Latest Institutional Transactions on Blackrock California Municipal Income Trust (BFZ)
This table provides information on the latest institutional transactions involving Blackrock California Municipal Income Trust (BFZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.2KNew |
$527K - $576K
|
47.2K
$536K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-654- 3.21% |
$7.31K - $7.98K
|
19.7K
$224K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.31K+ 59.9% |
$25.7K - $28.1K
|
6.15K
$69.8K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.51K+ 33.27% |
$95K - $104K
|
34.1K
$387K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30K- 63.14% |
$335K - $366K
|
17.5K
$199K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.16K- 21.25% |
$24.1K - $26.3K
|
8K
$90.8K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.6KNew |
$118K - $129K
|
10.6K
$120K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.38K+ 1.28% |
$15.4K - $16.8K
|
109K
$1.23M
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
34.5KNew |
$386K - $421K
|
34.5K
$392K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11+ 0.01% |
$123 - $134
|
75.9K
$861K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
900New |
$10.1K - $11K
|
900
$10.2K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15K- 5.76% |
$167K - $183K
|
245K
$2.78M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-121K- 73.09% |
$1.42M - $1.47M
|
44.4K
$504K
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-88.1K- 49.4% |
$1.04M - $1.07M
|
90.3K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.92K- 18.31% |
$117K - $121K
|
44.3K
$502K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.47K- 1.76% |
$40.9K - $42.2K
|
194K
$2.2M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.26K- 2.14% |
$97.5K - $101K
|
378K
$4.29M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16- 0.03% |
$189 - $195
|
52.6K
$597K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1K- 0.68% |
$11.8K - $12.2K
|
147K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-736K- 64.64% |
$8.69M - $8.96M
|
403K
$4.57M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.03K+ 3.41% |
$106K - $110K
|
274K
$3.11M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.4K+ 0.68% |
$51.9K - $53.5K
|
650K
$7.38M
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.52K- 3.27% |
$41.5K - $42.8K
|
104K
$1.18M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1KNew |
$11.8K - $12.2K
|
1K
$11.4K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.1K+ 3.84% |
$202K - $209K
|
464K
$5.26M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.5K+ 37.01% |
$738K - $761K
|
231K
$2.63M
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
31K+ 28.97% |
$366K - $377K
|
138K
$1.57M
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.5K- 9.9% |
$17.7K - $18.3K
|
13.7K
$155K
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2K- 4.61% |
$23.6K - $24.3K
|
41.4K
$470K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$166K - $171K
|
14.1K
$160K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7KNew |
$185K - $191K
|
15.7K
$178K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.2K- 44.02% |
$203K - $209K
|
21.9K
$248K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.36K - $2.43K
|
200
$2.27K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.2K- 14.45% |
$250K - $258K
|
125K
$1.42M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-30.4K- 59.09% |
$358K - $370K
|
21K
$239K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20.7KNew |
$244K - $252K
|
20.7K
$235K
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.41K- 2.65% |
$16.2K - $17K
|
51.8K
$588K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-800- 40.86% |
$9.18K - $9.63K
|
1.16K
$13.1K
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
22KNew |
$253K - $265K
|
22K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
200+ 1.59% |
$2.3K - $2.41K
|
12.7K
$145K
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
14.5K+ 0.28% |
$166K - $174K
|
5.24M
$59.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.91K- 93.61% |
$102K - $107K
|
608
$6.9K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.5KNew |
$17.2K - $18.1K
|
1.5K
$17K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.7KNew |
$283K - $297K
|
24.7K
$280K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-7.65K- 30.29% |
$87.8K - $92.1K
|
17.6K
$200K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.7K- 39.86% |
$157K - $165K
|
20.6K
$234K
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-78.5K- 55.52% |
$902K - $946K
|
62.9K
$714K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
700New |
$8.04K - $8.43K
|
700
$7.95K
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-116K- 34.11% |
$1.34M - $1.4M
|
225K
$2.55M
|