Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.33M+ 99.99% |
$10.2M - $12.2M
|
2.65M
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
641K+ 25.94% |
$4.92M - $5.88M
|
3.11M
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
143K+ 30.77% |
$1.1M - $1.31M
|
607K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
114K+ 27.41% |
$874K - $1.05M
|
530K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
70.4K+ 17.28% |
$540K - $646K
|
478K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
58.8K+ 33.6% |
$451K - $539K
|
234K
$2.2M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
57.4KNew |
$440K - $526K
|
57.4K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
52.5K+ 11.3% |
$403K - $481K
|
517K
$4.88M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
48.4K+ 21.78% |
$372K - $444K
|
271K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
45.1KNew |
$346K - $414K
|
45.1K
$425K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
43.1KNew |
$331K - $395K
|
43.1K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.9K+ 45.54% |
$283K - $338K
|
118K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34.5K+ 7.13% |
$265K - $316K
|
519K
$4.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.7K+ 14.53% |
$182K - $217K
|
187K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
19.6K+ 13.7% |
$151K - $180K
|
163K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 38.85% |
$106K - $127K
|
49.6K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4K+ 97.81% |
$103K - $123K
|
27.1K
$255K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.7K+ 42.74% |
$97.1K - $116K
|
42.3K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$84.4K - $101K
|
11K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
11KNew |
$84.4K - $101K
|
11K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.47K+ 9.36% |
$72.7K - $86.9K
|
111K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.37K+ 24.93% |
$71.9K - $86K
|
47K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.93KNew |
$37.8K - $45.2K
|
4.93K
$46.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.71K+ 18.11% |
$20.8K - $24.8K
|
17.7K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$19.2K - $22.9K
|
2.5K
$23.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41K+ 1.44% |
$10.8K - $13K
|
99.7K
$940K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.01K+ 0.25% |
$7.76K - $9.28K
|
410K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
500+ 5.0% |
$3.84K - $4.59K
|
10.5K
$99K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3New |
$23 - $27.5
|
3
$28.3
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 66.67% |
$15.3 - $18.3
|
5
$47.2
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-34- 2.36% |
$261 - $312
|
1.4K
$13.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 36.98% |
$10.4K - $12.4K
|
2.3K
$21.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.73K- 30.02% |
$21K - $25.1K
|
6.37K
$60.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.6K- 3.49% |
$35.3K - $42.2K
|
127K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.73K- 96.43% |
$44K - $52.6K
|
212
$2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.08K- 13.97% |
$69.7K - $83.3K
|
55.9K
$527K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-11.5K- 16.86% |
$88.3K - $106K
|
56.8K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 40.16% |
$97.8K - $117K
|
19K
$179K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15.8K- 56.82% |
$121K - $145K
|
12K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-28.7K- 14.35% |
$220K - $263K
|
171K
$1.61M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.7K- 16.52% |
$281K - $336K
|
185K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-43.7K- 31.95% |
$335K - $401K
|
93.1K
$878K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-48K- 46.89% |
$368K - $440K
|
54.4K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-60.7K- 57.2% |
$466K - $557K
|
45.5K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145K- 43.84% |
$1.11M - $1.33M
|
185K
$1.75M
|