Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
244K+ 7.41% |
$2.26M - $2.31M
|
3.54M
$31.6M
|
|
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
209K+ 64.28% |
$1.93M - $1.98M
|
534K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
185K+ 4.82% |
$1.71M - $1.75M
|
4.02M
$35.9M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
99.3KNew |
$919K - $941K
|
99.3K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
54.1K+ 12.39% |
$501K - $512K
|
490K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 22.1% |
$330K - $338K
|
197K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 70.63% |
$141K - $145K
|
36.9K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.9K+ 18.19% |
$54.6K - $55.9K
|
38.3K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.53K+ 5.82% |
$51.2K - $52.4K
|
101K
$899K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 26.34% |
$36.6K - $37.5K
|
19K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.7K+ 15.17% |
$25K - $25.6K
|
20.5K
$183K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.3K+ 1.98% |
$21.3K - $21.8K
|
119K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.1K+ 2.89% |
$19.4K - $19.9K
|
74.7K
$667K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.1K+ 3.14% |
$19.4K - $19.9K
|
69K
$616K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
951+ 1.34% |
$8.81K - $9.02K
|
71.7K
$640K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
140+ 1.34% |
$1.3K - $1.33K
|
10.6K
$94.6K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
27+ 0.06% |
$250 - $256
|
44.6K
$398K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 1.29% |
$176 - $180
|
1.5K
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-78- 0.14% |
$722 - $739
|
55.4K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.25K- 2.21% |
$11.6K - $11.9K
|
55.5K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.18K- 25.22% |
$20.2K - $20.6K
|
6.46K
$57.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.16K- 9.93% |
$29.2K - $29.9K
|
28.6K
$256K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.8K- 4.02% |
$44.4K - $45.5K
|
115K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-5.11K- 31.82% |
$47.3K - $48.5K
|
11K
$97.8K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.21K- 8.58% |
$48.2K - $49.4K
|
55.5K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.7K- 4.99% |
$117K - $120K
|
241K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-18K- 8.75% |
$167K - $171K
|
188K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-54.9K- 20.25% |
$508K - $520K
|
216K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-79.6K- 15.5% |
$737K - $754K
|
434K
$3.87M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-355K- 63.6% |
$3.29M - $3.37M
|
203K
$1.82M
|