Eaton Vance California Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 168.62 K | $1.70 M | -2.83% | 2.40% |
| LPL FINANCIAL LLC | 05/06/2026 | 134.52 K | $1.35 M | -4.38% | 1.91% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 120.43 K | $1.21 M | 9.06% | 1.71% |
| MORGAN STANLEY | 05/15/2026 | 118.09 K | $1.19 M | 2.48% | 1.68% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 60.16 K | $605.53 K | 1.54% | 0.86% |
| CYPRESS WEALTH SERVICES, LLC | 04/15/2026 | 59.08 K | $594.62 K | 1.46% | 0.84% |
| ATALA FINANCIAL INC | 04/10/2026 | 52.58 K | $531.08 K | 0.00% | 0.75% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 52.50 K | $528.00 K | 54.87% | 0.75% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 51.32 K | $516.53 K | -21.35% | 0.73% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 50.22 K | $505.44 K | 2.99% | 0.71% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 50.20 K | $505.29 K | -0.99% | 0.71% |
| UBS GROUP AG | 05/05/2026 | 40.86 K | $411.29 K | 57.35% | 0.58% |
| VIVALDI CAPITAL MANAGEMENT LP | 05/14/2026 | 39.10 K | $393.57 K | 0.06% | 0.56% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 24.20 K | $243.53 K | 0.00% | 0.34% |
| 04/16/2026 | 23.63 K | $237.81 K | -1.03% | 0.34% | |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 20.68 K | $208.14 K | 0.00% | 0.29% |
| PLANCORP, LLC | 04/14/2026 | 20.00 K | $206.00 K | 0.00% | 0.28% |
| FIRST AMERICAN TRUST, FSB | 05/12/2026 | 20.00 K | $201.30 K | 0.00% | 0.28% |
| MARINER, LLC | 05/13/2026 | 18.21 K | $183.30 K | 0.00% | 0.26% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 17.94 K | $180.59 K | 0.22% | 0.26% |
| VANGUARD CAPITAL WEALTH ADVISORS | 04/21/2026 | 17.00 K | $171.11 K | 100.00% | 0.24% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 14.81 K | $149.06 K | -68.73% | 0.21% |
| MATHER GROUP, LLC. | 04/13/2026 | 12.12 K | $121.98 K | 100.00% | 0.17% |
| ROYAL BANK OF CANADA | 05/15/2026 | 11.30 K | $114.00 K | 2.63% | 0.16% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 10.00 K | $100.65 K | 0.00% | 0.14% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 10.00 K | $100.65 K | 0.00% | 0.14% |
| US BANCORP \DE\ | 05/15/2026 | 7.46 K | $75.06 K | -9.41% | 0.11% |
| WHITTIER TRUST CO | 04/28/2026 | 2.84 K | $28.12 K | -14.17% | 0.04% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 2.37 K | $23.85 K | 0.00% | 0.03% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 2.30 K | $23.15 K | 0.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.00 K | $20.14 K | -50.00% | 0.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 1.53 K | $15.38 K | 0.00% | 0.02% |
| WOLFF WIESE MAGANA LLC | 04/13/2026 | 1.00 K | $10.07 K | 100.00% | 0.01% |
| FIFTH THIRD BANCORP | 05/01/2026 | 703 | $7.08 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
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Eaton Vance California Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Eaton Vance California Municipal Income Trust. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 168,620
LPL Financial LLC: 134,518
Rockefeller Capital Management L.P.: 120,426
MORGAN STANLEY: 118,086
RAYMOND JAMES FINANCIAL INC: 60,162
Cypress Wealth Services, LLC: 59,078
17.60% of Eaton Vance California Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.39 M shares in the last 24 months. This purchase volume represents approximately $14.62 M in transactions.