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BlackRock California Municipal Income Trust (BFZ) Institutional Ownership

$11.32 -0.18 (-1.57%)
(As of 12/20/2024 04:32 PM ET)

Institutional Ownership Changes (13F Filings) for BlackRock California Municipal Income Trust (NYSE:BFZ)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$4.94M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$17.44M
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BFZ Institutional Buying and Selling by Quarter

BlackRock California Municipal Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/3/2024 Rivernorth Capital Management LLC90,258$1.09M0.1%-49.4%0.000%
11/15/2024 Rivernorth Capital Management LLC90,258$1.09M0.1%-49.4%0.000%
11/8/2024 Advisors Asset Management Inc.463,700$5.61M0.1%+3.8%0.000%
11/7/2024 Napa Wealth Management13,658$165K0.1%-9.9%0.000%
11/6/2024 Meridian Investment Counsel Inc.41,400$501K0.2%-4.6%0.000%
11/4/2024 Wolverine 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%
10/21/2024 Trilogy Capital Inc.107,261$1.30M0.1%+292.8%0.000%
10/19/2024 Allspring 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%
9/5/2024 Sanctuary Advisors LLC44,012$509K0.0%N/A0.000%
8/16/2024 Almitas Capital LLC165,065$1.98M0.8%-64.4%0.000%
8/9/2024 City of London Investment Management Co. Ltd.224,833$2.69M0.2%-34.1%0.000%
7/20/2024 Meridian 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%
5/16/2024 B. Riley Wealth Advisors Inc.16,290$193K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.476,270$5.63M0.1%+10.6%0.000%
5/10/2024 City 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%
4/18/2024 Allspring 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%
2/22/2024 Napa Wealth Management31,614$380K0.2%N/A0.000%
2/15/2024 Bulldog Investors LLP229,380$2.76M0.9%-21.9%0.000%
2/14/2024 Vivaldi Capital Management LP54,153$634K0.2%-5.2%0.000%
2/13/2024 Karpus Management Inc.46,618$561K0.0%N/A0.000%
2/9/2024 City of London Investment Management Co. Ltd.536,808$6.46M0.5%-13.1%0.000%
2/5/2024 Oder Investment Management LLC105,352$1.27M1.3%-13.7%0.000%
1/25/2024 Allspring Global Investments Holdings LLC414,521$4.99M0.0%-10.9%0.000%
1/25/2024 Blue 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%
1/18/2024 Global Retirement Partners LLC10,159$119K0.0%-68.4%0.000%
1/16/2024Raymond James & Associates46,279$557K0.0%+146.4%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.16,290$168K0.0%-29.0%0.000%
11/21/2023 Almitas Capital LLC528,375$5.44M2.6%-28.5%0.000%
11/15/2023 1607 Capital Partners LLC317,277$3.27M0.2%-39.4%0.000%
11/15/2023 Advisors Asset Management Inc.423,566$4.36M0.1%+3.3%0.000%
11/14/2023 Saba Capital Management L.P.4,513,628$46.45M1.1%+7.4%0.000%
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11/14/2023 Clough Capital Partners L P34,536$355K0.0%+175.5%0.000%
11/14/2023 Robinson Capital Management LLC64,173$655K0.3%N/A0.000%
11/7/2023 Oder Investment Management LLC122,120$1.26M1.4%+2.4%0.000%
11/4/2023 Meridian Investment Counsel Inc.53,475$550K0.2%-17.3%0.000%
10/30/2023 Melfa 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%
8/15/2023 Rivernorth Capital Management LLC696,799$8.26M0.4%-38.4%0.000%
8/15/2023 Bulldog Investors LLP389,941$4.63M1.5%-15.0%0.000%
8/11/2023 City of London Investment Management Co. Ltd.617,585$7.33M0.6%-2.6%0.000%
8/11/2023 Almitas Capital LLC738,499$8.56M3.7%-1.3%0.000%
8/11/2023 Guggenheim Capital LLC568,294$6.74M0.1%-11.6%0.000%
8/10/2023 Sit Investment Associates Inc.446,718$5.30M0.1%N/A0.000%
8/9/2023 Meridian Investment Counsel Inc.64,675$767K0.3%-3.0%0.000%
7/31/2023 LPL Financial LLC42,342$502K0.0%+24.1%0.000%
7/25/2023Raymond James & Associates11,700$139K0.0%-7.9%0.000%
7/24/2023 Allspring Global Investments Holdings LLC465,287$5.52M0.0%+10.2%0.000%
7/18/2023 Melfa Wealth Management LLC79,111$938K1.0%-11.8%0.000%
7/18/2023 Allspring 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%
5/12/2023 Core Wealth Partners LLC15,320$179K0.2%N/A0.000%
5/11/2023 Karpus Management Inc.456,465$5.34M0.2%-0.8%0.000%
5/11/2023 Guggenheim Capital LLC643,136$7.53M0.1%+7.8%0.000%
5/9/2023 Tortoise Investment Management LLC9,560$112K0.0%-64.2%0.000%
5/8/2023 Global Retirement Partners LLC32,159$383K0.0%+87.4%0.000%
5/5/2023 Prime 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%
4/20/2023 Melfa Wealth Management LLC89,652$1.05M1.0%-12.1%0.000%
4/14/2023 Dakota Wealth Management77,601$908K0.1%-2.4%0.000%
(Data available from 1/1/2016 forward)

BFZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BFZ shares?

During the previous two years, 36 institutional investors and hedge funds held shares of BlackRock California Municipal Income Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($46.45M), Guggenheim Capital LLC ($6.74M), Advisors Asset Management Inc. ($5.61M), Sit Investment Associates Inc. ($5.30M), 1607 Capital Partners LLC ($3.27M), Hennion & Walsh Asset Management Inc. ($3.14M), and Bulldog Investors LLP ($2.76M).Learn more on BFZ's institutional investors.

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

Of the 25 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), Allspring Global Investments Holdings LLC ($85.97K), Trilogy Capital Inc. ($79.95K), Advisors Asset Management Inc. ($76.33K), Hennion & Walsh Asset Management Inc. ($69.09K), and Robinson Capital Management LLC ($64.17K).

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

Institutional investors have bought a total of 1,541,750 shares in the last 24 months. This purchase volume represents approximately $17.63M in transactions.

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

Of the 20 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), Allspring Global Investments Holdings LLC ($340.00K), 1607 Capital Partners LLC ($206.02K), Bulldog Investors LLP ($133.35K), and Hennion & Walsh Asset Management Inc. ($98.03K).

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

Institutional investors have sold a total of 2,555,654 shares in the last 24 months. This volume of shares sold represents approximately $29.74M in transactions.



This page (NYSE:BFZ) was last updated on 12/21/2024 by MarketBeat.com Staff
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