EATON VANCE CALIF MUN BD FD (EVM)
Institutional ownership reported to the SEC as of Q3 2025, across 28 quarters.
53
Reporting holders
$124.9M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $43.1M | 4,544,380 | 1.18% | 12q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $38.8M | 4,084,175 | 0.79% | 11q | +5.2%+$1.9M |
| 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 |
| WEDBUSH SECURITIES INC | $144.0K | 15,125 | 0.00% | 2q | +24.7%+$28.6K |
| Virtu Financial LLC | $131.0K | 13,783 | 0.01% | new | NEW |
| 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 |
| 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 |
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 | 53 | $124.9M | 13,159,097 | 9 | 16 | 12 | 0.0% |
| Q2 2025 | 50 | $109.1M | 12,227,412 | 5 | 15 | 14 | 0.0% |
| Q1 2025 | 48 | $107.8M | 11,624,825 | 1 | 15 | 13 | 0.0% |
| Q4 2024 | 54 | $109.7M | 11,956,339 | 8 | 18 | 10 | 0.0% |
| Q3 2024 | 53 | $112.8M | 11,685,051 | 6 | 10 | 22 | 0.0% |
| Q2 2024 | 50 | $114.9M | 12,085,044 | 1 | 13 | 18 | 0.0% |
| Q1 2024 | 51 | $114.9M | 12,162,071 | 5 | 12 | 17 | 0.0% |
| Q4 2023 | 51 | $106.5M | 11,635,777 | 6 | 21 | 11 | 0.0% |
| Q3 2023 | 49 | $80.0M | 9,849,621 | 2 | 20 | 13 | 0.0% |
| Q2 2023 | 49 | $76.8M | 8,617,781 | 5 | 17 | 11 | 0.0% |
| Q1 2023 | 45 | $73.3M | 8,129,201 | 2 | 20 | 10 | 0.0% |
| Q4 2022 | 54 | $64.9M | 7,506,745 | 13 | 15 | 15 | 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% |