EATON VANCE CALIF MUN BD FD (EVM)
Institutional ownership reported to the SEC as of Q3 2025, across 28 quarters.
50
Reporting holders
$85.8M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $43.1M | 4,544,380 | 1.18% | 12q | HELD |
| ICON ADVISERS INC/CO | $6.9M | 731,215 | 1.52% | 4q | +37.0%+$1.9M |
| Advisors Asset Management, Inc. | $5.6M | 593,337 | 0.10% | 31q | +17.8%+$852.0K |
| Almitas Capital LLC | $4.0M | 416,932 | 0.46% | new | NEW |
| MORGAN STANLEY | $3.4M | 354,954 | 0.00% | 32q | +65.7%+$1.3M |
| GUGGENHEIM CAPITAL LLC | $3.4M | 354,858 | 0.02% | 28q | -12.2%-$469.0K |
| Hennion & Walsh Asset Management, Inc. | $2.2M | 232,392 | 0.08% | 19q | -7.8%-$185.4K |
| WELLS FARGO & COMPANY/MN | $1.9M | 201,699 | 0.00% | 28q | -10.1%-$214.1K |
| LPL Financial LLC | $1.7M | 174,712 | 0.00% | 28q | +11.2%+$166.4K |
| ROYAL BANK OF CANADA | $1.1M | 114,798 | 0.00% | 28q | +184.2%+$705.8K |
| MYECFO, LLC | $963.7K | 101,550 | 0.44% | 12q | -4.6%-$46.5K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $867.7K | 91,433 | 0.11% | 7q | -12.4%-$122.4K |
| Perennial Investment Advisors, LLC | $749.2K | 78,950 | 0.06% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $666.9K | 70,276 | 0.00% | 4q | +2.2%+$14.1K |
| Beverly Hills Private Wealth, LLC | $601.7K | 63,400 | 0.11% | new | NEW |
| AMERIPRISE FINANCIAL INC | $585.9K | 61,738 | 0.00% | 21q | +0.7%+$3.9K |
| CAMPBELL CAPITAL MANAGEMENT INC | $580.5K | 61,169 | 0.22% | 6q | HELD |
| 1607 Capital Partners, LLC | $573.4K | 60,420 | 0.04% | 28q | -15.1%-$101.9K |
| EVOKE WEALTH, LLC | $561.4K | 59,160 | 0.01% | 7q | HELD |
| Baird Financial Group, Inc. | $525.4K | 55,364 | 0.00% | 12q | +0.5%+$2.7K |
| ENVESTNET ASSET MANAGEMENT INC | $519.7K | 54,763 | 0.00% | 9q | +4.4%+$22.1K |
| CITADEL ADVISORS LLC | $471.8K | 49,718 | 0.00% | new | NEW |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $433.6K | 45,690 | 0.03% | 27q | -67.1%-$882.5K |
| Vivaldi Capital Management LP | $423.9K | 44,672 | 0.06% | 15q | HELD |
| Sanctuary Advisors, LLC | $421.4K | 44,830 | 0.00% | 6q | +69.1%+$172.2K |
| MELFA WEALTH MANAGEMENT, INC. | $402.8K | 42,446 | 0.24% | 12q | HELD |
| Peregrine Asset Advisers, Inc. | $400.2K | 42,166 | 0.12% | new | NEW |
| Quarry LP | $320.4K | 33,757 | 0.07% | 8q | -17.0%-$65.5K |
| STIFEL FINANCIAL CORP | $302.8K | 31,905 | 0.00% | 28q | +2.9%+$8.5K |
| BANK OF AMERICA CORP /DE/ | $271.4K | 28,602 | 0.00% | 28q | -7.3%-$21.5K |
| Karpus Management, Inc. | $196.5K | 20,710 | 0.01% | new | NEW |
| Vanguard Capital Wealth Advisors | $189.8K | 20,000 | 0.15% | 7q | HELD |
| HighTower Advisors, LLC | $179.8K | 18,951 | 0.00% | 4q | HELD |
| North Ground Capital | $167.2K | 17,623 | 0.10% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $144.9K | 15,152 | 0.00% | 9q | HELD |
| Bridgewealth Advisory Group, LLC | $126.3K | 13,306 | 0.03% | 2q | +1.2%+$1.5K |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | $111.6K | 11,755 | 0.01% | 2q | HELD |
| MKT Advisors LLC | $106.6K | 11,105 | 0.04% | 16q | -4.3%-$4.8K |
| UBS Group AG | $106.3K | 11,197 | 0.00% | 28q | -88.1%-$788.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $106.0K | 11,174 | 0.00% | 2q | -16.0%-$20.1K |
| Madrona Financial Services, LLC | $103.4K | 10,894 | 0.02% | 7q | +1.4%+$1.4K |
| ALETHEA CAPITAL MANAGEMENT, LLC | $101.1K | 10,658 | 0.06% | 28q | HELD |
| Wealthspire Advisors, LLC | $98.1K | 10,333 | 0.00% | 4q | HELD |
| One Capital Management, LLC | $97.9K | 10,318 | 0.00% | 5q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $38.8K | 4,084,175 | 0.79% | 11q | +5.2%+$1.9K |
| Advisory Services Network, LLC | $36.9K | 3,884 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $26.3K | 2,770 | 0.00% | 12q | HELD |
| Steward Partners Investment Advisory, LLC | $21.8K | 2,301 | 0.00% | 26q | HELD |
| ROTHSCHILD INVESTMENT LLC | $14.6K | 1,537 | 0.00% | 8q | +1.4% |
| HIGHLINE WEALTH PARTNERS LLC | $6.6K | 700 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $3.4K | 360 | 0.00% | 4q | HELD |
| WEDBUSH SECURITIES INC | $144 | 15,125 | 0.00% | 2q | +24.7% |
| Virtu Financial LLC | $131 | 13,783 | 0.01% | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 50 | $85.8M | 9,046,014 | 8 | 14 | 12 | 0.0% |
| Q2 2025 | 48 | $74.3M | 8,334,655 | 4 | 14 | 14 | 0.0% |
| Q1 2025 | 47 | $75.0M | 8,089,024 | 1 | 14 | 13 | 0.0% |
| Q4 2024 | 53 | $79.5M | 8,664,341 | 8 | 17 | 10 | 0.0% |
| Q3 2024 | 52 | $83.2M | 8,626,641 | 6 | 10 | 22 | 0.0% |
| Q2 2024 | 49 | $85.8M | 9,026,634 | 1 | 12 | 18 | 0.0% |
| Q1 2024 | 50 | $87.6M | 9,273,129 | 5 | 11 | 17 | 0.0% |
| Q4 2023 | 50 | $82.2M | 8,983,701 | 6 | 20 | 11 | 0.0% |
| Q3 2023 | 48 | $69.3M | 8,523,536 | 2 | 19 | 13 | 0.0% |
| Q2 2023 | 46 | $66.9M | 7,512,764 | 5 | 16 | 11 | 0.0% |
| Q1 2023 | 42 | $63.5M | 7,039,411 | 1 | 19 | 10 | 0.0% |
| Q4 2022 | 47 | $60.5M | 7,005,805 | 10 | 13 | 14 | 0.0% |
| Q3 2022 | 48 | $49.4M | 5,778,326 | 3 | 13 | 15 | 0.0% |
| Q2 2022 | 51 | $52.1M | 5,617,950 | 6 | 18 | 12 | 0.0% |
| Q1 2022 | 50 | $56.5M | 5,631,684 | 14 | 16 | 7 | 0.0% |
| Q4 2021 | 45 | $54.8M | 4,726,915 | 7 | 7 | 11 | 0.0% |
| Q3 2021 | 43 | $59.9M | 5,016,631 | 3 | 11 | 10 | 0.0% |
| Q2 2021 | 44 | $68.5M | 5,722,228 | 2 | 8 | 15 | 0.0% |
| Q1 2021 | 43 | $73.6M | 6,319,844 | 1 | 8 | 15 | 0.0% |
| Q4 2020 | 46 | $77.8M | 6,623,767 | 4 | 12 | 13 | 0.0% |
| Q3 2020 | 43 | $77.4M | 6,814,583 | 5 | 7 | 12 | 0.0% |
| Q2 2020 | 41 | $80.0M | 7,164,755 | 1 | 12 | 13 | 0.0% |
| Q1 2020 | 46 | $72.4M | 6,864,133 | 8 | 16 | 10 | 0.0% |
| Q4 2019 | 51 | $70.7M | 6,280,537 | 6 | 15 | 12 | 0.0% |
| Q3 2019 | 47 | $69.4M | 6,122,540 | 6 | 16 | 10 | 0.0% |
| Q2 2019 | 46 | $70.3M | 6,372,706 | 6 | 13 | 16 | 0.0% |
| Q1 2019 | 46 | $70.9M | 6,705,454 | 4 | 14 | 18 | 0.0% |
| Q4 2018 | 50 | $65.8M | 6,644,405 | 1 | 3 | 1 | 0.0% |