Latest Institutional Transactions on Blackrock California Municipal Income Trust (BFZ)
This table provides information on the latest institutional transactions involving Blackrock California Municipal Income Trust (BFZ) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$160K - $186K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
13.5K+ 52.3% |
$142K - $165K
|
39.2K
$434K
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
39.2KNew |
$413K - $481K
|
39.2K
$434K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.8KNew |
$19K - $22.1K
|
1.8K
$19.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-50.6KClosed |
$533K - $621K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.76KClosed |
$60.7K - $70.7K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.4KClosed |
$226K - $263K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$110K - $128K
|
10.5K
$116K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
691New |
$7.29K - $8.49K
|
691
$7.65K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 28.44% |
$15.8K - $18.4K
|
3.77K
$41.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.3KNew |
$140K - $163K
|
13.3K
$147K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.8KClosed |
$265K - $317K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-10.6KClosed |
$129K - $154K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11.2KClosed |
$137K - $163K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-190Closed |
$2.32K - $2.77K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$183K - $218K
|
15K
$166K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
16K+ 136.83% |
$195K - $233K
|
27.7K
$307K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
741+ 231.56% |
$9.03K - $10.8K
|
1.06K
$11.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-20K- 66.67% |
$244K - $291K
|
10K
$111K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
23.2K+ 46.56% |
$283K - $338K
|
73K
$808K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.4KClosed |
$250K - $259K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.9KClosed |
$157K - $163K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14KNew |
$201K - $208K
|
14K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.43K- 7.92% |
$121K - $126K
|
98K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.85KClosed |
$55.3K - $57.4K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73.8KClosed |
$1.06M - $1.1M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.2KClosed |
$252K - $260K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
BUY
|
- |
60.7KNew |
$890K - $919K
|
60.7K
$672K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.99KNew |
$29.1K - $30.1K
|
1.99K
$22K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.3KClosed |
$564K - $588K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.5KNew |
$21.6K - $22.5K
|
1.5K
$16.6K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.53KClosed |
$108K - $113K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-72Closed |
$985 - $1.05K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-125KClosed |
$1.71M - $1.83M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-18.3KClosed |
$238K - $261K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-15.3KClosed |
$199K - $218K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.39KClosed |
$18K - $19.7K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Camden Capital, LLC
|
SELL
|
- |
-29.2K- 32.59% |
$380K - $416K
|
60.4K
$669K
|
|
|
Feb 01, 2021
Q4 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-20.4KClosed |
$265K - $290K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-121KClosed |
$1.57M - $1.72M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-40KClosed |
$473K - $531K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-95KClosed |
$1M - $1.36M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.24KClosed |
$13.1K - $17.8K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3KClosed |
$31.7K - $43K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-327Closed |
$4.38K - $4.5K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$140K - $144K
|
10.4K
$115K
|
|
|
Jan 14, 2020
Q4 2019
|
First Command Bank
|
SELL
|
- |
-491Closed |
$6.58K - $6.76K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
First Command Financial Services, Inc.
|
SELL
|
- |
-491Closed |
$6.58K - $6.76K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-372Closed |
$4.91K - $5.18K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.7KClosed |
$142K - $150K
|
0
$0
|
|