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BlackRock California Municipal Income Trust (BFZ) Institutional Ownership

BlackRock California Municipal Income Trust logo
$10.47 +0.07 (+0.66%)
As of 10:36 AM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock California Municipal Income Trust (NYSE:BFZ)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$7.72M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$21.91M
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BFZ Institutional Buying and Selling by Quarter

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BlackRock California Municipal Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Farther Finance Advisors LLC15,206$169K0.0%+8.0%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.214,060$2.35M0.1%-12.7%0.000%
2/18/2025Elequin Capital LP4,666$52K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.5,200,088$58.24M1.4%-0.8%0.000%
2/17/2025Nomura Holdings Inc.13,423$150K0.0%N/A0.000%
2/17/2025Bank of America Corp DE120,469$1.35M0.0%+128.9%0.000%
2/17/2025Ameriprise Financial Inc.69,484$778K0.0%+247.4%0.000%
2/14/2025Jane Street Group LLC12,281$138K0.0%N/A0.000%
2/13/2025Guggenheim Capital LLC529,491$5.93M0.0%-18.6%0.000%
2/13/2025Raymond James Financial Inc.47,210$529K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.38,669$433K0.0%-90.4%0.000%
2/13/2025Wells Fargo & Company MN268,187$3.00M0.0%-2.0%0.000%
2/12/2025Landscape Capital Management L.L.C.13,108$147K0.0%N/A0.000%
2/12/2025Meridian Investment Counsel Inc.31,700$355K0.1%-23.4%0.000%
2/11/2025LPL Financial LLC211,996$2.37M0.0%-8.4%0.000%
2/10/2025Advisors Asset Management Inc.435,148$4.87M0.1%-6.2%0.000%
2/10/2025Atala Financial Inc95,353$1.07M0.7%N/A0.000%
2/10/2025Commonwealth Equity Services LLC22,902$257K0.0%+4.7%0.000%
2/6/2025Raymond James Financial Inc.47,210$529K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC34,070$382K0.0%+33.3%0.000%
1/31/2025Global Retirement Partners LLC8,000$90K0.0%-21.3%0.000%
1/31/2025Atria Wealth Solutions Inc.17,510$196K0.0%-63.1%0.000%
1/28/2025Golden State Wealth Management LLC10,572$118K0.0%N/A0.000%
1/27/2025Trilogy Capital Inc.108,637$1.22M0.1%+1.3%0.000%
1/24/2025Absolute Investment Advisers LLC34,536$387K0.0%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.245,074$2.75M0.1%-5.8%0.000%
12/3/2024Rivernorth Capital Management LLC90,258$1.09M0.1%-49.4%0.000%
11/15/2024Rivernorth Capital Management LLC90,258$1.09M0.1%-49.4%0.000%
11/8/2024Advisors Asset Management Inc.463,700$5.61M0.1%+3.8%0.000%
11/7/2024Napa Wealth Management13,658$165K0.1%-9.9%0.000%
11/6/2024Meridian Investment Counsel Inc.41,400$501K0.2%-4.6%0.000%
11/4/2024Wolverine Asset Management LLC25,565$309K0.0%N/A0.000%
10/29/2024 Farther Finance Advisors LLC14,084$170K0.0%N/A0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.260,058$3.14M0.1%-2.0%0.000%
10/21/2024Trilogy Capital Inc.107,261$1.30M0.1%+292.8%0.000%
10/19/2024Allspring Global Investments Holdings LLC125,286$1.52M0.0%-14.4%0.000%
10/15/2024 Regatta Capital Group LLC21,021$254K0.0%-59.1%0.000%
10/9/2024 Cypress Wealth Services LLC20,700$250K0.1%N/A0.000%
9/5/2024Sanctuary Advisors LLC44,012$509K0.0%N/A0.000%
8/16/2024Almitas Capital LLC165,065$1.98M0.8%-64.4%0.000%
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8/9/2024City of London Investment Management Co. Ltd.224,833$2.69M0.2%-34.1%0.000%
7/20/2024Meridian Investment Counsel Inc.43,400$519K0.2%-7.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.265,342$3.18M0.2%-7.0%0.000%
5/16/2024B. Riley Wealth Advisors Inc.16,290$193K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.476,270$5.63M0.1%+10.6%0.000%
5/10/2024City of London Investment Management Co. Ltd.341,227$4.03M0.3%-36.4%0.000%
4/23/2024 Regatta Capital Group LLC52,786$624K0.1%-3.2%0.000%
4/18/2024Allspring Global Investments Holdings LLC146,445$1.73M0.0%-64.7%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.285,446$3.37M0.2%-20.3%0.000%
4/11/2024 Sanders Morris Harris LLC40,502$479K0.1%N/A0.000%
2/22/2024Napa Wealth Management31,614$380K0.2%N/A0.000%
2/15/2024Bulldog Investors LLP229,380$2.76M0.9%-21.9%0.000%
2/14/2024Vivaldi Capital Management LP54,153$634K0.2%-5.2%0.000%
2/13/2024Karpus Management Inc.46,618$561K0.0%N/A0.000%
2/9/2024City of London Investment Management Co. Ltd.536,808$6.46M0.5%-13.1%0.000%
2/5/2024Oder Investment Management LLC105,352$1.27M1.3%-13.7%0.000%
1/25/2024Allspring Global Investments Holdings LLC414,521$4.99M0.0%-10.9%0.000%
1/25/2024Blue Bell Private Wealth Management LLC2,738$33K0.0%N/A0.000%
1/22/2024 Regatta Capital Group LLC54,536$656K0.2%-15.3%0.000%
1/18/2024Global Retirement Partners LLC10,159$119K0.0%-68.4%0.000%
1/16/2024Raymond James & Associates46,279$557K0.0%+146.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.16,290$168K0.0%-29.0%0.000%
11/21/2023Almitas Capital LLC528,375$5.44M2.6%-28.5%0.000%
11/15/20231607 Capital Partners LLC317,277$3.27M0.2%-39.4%0.000%
11/15/2023Advisors Asset Management Inc.423,566$4.36M0.1%+3.3%0.000%
11/14/2023Saba Capital Management L.P.4,513,628$46.45M1.1%+7.4%0.000%
11/14/2023Clough Capital Partners L P34,536$355K0.0%+175.5%0.000%
11/14/2023Robinson Capital Management LLC64,173$655K0.3%N/A0.000%
11/7/2023Oder Investment Management LLC122,120$1.26M1.4%+2.4%0.000%
11/4/2023Meridian Investment Counsel Inc.53,475$550K0.2%-17.3%0.000%
10/30/2023Melfa Wealth Management LLC75,505$777K0.8%-4.6%0.000%
10/30/2023 Regatta Capital Group LLC64,356$662K0.2%-6.0%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.358,458$3.69M0.2%+6.5%0.000%
10/25/2023 Miracle Mile Advisors LLC13,000$134K0.0%+18.2%0.000%
10/24/2023Raymond James & Associates18,779$193K0.0%+60.5%0.000%
8/15/2023Rivernorth Capital Management LLC696,799$8.26M0.4%-38.4%0.000%
8/15/2023Bulldog Investors LLP389,941$4.63M1.5%-15.0%0.000%
8/11/2023City of London Investment Management Co. Ltd.617,585$7.33M0.6%-2.6%0.000%
8/11/2023Almitas Capital LLC738,499$8.56M3.7%-1.3%0.000%
8/11/2023Guggenheim Capital LLC568,294$6.74M0.1%-11.6%0.000%
8/10/2023Sit Investment Associates Inc.446,718$5.30M0.1%N/A0.000%
8/9/2023Meridian Investment Counsel Inc.64,675$767K0.3%-3.0%0.000%
7/31/2023LPL Financial LLC42,342$502K0.0%+24.1%0.000%
7/25/2023Raymond James & Associates11,700$139K0.0%-7.9%0.000%
7/24/2023Allspring Global Investments Holdings LLC465,287$5.52M0.0%+10.2%0.000%
7/18/2023Melfa Wealth Management LLC79,111$938K1.0%-11.8%0.000%
7/18/2023Allspring Global Investments Holdings LLC465,287$5.52M0.0%+10.2%0.000%
7/13/2023 Miracle Mile Advisors LLC11,000$130K0.0%N/A0.000%
5/12/2023Core Wealth Partners LLC15,320$179K0.2%N/A0.000%
5/11/2023Karpus Management Inc.456,465$5.34M0.2%-0.8%0.000%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

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5/11/2023Guggenheim Capital LLC643,136$7.53M0.1%+7.8%0.000%
5/9/2023Tortoise Investment Management LLC9,560$112K0.0%-64.2%0.000%
5/8/2023Global Retirement Partners LLC32,159$383K0.0%+87.4%0.000%
5/5/2023Prime Capital Investment Advisors LLC10,000$117K0.0%N/A0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.334,300$3.91M0.2%+16.5%0.000%
4/20/2023Melfa Wealth Management LLC89,652$1.05M1.0%-12.1%0.000%
4/14/2023Dakota Wealth Management77,601$908K0.1%-2.4%0.000%
(Data available from 1/1/2016 forward)

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BFZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BFZ shares?

During the previous two years, 48 institutional investors and hedge funds held shares of BlackRock California Municipal Income Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($58.24M), Guggenheim Capital LLC ($5.93M), Advisors Asset Management Inc. ($4.87M), 1607 Capital Partners LLC ($3.27M), Wells Fargo & Company MN ($3.00M), Bulldog Investors LLP ($2.76M), and City of London Investment Management Co. Ltd. ($2.69M).Learn more on BFZ's institutional investors.

Which institutional investors have been buying BlackRock California Municipal Income Trust stock?

Of the 36 institutional investors that purchased BlackRock California Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($446.72K), Saba Capital Management L.P. ($310.02K), Atala Financial Inc ($95.35K), Raymond James Financial Inc. ($94.42K), Allspring Global Investments Holdings LLC ($85.97K), Trilogy Capital Inc. ($81.33K), and Advisors Asset Management Inc. ($76.33K).

How much institutional buying is happening at BlackRock California Municipal Income Trust?

Institutional investors have bought a total of 1,949,462 shares in the last 24 months. This purchase volume represents approximately $22.20M in transactions.

Which BlackRock California Municipal Income Trust major shareholders have been selling company stock?

Of the 25 institutional investors that sold BlackRock California Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($611.20K), Almitas Capital LLC ($518.44K), City of London Investment Management Co. Ltd. ($409.28K), Sit Investment Associates Inc. ($364.03K), Allspring Global Investments Holdings LLC ($340.00K), 1607 Capital Partners LLC ($206.02K), and Guggenheim Capital LLC ($195.60K).

How much institutional selling is happening at BlackRock California Municipal Income Trust?

Institutional investors have sold a total of 3,219,516 shares in the last 24 months. This volume of shares sold represents approximately $37.17M in transactions.



This page (NYSE:BFZ) was last updated on 4/17/2025 by MarketBeat.com Staff
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