Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.3K+ 153.78% |
$364K - $374K
|
63.2K
$590K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8KNew |
$274K - $282K
|
28.8K
$269K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.2KNew |
$269K - $276K
|
28.2K
$264K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.6KNew |
$243K - $250K
|
25.6K
$239K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25.2KNew |
$240K - $246K
|
25.2K
$235K
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.8K+ 2.52% |
$188K - $193K
|
806K
$7.53M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.2K+ 30.06% |
$145K - $149K
|
65.9K
$615K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.4K+ 9.8% |
$137K - $140K
|
161K
$1.5M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.7KNew |
$102K - $104K
|
10.7K
$99.7K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.3KNew |
$98.1K - $101K
|
10.3K
$96.4K
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
10.2K+ 5.2% |
$96.7K - $99.3K
|
206K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.15K+ 4.85% |
$68K - $69.9K
|
155K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.98K+ 13.27% |
$56.9K - $58.4K
|
51K
$477K
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.86K+ 7.8% |
$36.7K - $37.7K
|
53.4K
$498K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
134+ 1.32% |
$1.27K - $1.31K
|
10.3K
$96.3K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34+ 0.19% |
$323 - $332
|
18.3K
$171K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 1.25% |
$171 - $176
|
1.46K
$13.6K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14+ 0.12% |
$133 - $137
|
12.1K
$113K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-400- 24.43% |
$3.8K - $3.91K
|
1.24K
$11.6K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-547- 1.14% |
$5.2K - $5.34K
|
47.4K
$443K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.73K- 8.87% |
$16.5K - $16.9K
|
17.8K
$166K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 71.43% |
$19K - $19.5K
|
800
$7.47K
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2K- 15.38% |
$19K - $19.5K
|
11K
$103K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.93K- 3.15% |
$27.9K - $28.6K
|
90K
$841K
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-3.4K- 2.66% |
$32.3K - $33.2K
|
125K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.58K- 10.76% |
$34.1K - $35K
|
29.7K
$277K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.25K- 2.36% |
$49.9K - $51.3K
|
217K
$2.03M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.48K- 1.67% |
$71.1K - $73.1K
|
441K
$4.12M
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-10.5K- 22.19% |
$99.9K - $103K
|
36.8K
$344K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11.4K- 20.35% |
$108K - $111K
|
44.6K
$416K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-13.1K- 50.04% |
$124K - $128K
|
13.1K
$122K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-26.7K- 4.66% |
$254K - $261K
|
546K
$5.1M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-28K- 15.95% |
$266K - $274K
|
148K
$1.38M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29.9K- 8.93% |
$285K - $292K
|
305K
$2.85M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-31.9K- 58.94% |
$304K - $312K
|
22.2K
$208K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-33.4K- 43.83% |
$318K - $327K
|
42.9K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-49.3K- 14.09% |
$468K - $481K
|
300K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-93K- 10.57% |
$884K - $908K
|
786K
$7.34M
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-118K- 64.41% |
$1.12M - $1.15M
|
65.2K
$609K
|