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 64 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,000
shares
|
$83,760
0.0% of portfolio
|
Q4 2024
Reduced 21.25%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
6,866
shares
|
$71,887
0.01% of portfolio
|
Q1 2025
Added 47.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,153
shares
|
$64,421
0.0% of portfolio
|
Q4 2024
Added 59.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,774
shares
|
$39,513
0.0% of portfolio
|
Q2 2022
Reduced 28.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,206
shares
|
$23,096
0.0% of portfolio
|
Q4 2017
Reduced 3.16%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,755
shares
|
$18,374
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,300
shares
|
$13,611
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,158
shares
|
$12,124
0.0% of portfolio
|
Q2 2024
Reduced 40.86%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
691
shares
|
$7,234
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
500
shares
|
$5,235
0.0% of portfolio
|
Q4 2024
Added 21.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
500
shares
|
$5,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
400
shares
|
$4,188
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
200
shares
|
$2,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|