Purchases and Sales Made in Q3 2024 in Blackrock California Municipal Income Trust (BFZ)
This table provides information about the institutional ownership of Blackrock California Municipal Income Trust (BFZ) during Q3 2024. The information is specifically focused on institutions that hold shares of BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
80K+ 292.77% |
$943K - $973K
|
107K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.5K+ 37.01% |
$738K - $761K
|
231K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
47.5KNew |
$561K - $578K
|
47.5K
$538K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
31K+ 28.97% |
$366K - $377K
|
138K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.6KNew |
$302K - $311K
|
25.6K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20.7KNew |
$244K - $252K
|
20.7K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.1K+ 3.84% |
$202K - $209K
|
464K
$5.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7KNew |
$185K - $191K
|
15.7K
$178K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$166K - $171K
|
14.1K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.03K+ 3.41% |
$106K - $110K
|
274K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.4K+ 0.68% |
$51.9K - $53.5K
|
650K
$7.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1KNew |
$11.8K - $12.2K
|
1K
$11.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.36K - $2.43K
|
200
$2.26K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 0.49% |
$1.18K - $1.22K
|
20.4K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
8+ 0.01% |
$94.4 - $97.4
|
75.9K
$859K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16- 0.03% |
$189 - $195
|
52.6K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1K- 0.68% |
$11.8K - $12.2K
|
147K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.5K- 9.9% |
$17.7K - $18.3K
|
13.7K
$155K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2K- 4.61% |
$23.6K - $24.3K
|
41.4K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.47K- 1.76% |
$40.9K - $42.2K
|
194K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.52K- 3.27% |
$41.5K - $42.8K
|
104K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.28K- 1.99% |
$62.4K - $64.3K
|
260K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.26K- 2.14% |
$97.5K - $101K
|
378K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.92K- 18.31% |
$117K - $121K
|
44.3K
$501K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.2K- 44.02% |
$203K - $209K
|
21.9K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.2K- 14.45% |
$250K - $258K
|
125K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-30.4K- 59.09% |
$358K - $370K
|
21K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-88.1K- 49.4% |
$1.04M - $1.07M
|
90.3K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-121K- 73.09% |
$1.42M - $1.47M
|
44.4K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-736K- 64.64% |
$8.69M - $8.96M
|
403K
$4.56M
|