Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Eaton Vance California Municipal Bond Fund include GWM Advisors LLC, and Dymon Asia Capital (singapore) Pte. Ltd. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,296 | 119 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 3,880,632 | 9.75 | 35 | 6.25 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12,125 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52,432 | 42.13 | 468 | 36.95 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 59,160 | 10.87 | 528 | 6.68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 224,256 | 13.97 | 2,000 | 9.71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 31,005 | 8.35 | 277 | 4.15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17,520 | 156 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 251,926 | 16.64 | 2,247 | 12.24 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 78,950 | 5.69 | 704 | 1.73 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,516 | 1.40 | 14 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 61,323 | 10.56 | 547 | 6.42 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 13,149 | 117 | ||||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 11,755 | 105 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 4,544,380 | 12.94 | 40,536 | 8.68 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 503,557 | 2.68 | 4,492 | -1.19 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 10,745 | 1.43 | 96 | -3.06 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 44,644 | 0.06 | 398 | -3.63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 157,175 | 32.49 | 1,402 | 27.48 |
