Institutional Ownership Blackrock California Municipal Income Trust (BFZ)
This table provides information about the institutional ownership of Blackrock California Municipal Income Trust (BFZ). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 9.66 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
25,565
shares
|
$293,486
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,579
shares
|
$270,686
0.0% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
22,000
shares
|
$252,560
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,865
shares
|
$251,010
0.0% of portfolio
|
Q3 2024
Reduced 44.02%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
21,021
shares
|
$241,321
0.05% of portfolio
|
Q3 2024
Reduced 59.09%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
20,700
shares
|
$237,636
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,615
shares
|
$236,660
0.0% of portfolio
|
Q2 2024
Reduced 39.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20,367
shares
|
$233,813
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$229,600
0.0% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,700
shares
|
$180,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
15,567
shares
|
$178,709
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
15,320
shares
|
$175,873
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
14,084
shares
|
$161,684
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
13,658
shares
|
$156,793
0.08% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,919
shares
|
$125,350
0.0% of portfolio
|
Q3 2023
Reduced 8.39%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,159
shares
|
$116,625
0.0% of portfolio
|
Q4 2023
Reduced 68.41%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$114,800
0.03% of portfolio
|
Q1 2022
Reduced 66.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$114,800
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,848
shares
|
$44,175
0.0% of portfolio
|
Q4 2022
Added 299.17%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,774
shares
|
$43,325
0.0% of portfolio
|
Q2 2022
Reduced 28.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,206
shares
|
$25,324
0.0% of portfolio
|
Q4 2017
Reduced 3.16%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,300
shares
|
$14,924
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,158
shares
|
$13,293
0.0% of portfolio
|
Q2 2024
Reduced 40.86%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$11,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
691
shares
|
$7,932
0.0% of portfolio
|
Q2 2022
New holding
|