Latest Institutional Purchases of Blackrock California Municipal Income Trust (BFZ)
This list provides information on the latest institutional transactions involving Blackrock California Municipal Income Trust (BFZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.3KNew |
$188K - $195K
|
16.3K
$177K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
46.6KNew |
$462K - $561K
|
46.6K
$506K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9KNew |
$127K - $155K
|
12.9K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7.96KNew |
$78.8K - $95.8K
|
7.96K
$86.4K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
400New |
$3.96K - $4.81K
|
400
$4.34K
|
|
| Q3 2023 | |||||||
|
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
|
Quarry LP
New York, NY |
BUY
|
- |
22K+ 175.49% |
$226K - $261K
|
34.5K
$375K
|
|
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
245+ 0.31% |
$2.52K - $2.9K
|
78.4K
$851K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$286K - $303K
|
25.1K
$272K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
15.3KNew |
$167K - $179K
|
15.3K
$166K
|
|
|
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
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
81+ 0.7% |
$883 - $948
|
11.6K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
43+ 0.15% |
$469 - $503
|
29.6K
$322K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
55.6KNew |
$560K - $614K
|
55.6K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
41.3KNew |
$416K - $456K
|
41.3K
$448K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
31.3K+ 47.74% |
$321K - $369K
|
96.8K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 10.05% |
$13.9K - $15.9K
|
14.8K
$161K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32+ 0.28% |
$329 - $378
|
11.5K
$125K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
39.2KNew |
$413K - $481K
|
39.2K
$425K
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
13.5K+ 52.3% |
$142K - $165K
|
39.2K
$425K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.3KNew |
$140K - $163K
|
13.3K
$144K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$110K - $128K
|
10.5K
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 13.97% |
$26.4K - $30.7K
|
20.4K
$221K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.8KNew |
$19K - $22.1K
|
1.8K
$19.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
691New |
$7.29K - $8.49K
|
691
$7.5K
|
|
| Q1 2022 | |||||||
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
23.2K+ 46.56% |
$283K - $338K
|
73K
$792K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
16K+ 136.83% |
$195K - $233K
|
27.7K
$301K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$183K - $218K
|
15K
$163K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
741+ 231.56% |
$9.03K - $10.8K
|
1.06K
$11.5K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14KNew |
$201K - $208K
|
14K
$152K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
BUY
|
- |
60.7KNew |
$890K - $919K
|
60.7K
$658K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.99KNew |
$29.1K - $30.1K
|
1.99K
$21.5K
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$140K - $144K
|
10.4K
$113K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2KNew |
$181K - $191K
|
15.2K
$165K
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
- |
1.3KNew |
$16.8K - $18.1K
|
1.3K
$14.1K
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20.6KNew |
$297K - $303K
|
20.6K
$223K
|
|