Free Trial

BlackRock MuniHoldings California Quality Fund (MUC) Institutional Ownership

BlackRock MuniHoldings California Quality Fund logo
$10.68 +0.07 (+0.61%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for BlackRock MuniHoldings California Quality Fund (NYSE:MUC)

Current
Institutional Ownership
Percentage
30.99%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$24.24M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$7.00M
Get MUC Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock MuniHoldings California Quality Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MUC Institutional Buying and Selling by Quarter

BlackRock MuniHoldings California Quality Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Melfa Wealth Management Inc.95,452$1.02M0.7%+6.4%0.099%
1/17/2025Dakota Wealth Management186,176$1.98M0.0%+43.5%0.194%
1/17/2025Octavia Wealth Advisors LLC11,268$120K0.0%N/A0.012%
1/15/2025 Channel Wealth LLC78,705$837K0.3%+32.1%0.082%
1/15/2025 Cypress Wealth Services LLC52,726$560K0.1%+118.5%0.055%
1/15/2025 Hennion & Walsh Asset Management Inc.274,151$2.91M0.1%-3.8%0.285%
1/14/2025 Ignite Planners LLC194,025$2.09M0.5%-0.6%0.202%
12/26/2024JPMorgan Chase & Co.2,150$25K0.0%N/A0.002%
12/3/2024Rivernorth Capital Management LLC2,537,611$29.23M1.4%+7.1%2.642%
11/25/2024Sanctuary Advisors LLC399,513$4.41M0.0%-1.3%0.416%
11/15/2024Stifel Financial Corp14,703$169K0.0%-12.4%0.015%
11/15/2024Rivernorth Capital Management LLC2,537,611$29.23M1.5%+7.1%2.642%
11/15/2024Integrated Wealth Concepts LLC27,878$321K0.0%+9.7%0.029%
11/14/2024Rockefeller Capital Management L.P.116,529$1.34M0.0%+0.9%0.121%
11/9/2024Landscape Capital Management L.L.C.65,556$755K0.1%-43.6%0.068%
11/8/2024Advisors Asset Management Inc.518,713$5.98M0.1%+6.3%0.540%
11/6/2024Intellectus Partners LLC83,226$963K0.2%+5.0%0.087%
11/6/2024Oppenheimer & Co. Inc.10,217$118K0.0%N/A0.011%
11/4/2024Wolverine Asset Management LLC35,162$405K0.0%+450.3%0.037%
11/1/2024Hollencrest Capital Management926,318$10.67M0.4%-0.2%0.965%
10/29/2024Farther Finance Advisors LLC29,498$340K0.0%N/A0.031%
10/25/2024JFS Wealth Advisors LLC10,004$115K0.0%-50.0%0.010%
10/25/2024 Fortitude Family Office LLC4,188$48K0.0%N/A0.004%
10/24/2024Ackerman Capital Advisors LLC20,491$236K0.1%N/A0.021%
10/23/2024Dakota Wealth Management129,776$1.50M0.0%-3.4%0.135%
10/23/2024 Hennion & Walsh Asset Management Inc.285,039$3.28M0.2%-3.0%0.297%
10/22/2024Litman Gregory Wealth Management LLC36,615$422K0.0%+108.0%0.038%
10/11/2024Creative Planning16,493$190K0.0%-71.2%0.017%
9/5/2024Sanctuary Advisors LLC404,932$4.31M0.0%N/A0.422%
8/22/2024Cetera Investment Advisers90,448$1.00M0.0%-1.0%0.094%
8/19/2024B. Riley Wealth Advisors Inc.13,771$154K0.0%-26.8%0.014%
8/16/2024Creative Planning57,242$635K0.0%+201.5%0.060%
8/15/2024Logan Stone Capital LLC99,295$1.10M0.3%-41.7%0.103%
8/14/2024Evoke Wealth LLC35,371$394K0.5%-67.2%0.037%
8/12/2024Mercer Global Advisors Inc. ADV24,370$271K0.0%N/A0.025%
8/10/2024Perennial Investment Advisors LLC52,211$580K0.1%+86.5%0.054%
8/8/2024NINE MASTS CAPITAL Ltd62,507$694K0.2%-54.1%0.065%
8/7/2024Choreo LLC41,135$453K0.0%+5.8%0.043%
8/7/2024Wedbush Securities Inc.36,314$403K0.0%+12.1%0.038%
8/5/2024Blue Bell Private Wealth Management LLC4,800$53K0.0%+242.9%0.005%
More AI patents than Nvidia, OpenAI and Tesla combined (Ad)

If you own a smartphone, there’s a good chance you’re already benefiting from its technology—because it’s on hundreds of millions of devices worldwide. But you don’t see it’s logo on the outside of the tech gadgets you buy… That’s because it’s on the inside, making up the app’s and components that run your smartphone, your computer, and everything else…

8/2/2024Wolverine Asset Management LLC6,390$71K0.0%+57.4%0.007%
8/2/2024Tortoise Investment Management LLC31,611$351K0.0%-11.2%0.033%
7/31/2024Commonwealth Equity Services LLC64,145$712K0.0%+15.2%0.067%
7/25/2024Destination Wealth Management43,053$478K0.0%+59.5%0.045%
7/22/2024Atria Wealth Solutions Inc.120,142$1.34M0.0%-11.7%0.125%
7/20/2024 Hennion & Walsh Asset Management Inc.293,828$3.26M0.2%-17.2%0.306%
7/19/2024Intellectus Partners LLC79,232$883K0.2%-6.4%0.082%
7/15/2024Diligent Investors LLC173,653$1.93M0.5%-8.0%0.181%
5/20/2024Virtu Financial LLC10,793$119K0.0%N/A0.011%
5/16/2024B. Riley Wealth Advisors Inc.18,822$207K0.0%+37.8%0.020%
5/14/2024Advisors Asset Management Inc.513,532$5.65M0.1%+10.3%0.535%
5/14/2024Axxcess Wealth Management LLC22,541$248K0.0%-11.2%0.023%
5/14/2024Robinson Capital Management LLC605,035$6.49M2.3%+12.8%0.630%
5/14/2024Karpus Management Inc.3,720,874$40.97M1.2%-1.4%3.874%
5/2/2024Choreo LLC38,873$428K0.0%N/A0.040%
4/17/2024 Hennion & Walsh Asset Management Inc.354,751$3.91M0.2%-17.3%0.369%
4/16/2024 Cypress Wealth Services LLC23,500$259K0.1%N/A0.024%
4/11/2024 Sanders Morris Harris LLC10,000$110K0.0%N/A0.010%
3/15/2024B. Riley Wealth Advisors Inc.13,663$152K0.0%-27.4%0.014%
2/29/2024Tortoise Investment Management LLC35,611$396K0.1%+12.9%0.037%
2/26/2024Centaurus Financial Inc.9,457$105K0.0%N/A0.010%
2/22/2024Napa Wealth Management42,313$471K0.3%N/A0.044%
2/14/2024LM Advisors LLC40,604$452K0.1%N/A0.042%
2/14/2024Vivaldi Capital Management LP27,668$307K0.1%-4.5%0.029%
2/13/2024Karpus Management Inc.3,773,789$42.00M1.3%+6.6%3.929%
2/12/2024Weiss Asset Management LP14,993$167K0.0%N/A0.016%
2/12/2024Steward Partners Investment Advisory LLC23,154$258K0.0%-9.6%0.024%
2/9/2024Wells Fargo & Company MN667,335$7.43M0.0%+20.7%0.695%
2/8/2024Robinson Capital Management LLC536,459$5.99M2.1%+87.7%0.559%
2/8/2024Tortoise Investment Management LLC35,611$395K0.1%+12.9%0.037%
2/8/2024Beacon Pointe Advisors LLC41,604$463K0.0%N/A0.043%
2/7/2024Strategic Advocates LLC22,621$252K0.1%-11.8%0.024%
2/6/2024Spire Wealth Management4,684$51K0.0%N/A0.005%
2/6/2024RB Capital Management LLC29,215$325K0.1%-15.7%0.030%
2/2/2024Mackay Shields LLC40,376$449K0.0%N/A0.042%
2/2/2024Atria Wealth Solutions Inc.123,336$1.37M0.0%+20.1%0.128%
1/31/2024Western Wealth Management LLC92,637$1.03M0.1%-10.4%0.096%
1/24/2024Stratos Wealth Partners LTD.58,696$653K0.0%-11.2%0.061%
1/24/2024Tempus Wealth Planning LLC23,657$263K0.1%+47.3%0.025%
1/18/2024 Ritholtz Wealth Management21,525$240K0.0%-6.5%0.022%
1/16/2024Raymond James & Associates19,202$214K0.0%-5.5%0.020%
1/11/2024Diligent Investors LLC192,271$2.14M0.6%-13.6%0.200%
1/8/2024 Channel Wealth LLC58,038$646K0.3%-19.7%0.060%
12/1/2023B. Riley Wealth Advisors Inc.18,822$181K0.0%-26.2%0.020%
11/24/2023EP Wealth Advisors LLC12,859$123K0.0%+28.6%0.013%
11/21/2023Almitas Capital LLC59,661$570K0.3%N/A0.062%
11/15/2023Advisors Asset Management Inc.438,977$4.20M0.1%+3.9%0.457%
11/14/2023AQR Arbitrage LLC508,322$4.86M0.2%+102.2%0.529%
11/14/2023Saba Capital Management L.P.3,874,186$37.04M0.9%+93.2%4.034%
11/13/2023Hollencrest Capital Management1,368,009$13.08M1.5%-0.2%1.424%
More AI patents than Nvidia, OpenAI and Tesla combined (Ad)

If you own a smartphone, there’s a good chance you’re already benefiting from its technology—because it’s on hundreds of millions of devices worldwide. But you don’t see it’s logo on the outside of the tech gadgets you buy… That’s because it’s on the inside, making up the app’s and components that run your smartphone, your computer, and everything else…

11/9/2023Karpus Management Inc.3,541,791$33.86M1.1%+17.6%3.688%
11/9/2023UBS Group AG474,924$4.54M0.0%-16.4%0.495%
11/8/2023Fort Point Capital Partners LLC35,902$343K0.1%+110.2%0.037%
11/8/2023Atria Wealth Solutions Inc.102,665$985K0.0%-4.3%0.107%
11/8/2023Landscape Capital Management L.L.C.43,855$419K0.1%-29.4%0.046%
11/6/2023Diligent Investors LLC222,510$2.13M0.6%-1.9%0.232%
11/2/2023JFS Wealth Advisors LLC40,000$382K0.0%-20.0%0.042%
10/31/2023Allworth Financial LP5,483$52K0.0%-53.7%0.006%
10/30/2023Perigon Wealth Management LLC20,723$198K0.0%-47.8%0.022%
10/30/2023Beach Point Capital Management LP395,036$3.78M2.2%+23.9%0.411%
(Data available from 1/1/2016 forward)

MUC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MUC shares?

During the previous two years, 96 institutional investors and hedge funds held shares of BlackRock MuniHoldings California Quality Fund. The most heavily invested institutionals were Karpus Management Inc. ($40.97M), Saba Capital Management L.P. ($37.04M), Rivernorth Capital Management LLC ($29.23M), Hollencrest Capital Management ($10.67M), Wells Fargo & Company MN ($7.43M), Robinson Capital Management LLC ($6.49M), and Advisors Asset Management Inc. ($5.98M).Learn more on MUC's institutional investors.

What percentage of BlackRock MuniHoldings California Quality Fund stock is owned by institutional investors?

30.99% of BlackRock MuniHoldings California Quality Fund stock is owned by institutional investors. Learn more on MUC's institutional investor holdings.

Which institutional investors have been buying BlackRock MuniHoldings California Quality Fund stock?

Of the 73 institutional investors that purchased BlackRock MuniHoldings California Quality Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.96M), Saba Capital Management L.P. ($1.87M), Rivernorth Capital Management LLC ($855.38K), Sanctuary Advisors LLC ($404.93K), Beach Point Capital Management LP ($395.04K), Robinson Capital Management LLC ($339.73K), and Sit Investment Associates Inc. ($291.23K).

How much institutional buying is happening at BlackRock MuniHoldings California Quality Fund?

Institutional investors have bought a total of 9,091,155 shares in the last 24 months. This purchase volume represents approximately $95.81M in transactions.

Which BlackRock MuniHoldings California Quality Fund major shareholders have been selling company stock?

Of the 48 institutional investors that sold BlackRock MuniHoldings California Quality Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($267.18K), JFS Wealth Advisors LLC ($205.00K), Guggenheim Capital LLC ($131.77K), UBS Group AG ($127.39K), Landscape Capital Management L.L.C. ($122.52K), NINE MASTS CAPITAL Ltd ($73.62K), and Evoke Wealth LLC ($72.37K).

How much institutional selling is happening at BlackRock MuniHoldings California Quality Fund?

Institutional investors have sold a total of 1,675,972 shares in the last 24 months. This volume of shares sold represents approximately $18.02M in transactions.



This page (NYSE:MUC) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners