Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
258KNew |
$3.05M - $3.17M
|
258K
$2.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
167K+ 72.98% |
$1.97M - $2.05M
|
395K
$3.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
41.3K+ 6.63% |
$488K - $508K
|
663K
$6.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
30.1K+ 20.05% |
$356K - $370K
|
180K
$1.68M
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
28.2KNew |
$334K - $347K
|
28.2K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
21.7K+ 10.67% |
$257K - $267K
|
226K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 36.81% |
$178K - $185K
|
55.9K
$522K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 42.19% |
$177K - $184K
|
50.4K
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$147K - $153K
|
12.4K
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
11.1K+ 9.71% |
$132K - $137K
|
126K
$1.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.53K+ 208.48% |
$101K - $105K
|
12.6K
$118K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.78KNew |
$56.5K - $58.7K
|
4.78K
$44.6K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.59K+ 28.92% |
$54.3K - $56.4K
|
20.4K
$191K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
411+ 2.96% |
$4.86K - $5.06K
|
14.3K
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
280+ 0.49% |
$3.31K - $3.44K
|
57.2K
$535K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59+ 0.45% |
$698 - $726
|
13.3K
$124K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-856- 0.65% |
$10.1K - $10.5K
|
130K
$1.22M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-2KClosed |
$23.7K - $24.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.59K- 22.43% |
$54.3K - $56.4K
|
15.9K
$148K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.91K- 5.99% |
$69.9K - $72.6K
|
92.6K
$865K
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.64K- 2.81% |
$90.4K - $94K
|
264K
$2.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.9K- 22.66% |
$176K - $183K
|
50.8K
$475K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$193K - $200K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-16.6K- 9.46% |
$196K - $204K
|
159K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-18.3K- 2.48% |
$217K - $225K
|
721K
$6.73M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.2KClosed |
$250K - $260K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-23.4K- 15.51% |
$277K - $288K
|
127K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.7K- 28.76% |
$470K - $488K
|
98.3K
$918K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-110K- 74.96% |
$1.3M - $1.35M
|
36.7K
$343K
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-809K- 48.19% |
$9.56M - $9.94M
|
869K
$8.12M
|