Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
225K+ 34.47% |
$2.05M - $2.16M
|
879K
$8.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
169K+ 5.87% |
$1.54M - $1.63M
|
3.06M
$28.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
87.2KNew |
$794K - $836K
|
87.2K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.3K+ 14.59% |
$258K - $271K
|
222K
$2.07M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.3K+ 14.59% |
$258K - $271K
|
222K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.8K+ 121.91% |
$253K - $267K
|
50.7K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 17.07% |
$123K - $130K
|
93K
$868K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10K+ 100.0% |
$91.1K - $95.9K
|
20K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.69K+ 11.34% |
$79.2K - $83.4K
|
85.3K
$797K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.5K+ 23.81% |
$22.8K - $24K
|
13K
$121K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 11.36% |
$17K - $17.9K
|
18.3K
$171K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$13.1K - $13.8K
|
1.44K
$13.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.13K+ 0.89% |
$10.3K - $10.8K
|
128K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
294+ 0.2% |
$2.68K - $2.82K
|
147K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
124+ 1.23% |
$1.13K - $1.19K
|
10.2K
$95.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
104+ 0.42% |
$947 - $997
|
24.9K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
41+ 0.34% |
$374 - $393
|
12.1K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16+ 0.03% |
$146 - $153
|
56K
$523K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-556- 0.97% |
$5.07K - $5.33K
|
56.9K
$531K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1K- 0.68% |
$9.13K - $9.61K
|
147K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.28K- 2.3% |
$11.6K - $12.2K
|
54.2K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 41.67% |
$18.2K - $19.2K
|
2.8K
$26.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.35K- 58.97% |
$21.4K - $22.6K
|
1.64K
$15.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.5K- 35.71% |
$22.8K - $24K
|
4.5K
$42K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.41K- 6.65% |
$31.1K - $32.7K
|
47.9K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.86K- 8.94% |
$44.3K - $46.6K
|
49.5K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.98K- 1.2% |
$63.6K - $66.9K
|
573K
$5.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.3K- 17.99% |
$66.5K - $70K
|
33.3K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-43.1KClosed |
$393K - $413K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-43.6K- 18.23% |
$397K - $418K
|
196K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-45.4K- 11.92% |
$413K - $435K
|
335K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-45.5K- 37.37% |
$415K - $437K
|
76.3K
$713K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-51.6K- 53.39% |
$470K - $495K
|
45.1K
$421K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-85.1K- 19.57% |
$775K - $816K
|
350K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-116K- 70.96% |
$1.05M - $1.11M
|
47.3K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-129K- 22.37% |
$1.18M - $1.24M
|
448K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-143K- 43.89% |
$1.3M - $1.37M
|
183K
$1.71M
|