Eaton Vance Ca Muni Inc. TRSTCEV
13F holders, Q4 2025 (December 31)33holders −2
3new positions
5sold out
$10.04avg. 13F price*
At the end of Q4 2025, 33 institutions reported holding Eaton Vance Ca Muni Inc. TRST (CEV) in their 13F filings, down 2 from Q3 2025. 3 opened new positions and 5 sold out. The largest holders were Guggenheim Capital LLC ($1.7M), LPL Financial LLC ($1.4M) and Morgan Stanley ($1.2M).
- Company
- Eaton Vance Ca Muni Inc. TRST
- CUSIP
- 27826F101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $206K |
| Exits | 5 | $4.1M |
All 13F filers, Q3 2025 → Q4 2025: 201,717 shares bought and 506,256 shares sold, net −304,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Guggenheim Capital LLC | 0.01% | Add +0.2% | 173,529 | $1.7M |
| LPL Financial LLC | 0.00% | Add +34.7% | 140,685 | $1.4M |
| Morgan Stanley | 0.00% | Add +45.0% | 115,228 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +58.7% | 110,426 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -49.1% | 65,246 | $655K |
| Raymond James Financial Inc. | 0.00% | Add +14.1% | 59,248 | $595K |
| Cypress Wealth Services, LLC | 0.08% | Add +5.1% | 58,230 | $585K |
| Atala Financial Inc | 0.34% | Add +133.7% | 52,582 | $528K |
| Wells Fargo & Company | 0.00% | Add +9.2% | 50,702 | $509K |
| WESCAP Management Group, Inc. | 0.10% | Reduce -21.6% | 48,758 | $490K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -3.1% | 47,357 | $475K |
| Debussy Capital Management LP | 0.05% | Reduce -1.3% | 39,079 | $392K |
| Wedbush Securities Inc. | 0.01% | Add +147.4% | 33,897 | $340K |
| UBS Group AG | 0.00% | Add +14.8% | 25,969 | $261K |
| Wealthspire Advisors, LLC | 0.00% | No change | 24,196 | $243K |
| Evolve Private Wealth, LLC | 0.01% | — | 23,874 | $240K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 20,679 | $208K |
| First American Trust, FSB | 0.01% | No change | 20,000 | $201K |
| Plancorp, LLC | 0.01% | No change | 20,000 | $201K |
| Mariner, LLC | 0.00% | No change | 18,212 | $183K |
| Whipplewood Advisors, LLC | 0.12% | No change | 17,902 | $180K |
| Royal Bank of Canada | 0.00% | Reduce -33.9% | 11,009 | $111K |
| Wolverine Asset Management LLC | 0.01% | Reduce -48.9% | 10,992 | $110K |
| Concorde Asset Management, LLC | 0.04% | New | 10,000 | $100K |
| Pasadena Private Wealth, LLC | 0.01% | New | 10,000 | $100K |
| US Bancorp \de | 0.00% | No change | 8,232 | $83K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.0% | 4,000 | $40K |
| Whittier Trust Co. | 0.00% | No change | 3,309 | $33K |
| Hollencrest Capital Management | 0.00% | No change | 2,370 | $24K |
| Noble Wealth Management PBC | 0.01% | No change | 2,300 | $23K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,528 | $15K |
| Comerica Bank | 0.00% | Reduce -27.1% | 703 | $7K |
| Bank of America Corp. | 0.00% | New | 500 | $5K |
"% of holder's portfolio" is CEV's weight in each manager's 13F, not the share of Eaton Vance Ca Muni Inc. TRST the manager owns.