Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
521K+ 12.94% |
$4.48M - $4.94M
|
4.54M
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
345K+ 9.75% |
$2.97M - $3.27M
|
3.88M
$36.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 32.49% |
$331K - $366K
|
157K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.9K+ 16.64% |
$309K - $341K
|
252K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.5K+ 13.97% |
$236K - $261K
|
224K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.5KNew |
$151K - $166K
|
17.5K
$163K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 42.13% |
$134K - $147K
|
52.4K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$114K - $126K
|
13.3K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.2K+ 2.68% |
$113K - $125K
|
504K
$4.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
13.1KNew |
$113K - $125K
|
13.1K
$122K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.1KNew |
$104K - $115K
|
12.1K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.8KNew |
$101K - $112K
|
11.8K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.86K+ 10.56% |
$50.4K - $55.6K
|
61.3K
$570K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.8K+ 10.87% |
$49.9K - $55K
|
59.2K
$550K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25K+ 5.69% |
$36.6K - $40.3K
|
79K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.39K+ 8.35% |
$20.6K - $22.7K
|
31K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
151+ 1.43% |
$1.3K - $1.43K
|
10.7K
$99.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
28+ 0.06% |
$241 - $266
|
44.6K
$415K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 1.4% |
$181 - $199
|
1.52K
$14.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-206- 0.3% |
$1.77K - $1.95K
|
68.8K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-300- 1.46% |
$2.58K - $2.85K
|
20.2K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-321- 0.58% |
$2.76K - $3.05K
|
55.1K
$512K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-500- 4.13% |
$4.3K - $4.75K
|
11.6K
$108K
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-4.29K- 7.72% |
$36.9K - $40.7K
|
51.2K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.06K- 78.32% |
$43.5K - $48K
|
1.4K
$13K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.3K- 6.26% |
$54.2K - $59.8K
|
94.3K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.47K- 19.49% |
$64.3K - $70.9K
|
30.9K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-7.8K- 9.88% |
$67.1K - $74K
|
71.2K
$662K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-8.09K- 7.06% |
$69.6K - $76.8K
|
106K
$990K
|
|
|
Aug 18, 2025
Q2 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-26K- 29.83% |
$224K - $247K
|
61.2K
$569K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.9K- 11.15% |
$231K - $255K
|
214K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-29.6K- 6.83% |
$255K - $281K
|
404K
$3.76M
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-49K- 26.11% |
$421K - $465K
|
139K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-74K- 74.58% |
$637K - $703K
|
25.2K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-170K- 83.39% |
$1.46M - $1.61M
|
33.8K
$314K
|