Wellspring Financial Advisors, LLC Blackrock California Municipal Income Trust Transaction History

Wellspring Financial Advisors, LLC

$838 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$10.55 - $12.28 $26,375 - $30,700	2,500 Added 13.97%	20,400 $231,000
Q2 2021 Aug 13, 2021	BUY	$14.38 - $14.99 $257,402 - $268,321	17,900 New	17,900 $268,000
Q1 2021 May 17, 2021	SELL	$13.68 - $14.58 $257,184 - $274,104	-18,800 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$13.0 - $14.23 $110,500 - $120,955	8,500 Added 82.52%	18,800 $268,000
Q2 2020 Aug 14, 2020	BUY	$11.82 - $13.28 $121,746 - $136,784	10,300 New	10,300 $136,000

Others Institutions Holding BFZ

# of Institutions

55

Shares Held

9.63M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

5.24M
Shares

$59.3 Million
1.35% of portfolio
Guggenheim Capital LLC Chicago, IL

650K
Shares

$7.36 Million
0.06% of portfolio
Advisors Asset Management, Inc. Monument, CO

435K
Shares

$4.93 Million
0.09% of portfolio
Sit Investment Associates Inc Minneapolis, MN

403K
Shares

$4.56 Million
0.11% of portfolio
Morgan Stanley New York, NY

378K
Shares

$4.28 Million
0.0% of portfolio

About BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST

Ticker BFZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BlackRock California Municipal Income Trust is a closed ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income markets. It invests primarily in investment grade municipal bonds that are exempt from regular federal and California income taxes. BlackRock California Muni...

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