Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
724K+ 23.26% |
$6.62M - $7M
|
3.84M
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
325KNew |
$2.97M - $3.14M
|
325K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
234K+ 7.64% |
$2.13M - $2.26M
|
3.29M
$30.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
104KNew |
$954K - $1.01M
|
104K
$979K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.9KNew |
$611K - $646K
|
66.9K
$627K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
45.5K+ 180.72% |
$416K - $440K
|
70.7K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 17.03% |
$338K - $357K
|
254K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
27.6K+ 211.38% |
$252K - $267K
|
40.7K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.4K+ 95.29% |
$223K - $235K
|
50K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5K+ 76.13% |
$197K - $208K
|
49.7K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.4KNew |
$159K - $168K
|
17.4K
$164K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$137K - $145K
|
15K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
12.9KNew |
$118K - $125K
|
12.9K
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
10.4KNew |
$94.6K - $100K
|
10.4K
$97.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$94.4K - $99.8K
|
10.3K
$96.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$91.4K - $96.6K
|
10K
$93.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.09K+ 17.08% |
$74K - $78.2K
|
55.5K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.4K+ 598.22% |
$67.6K - $71.5K
|
8.64K
$81K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.73K+ 10.21% |
$61.5K - $65K
|
72.6K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.59K+ 4.26% |
$60.2K - $63.6K
|
161K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.07K+ 5.63% |
$46.3K - $48.9K
|
95.1K
$892K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.29K+ 17.97% |
$30.1K - $31.8K
|
21.6K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.06K+ 6.93% |
$18.8K - $19.9K
|
31.8K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
1KNew |
$9.14K - $9.66K
|
1K
$9.38K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
360New |
$3.29K - $3.48K
|
360
$3.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
139+ 1.35% |
$1.27K - $1.34K
|
10.5K
$98.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
26+ 0.06% |
$238 - $251
|
44.6K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 1.37% |
$183 - $193
|
1.48K
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-131- 0.23% |
$1.2K - $1.27K
|
56.8K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.49K- 3.94% |
$22.7K - $24K
|
60.7K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.39K- 1.0% |
$40.1K - $42.4K
|
436K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-5.2K- 4.18% |
$47.5K - $50.2K
|
119K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6.17K- 27.75% |
$56.4K - $59.6K
|
16.1K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.6K- 36.44% |
$170K - $180K
|
32.4K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-32.4K- 5.94% |
$297K - $313K
|
513K
$4.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-34.5K- 11.29% |
$315K - $333K
|
271K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.7K- 27.75% |
$408K - $432K
|
116K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-68.6K- 46.48% |
$627K - $662K
|
79K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-203K- 67.66% |
$1.86M - $1.96M
|
97.1K
$911K
|