Purchases and Sales Made in Q2 2025 in Blackrock California Municipal Income Trust (BFZ)
This table provides information about the institutional ownership of Blackrock California Municipal Income Trust (BFZ) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
87.6K+ 15.52% |
$894K - $980K
|
652K
$7.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
79.7K+ 16.31% |
$813K - $892K
|
569K
$6.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
54.2KNew |
$553K - $607K
|
54.2K
$592K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
42K+ 19.62% |
$428K - $470K
|
256K
$2.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
28.8K+ 29.31% |
$294K - $323K
|
127K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$192K - $210K
|
18.8K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
16.7K+ 13.77% |
$171K - $187K
|
138K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9KNew |
$122K - $134K
|
11.9K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4KNew |
$117K - $128K
|
11.4K
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.4K+ 142.13% |
$116K - $127K
|
19.4K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9.63K+ 8.99% |
$98.2K - $108K
|
117K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.89K+ 2.16% |
$60.1K - $66K
|
279K
$3.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.14K+ 0.94% |
$21.8K - $23.9K
|
231K
$2.52M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108+ 21.6% |
$1.1K - $1.21K
|
608
$6.63K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
29+ 0.07% |
$296 - $325
|
44.3K
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
9+ 0.01% |
$91.8 - $101
|
75.9K
$828K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.25K- 33.12% |
$12.8K - $14K
|
2.52K
$27.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.48K- 11.5% |
$15.1K - $16.6K
|
11.4K
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.2K- 6.42% |
$22.4K - $24.6K
|
32K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.77K- 0.98% |
$28.3K - $31K
|
280K
$3.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.97K- 12.95% |
$30.3K - $33.2K
|
20K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.09K- 30.88% |
$62.1K - $68.1K
|
13.6K
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-15.1KClosed |
$154K - $169K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.4K- 8.58% |
$157K - $172K
|
164K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.1K- 36.96% |
$195K - $214K
|
32.7K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-28.1K- 24.75% |
$287K - $314K
|
85.4K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.6K- 27.32% |
$342K - $375K
|
89.3K
$974K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.1K- 52.25% |
$409K - $449K
|
36.6K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-59.6K- 1.26% |
$608K - $667K
|
4.69M
$51.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64K- 24.67% |
$653K - $716K
|
195K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.32M- 98.74% |
$13.5M - $14.8M
|
16.9K
$184K
|