EATON VANCE CALIF MUN INCOM (CEV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
32
Reporting holders
$10.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.4M | 134,772 | 0.00% | 14q | HELD |
| MORGAN STANLEY | $1.4M | 134,122 | 0.00% | 35q | +13.6%+$168.7K |
| Rockefeller Capital Management L.P. | $1.3M | 120,426 | 0.00% | 4q | HELD |
| GUGGENHEIM CAPITAL LLC | $885.6K | 84,183 | 0.01% | 31q | -50.1%-$888.3K |
| WESCAP Management Group, Inc. | $692.6K | 65,838 | 0.13% | 5q | +31.1%+$164.3K |
| Cypress Wealth Services, LLC | $667.8K | 63,476 | 0.08% | 5q | +7.4%+$46.3K |
| RAYMOND JAMES FINANCIAL INC | $594.5K | 56,516 | 0.00% | 7q | -6.1%-$38.4K |
| Atala Financial Inc | $553.2K | 52,582 | 0.34% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $515.8K | 49,029 | 0.00% | 31q | -51.2%-$540.5K |
| UBS Group AG | $432.5K | 41,111 | 0.00% | 31q | +0.6%+$2.6K |
| Wealthspire Advisors, LLC | $254.5K | 24,196 | 0.00% | 14q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $231.7K | 22,021 | 0.01% | 3q | -6.8%-$16.9K |
| MELFA WEALTH MANAGEMENT, INC. | $217.5K | 20,679 | 0.12% | 15q | HELD |
| Plancorp, LLC | $211.4K | 20,000 | 0.01% | 6q | HELD |
| FIRST AMERICAN TRUST, FSB | $210.4K | 20,000 | 0.01% | 24q | HELD |
| Whipplewood Advisors, LLC | $197.0K | 18,727 | 0.13% | 7q | +4.4%+$8.3K |
| Mariner, LLC | $191.6K | 18,212 | 0.00% | 11q | HELD |
| Vanguard Capital Wealth Advisors | $168.3K | 16,000 | 0.11% | 2q | -5.9%-$10.5K |
| MATHER GROUP, LLC. | $127.5K | 12,119 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $122.0K | 11,589 | 0.00% | 31q | +2.6%+$3.1K |
| CITADEL ADVISORS LLC | $107.1K | 10,178 | 0.00% | new | NEW |
| Pasadena Private Wealth, LLC | $105.2K | 10,000 | 0.01% | 3q | HELD |
| US BANCORP \DE\ | $78.4K | 7,457 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $42.1K | 4,000 | 0.00% | 26q | +100.0%+$21.0K |
| WHITTIER TRUST CO | $29.9K | 2,840 | 0.00% | 22q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $24.9K | 2,370 | 0.00% | 15q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $16.1K | 1,528 | 0.00% | 11q | HELD |
| Noble Wealth Management PBC | $13.7K | 1,300 | 0.01% | 6q | -43.5%-$10.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $10.7K | 1,015 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $10.5K | 1,000 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $7.4K | 703 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $6.3K | 600 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $692 | 65,750 | 0.02% | 4q | +25.2% |
| Stonebridge Financial Group, LLC/CA | $278 | 26,500 | 0.04% | new | FIRST |
| HRT FINANCIAL LP | $142 | 13,546 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 32 | $10.8M | 1,028,589 | 3 | 7 | 6 | 0.0% |
| Q1 2026 | 32 | $12.3M | 1,225,460 | 4 | 8 | 8 | 0.0% |
| Q4 2025 | 32 | $12.5M | 1,244,202 | 3 | 9 | 7 | 0.0% |
| Q3 2025 | 34 | $15.4M | 1,531,967 | 4 | 7 | 10 | 0.0% |
| Q2 2025 | 33 | $16.9M | 1,743,120 | 4 | 4 | 11 | 0.0% |
| Q1 2025 | 31 | $17.7M | 1,842,754 | 2 | 9 | 5 | 0.0% |
| Q4 2024 | 31 | $17.7M | 1,765,918 | 2 | 4 | 10 | 0.0% |
| Q3 2024 | 28 | $21.5M | 1,979,118 | 2 | 7 | 10 | 0.0% |
| Q2 2024 | 28 | $23.2M | 2,134,454 | 2 | 9 | 6 | 0.0% |
| Q1 2024 | 26 | $23.7M | 2,234,450 | 2 | 8 | 6 | 0.0% |
| Q4 2023 | 27 | $23.0M | 2,220,249 | 3 | 11 | 7 | 0.0% |
| Q3 2023 | 27 | $19.2M | 2,093,983 | 5 | 8 | 8 | 0.0% |
| Q2 2023 | 21 | $17.1M | 1,707,786 | 1 | 7 | 8 | 0.0% |
| Q1 2023 | 23 | $16.5M | 1,612,972 | 3 | 6 | 9 | 0.0% |
| Q4 2022 | 20 | $14.9M | 1,597,368 | 5 | 6 | 6 | 0.0% |
| Q3 2022 | 21 | $12.3M | 1,282,430 | 2 | 7 | 7 | 0.0% |
| Q2 2022 | 20 | $13.2M | 1,239,874 | 1 | 11 | 5 | 0.0% |
| Q1 2022 | 25 | $13.5M | 1,178,608 | 5 | 10 | 5 | 0.0% |
| Q4 2021 | 23 | $13.5M | 1,000,490 | 3 | 2 | 9 | 0.0% |
| Q3 2021 | 25 | $16.2M | 1,189,712 | 1 | 7 | 10 | 0.0% |
| Q2 2021 | 26 | $20.1M | 1,440,919 | 3 | 5 | 9 | 0.0% |
| Q1 2021 | 25 | $19.3M | 1,455,406 | 4 | 6 | 9 | 0.0% |
| Q4 2020 | 22 | $18.3M | 1,337,418 | 3 | 3 | 6 | 0.0% |
| Q3 2020 | 20 | $20.6M | 1,551,525 | 2 | 3 | 9 | 0.0% |
| Q2 2020 | 18 | $22.0M | 1,666,391 | 0 | 4 | 7 | 0.0% |
| Q1 2020 | 20 | $23.7M | 1,781,683 | 1 | 7 | 5 | 0.0% |
| Q4 2019 | 24 | $24.2M | 1,795,192 | 1 | 9 | 7 | 0.1% |
| Q3 2019 | 26 | $27.4M | 2,038,258 | 5 | 9 | 7 | 0.0% |
| Q2 2019 | 28 | $28.7M | 2,314,800 | 4 | 11 | 8 | 0.0% |
| Q1 2019 | 26 | $30.6M | 2,539,970 | 2 | 7 | 10 | 0.0% |
| Q4 2018 | 27 | $26.1M | 2,356,476 | 0 | 1 | 1 | 0.0% |