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Disclosery

CEV EATON VANCE CALIF MUN INCOM

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SH BEN INT (common), issuer CIK 1074692

34 managers (34 13F filers) reported a position in CEV shares at 2024-12-31, 1,803,240 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
34
13F filers
34
New
1
Added
6
Reduced
14
Sold out
2
Shares held by filers
1,803,240

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.638,737$6.41M0.16%-144,00813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.172,045$1.73M0.08%-18,23113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC170,344$1.71M0.01%+15,15613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY81,294$816K<0.01%-7,51913F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC79,028$793K0.02%-3,27913F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC59,812$601K0.01%+42,98313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,303$566K<0.01%+13313F-HRTimelineGroup
Logan Stone Capital, LLC55,458$557K0.19%-29,09913F-HRTimeline
Advisors Asset Management, Inc.53,433$536K0.01%-96313F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,938$481K<0.01%13F-HR/ATimelineGroup
Almitas Capital LLC43,465$436K0.1%-51,40113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP39,535$399K0.06%+3013F-HRTimeline
LPL Financial LLC36,367$365K<0.01%-22,62813F-HRTimeline
UBS Group AGin group UBS Group AG35,666$358K<0.01%-5413F-HRTimelineGroup
Sanctuary Advisors, LLC31,126$316K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,203$313K<0.01%+70013F-HRTimelineGroup
Wealthspire Advisors, LLC24,196$243K<0.01%+9,80513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.20,679$208K0.14%013F-HRTimeline
FIRST AMERICAN TRUST, FSB20,000$201K0.02%013F-HRTimeline
NAPA WEALTH MANAGEMENT18,493$186K0.08%-1913F-HRTimeline
Mariner, LLCin group Mariner, LLC18,212$183K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC16,804$169K0.1%13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD15,000$151K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,727$118K<0.01%-2,00013F-HRTimeline
Golden State Wealth Management, LLC9,000$90.4K0.01%13F-HRTimeline
WHITTIER TRUST CO6,852$68.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC3,140$31.5K0.02%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,370$23.8K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,000$20.1K<0.01%-7,40013F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,528$15.3K<0.01%-3,20013F-HRTimeline
COMERICA BANK964$9.68K<0.01%-26113F-HR/ATimeline
Putney Financial Group LLC300$3.01K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC221$2.22K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.