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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17.2K- 64.21% |
$187K - $201K
|
9.56K
$104K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$109K - $117K
|
10K
$109K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
116New |
$1.26K - $1.36K
|
116
$1.26K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.9K- 2.39% |
$20.7K - $22.2K
|
77.6K
$844K
|
|
| Q4 2022 | |||||||
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-10.1KClosed |
$102K - $112K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-27.7K- 70.73% |
$279K - $306K
|
11.5K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
41.3KNew |
$416K - $456K
|
41.3K
$449K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
55.6KNew |
$560K - $614K
|
55.6K
$605K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32+ 0.28% |
$329 - $378
|
11.5K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
31.3K+ 47.74% |
$321K - $369K
|
96.8K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 10.05% |
$13.9K - $15.9K
|
14.8K
$161K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.17K- 0.56% |
$12K - $13.8K
|
205K
$2.24M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16.7KClosed |
$176K - $205K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-157KClosed |
$1.66M - $1.93M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 13.97% |
$26.4K - $30.7K
|
20.4K
$222K
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$160K - $186K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.8KNew |
$19K - $22.1K
|
1.8K
$19.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
39.2KNew |
$413K - $481K
|
39.2K
$426K
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
13.5K+ 52.3% |
$142K - $165K
|
39.2K
$426K
|
|
|
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 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$110K - $128K
|
10.5K
$114K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
691New |
$7.29K - $8.49K
|
691
$7.52K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.3KNew |
$140K - $163K
|
13.3K
$145K
|
|
| 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
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$183K - $218K
|
15K
$163K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-190Closed |
$2.32K - $2.77K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
16K+ 136.83% |
$195K - $233K
|
27.7K
$302K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
741+ 231.56% |
$9.03K - $10.8K
|
1.06K
$11.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-20K- 66.67% |
$244K - $291K
|
10K
$109K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
23.2K+ 46.56% |
$283K - $338K
|
73K
$794K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.9KClosed |
$157K - $163K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.4KClosed |
$250K - $259K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14KNew |
$201K - $208K
|
14K
$152K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.43K- 7.92% |
$121K - $126K
|
98K
$1.07M
|
|
|
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
$660K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.99KNew |
$29.1K - $30.1K
|
1.99K
$21.6K
|
|
| 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
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.53KClosed |
$108K - $113K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-125KClosed |
$1.71M - $1.83M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-72Closed |
$985 - $1.05K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-18.3KClosed |
$238K - $261K
|
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
$657K
|
|
|
Feb 01, 2021
Q4 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-20.4KClosed |
$265K - $290K
|
0
$0
|
|