Latest Institutional Transactions on Blackrock Muniholdings California Quality Fund, Inc. (MUC)
This table provides information on the latest institutional transactions involving Blackrock Muniholdings California Quality Fund, Inc. (MUC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-19.7KClosed |
$196K - $221K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48.8KClosed |
$485K - $546K
|
0
$0
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
20.2KNew |
$201K - $226K
|
20.2K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.5KNew |
$124K - $140K
|
12.5K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
730New |
$7.26K - $8.17K
|
730
$7.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-9.39K- 46.05% |
$93.4K - $105K
|
11K
$114K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.5KNew |
$14.9K - $16.8K
|
1.5K
$15.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
89.6KNew |
$892K - $1M
|
89.6K
$930K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7KNew |
$69.7K - $78.3K
|
7K
$72.6K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.4K- 25.13% |
$53.7K - $60.4K
|
16.1K
$167K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.01KNew |
$10.1K - $11.3K
|
1.01K
$10.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
4.91KNew |
$48.9K - $55K
|
4.91K
$51K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.6KNew |
$115K - $130K
|
11.6K
$120K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-660- 56.51% |
$6.57K - $7.39K
|
508
$5.27K
|
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
78.6KNew |
$782K - $880K
|
78.6K
$815K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-20K- 44.15% |
$199K - $224K
|
25.3K
$262K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.97K+ 57.22% |
$74.5K - $90.2K
|
19.1K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.01K- 24.07% |
$42.9K - $51.9K
|
12.7K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-347- 99.14% |
$3.71K - $4.49K
|
3
$31.1
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.37K+ 14.87% |
$46.7K - $56.5K
|
33.7K
$350K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.43K+ 2.64% |
$26K - $31.5K
|
94.5K
$980K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.51K+ 9.26% |
$48.2K - $58.3K
|
53.2K
$552K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$251K - $304K
|
23.5K
$243K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.95K- 0.8% |
$63.6K - $77K
|
740K
$7.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.21K- 37.39% |
$98.5K - $119K
|
15.4K
$160K
|
|
| Q2 2022 | |||||||
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.82KNew |
$31K - $36.5K
|
2.82K
$29.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.21KNew |
$46.3K - $54.6K
|
4.21K
$43.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-17KClosed |
$187K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
28.8KNew |
$317K - $373K
|
28.8K
$299K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
13.3KNew |
$147K - $172K
|
13.3K
$138K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.66KNew |
$29.2K - $34.4K
|
2.66K
$27.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18.1KNew |
$199K - $235K
|
18.1K
$188K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
17.2KNew |
$189K - $223K
|
17.2K
$179K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
19.8KNew |
$218K - $257K
|
19.8K
$206K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9.12K+ 85.78% |
$100K - $118K
|
19.8K
$205K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
30.3KNew |
$333K - $393K
|
30.3K
$314K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.84KNew |
$64.3K - $75.7K
|
5.84K
$60.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.61KClosed |
$28.7K - $33.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10KNew |
$110K - $130K
|
10K
$104K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
50.5KNew |
$556K - $654K
|
50.5K
$524K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
13.8KNew |
$151K - $178K
|
13.8K
$143K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
15.2KNew |
$167K - $197K
|
15.2K
$157K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.09K+ 138.53% |
$23K - $27.1K
|
3.6K
$37.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20.7KNew |
$228K - $268K
|
20.7K
$215K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$113K - $133K
|
10.3K
$106K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-100KClosed |
$1.11M - $1.3M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-16.3KClosed |
$179K - $211K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
17.6KNew |
$194K - $228K
|
17.6K
$182K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
108New |
$1.19K - $1.4K
|
108
$1.12K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.4K+ 87.41% |
$126K - $148K
|
24.5K
$254K
|
|