Eaton Vance California Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 134.77 K | $1.42 M | 0.19% | 1.92% |
| MORGAN STANLEY | 08/13/2026 | 134.12 K | $1.41 M | 13.58% | 1.91% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 120.43 K | $1.27 M | 0.00% | 1.71% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 84.18 K | $885.61 K | -50.08% | 1.20% |
| WESCAP MANAGEMENT GROUP, INC. | 08/11/2026 | 65.84 K | $692.62 K | 31.10% | 0.94% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 65.75 K | $692.00 K | 25.25% | 0.93% |
| CYPRESS WEALTH SERVICES, LLC | 07/13/2026 | 63.48 K | $667.77 K | 7.44% | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 56.52 K | $594.55 K | -6.06% | 0.80% |
| ATALA FINANCIAL INC | 07/23/2026 | 52.58 K | $553.16 K | 0.00% | 0.75% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 49.03 K | $515.78 K | -2.34% | 0.70% |
| UBS GROUP AG | 08/13/2026 | 41.11 K | $432.49 K | 0.61% | 0.58% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 26.50 K | $278.00 K | 100.00% | 0.38% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 24.20 K | $254.54 K | 0.00% | 0.34% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 22.02 K | $231.66 K | -6.80% | 0.31% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 20.68 K | $217.55 K | 0.00% | 0.29% |
| PLANCORP, LLC | 07/14/2026 | 20.00 K | $211.40 K | 0.00% | 0.28% |
| FIRST AMERICAN TRUST, FSB | 08/10/2026 | 20.00 K | $210.40 K | 0.00% | 0.28% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 18.73 K | $197.01 K | 4.38% | 0.27% |
| MARINER, LLC | 08/13/2026 | 18.21 K | $191.59 K | 0.00% | 0.26% |
| VANGUARD CAPITAL WEALTH ADVISORS | 07/23/2026 | 16.00 K | $168.32 K | -5.88% | 0.23% |
| HRT FINANCIAL LP | 08/14/2026 | 13.55 K | $142.00 K | 100.00% | 0.19% |
| MATHER GROUP, LLC. | 07/27/2026 | 12.12 K | $127.49 K | 0.00% | 0.17% |
| ROYAL BANK OF CANADA | 08/14/2026 | 11.59 K | $122.00 K | 2.58% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 10.18 K | $107.07 K | 100.00% | 0.14% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 10.00 K | $105.20 K | 0.00% | 0.14% |
| US BANCORP \DE\ | 08/12/2026 | 7.46 K | $78.45 K | 0.00% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 4.00 K | $42.08 K | 100.00% | 0.06% |
| WHITTIER TRUST CO | 07/28/2026 | 2.84 K | $29.93 K | 0.00% | 0.04% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 2.37 K | $24.93 K | 0.00% | 0.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 1.53 K | $16.08 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 1.30 K | $13.68 K | -43.48% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.02 K | $10.68 K | 100.00% | 0.01% |
| WOLFF WIESE MAGANA LLC | 07/13/2026 | 1.00 K | $10.52 K | 0.00% | 0.01% |
| FIFTH THIRD BANCORP | 08/05/2026 | 703 | $7.40 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 600 | $6.31 K | 100.00% | 0.01% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CONCORDE ASSET MANAGEMENT, LLC | 08/18/2026 | 0 | $0 | -100.00% | 0.00% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 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:
LPL Financial LLC: 134,772
MORGAN STANLEY: 134,122
Rockefeller Capital Management L.P.: 120,426
GUGGENHEIM CAPITAL LLC: 84,183
WESCAP Management Group, Inc.: 65,838
WEDBUSH SECURITIES INC: 65,750
16.13% of Eaton Vance California Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.35 M shares in the last 24 months. This purchase volume represents approximately $14.19 M in transactions.