IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Eaton Vance CA Muni Inc Trst (CEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wedbush Securities Inc
INCREASED
Shares112,750 from 65,750
Change+47,000 (+71%)
Value$1.1M (+$451.0K)
Filed 2026-10-22
Cypress Wealth Services, LLC
INCREASED
Shares77,865 from 63,476
Change+14,389 (+23%)
Value$797.3K (+$129.6K)
Filed 2026-10-21
Atala Financial Inc
UNCHANGED
Shares52,582 from 52,582
Change0 (0%)
Value$533.2K (-$20.0K)
Filed 2026-10-22
Whipplewood Advisors, LLC
INCREASED
Shares29,000 from 18,727
Change+10,273 (+55%)
Value$294.1K (+$97.1K)
Filed 2026-10-20
Plancorp, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$208.4K (-$3.0K)
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares12,119 from 12,119
Change0 (0%)
Value$122.9K (-$4.6K)
Filed 2026-10-14
Vanguard Capital Wealth Advisors
DECREASED
Shares10,000 from 16,000
Change-6,000 (-37%)
Value$101.4K (-$66.9K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares7,457 from 7,457
Change0 (0%)
Value$75.6K (-$2.8K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$13.2K (-$494)
Filed 2026-10-01
Wolff Wiese Magana LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$10.1K (-$380)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 1,528
Change-1,528 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-29
Fifth Third Bancorp
CLOSED
Shares0 from 703
Change-703 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-05
Highline Wealth Partners LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-19
LPL Financial LLC
N/A
Shares— from 134,772
Change-134,772 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 134,122
Change-134,122 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 120,426
Change-120,426 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 84,183
Change-84,183 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 65,838
Change-65,838 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 56,516
Change-56,516 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 49,029
Change-49,029 (-100%)
Value—
UBS Group AG
N/A
Shares— from 41,111
Change-41,111 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 24,196
Change-24,196 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 22,021
Change-22,021 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 20,679
Change-20,679 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,212
Change-18,212 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,546
Change-13,546 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Status
Wedbush Securities Inc
INCREASED112,75065,750+47,000+71%$692.0K$1.1M+$451.0K2026-10-22
Cypress Wealth Services, LLC
INCREASED77,86563,476+14,389+23%$667.8K$797.3K+$129.6K2026-10-21
Atala Financial Inc
UNCHANGED52,58252,58200%$553.2K$533.2K-$20.0K2026-10-22
Whipplewood Advisors, LLC
INCREASED29,00018,727+10,273+55%$197.0K$294.1K+$97.1K2026-10-20
Plancorp, LLC
UNCHANGED20,00020,00000%$211.4K$208.4K-$3.0K2026-11-03
Mather Group, Llc.
UNCHANGED12,11912,11900%$127.5K$122.9K-$4.6K2026-10-14
Vanguard Capital Wealth Advisors
DECREASED10,00016,000-6,000-37%$168.3K$101.4K-$66.9K2026-10-16
US Bancorp \de\
UNCHANGED7,4577,45700%$78.4K$75.6K-$2.8K2026-11-05
Noble Wealth Management PBC
UNCHANGED1,3001,30000%$13.7K$13.2K-$4942026-10-01
Wolff Wiese Magana LLC
UNCHANGED1,0001,00000%$10.5K$10.1K-$3802026-10-15
Blue Bell Private Wealth Management, LLC
CLOSED01,528-1,528-100%$16.1K$0-$16.1K2026-10-29
Fifth Third Bancorp
CLOSED0703-703-100%$7.4K$0-$7.4K2026-11-05
Highline Wealth Partners LLC
CLOSED0600-600-100%$6.3K$0-$6.3K2026-10-19
LPL Financial LLC
N/A—134,772-134,772-100%$1.4M———
Morgan Stanley
N/A—134,122-134,122-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—120,426-120,426-100%$1.3M———
Guggenheim Capital LLC
N/A—84,183-84,183-100%$885.6K———
Wescap Management Group, Inc.
N/A—65,838-65,838-100%$692.6K———
Raymond James Financial Inc
N/A—56,516-56,516-100%$594.5K———
Wells Fargo & Company
N/A—49,029-49,029-100%$515.8K———
UBS Group AG
N/A—41,111-41,111-100%$432.5K———
Stonebridge Financial Group, LLC
N/A—26,500-26,500-100%$278.0K———
Wealthspire Advisors, LLC
N/A—24,196-24,196-100%$254.5K———
Evolve Private Wealth, LLC
N/A—22,021-22,021-100%$231.7K———
Melfa Wealth Management, Inc.
N/A—20,679-20,679-100%$217.5K———
First American Trust, FSB
N/A—20,000-20,000-100%$210.4K———
Mariner, LLC
N/A—18,212-18,212-100%$191.6K———
HRT Financial LP
N/A—13,546-13,546-100%$142.0K———
Royal Bank of Canada
N/A—11,589-11,589-100%$122.0K———
Citadel Advisors LLC
N/A—10,178-10,178-100%$107.1K———
Pasadena Private Wealth, LLC
N/A—10,000-10,000-100%$105.2K———
Osaic Holdings, Inc.
N/A—4,000-4,000-100%$42.1K———
Whittier Trust Co
N/A—2,840-2,840-100%$29.9K———
Hollencrest Capital Management
N/A—2,370-2,370-100%$24.9K———
Showing 34 of 34 institutions