Vault-13

EATON VANCE CALIF MUN INCOM CEV

SH BEN INT · Closed-End Fund · CUSIP 27826F101

33 institutional holders -1 vs Q4 2024
1,854,4811.9m shares reported held*
$17.8mreported value*
2 new 11 added 5 reduced 3 sold out net sold ≈ $219.7k (+51.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.63.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 22Q4 22: 23Q1 23: 28Q2 23: 26Q3 23: 29Q4 23: 30Q1 24: 29Q2 24: 31Q3 24: 31Q4 24: 34Q1 25: 3333Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202222
Q4 202223
Q1 202328
Q2 202326
Q3 202329
Q4 202330
Q1 202429
Q2 202431
Q3 202431
Q4 202434
Q1 202533

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 23: 9 bought or addedQ2 23: 13 cut or sold outQ3 23: 16 bought or addedQ3 23: 10 cut or sold outQ3 23Q4 23: 16 bought or addedQ4 23: 11 cut or sold outQ1 24: 12 bought or addedQ1 24: 9 cut or sold outQ1 24Q2 24: 14 bought or addedQ2 24: 7 cut or sold outQ3 24: 9 bought or addedQ3 24: 14 cut or sold outQ3 24Q4 24: 7 bought or addedQ4 24: 16 cut or sold outQ1 25: 13 bought or addedQ1 25: 8 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023913
Q3 20231610
Q4 20231611
Q1 2024129
Q2 2024147
Q3 2024914
Q4 2024716
Q1 2025138

Biggest buyers

Whipplewood Advisors, LLC Added +73,190+73.2k
WOLVERINE ASSET MANAGEMENT LLC Added +35,757+35.8k
Plancorp, LLC New +20,000+20.0k
Almitas Capital LLC Added +17,865+17.9k
LPL Financial LLC Added +13,082+13.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +12,557+12.6k
WELLS FARGO & COMPANY/MN Added +7,345+7.3k
Logan Stone Capital, LLC Added +6,567+6.6k
MORGAN STANLEY Added +4,125+4.1k
UBS Group AG Added +3,175+3.2k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Sold out -79,028-79.0k
Sanctuary Advisors, LLC Sold out -31,126-31.1k
NOMURA HOLDINGS INC Sold out -15,000-15.0k
Hennion & Walsh Asset Management, Inc. Reduced -9,074-9.1k
GUGGENHEIM CAPITAL LLC Reduced -4,577-4.6k
WHITTIER TRUST CO Reduced -2,755-2.8k
NAPA WEALTH MANAGEMENT Reduced -2,385-2.4k
Advisors Asset Management, Inc. Reduced -158-158

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 0.18% of their portfolio NEW YORK, NY 638,737638.7k $6.4m $6.4m 0.18% Unchanged
2 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 165,767165.8k $1.7m $1.7m 0.02% Reduced -4.6k -4,577
3 Hennion & Walsh Asset Management, Inc. 0.07% of their portfolio Parsippany, NJ 162,971163.0k $1.6m $1.6m 0.07% Reduced -9.1k -9,074
4 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 95,56995.6k $957.6k $957.6k 0.02% Added +35.8k +35,757
5 Whipplewood Advisors, LLC 0.10% of their portfolio LITTLETON, CO 89,99490.0k $168.6k $168.6k 0.10% Added +73.2k +73,190
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 85,41985.4k $855.9k $855.9k 0.00% Added +4.1k +4,125
7 Logan Stone Capital, LLC 0.29% of their portfolio CHICAGO, IL 62,02562.0k $621.5k $621.5k 0.29% Added +6.6k +6,567
8 Almitas Capital LLC 0.20% of their portfolio SANTA MONICA, CA 61,33061.3k $614.5k $614.5k 0.20% Added +17.9k +17,865
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 57,93357.9k $581.0k $581.0k 0.00% Added +1.6k +1,630
10 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 53,27553.3k $533.8k $533.8k 0.01% Reduced -158 -158
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 49,44949.4k $495.5k $495.5k 0.00% Added +13.1k +13,082
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 47,97448.0k $480.7k $480.7k 0.00% Added +36 +36
13 DEBUSSY CAPITAL MANAGEMENT LP 0.06% of their portfolio CHICAGO, IL 39,55039.5k $396.3k $396.3k 0.06% Added +15 +15
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 38,84138.8k $389.2k $389.2k 0.00% Added +3.2k +3,175
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 38,54838.5k $386.3k $386.3k 0.00% Added +7.3k +7,345
16 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 24,19624.2k $242.4k $242.4k 0.00% Unchanged
17 MELFA WEALTH MANAGEMENT, INC. 0.14% of their portfolio WESTBOROUGH, MA 20,67920.7k $207.2k $207.2k 0.14% Unchanged
18 FIRST AMERICAN TRUST, FSB 0.02% of their portfolio SANTA ANA, CA 20,00020.0k $200.4k $200.4k 0.02% Unchanged
19 Plancorp, LLC 0.01% of their portfolio SAINT LOUIS, MO 20,00020.0k $200.4k $200.4k 0.01% New
20 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,21218.2k $182.5k $182.5k 0.00% Unchanged
21 NAPA WEALTH MANAGEMENT 0.09% of their portfolio Napa, CA 16,10816.1k $161.4k $161.4k 0.09% Reduced -2.4k -2,385
22 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 12,55712.6k $125.8k $125.8k 0.01% New
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,72711.7k $118.0k $118.0k 0.00% Unchanged
24 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 9,0009.0k $90.2k $90.2k 0.01% Unchanged
25 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 4,0974.1k $41.0k $41.0k 0.00% Reduced -2.8k -2,755
26 Noble Wealth Management PBC 0.02% of their portfolio GREENWOOD VILLAGE, CO 3,1403.1k $31.5k $31.5k 0.02% Unchanged
27 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,3702.4k $23.7k $23.7k 0.00% Unchanged
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,0002.0k $20.0k $20.0k 0.00% Unchanged
29 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 1,5281.5k $15.3k $15.3k 0.00% Unchanged
30 COMERICA BANK 0.00% of their portfolio DALLAS, TX 964964 $9.7k $9.7k 0.00% Unchanged
31 Putney Financial Group LLC 0.00% of their portfolio SAN RAFAEL, CA 300300 $3.0k $3.0k 0.00% Unchanged
32 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 221221 $2.2k $2.2k 0.00% Unchanged
33 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged