Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
356KNew |
$4.12M - $4.28M
|
356K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.7K+ 14.1% |
$646K - $670K
|
451K
$4.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
33.2K+ 12.6% |
$385K - $400K
|
297K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.8K+ 12.33% |
$368K - $382K
|
289K
$2.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
27.8KNew |
$322K - $335K
|
27.8K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20KNew |
$232K - $240K
|
20K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$190K - $197K
|
16.4K
$155K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.56K+ 3.35% |
$87.6K - $91K
|
233K
$2.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.3K+ 11.28% |
$73.1K - $75.8K
|
62.2K
$586K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.51K+ 15.01% |
$63.9K - $66.3K
|
42.2K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.68KNew |
$31K - $32.2K
|
2.68K
$25.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.35KNew |
$27.3K - $28.3K
|
2.35K
$22.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.47K+ 10.32% |
$17.1K - $17.7K
|
15.8K
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.45KNew |
$16.8K - $17.4K
|
1.45K
$13.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$2.32K - $2.41K
|
200
$1.89K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
128+ 0.1% |
$1.48K - $1.54K
|
126K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63- 0.06% |
$730 - $758
|
98.2K
$926K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.39KClosed |
$16.2K - $16.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.51K- 7.4% |
$17.5K - $18.2K
|
18.9K
$179K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.44K- 1.91% |
$28.2K - $29.3K
|
125K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.5K- 14.85% |
$98.5K - $102K
|
48.7K
$460K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11KClosed |
$127K - $132K
|
0
$0
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-11.1K- 39.18% |
$128K - $133K
|
17.2K
$162K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$144K - $149K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3KClosed |
$154K - $160K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$154K - $160K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-14.6K- 8.1% |
$169K - $175K
|
165K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.5K- 30.74% |
$180K - $186K
|
34.9K
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-29.4K- 57.9% |
$341K - $354K
|
21.4K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-55.2K- 8.32% |
$640K - $664K
|
608K
$5.74M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-80.6K- 87.01% |
$934K - $969K
|
12K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-130KClosed |
$1.51M - $1.57M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-364K- 41.91% |
$4.22M - $4.38M
|
505K
$4.76M
|