Purchases and Sales Made in Q1 2023 in Blackrock California Municipal Income Trust (BFZ)
This table provides information about the institutional ownership of Blackrock California Municipal Income Trust (BFZ) during Q1 2023. The information is specifically focused on institutions that hold shares of BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
748KNew |
$8.16M - $8.75M
|
748K
$8.38M
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
502K+ 380.55% |
$5.47M - $5.88M
|
634K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
458K+ 14.93% |
$4.99M - $5.36M
|
3.53M
$39.5M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
122KNew |
$1.33M - $1.42M
|
122K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
57.1KNew |
$622K - $668K
|
57.1K
$639K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
50KNew |
$545K - $585K
|
50K
$560K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
47.3K+ 16.48% |
$516K - $553K
|
334K
$3.74M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
46.4K+ 7.78% |
$506K - $543K
|
643K
$7.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
45K+ 12.2% |
$491K - $527K
|
414K
$4.64M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.1KNew |
$459K - $493K
|
42.1K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
23K+ 5.26% |
$250K - $269K
|
459K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.5K+ 51.16% |
$213K - $228K
|
57.7K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
15.5KNew |
$169K - $181K
|
15.5K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 186.79% |
$168K - $180K
|
23.7K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
15.3KNew |
$167K - $179K
|
15.3K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
15.2K+ 28.88% |
$165K - $177K
|
67.6K
$757K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 87.42% |
$164K - $176K
|
32.2K
$360K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$109K - $117K
|
10K
$112K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7.55K+ 6.76% |
$82.3K - $88.3K
|
119K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.37K+ 31.42% |
$69.5K - $74.6K
|
26.7K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.08K+ 5.74% |
$22.7K - $24.3K
|
38.3K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.72K+ 0.46% |
$18.8K - $20.1K
|
375K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
700+ 3.88% |
$7.63K - $8.19K
|
18.7K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
449+ 2.59% |
$4.89K - $5.25K
|
17.8K
$199K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.18K - $2.34K
|
200
$2.24K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
154+ 0.2% |
$1.68K - $1.8K
|
77.9K
$873K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
116New |
$1.26K - $1.36K
|
116
$1.3K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
81+ 0.7% |
$883 - $948
|
11.6K
$130K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
43+ 0.15% |
$469 - $503
|
29.6K
$332K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25+ 0.07% |
$273 - $293
|
34.1K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.07% |
$120 - $129
|
16.9K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-987- 5.44% |
$10.8K - $11.5K
|
17.2K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.2K- 5.66% |
$13.1K - $14K
|
20K
$224K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.58K- 13.12% |
$17.2K - $18.4K
|
10.4K
$117K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.9K- 2.39% |
$20.7K - $22.2K
|
77.6K
$869K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.48K- 0.76% |
$37.9K - $40.7K
|
456K
$5.11M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.7K- 17.09% |
$51.2K - $55K
|
22.8K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.98K- 8.68% |
$65.2K - $70K
|
62.9K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 14.9% |
$128K - $137K
|
66.9K
$749K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-12.3K- 12.1% |
$135K - $144K
|
89.7K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17.2K- 64.21% |
$187K - $201K
|
9.56K
$107K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.7K- 45.13% |
$204K - $219K
|
22.7K
$254K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-30.7K- 4.91% |
$335K - $359K
|
595K
$6.67M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-225K- 32.05% |
$2.45M - $2.63M
|
477K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-289K- 20.36% |
$3.15M - $3.39M
|
1.13M
$12.7M
|