Purchases and Sales Made in Q4 2021 in Blackrock California Municipal Income Trust (BFZ)
This table provides information about the institutional ownership of Blackrock California Municipal Income Trust (BFZ) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
264KNew |
$3.79M - $3.93M
|
264K
$3.02M
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
263K+ 28.06% |
$3.78M - $3.92M
|
1.2M
$13.7M
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
75.1K+ 1.6% |
$1.08M - $1.12M
|
4.77M
$54.6M
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29.7KNew |
$426K - $442K
|
29.7K
$340K
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
28.6K+ 72.21% |
$411K - $427K
|
68.3K
$782K
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
20K+ 200.0% |
$287K - $298K
|
30K
$343K
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.5K+ 18.3% |
$266K - $276K
|
120K
$1.37M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 156.06% |
$241K - $250K
|
27.5K
$315K
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$218K - $226K
|
15.2K
$173K
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
BUY
|
- |
14.7K+ 30.99% |
$211K - $219K
|
62.2K
$712K
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14KNew |
$201K - $208K
|
14K
$160K
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
11.4K+ 9.0% |
$164K - $170K
|
138K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.2KNew |
$161K - $167K
|
11.2K
$128K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 4.05% |
$157K - $163K
|
281K
$3.22M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.82K+ 11.1% |
$83.6K - $86.8K
|
58.3K
$667K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
5.77K+ 3.52% |
$82.9K - $86K
|
170K
$1.94M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.42K+ 2.36% |
$63.5K - $65.9K
|
192K
$2.2M
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.55K+ 3.75% |
$22.2K - $23.1K
|
42.9K
$490K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
950New |
$13.6K - $14.2K
|
950
$10.9K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
776+ 5.12% |
$11.1K - $11.6K
|
15.9K
$182K
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
465+ 1.18% |
$6.68K - $6.93K
|
39.8K
$456K
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
378+ 0.49% |
$5.43K - $5.63K
|
77.8K
$890K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
320New |
$4.6K - $4.77K
|
320
$3.66K
|
|
Feb 20, 2025
Q4 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
241+ 0.65% |
$3.46K - $3.59K
|
37.5K
$429K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199+ 1.44% |
$2.86K - $2.97K
|
14K
$160K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
190New |
$2.73K - $2.83K
|
190
$2.17K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47+ 0.38% |
$675 - $700
|
12.6K
$144K
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37+ 0.13% |
$531 - $551
|
27.8K
$318K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5+ 0.01% |
$71.8 - $74.5
|
37K
$423K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19- -0.0% |
$273 - $283
|
471K
$5.39M
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-800- 2.45% |
$11.5K - $11.9K
|
31.8K
$364K
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.99K- 1.87% |
$28.5K - $29.6K
|
105K
$1.2M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.26K- 9.87% |
$32.4K - $33.6K
|
20.6K
$236K
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-3.63K- 5.01% |
$52.1K - $54K
|
68.7K
$786K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.85KClosed |
$55.3K - $57.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.84K- 14.95% |
$83.8K - $86.9K
|
33.2K
$380K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.84K- 1.99% |
$83.8K - $87K
|
288K
$3.29M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.74K- 21.77% |
$96.7K - $100K
|
24.2K
$277K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.43K- 7.92% |
$121K - $126K
|
98K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.9KClosed |
$157K - $163K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-11.4K- 1.53% |
$164K - $170K
|
732K
$8.37M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 16.4% |
$188K - $196K
|
66.9K
$765K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.4KClosed |
$250K - $259K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-38.1K- 17.82% |
$548K - $568K
|
176K
$2.01M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73.8KClosed |
$1.06M - $1.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-136KClosed |
$1.96M - $2.03M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-175K- 32.13% |
$2.51M - $2.61M
|
370K
$4.23M
|