Eaton Vance Ca Muni Inc. TRSTCEV
13F holders, Q1 2026 (March 31)34holders +1
4new positions
2sold out
$10.07avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding Eaton Vance Ca Muni Inc. TRST (CEV) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 2 sold out. The largest holders were Guggenheim Capital LLC ($1.7M), LPL Financial LLC ($1.4M) and Rockefeller Capital Management L.P. ($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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $310K |
| Exits | 2 | $115K |
All 13F filers, Q4 2025 → Q1 2026: 80,749 shares bought and 73,033 shares sold, net +7,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Guggenheim Capital LLC | 0.01% | Reduce -2.8% | 168,620 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 134,518 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.1% | 120,426 | $1.2M |
| Morgan Stanley | 0.00% | Add +2.5% | 118,086 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 60,162 | $606K |
| Cypress Wealth Services, LLC | 0.08% | Add +1.5% | 59,078 | $595K |
| Atala Financial Inc | 0.36% | No change | 52,582 | $531K |
| Wedbush Securities Inc. | 0.02% | Add +54.9% | 52,497 | $528K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -21.4% | 51,319 | $517K |
| WESCAP Management Group, Inc. | 0.10% | Add +3.0% | 50,218 | $505K |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 50,202 | $505K |
| UBS Group AG | 0.00% | Add +57.4% | 40,863 | $411K |
| Debussy Capital Management LP | 0.05% | Add +0.1% | 39,103 | $394K |
| Wealthspire Advisors, LLC | 0.00% | No change | 24,196 | $244K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -1.0% | 23,627 | $238K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 20,679 | $208K |
| Plancorp, LLC | 0.01% | No change | 20,000 | $206K |
| First American Trust, FSB | 0.01% | No change | 20,000 | $201K |
| Mariner, LLC | 0.00% | No change | 18,212 | $183K |
| Whipplewood Advisors, LLC | 0.09% | Add +0.2% | 17,942 | $181K |
| Vanguard Capital Wealth Advisors | 0.16% | New | 17,000 | $171K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -68.7% | 14,810 | $149K |
| Mather Group, Llc. | 0.00% | New | 12,119 | $122K |
| Royal Bank of Canada | 0.00% | Add +2.6% | 11,298 | $114K |
| Concorde Asset Management, LLC | 0.05% | No change | 10,000 | $101K |
| Pasadena Private Wealth, LLC | 0.01% | No change | 10,000 | $101K |
| US Bancorp \de | 0.00% | Reduce -9.4% | 7,457 | $75K |
| Whittier Trust Co. | 0.00% | Reduce -14.2% | 2,840 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 2,370 | $24K |
| Noble Wealth Management PBC | 0.01% | No change | 2,300 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.0% | 2,000 | $20K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,528 | $15K |
| Wolff Wiese Magana LLC | 0.01% | New | 1,000 | $10K |
| Fifth Third Bancorp | 0.00% | New | 703 | $7K |
"% 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.