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Get Institutions for : 
Eaton Vance Insured California Municipal Bond Fund (EVM)  
$8.89 0.03 (0.34%) as of 4:30 Tue 7/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    7
Total shares held : 
11,606,695  
% of shares held : 
54.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
135,638  
% of shares held change : 
  0.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$9.35  
Last Quarter's Ending Price : 
$9.27  
Last Quarter's Average Price
$9.36  
Change from last quarter's     
avg. price to the last closing  : 
0.47 (5.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 99,262
 0.86%
 
Increased Positions :
17
 768,379
 6.62%
 
Unchanged Positions :
18
 511,949
 4.41%
 
Decreased Positions :
12
-542,247
-4.67%
 
Closed Positions :
8
-189,756
-1.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SABA CAPITAL MANAGEMENT, L.P. 20 - 2025-03-31 4,023,724 $37,300,000 185,072
   SIT INVESTMENT ASSOCIATES INC 27 - 2025-03-31 3,535,801 $32,777,000 243,803
   ICON ADVISERS INC/CO 22 - 2025-03-31 533,734 $4,948,000 208,843
   FIXED INCOME SECURITIES INC 304 - 2025-03-31 490,394 $4,546,000 54,055
   GUGGENHEIM CAPITAL LLC 475 - 2025-03-31 433,909 $4,022,000 -79,569
   MORGAN STANLEY 4404 - 2025-03-31 241,118 $2,235,000 -12,655
   Hennion & Walsh Asset Management Inc. 274 - 2025-03-31 215,991 $2,002,000 -54,851
   DEUTSCHE BANK AG 1727 - 2025-03-31 203,404 $1,886,000 -355,388
   WELLS FARGO & CO/MN 2752 - 2025-03-31 196,761 $1,824,000 35,618
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 54 - 2025-03-31 187,679 $1,740,000 -18,000
   LPL FINANCIAL CORP 3387 - 2025-03-31 118,631 $1,100,000 2,300
   MYECFO LLC 28 - 2025-03-31 114,540 $1,062,000 -4,800
   ABSOLUTE INVESTMENT ADVISERS LLC 23 - 2025-03-31 104,332 $967,000 0
   UBS Group AG 4192 - 2025-03-31 100,626 $933,000 5,530
   BLUEFIN CAPITAL MANAGEMENT LLC 25 *New 2025-03-31 99,262 $920,000 99,262
   CAMPBELL CAPITAL MANAGEMENT INC 21 - 2025-03-31 87,176 $808,000 0
   1607 CAPITAL PARTNERS, LLC 112 - 2025-03-31 78,950 $732,000 0
   Perennial Investment Advisors LLC 198 - 2025-03-31 74,700 $692,000 2,100
   Cypress Wealth Services LLC 121 - 2025-03-31 71,693 $665,000 951
   RAYMOND JAMES FINANCIAL INC 3724 - 2025-03-31 68,994 $640,000 2,100
   Rareview Capital LLC 39 - 2025-03-31 55,503 $515,000 -1,253
   AMERIPRISE FINANCIAL INC 3367 - 2025-03-31 55,467 $514,000 -5,207
   Baird Financial Group Inc. 1379 - 2025-03-31 55,400 $514,000 -78
   EVOKE WEALTH LLC 272 - 2025-03-31 53,360 $495,000 0
   Sanctuary Advisors LLC 1700 - 2024-12-31 49,743 $469,000 21,500
   Vivaldi Capital Management LLC 169 - 2025-03-31 44,616 $414,000 27
   MELFA WEALTH MANAGEMENT LLC 95 - 2025-03-31 42,446 $393,000 0
   Quarry LP 172 - 2025-03-31 40,657 $377,000 0
   BANK OF AMERICA CORP /DE/ 4684 - 2025-03-31 38,340 $355,000 5,900
   ENVESTNET ASSET MANAGEMENT INC 3733 - 2025-03-31 36,890 $342,000 15,270
   STIFEL FINANCIAL CORP 3024 - 2025-03-31 28,615 $265,000 -3,155
   ROYAL BANK OF CANADA 4219 - 2025-03-31 20,498 $190,000 2,700
   Vanguard Capital Wealth Advisors 99 - 2025-03-31 20,000 $185,000 0
   HIGHTOWER ADVISORS, LLC 3133 - 2025-03-31 18,951 $176,000 3,951
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2630 - 2025-03-31 15,152 $140,000 0
   MKT Advisors LLC 137 - 2025-03-31 12,105 $112,000 0
   REGATTA CAPITAL GROUP LLC 183 - 2025-03-31 10,957 $102,000 -5,113
   HORIZON ASSET MANAGEMENT INC/NY 319 - 2025-03-31 10,679 $99,000 0
   Alethea Capital Management LLC 9 - 2025-03-31 10,658 $99,000 0
   Madrona Financial Services LLC 104 - 2025-03-31 10,594 $98,000 140
   Sontag Advisory LLC 759 - 2025-03-31 10,333 $96,000 0
   One Capital Management LLC 396 - 2025-03-31 10,318 $96,000 0
   Von Berge Wealth Management Group LLC 63 - 2025-03-31 10,352 $93,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 355 - 2025-03-31 6,459 $60,000 -2,178
   HOLLENCREST SECURITIES LLC 583 - 2025-03-31 2,770 $26,000 0
   Steward Partners Investment Advisory LLC 2735 - 2025-03-31 2,301 $21,000 0
   ROTHSCHILD INVESTMENT LLC 1078 - 2025-03-31 1,495 $14,000 19
   Parallel Advisors LLC 2835 - 2025-03-31 360 $3,000 0
   READYSTATE ASSET MANAGEMENT LP 364 *Closed 2025-03-31 0 $0 -17,433
   Logan Stone Capital LLC 78 *Closed 2025-03-31 0 $0 -97,143
   WOLVERINE ASSET MANAGEMENT LLC 922 *Closed 2025-03-31 0 $0 -49,952
   NOMURA HOLDINGS INC 1011 *Closed 2025-03-31 0 $0 -10,000
   PROEQUITIES INC. 5327 - 2025-03-31 0 $0 0
   Bridgewealth Advisory Group LLC 67 *Closed 2025-03-31 0 $0 -12,891
   ALBION FINANCIAL GROUP /UT 682 *Closed 2025-03-31 0 $0 -537
   CF Capital LLC 48 *Closed 2025-03-31 0 $0 -1,000
   Advisor Group Holdings Inc. 6971 *Closed 2025-03-31 0 $0 -800

  57 Records found
  1    
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