Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
GUGGENHEIM CAPITAL LLC | 44 | 44 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2024 | 44 |
WHITTIER TRUST CO | 30 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2024 | 44 |
Advisors Asset Management, Inc. | 32 | 11 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2024 | 43 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 39 |
Invesco Ltd. | 20 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 31 |
FIRST FOUNDATION ADVISORS | 22 | 4 | 0.01% | 0.08% | 0.20% | Q3 2016 | Q1 2023 | 26 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 24 |
Thomas J. Herzfeld Advisors, Inc. | 17 | 3 | 0.01% | 0.07% | 0.18% | Q4 2013 | Q4 2021 | 24 |
LPL Financial LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 24 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.10% | 0.18% | 0.23% | Q4 2013 | Q1 2019 | 22 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 7 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q2 2024 | 21 |
Matisse Capital | 12 | 7 | 0.21% | 0.66% | 1.30% | Q2 2017 | Q4 2023 | 19 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
Vivaldi Capital Management LP | 10 | 7 | 0.04% | 0.16% | 0.83% | Q3 2017 | Q2 2024 | 17 |
Karpus Management, Inc. | 16 | 1 | 0.02% | 0.14% | 0.39% | Q1 2017 | Q2 2021 | 17 |
FIRST AMERICAN TRUST, FSB | 16 | 16 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2024 | 16 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q2 2024 | 16 |
Raymond James Financial Services Advisors, Inc. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2018 | 15 |
Hennion & Walsh Asset Management, Inc. | 14 | 14 | 0.04% | 0.11% | 0.17% | Q1 2021 | Q2 2024 | 14 |
D.A. DAVIDSON & CO. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 14 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
RAYMOND JAMES & ASSOCIATES | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 13 |
Curi RMB Capital, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 12 |
Saba Capital Management, L.P. | 7 | 5 | 0.03% | 0.14% | 0.28% | Q2 2018 | Q2 2024 | 12 |
SIT INVESTMENT ASSOCIATES INC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2024 | 12 |
DOLIVER ADVISORS, LP | 7 | 1 | 0.10% | 0.16% | 0.28% | Q2 2013 | Q2 2018 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
GEODE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
Almitas Capital LLC | 7 | 3 | 0.16% | 0.73% | 1.66% | Q4 2018 | Q2 2024 | 10 |
Advisor Group, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 10 |
Integrated Wealth Management | 9 | 9 | 0.06% | 0.08% | 0.10% | Q1 2015 | Q1 2017 | 9 |
CERTUITY, LLC | 8 | 8 | 0.01% | 0.15% | 0.25% | Q4 2019 | Q3 2021 | 9 |
Fiera Capital Corp | 7 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 9 |
Logan Stone Capital, LLC | 8 | 1 | 0.24% | 0.38% | 0.53% | Q1 2022 | Q2 2024 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Dakota Wealth Management | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2020 | 8 |
Enterprise Trust & Investment Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q1 2022 | 7 |
MELFA WEALTH MANAGEMENT, INC. | 7 | 7 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q2 2024 | 7 |
TFS CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 6 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2013 | 6 |
MARINER INVESTMENT GROUP LLC | 4 | 2 | 0.20% | 0.34% | 0.57% | Q4 2016 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Wealthspire Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Ford Financial Group, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Newfleet Asset Management, LLC | 6 | 6 | 0.01% | 0.19% | 0.82% | Q4 2020 | Q1 2022 | 6 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.15% | 0.56% | 0.72% | Q1 2020 | Q3 2021 | 5 |
CIBC Private Wealth Group LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Tower Research Capital LLC (TRC) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
ICON ADVISERS INC/CO | 4 | 4 | 0.08% | 0.13% | 0.20% | Q2 2019 | Q1 2020 | 4 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
NAPA WEALTH MANAGEMENT | 3 | 3 | 0.18% | 0.30% | 0.36% | Q4 2023 | Q2 2024 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.15% | 0.24% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2024 | Q2 2024 | 2 |
Atlas Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2015 | Q3 2015 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bulldog Investors, LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own EATON VANCE CA MUNI INCOME T or have owned EATON VANCE CA MUNI INCOME T in the past.