Purchases and Sales Made in Q1 2024 in Eaton Vance California Municipal Bond Fund (EVM)
This table provides information about the institutional ownership of Eaton Vance California Municipal Bond Fund (EVM) during Q1 2024. The information is specifically focused on institutions that hold shares of EATON VANCE CALIFORNIA MUNICIPAL BOND FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
325K+ 139.01% |
$2.95M - $3.11M
|
559K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
237K+ 8.93% |
$2.15M - $2.27M
|
2.89M
$27M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
58.8K+ 11.35% |
$534K - $564K
|
577K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
49.8K+ 9.39% |
$452K - $477K
|
580K
$5.41M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48K+ 48.14% |
$436K - $460K
|
148K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
46.5K+ 7.66% |
$422K - $446K
|
654K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.1K+ 54.59% |
$246K - $259K
|
76.7K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.8KNew |
$207K - $219K
|
22.8K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
15.1K+ 137.59% |
$137K - $145K
|
26.1K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$91.3K - $96.3K
|
10.1K
$93.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10KNew |
$90.8K - $95.8K
|
10K
$93.4K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.4K+ 4.53% |
$76.3K - $80.5K
|
194K
$1.81M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.4K+ 4.53% |
$76.3K - $80.5K
|
194K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.37K+ 9.31% |
$39.7K - $41.9K
|
51.3K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
533+ 2.81% |
$4.84K - $5.11K
|
19.5K
$182K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
187+ 0.44% |
$1.7K - $1.79K
|
42.4K
$396K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
41+ 0.34% |
$372 - $393
|
12.1K
$113K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
40+ 0.07% |
$363 - $383
|
57.4K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
23+ 0.04% |
$209 - $220
|
55.9K
$522K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 1.21% |
$154 - $163
|
1.42K
$13.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-400- 0.31% |
$3.63K - $3.83K
|
127K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-941- 19.08% |
$8.54K - $9.01K
|
3.99K
$37.3K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.24K- 7.03% |
$11.3K - $11.9K
|
16.4K
$153K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.34K- 2.35% |
$12.1K - $12.8K
|
55.4K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.57K- 24.62% |
$14.2K - $15K
|
4.8K
$44.8K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.87K- 10.7% |
$44.2K - $46.6K
|
40.6K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5K- 41.67% |
$45.4K - $47.9K
|
7K
$65.4K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.7K- 14.71% |
$124K - $131K
|
79.4K
$742K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 17.93% |
$192K - $202K
|
96.7K
$903K
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-22.3K- 11.29% |
$203K - $214K
|
176K
$1.64M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.3K- 12.73% |
$257K - $271K
|
194K
$1.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29.6K- 7.21% |
$268K - $283K
|
381K
$3.55M
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-31.7K- 11.71% |
$288K - $304K
|
239K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-34.9K- 77.47% |
$317K - $335K
|
10.2K
$94.9K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.8K- 21.29% |
$361K - $381K
|
147K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-49.4K- 28.83% |
$448K - $473K
|
122K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-82.3K- 15.91% |
$747K - $788K
|
435K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-85.9K- 77.61% |
$780K - $823K
|
24.8K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-152K- 31.72% |
$1.38M - $1.45M
|
326K
$3.05M
|