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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
34.5KNew |
$386K - $421K
|
34.5K
$375K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
900New |
$10.1K - $11K
|
900
$9.77K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-121K- 73.09% |
$1.42M - $1.47M
|
44.4K
$482K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1KNew |
$11.8K - $12.2K
|
1K
$10.9K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.2K- 14.45% |
$250K - $258K
|
125K
$1.36M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7KNew |
$185K - $191K
|
15.7K
$170K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-30.4K- 59.09% |
$358K - $370K
|
21K
$228K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20.7KNew |
$244K - $252K
|
20.7K
$225K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-800- 40.86% |
$9.18K - $9.63K
|
1.16K
$12.6K
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
22KNew |
$253K - $265K
|
22K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.5KNew |
$17.2K - $18.1K
|
1.5K
$16.3K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-7.65K- 30.29% |
$87.8K - $92.1K
|
17.6K
$191K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.7KNew |
$283K - $297K
|
24.7K
$267K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.7K- 39.86% |
$157K - $165K
|
20.6K
$224K
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-78.5K- 55.52% |
$902K - $946K
|
62.9K
$683K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
700New |
$8.04K - $8.43K
|
700
$7.6K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.7K- 49.05% |
$261K - $273K
|
23.6K
$256K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.3KNew |
$188K - $195K
|
16.3K
$177K
|
|
May 15, 2024
Q1 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
20.7KNew |
$239K - $248K
|
20.7K
$225K
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
68.8KNew |
$793K - $824K
|
68.8K
$746K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
40.5KNew |
$467K - $485K
|
40.5K
$439K
|
|
Q4 2023 | |||||||
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9KNew |
$127K - $155K
|
12.9K
$140K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
400New |
$3.96K - $4.81K
|
400
$4.34K
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.9K- 17.92% |
$48.5K - $58.9K
|
22.4K
$243K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-15.6K- 50.0% |
$154K - $187K
|
15.6K
$169K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7.96KNew |
$78.8K - $95.8K
|
7.96K
$86.4K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.5K- 29.7% |
$64.3K - $78.2K
|
15.4K
$167K
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
46.6KNew |
$462K - $561K
|
46.6K
$506K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1K- 8.39% |
$10.3K - $11.9K
|
10.9K
$118K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
22K+ 175.49% |
$226K - $261K
|
34.5K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
22K+ 175.49% |
$226K - $261K
|
34.5K
$375K
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-206K- 39.37% |
$2.12M - $2.44M
|
317K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-127K- 62.94% |
$1.31M - $1.51M
|
75K
$814K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
245+ 0.31% |
$2.52K - $2.9K
|
78.4K
$851K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8K+ 76.09% |
$82.3K - $94.8K
|
18.5K
$201K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2K+ 18.18% |
$20.6K - $23.7K
|
13K
$141K
|
|
Q2 2023 | |||||||
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$286K - $303K
|
25.1K
$272K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.66K- 30.22% |
$64.4K - $68.3K
|
13.1K
$142K
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-48.3K- 71.46% |
$550K - $583K
|
19.3K
$209K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
81+ 0.7% |
$883 - $948
|
11.6K
$126K
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
15.3KNew |
$167K - $179K
|
15.3K
$166K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
43+ 0.15% |
$469 - $503
|
29.6K
$322K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17.2K- 64.21% |
$187K - $201K
|
9.56K
$104K
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$109K - $117K
|
10K
$109K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
116New |
$1.26K - $1.36K
|
116
$1.26K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.9K- 2.39% |
$20.7K - $22.2K
|
77.6K
$842K
|
|
Q4 2022 | |||||||
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-10.1KClosed |
$102K - $112K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-27.7K- 70.73% |
$279K - $306K
|
11.5K
$125K
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
41.3KNew |
$416K - $456K
|
41.3K
$448K
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
55.6KNew |
$560K - $614K
|
55.6K
$604K
|