Joseph P. Lucia & Associates, LLC Blackrock California Municipal Income Trust Transaction History

Joseph P. Lucia & Associates, LLC

$186 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 04, 2022	SELL	$14.36 - $14.9 $55,286 - $57,365	-3,850 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$13.0 - $14.23 $50,050 - $54,785	3,850 New	3,850 $55,000
Q3 2020 Oct 20, 2020	SELL	$13.11 - $14.08 $50,473 - $54,208	-3,850 Closed	0 $0
Q2 2019 Jul 23, 2019	BUY	$12.84 - $13.26 $49,434 - $51,051	3,850 New	3,850 $51,000

Others Institutions Holding BFZ

# of Institutions

54

Shares Held

9.66M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

5.24M
Shares

$58.9 Million
1.35% of portfolio
Guggenheim Capital LLC Chicago, IL

650K
Shares

$7.32 Million
0.06% of portfolio
Advisors Asset Management, Inc. Monument, CO

464K
Shares

$5.22 Million
0.11% of portfolio
Sit Investment Associates Inc Minneapolis, MN

403K
Shares

$4.53 Million
0.11% of portfolio
Morgan Stanley New York, NY

378K
Shares

$4.25 Million
0.0% of portfolio

About BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST

Ticker BFZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BlackRock California Municipal Income Trust is a closed ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income markets. It invests primarily in investment grade municipal bonds that are exempt from regular federal and California income taxes. BlackRock California Muni...

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