CEV
Eaton Vance California Municipal Income Trust
1W: +3.9%
1M: -0.1%
3M: -1.1%
YTD: +4.2%
1Y: +4.6%
3Y: +26.7%
5Y: -7.7%
$10.38
+0.11 (+1.07%)
Weekly Expected Move ±3.2%
$10
$10
$10
$11
$11
Institutional Ownership — CEV
38
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
5
New Positions
9
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 134,772 | 1M | +254 | +0.2% | 14Q | SEC ↗ |
| 2 | MORGAN STANLEY | 134,122 | 1M | +16,036 | +13.6% | 60Q | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 120,426 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 4 | GUGGENHEIM CAPITAL LLC | 84,183 | 874K | -84,437 | -50.1% | 52Q | SEC ↗ |
| 5 | WESCAP Management Group, Inc. | 65,838 | 683K | +15,620 | +31.1% | 5Q | SEC ↗ |
| 6 | WEDBUSH SECURITIES INC | 65,750 | 682K | +13,253 | +25.2% | 4Q | SEC ↗ |
| 7 | Cypress Wealth Services, LLC | 63,476 | 659K | +4,398 | +7.4% | 5Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 56,516 | 587K | -3,646 | -6.1% | 7Q | SEC ↗ |
| 9 | Atala Financial Inc | 52,582 | 546K | — | +0.0% | 4Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 49,029 | 509K | -1,173 | -2.3% | 68Q | SEC ↗ |
| 11 | UBS Group AG | 41,111 | 427K | +248 | +0.6% | 47Q | SEC ↗ |
| 12 | Vivaldi Capital Management LP | 39,103 | 406K | +24 | +0.1% | 14Q | SEC ↗ |
| 13 | Stonebridge Financial Group, LLC/CA NEW | 26,500 | 275K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Wealthspire Advisors, LLC | 24,196 | 251K | — | +0.0% | 14Q | SEC ↗ |
| 15 | EVOLVE PRIVATE WEALTH, LLC | 22,021 | 229K | -1,606 | -6.8% | 3Q | SEC ↗ |
| 16 | MELFA WEALTH MANAGEMENT, INC. | 20,679 | 215K | — | +0.0% | 15Q | SEC ↗ |
| 17 | Plancorp, LLC | 20,000 | 208K | — | +0.0% | 6Q | SEC ↗ |
| 18 | FIRST AMERICAN TRUST, FSB | 20,000 | 208K | — | +0.0% | 24Q | SEC ↗ |
| 19 | Whipplewood Advisors, LLC | 18,727 | 194K | +785 | +4.4% | 7Q | SEC ↗ |
| 20 | Mariner, LLC | 18,212 | 189K | — | +0.0% | 11Q | SEC ↗ |
| 21 | Vanguard Capital Wealth Advisors | 16,000 | 166K | -1,000 | -5.9% | 2Q | SEC ↗ |
| 22 | HRT FINANCIAL LP NEW | 13,546 | 141K | — | +0.0% | 1Q | SEC ↗ |
| 23 | MATHER GROUP, LLC. | 12,119 | 126K | — | +0.0% | 2Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 11,589 | 120K | +291 | +2.6% | 67Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC NEW | 10,178 | 106K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Pasadena Private Wealth, LLC | 10,000 | 104K | — | +0.0% | 3Q | SEC ↗ |
| 27 | US BANCORP \DE | 7,457 | 77K | — | +0.0% | 4Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 4,000 | 42K | +2,000 | +100.0% | 26Q | SEC ↗ |
| 29 | WHITTIER TRUST CO | 2,840 | 29K | — | +0.0% | 22Q | SEC ↗ |
| 30 | HOLLENCREST CAPITAL MANAGEMENT | 2,370 | 25K | — | +0.0% | 15Q | SEC ↗ |
| 31 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 1,528 | 16K | — | +0.0% | 11Q | SEC ↗ |
| 32 | Noble Wealth Management PBC | 1,300 | 13K | -1,000 | -43.5% | 4Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,015 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 34 | WOLFF WIESE MAGANA LLC | 1,000 | 10K | — | +0.0% | 2Q | SEC ↗ |
| 35 | FIFTH THIRD BANCORP | 703 | 7K | — | +0.0% | 2Q | SEC ↗ |
| 36 | HIGHLINE WEALTH PARTNERS LLC NEW | 600 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Hennion & Walsh Asset Management, Inc. | 0 | 0K | -51,319 | -100.0% | 21Q | SEC ↗ |
| 38 | WOLVERINE ASSET MANAGEMENT LLC | 0 | 0K | -10,992 | -100.0% | 6Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 0 | 0K | -500 | -100.0% | 1Q | SEC ↗ |
| 40 | Advisors Asset Management, Inc. | 0 | 0K | -14,810 | -100.0% | 18Q | SEC ↗ |
| 41 | Concorde Asset Management, LLC | 0 | 0K | -10,000 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Stonebridge Financial Group, LLC/CA | 26,500 | 275K |
| HRT FINANCIAL LP | 13,546 | 141K |
| CITADEL ADVISORS LLC | 10,178 | 106K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,015 | 11K |
| HIGHLINE WEALTH PARTNERS LLC | 600 | 6K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hennion & Walsh Asset Management, I | 51,319 | 533K |
| Advisors Asset Management, Inc. | 14,810 | 154K |
| WOLVERINE ASSET MANAGEMENT LLC | 10,992 | 114K |
| Concorde Asset Management, LLC | 10,000 | 104K |
| BANK OF AMERICA CORP /DE | 500 | 5K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +16,036 | +13.6% | 134,122 |
| WESCAP Management Group, Inc. | +15,620 | +31.1% | 65,838 |
| WEDBUSH SECURITIES INC | +13,253 | +25.2% | 65,750 |
| Cypress Wealth Services, LLC | +4,398 | +7.4% | 63,476 |
| OSAIC HOLDINGS, INC. | +2,000 | +100.0% | 4,000 |
| Whipplewood Advisors, LLC | +785 | +4.4% | 18,727 |
| ROYAL BANK OF CANADA | +291 | +2.6% | 11,589 |
| LPL Financial LLC | +254 | +0.2% | 134,772 |
| UBS Group AG | +248 | +0.6% | 41,111 |
| Vivaldi Capital Management LP | +24 | +0.1% | 39,103 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | -84,437 | -50.1% | 84,183 |
| RAYMOND JAMES FINANCIAL INC | -3,646 | -6.1% | 56,516 |
| EVOLVE PRIVATE WEALTH, LLC | -1,606 | -6.8% | 22,021 |
| WELLS FARGO & COMPANY/MN | -1,173 | -2.3% | 49,029 |
| Noble Wealth Management PBC | -1,000 | -43.5% | 1,300 |
| Vanguard Capital Wealth Advisors | -1,000 | -5.9% | 16,000 |