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 57 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $97.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,300
shares
|
$14,183
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
691
shares
|
$7,538
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
608
shares
|
$6,633
0.0% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
500
shares
|
$5,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
400
shares
|
$4,364
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$2,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|