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 | 02/17/2026 | 173.53 K | $1.74 M | 0.18% | 2.47% |
| LPL FINANCIAL LLC | 02/11/2026 | 140.69 K | $1.41 M | 34.71% | 2.00% |
| MORGAN STANLEY | 02/13/2026 | 115.23 K | $1.16 M | 45.04% | 1.64% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 110.43 K | $1.11 M | 58.66% | 1.57% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 65.25 K | $655.07 K | -49.13% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 59.25 K | $594.85 K | 14.12% | 0.84% |
| CYPRESS WEALTH SERVICES, LLC | 01/14/2026 | 58.23 K | $584.63 K | 5.11% | 0.83% |
| ATALA FINANCIAL INC | 01/23/2026 | 52.58 K | $527.92 K | 133.70% | 0.75% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 50.70 K | $509.05 K | 9.18% | 0.72% |
| WESCAP MANAGEMENT GROUP, INC. | 02/11/2026 | 48.76 K | $489.53 K | -21.64% | 0.69% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 47.36 K | $475.46 K | -3.12% | 0.67% |
| VIVALDI CAPITAL MANAGEMENT LP | 02/13/2026 | 39.08 K | $392.36 K | -1.31% | 0.56% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 33.90 K | $340.00 K | 147.42% | 0.48% |
| UBS GROUP AG | 01/29/2026 | 25.97 K | $260.73 K | 14.75% | 0.37% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 24.20 K | $242.93 K | 0.00% | 0.34% |
| 02/17/2026 | 23.87 K | $239.70 K | 100.00% | 0.34% | |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 20.68 K | $207.62 K | 0.00% | 0.29% |
| FIRST AMERICAN TRUST, FSB | 02/11/2026 | 20.00 K | $200.80 K | 0.00% | 0.28% |
| PLANCORP, LLC | 02/05/2026 | 20.00 K | $200.80 K | 0.00% | 0.28% |
| MARINER, LLC | 02/13/2026 | 18.21 K | $182.84 K | 0.00% | 0.26% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 17.90 K | $179.74 K | 0.00% | 0.25% |
| ROYAL BANK OF CANADA | 02/17/2026 | 11.01 K | $111.00 K | -33.85% | 0.16% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 10.99 K | $110.36 K | -48.92% | 0.16% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 10.00 K | $100.40 K | 100.00% | 0.14% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 10.00 K | $100.40 K | 100.00% | 0.14% |
| US BANCORP \DE\ | 01/30/2026 | 8.23 K | $82.65 K | 0.00% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.00 K | $40.16 K | -60.00% | 0.06% |
| WHITTIER TRUST CO | 01/26/2026 | 3.31 K | $33.32 K | 0.00% | 0.05% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 2.37 K | $23.80 K | 0.00% | 0.03% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 2.30 K | $23.09 K | 0.00% | 0.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 1.53 K | $15.34 K | 0.00% | 0.02% |
| COMERICA BANK | 01/29/2026 | 703 | $7.06 K | -27.07% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 500 | $5.02 K | 100.00% | 0.01% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 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, 51 institutional investors and hedge funds held shares of Eaton Vance California Municipal Income Trust. The most heavily invested institutionals were:
Cypress Wealth Services, LLC: 59,078
Atala Financial Inc: 52,582
WEDBUSH SECURITIES INC: 52,497
UBS Group AG: 40,863
Wealthspire Advisors, LLC: 24,196
MELFA WEALTH MANAGEMENT, LLC: 20,679
17.50% of Eaton Vance California Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.44 M shares in the last 24 months. This purchase volume represents approximately $15.10 M in transactions.