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 54 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
42,853
shares
|
$407,532
0.02% of portfolio
|
Q3 2024
Reduced 43.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
42,446
shares
|
$403,661
0.27% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
36,821
shares
|
$350,167
0.13% of portfolio
|
Q3 2024
Reduced 22.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
29,710
shares
|
$282,542
0.0% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,849
shares
|
$274,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
28,243
shares
|
$268,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
25,578
shares
|
$243,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
25,200
shares
|
$239,652
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
22,241
shares
|
$211,511
0.04% of portfolio
|
Q3 2024
Reduced 58.94%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
20,000
shares
|
$190,200
0.19% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,327
shares
|
$174,289
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
17,798
shares
|
$169,258
0.0% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,706
shares
|
$168,384
0.0% of portfolio
|
Q3 2023
Added 77.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,052
shares
|
$143,144
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
13,057
shares
|
$124,172
0.03% of portfolio
|
Q3 2024
Reduced 50.04%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
12,105
shares
|
$115,118
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$104,610
0.06% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
10,679
shares
|
$101,557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
10,658
shares
|
$101,357
0.07% of portfolio
|
Q3 2023
Reduced 18.82%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
10,318
shares
|
$98,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
10,315
shares
|
$98,095
0.03% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,333
shares
|
$31,696
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,770
shares
|
$26,342
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,301
shares
|
$21,882
0.0% of portfolio
|
Q4 2023
Reduced 36.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,456
shares
|
$13,846
0.0% of portfolio
|
Q3 2024
Added 1.25%
|