Eaton Vance California Municipal Income Trust - Common Shares, $0.01 par value (CEV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, $0.01 par value
Symbol
CEV on NYSE
Shares outstanding
7,029,561
Price per share
$10.19
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,230,742
Total reported value
$12,356,893
% of total 13F portfolios
0%
Share change
-304,539
Value change
-$3,074,219
Number of holders
33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Eaton Vance California Municipal Income Trust - Common Shares, $0.01 par value (CEV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 4.8% -8% $3,326,529 -$281,606 336,013 -7.8% Saba Capital Management, L.P. 01 Oct 2025

As of 31 Dec 2025, 33 institutional investors reported holding 1,230,742 shares of Eaton Vance California Municipal Income Trust - Common Shares, $0.01 par value (CEV). This represents 18% of the company’s total 7,029,561 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Eaton Vance California Municipal Income Trust - Common Shares, $0.01 par value (CEV) together control 17% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GUGGENHEIM CAPITAL LLC 2.5% 173,529 +0.18% 0.01% $1,742,232
LPL Financial LLC 2% 140,685 +35% 0% $1,412,475
MORGAN STANLEY 1.6% 115,228 +45% 0% $1,156,889
Rockefeller Capital Management L.P. 1.6% 110,426 +59% 0% $1,108,677
Hennion & Walsh Asset Management, Inc. 0.93% 65,246 -49% 0.02% $655,070
RAYMOND JAMES FINANCIAL INC 0.84% 59,248 +14% 0% $594,850
Cypress Wealth Services, LLC 0.83% 58,230 +5.1% 0.08% $584,630
Atala Financial Inc 0.75% 52,582 +134% 0.34% $527,923
WELLS FARGO & COMPANY/MN 0.72% 50,702 +9.2% 0% $509,048
WESCAP Management Group, Inc. 0.69% 48,758 -22% 0.1% $489,530
Advisors Asset Management, Inc. 0.67% 47,357 -3.1% 0.01% $475,464
Vivaldi Capital Management LP 0.56% 39,079 -1.3% 0.05% $392,355
WEDBUSH SECURITIES INC 0.48% 33,897 +147% 0.01% $340,000
UBS Group AG 0.37% 25,969 +15% 0% $260,729
Wealthspire Advisors, LLC 0.34% 24,196 0% 0% $242,928
EVOLVE PRIVATE WEALTH, LLC 0.34% 23,874 0% 0.01% $239,695
MELFA WEALTH MANAGEMENT, INC. 0.29% 20,679 0% 0.12% $207,621
FIRST AMERICAN TRUST, FSB 0.28% 20,000 0% 0.01% $200,800
Plancorp, LLC 0.28% 20,000 0% 0.01% $200,800
Mariner, LLC 0.26% 18,212 0% 0% $182,844
Whipplewood Advisors, LLC 0.25% 17,902 0% 0.12% $179,736
ROYAL BANK OF CANADA 0.16% 11,009 -34% 0% $111,000
WOLVERINE ASSET MANAGEMENT LLC 0.16% 10,992 -49% 0% $110,360
Concorde Asset Management, LLC 0.14% 10,000 0.04% $100,400
Pasadena Private Wealth, LLC 0.14% 10,000 0.01% $100,400

Institutional Holders of Eaton Vance California Municipal Income Trust - Common Shares, $0.01 par value (CEV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,230,742 $12,356,893 -$3,074,219 $10.04 33
2025 Q3 1,527,515 $15,391,624 -$2,103,950 $10.08 35
2025 Q2 1,737,062 $16,824,333 -$1,110,519 $9.68 34
2025 Q1 1,854,481 $17,849,776 +$90,530 $10.02 32
2024 Q4 1,803,240 $18,110,348 -$2,781,328 $10.04 33
2024 Q3 2,020,756 $21,951,530 -$5,205,880 $10.87 30
2024 Q2 2,499,511 $27,178,024 +$573,115 $10.88 30
2024 Q1 2,415,699 $25,626,559 -$276,547 $10.61 28
2023 Q4 2,444,827 $25,294,661 +$2,514,663 $10.34 29
2023 Q3 2,165,100 $19,831,488 +$2,491,244 $9.16 28
2023 Q2 1,885,863 $18,848,623 +$461,142 $9.98 25
2023 Q1 1,840,423 $18,827,574 +$1,155,092 $10.23 26
2022 Q4 1,676,527 $16,734,987 +$3,785,998 $9.98 22
2022 Q3 1,282,430 $12,309,000 +$397,233 $9.60 21
2022 Q2 1,239,874 $13,214,000 +$578,365 $10.66 20
2022 Q1 1,178,608 $13,527,000 +$1,966,258 $11.48 25
2021 Q4 1,000,490 $13,545,000 -$2,573,904 $13.54 23
2021 Q3 1,189,712 $16,201,000 -$3,424,456 $13.62 25
2021 Q2 1,440,919 $20,141,000 +$625,416 $13.98 26
2021 Q1 1,397,606 $18,525,000 -$1,506,795 $13.25 25
2020 Q4 1,337,418 $18,313,000 -$2,941,679 $13.69 22
2020 Q3 1,551,525 $20,633,000 -$1,527,458 $13.30 20
2020 Q2 2,181,537 $28,753,000 -$479,426 $13.18 19
2020 Q1 1,701,340 $22,643,000 -$1,312,261 $13.31 20
2019 Q4 1,795,192 $24,199,000 -$1,943,000 $13.48 24
2019 Q3 1,905,837 $25,613,000 -$3,127,295 $13.44 26
2019 Q2 2,178,657 $26,972,000 -$2,643,016 $12.38 27
2019 Q1 2,397,589 $28,886,000 +$2,908,038 $12.00 26
2018 Q4 2,162,509 $23,936,000 +$2,049,753 $11.07 27
2018 Q3 1,768,915 $19,865,000 +$520,468 $11.23 28
2018 Q2 1,702,602 $19,516,000 -$571,573 $11.46 28
2018 Q1 1,752,924 $19,972,000 +$2,816,791 $11.37 27
2017 Q4 1,510,396 $18,367,000 -$384,081 $12.16 23
2017 Q3 1,540,448 $19,224,000 +$431,240 $12.48 25
2017 Q2 1,505,866 $18,885,000 +$207,434 $12.53 25
2017 Q1 1,505,649 $18,461,000 +$315,763 $12.26 27
2016 Q4 1,479,862 $18,201,000 +$2,592,458 $12.30 27
2016 Q3 1,266,059 $17,492,000 +$1,377,717 $13.81 23
2016 Q2 1,165,628 $16,493,000 +$477,482 $14.15 23
2016 Q1 1,130,275 $16,341,000 +$1,412,558 $14.45 19
2015 Q4 1,036,536 $13,819,000 +$3,025,517 $13.33 23
2015 Q3 859,239 $11,239,000 +$2,270,296 $13.11 19
2015 Q2 692,237 $8,625,000 +$164,998 $12.46 19
2015 Q1 672,808 $9,019,000 +$672,898 $13.41 18
2014 Q4 607,041 $7,938,000 +$1,173,385 $13.07 17
2014 Q3 571,947 $7,061,000 +$646,834 $12.35 20
2014 Q2 513,347 $6,397,000 +$2,018,909 $12.46 20
2014 Q1 333,892 $4,016,000 -$800,515 $12.03 17