Institutional Ownership Blackrock California Municipal Income Trust (BFZ)
This table provides information about the institutional ownership of Blackrock California Municipal Income Trust (BFZ). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 7.92 Million shares, which have been reported (via 13F filing form) to have a value of $86.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$108,800
0.03% of portfolio
|
Q1 2022
Reduced 66.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,153
shares
|
$66,944
0.0% of portfolio
|
Q4 2024
Added 59.9%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,524
shares
|
$27,461
0.0% of portfolio
|
Q2 2025
Reduced 33.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,206
shares
|
$24,001
0.0% of portfolio
|
Q4 2017
Reduced 3.16%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,755
shares
|
$19,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,300
shares
|
$14,144
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
1,150
shares
|
$12,512
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,100
shares
|
$11,968
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$10,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
691
shares
|
$7,518
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
400
shares
|
$4,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
200
shares
|
$2,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|