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EATON VANCE CALIF MUN INCOM
CUSIP: 27826F101
Class: SH BEN INT
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
GUGGENHEIM CAPITAL LLC
173,529
$1,742
LPL Financial LLC
140,685
$1,412
MORGAN STANLEY
115,228
$1,157
Rockefeller Capital Management L.P.
110,426
$1,109
Hennion & Walsh Asset Management, Inc.
65,246
$655
RAYMOND JAMES FINANCIAL INC
59,248
$595
Cypress Wealth Services, LLC
58,230
$585
Atala Financial Inc
52,582
$528
WELLS FARGO & COMPANY/MN
50,702
$509
WESCAP Management Group, Inc.
48,758
$490
Advisors Asset Management, Inc.
47,357
$475
Vivaldi Capital Management LP
39,079
$392
WEDBUSH SECURITIES INC
33,897
$0
UBS Group AG
25,969
$261
Wealthspire Advisors, LLC
24,196
$243
EVOLVE PRIVATE WEALTH, LLC
23,874
$240
MELFA WEALTH MANAGEMENT, LLC
20,679
$208
FIRST AMERICAN TRUST, FSB
20,000
$201
Plancorp, LLC
20,000
$201
Mariner, LLC
18,212
$183
Whipplewood Advisors, LLC
17,902
$180
ROYAL BANK OF CANADA
11,009
$111
WOLVERINE ASSET MANAGEMENT LLC
10,992
$110
Concorde Asset Management, LLC
10,000
$100
Pasadena Private Wealth, LLC
10,000
$100
US BANCORP \DE\
8,232
$83
OSAIC HOLDINGS, INC.
4,000
$40
WHITTIER TRUST CO
3,309
$33
HOLLENCREST CAPITAL MANAGEMENT
2,370
$24
Noble Wealth Management PBC
2,300
$23
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
1,528
$15
COMERICA BANK
703
$7
BANK OF AMERICA CORP /DE/
500
$5
Total (33 institutions)
1,230,742
$12,017