Purchases and Sales Made in Q4 2023 in Blackrock California Municipal Income Trust (BFZ)
This table provides information about the institutional ownership of Blackrock California Municipal Income Trust (BFZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
580K+ 12.86% |
$5.75M - $6.98M
|
5.09M
$57.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
386K+ 73.38% |
$3.82M - $4.65M
|
912K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
71.8K+ 102.54% |
$711K - $863K
|
142K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
46.6KNew |
$462K - $561K
|
46.6K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
45.6K+ 8.32% |
$452K - $549K
|
594K
$6.67M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
31.6KNew |
$313K - $380K
|
31.6K
$355K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
30.5KNew |
$302K - $367K
|
30.5K
$343K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.5K+ 146.44% |
$272K - $331K
|
46.3K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
20.7K+ 5.04% |
$205K - $249K
|
431K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
18.8KNew |
$186K - $227K
|
18.8K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 33.84% |
$146K - $177K
|
58.1K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9KNew |
$127K - $155K
|
12.9K
$144K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9KNew |
$127K - $155K
|
12.9K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7.96KNew |
$78.8K - $95.8K
|
7.96K
$89.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$27.1K - $32.9K
|
2.74K
$30.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 2.86% |
$10.5K - $12.7K
|
38.1K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
475+ 2.38% |
$4.7K - $5.71K
|
20.5K
$230K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
400New |
$3.96K - $4.81K
|
400
$4.49K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
187+ 0.25% |
$1.85K - $2.25K
|
75.7K
$850K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27+ 0.16% |
$267 - $325
|
16.9K
$190K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-371- 0.1% |
$3.67K - $4.46K
|
358K
$4.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.7K- 5.05% |
$26.7K - $32.5K
|
50.8K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.94K- 5.15% |
$29.1K - $35.4K
|
54.2K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.56K- 6.2% |
$35.2K - $42.8K
|
53.8K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.72K- 21.46% |
$36.9K - $44.8K
|
13.6K
$153K
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.9K- 17.92% |
$48.5K - $58.9K
|
22.4K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.63K- 32.66% |
$55.8K - $67.8K
|
11.6K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.5K- 29.7% |
$64.3K - $78.2K
|
15.4K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.79K- 40.31% |
$77.1K - $93.7K
|
11.5K
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.79K- 2.67% |
$96.9K - $118K
|
357K
$4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.82K- 2.69% |
$97.2K - $118K
|
355K
$3.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-9.82K- 15.26% |
$97.2K - $118K
|
54.5K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-15.6K- 50.0% |
$154K - $187K
|
15.6K
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-16.8K- 13.73% |
$166K - $202K
|
105K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22K- 68.41% |
$218K - $265K
|
10.2K
$114K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.4K- 7.62% |
$291K - $354K
|
357K
$4M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-50.8K- 10.91% |
$503K - $611K
|
415K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-58.1K- 46.28% |
$576K - $699K
|
67.5K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-59.6K- 11.27% |
$590K - $717K
|
469K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-64.3K- 21.91% |
$637K - $774K
|
229K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-80.8K- 13.08% |
$800K - $972K
|
537K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-310K- 58.59% |
$3.07M - $3.73M
|
219K
$2.46M
|