K - $836K
|
87.2K
$758K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10K+ 100.0% |
$91.1K - $95.9K
|
20K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.69K+ 11.34% |
$79.2K - $83.4K
|
85.3K
$743K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
187+ 0.44% |
$1.7K - $1.79K
|
42.4K
$369K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$84.4K - $101K
|
11K
$95.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$19.2K - $22.9K
|
2.5K
$21.8K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
212New |
$1.63K - $1.94K
|
212
$1.84K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 66.67% |
$15.3 - $18.3
|
5
$43.5
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
408KNew |
$3.31M - $3.71M
|
408K
$3.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.71K+ 77.06% |
$62.6K - $70K
|
17.7K
$154K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.5KNew |
$204K - $220K
|
23.5K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 18.89% |
$18.1K - $19.5K
|
13.1K
$114K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
400+ 0.61% |
$3.47K - $3.73K
|
65.8K
$572K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
86.2KNew |
$697K - $773K
|
86.2K
$750K
|
|