Purchases and Sales Made in Q3 2021 in Blackrock California Municipal Income Trust (BFZ)
This table provides information about the institutional ownership of Blackrock California Municipal Income Trust (BFZ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
270KNew |
$3.96M - $4.09M
|
270K
$3.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
188KNew |
$2.75M - $2.84M
|
188K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.2K+ 42.91% |
$1.29M - $1.34M
|
294K
$3.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
BUY
|
- |
60.7KNew |
$890K - $919K
|
60.7K
$679K
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
39.5K+ 64.11% |
$579K - $598K
|
101K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
38.2K+ 4.24% |
$560K - $578K
|
938K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.5K+ 7.9% |
$506K - $523K
|
471K
$5.28M
|
|
|
Nov 12, 2021
Q3 2021
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
30K+ 42.06% |
$439K - $454K
|
101K
$1.13M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8K+ 29.36% |
$246K - $254K
|
73.8K
$827K
|
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
BUY
|
- |
12.5K+ 35.77% |
$184K - $190K
|
47.5K
$532K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.5KNew |
$183K - $189K
|
12.5K
$140K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9KNew |
$161K - $166K
|
10.9K
$123K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
10K+ 78.21% |
$147K - $152K
|
22.9K
$256K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.62K+ 35.55% |
$53K - $54.8K
|
13.8K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.82K+ 2.28% |
$41.4K - $42.7K
|
127K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
2.8K+ 1.74% |
$41.1K - $42.4K
|
164K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.72K+ 7.48% |
$39.9K - $41.2K
|
39K
$437K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 15.11% |
$29.2K - $30.1K
|
15.2K
$170K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.99KNew |
$29.1K - $30.1K
|
1.99K
$22.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.3K+ 2.64% |
$19.1K - $19.7K
|
50.6K
$566K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
600+ 1.98% |
$8.8K - $9.09K
|
30.9K
$346K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-23- 0.08% |
$337 - $348
|
27.7K
$311K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-300- 0.91% |
$4.4K - $4.55K
|
32.6K
$365K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-447- 1.2% |
$6.56K - $6.77K
|
36.9K
$414K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-749- 0.7% |
$11K - $11.3K
|
107K
$1.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 1.36% |
$14.7K - $15.2K
|
72.3K
$810K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.29K- 1.59% |
$19K - $19.6K
|
80K
$896K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.39K- 6.49% |
$35K - $36.1K
|
34.4K
$385K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.79K- 13.6% |
$40.9K - $42.2K
|
17.7K
$198K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.3K- 28.6% |
$63.1K - $65.2K
|
10.7K
$120K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5K- 22.32% |
$73.3K - $75.7K
|
17.4K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.27K- 6.37% |
$136K - $140K
|
136K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12.1K- 23.49% |
$177K - $183K
|
39.4K
$441K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.2KClosed |
$252K - $260K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-17.9K- 3.19% |
$263K - $272K
|
545K
$6.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.8K- 29.38% |
$320K - $331K
|
52.4K
$587K
|
|
|
Oct 13, 2021
Q3 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-25.5KClosed |
$374K - $386K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-29.8K- 41.89% |
$437K - $451K
|
41.3K
$463K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-53.4K- 40.81% |
$783K - $809K
|
77.4K
$867K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-119K- 74.97% |
$1.74M - $1.8M
|
39.7K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-135K- 2.8% |
$1.99M - $2.05M
|
4.7M
$52.6M
|