Institutional Ownership Eaton Vance California Municipal Bond Fund (EVM)
This table provides information about the institutional ownership of Eaton Vance California Municipal Bond Fund (EVM). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
49,743
shares
|
$432,764
0.0% of portfolio
|
Q4 2024
Added 76.13%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
44,616
shares
|
$388,159
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
42,446
shares
|
$369,280
0.24% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
40,657
shares
|
$353,715
0.08% of portfolio
|
Q4 2024
Added 211.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
38,340
shares
|
$333,558
0.0% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
36,890
shares
|
$320,943
0.0% of portfolio
|
Q1 2025
Added 70.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
28,615
shares
|
$248,950
0.0% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
20,498
shares
|
$178,332
0.0% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
20,000
shares
|
$174,000
0.18% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
18,951
shares
|
$164,873
0.0% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,706
shares
|
$154,042
0.0% of portfolio
|
Q3 2023
Added 77.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,152
shares
|
$131,822
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
11,605
shares
|
$100,963
0.04% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
10,745
shares
|
$93,481
0.02% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
10,679
shares
|
$92,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
10,658
shares
|
$92,724
0.07% of portfolio
|
Q3 2023
Reduced 18.82%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
10,352
shares
|
$90,062
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
10,333
shares
|
$89,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
10,318
shares
|
$89,766
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,459
shares
|
$56,193
0.01% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,333
shares
|
$28,997
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,770
shares
|
$24,098
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,301
shares
|
$20,018
0.0% of portfolio
|
Q4 2023
Reduced 36.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,495
shares
|
$13,006
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
360
shares
|
$3,131
0.0% of portfolio
|
Q4 2024
New holding
|