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BlackRock California Municipal Income Trust (BFZ) Institutional Ownership

BlackRock California Municipal Income Trust logo
$10.97 +0.02 (+0.18%)
Closing price 09/15/2025 03:58 PM Eastern
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$10.97 0.00 (0.00%)
As of 09/15/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock California Municipal Income Trust (NYSE:BFZ)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$30.74M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$11.53M
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BFZ Institutional Buying and Selling by Quarter

BlackRock California Municipal Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE89,252$965K0.0%-27.3%0.000%
8/15/2025 Ameriprise Financial Inc.36,646$396K0.0%-52.2%0.000%
8/14/2025 Jane Street Group LLC18,786$203K0.0%N/A0.000%
8/14/2025 Napa Wealth Management11,391$123K0.1%-11.5%0.000%
8/14/2025 NewEdge Advisors LLC11,437$124K0.0%N/A0.000%
8/14/2025 Dymon Asia Capital Singapore PTE. LTD.11,946$129K0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC652,161$7.05M0.1%+15.5%0.000%
8/12/2025 Advisors Asset Management Inc.568,664$6.15M0.1%+16.3%0.000%
8/12/2025 Steward Partners Investment Advisory LLC13,625$147K0.0%-30.9%0.000%
8/12/2025 Global Retirement Partners LLC19,370$209K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers32,657$353K0.0%-37.0%0.000%
8/7/2025 Allworth Financial LP2,524$27K0.0%-33.1%0.000%
7/30/2025 D.A. Davidson & CO.32,003$346K0.0%-6.4%0.000%
7/28/2025 Cypress Wealth Services LLC54,227$586K0.1%N/A0.000%
7/18/2025 Trilogy Capital Inc.138,336$1.50M0.1%+13.8%0.000%
5/16/2025Advisors Asset Management Inc.488,929$5.37M0.1%+12.4%0.000%
5/15/2025Royal Bank of Canada272,999$3.00M0.0%+472.6%0.000%
5/15/2025Landscape Capital Management L.L.C.113,547$1.25M0.1%+766.2%0.000%
5/14/2025Ieq Capital LLC1,337,109$14.68M0.1%N/A0.000%
5/13/2025Elequin Capital LP6,866$75K0.0%+47.1%0.000%
5/13/2025Oder Investment Management LLC107,139$1.18M1.0%+2.2%0.000%
5/12/2025Wolverine Asset Management LLC89,271$980K0.0%+162.0%0.000%
5/8/2025Shufro Rose & Co. LLC10,000$110K0.0%N/A0.000%
5/7/2025LPL Financial LLC228,402$2.51M0.0%+7.7%0.000%
5/7/2025Trilogy Capital Inc.121,598$1.34M0.1%+11.9%0.000%
5/6/2025Cetera Investment Advisers51,800$569K0.0%N/A0.000%
5/6/2025Readystate Asset Management LP31,295$344K0.0%-18.7%0.000%
4/29/2025Meridian Investment Counsel Inc.29,200$321K0.1%-7.9%0.000%
4/28/2025D.A. Davidson & CO.34,199$376K0.0%N/A0.000%
4/23/2025Atala Financial Inc98,356$1.08M0.8%+3.1%0.000%
4/23/2025Golden State Wealth Management LLC21,144$232K0.0%+100.0%0.000%
4/14/2025Farther Finance Advisors LLC15,206$169K0.0%+8.0%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.214,060$2.35M0.1%-12.7%0.000%
2/18/2025Elequin Capital LP4,666$52K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.5,200,088$58.24M1.4%-0.8%0.000%
2/17/2025Nomura Holdings Inc.13,423$150K0.0%N/A0.000%
2/17/2025Bank of America Corp DE120,469$1.35M0.0%+128.9%0.000%
2/17/2025Ameriprise Financial Inc.69,484$778K0.0%+247.4%0.000%
2/14/2025Jane Street Group LLC12,281$138K0.0%N/A0.000%
2/13/2025Guggenheim Capital LLC529,491$5.93M0.0%-18.6%0.000%
2/13/2025Raymond James Financial Inc.47,210$529K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.38,669$433K0.0%-90.4%0.000%
2/13/2025Wells Fargo & Company MN268,187$3.00M0.0%-2.0%0.000%
2/12/2025Landscape Capital Management L.L.C.13,108$147K0.0%N/A0.000%
2/12/2025Meridian Investment Counsel Inc.31,700$355K0.1%-23.4%0.000%
2/11/2025LPL Financial LLC211,996$2.37M0.0%-8.4%0.000%
2/10/2025Advisors Asset Management Inc.435,148$4.87M0.1%-6.2%0.000%
2/10/2025Atala Financial Inc95,353$1.07M0.7%N/A0.000%
2/10/2025Commonwealth Equity Services LLC22,902$257K0.0%+4.7%0.000%
2/6/2025Raymond James Financial Inc.47,210$529K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC34,070$382K0.0%+33.3%0.000%
1/31/2025Global Retirement Partners LLC8,000$90K0.0%-21.3%0.000%
1/31/2025Atria Wealth Solutions Inc.17,510$196K0.0%-63.1%0.000%
1/28/2025Golden State Wealth Management LLC10,572$118K0.0%N/A0.000%
1/27/2025Trilogy Capital Inc.108,637$1.22M0.1%+1.3%0.000%
1/24/2025Absolute Investment Advisers LLC34,536$387K0.0%N/A0.000%
1/15/2025Hennion & Walsh Asset Management Inc.245,074$2.75M0.1%-5.8%0.000%
12/3/2024Rivernorth Capital Management LLC90,258$1.09M0.1%-49.4%0.000%
11/15/2024Rivernorth Capital Management LLC90,258$1.09M0.1%-49.4%0.000%
11/8/2024Advisors Asset Management Inc.463,700$5.61M0.1%+3.8%0.000%
11/7/2024Napa Wealth Management13,658$165K0.1%-9.9%0.000%
11/6/2024Meridian Investment Counsel Inc.41,400$501K0.2%-4.6%0.000%
11/4/2024Wolverine Asset Management LLC25,565$309K0.0%N/A0.000%
10/29/2024Farther Finance Advisors LLC14,084$170K0.0%N/A0.000%
10/23/2024Hennion & Walsh Asset Management Inc.260,058$3.14M0.1%-2.0%0.000%
10/21/2024Trilogy Capital Inc.107,261$1.30M0.1%+292.8%0.000%
10/19/2024Allspring Global Investments Holdings LLC125,286$1.52M0.0%-14.4%0.000%
10/15/2024Regatta Capital Group LLC21,021$254K0.0%-59.1%0.000%
10/9/2024Cypress Wealth Services LLC20,700$250K0.1%N/A0.000%
9/5/2024Sanctuary Advisors LLC44,012$509K0.0%N/A0.000%
8/16/2024Almitas Capital LLC165,065$1.98M0.8%-64.4%0.000%
8/9/2024City of London Investment Management Co. Ltd.224,833$2.69M0.2%-34.1%0.000%
7/20/2024Meridian Investment Counsel Inc.43,400$519K0.2%-7.2%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.265,342$3.18M0.2%-7.0%0.000%
5/16/2024B. Riley Wealth Advisors Inc.16,290$193K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.476,270$5.63M0.1%+10.6%0.000%
5/10/2024City of London Investment Management Co. Ltd.341,227$4.03M0.3%-36.4%0.000%
4/23/2024Regatta Capital Group LLC52,786$624K0.1%-3.2%0.000%
4/18/2024Allspring Global Investments Holdings LLC146,445$1.73M0.0%-64.7%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.285,446$3.37M0.2%-20.3%0.000%
4/11/2024Sanders Morris Harris LLC40,502$479K0.1%N/A0.000%
2/22/2024Napa Wealth Management31,614$380K0.2%N/A0.000%
2/15/2024Bulldog Investors LLP229,380$2.76M0.9%-21.9%0.000%
2/14/2024Vivaldi Capital Management LP54,153$634K0.2%-5.2%0.000%
2/13/2024Karpus Management Inc.46,618$561K0.0%N/A0.000%
2/9/2024City of London Investment Management Co. Ltd.536,808$6.46M0.5%-13.1%0.000%
2/5/2024Oder Investment Management LLC105,352$1.27M1.3%-13.7%0.000%
1/25/2024Allspring Global Investments Holdings LLC414,521$4.99M0.0%-10.9%0.000%
1/25/2024Blue Bell Private Wealth Management LLC2,738$33K0.0%N/A0.000%
1/22/2024Regatta Capital Group LLC54,536$656K0.2%-15.3%0.000%
1/18/2024Global Retirement Partners LLC10,159$119K0.0%-68.4%0.000%
1/16/2024Raymond James & Associates46,279$557K0.0%+146.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.16,290$168K0.0%-29.0%0.000%
11/21/2023Almitas Capital LLC528,375$5.44M2.6%-28.5%0.000%
11/15/20231607 Capital Partners LLC317,277$3.27M0.2%-39.4%0.000%
11/15/2023Advisors Asset Management Inc.423,566$4.36M0.1%+3.3%0.000%
11/14/2023Saba Capital Management L.P.4,513,628$46.45M1.1%+7.4%0.000%
11/14/2023Clough Capital Partners L P34,536$355K0.0%+175.5%0.000%
11/14/2023Robinson Capital Management LLC64,173$655K0.3%N/A0.000%
11/7/2023Oder Investment Management LLC122,120$1.26M1.4%+2.4%0.000%
(Data available from 1/1/2016 forward)

BFZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BFZ shares?

During the previous two years, 55 institutional investors and hedge funds held shares of BlackRock California Municipal Income Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($58.24M), Ieq Capital LLC ($14.68M), Guggenheim Capital LLC ($7.05M), Advisors Asset Management Inc. ($6.15M), 1607 Capital Partners LLC ($3.27M), Wells Fargo & Company MN ($3.00M), and Royal Bank of Canada ($3.00M).Learn more on BlackRock California Municipal Income Trust's institutional investors.

Which institutional investors have been buying BlackRock California Municipal Income Trust's stock?

Of the 39 institutional investors that purchased BlackRock California Municipal Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ieq Capital LLC ($1.34M), Saba Capital Management L.P. ($310.02K), Royal Bank of Canada ($225.32K), Advisors Asset Management Inc. ($209.85K), Landscape Capital Management L.L.C. ($113.55K), Trilogy Capital Inc. ($111.03K), and Atala Financial Inc ($98.36K).

How much institutional buying is happening at BlackRock California Municipal Income Trust?

Institutional investors have bought a total of 2,780,274 shares in the last 24 months. This purchase volume represents approximately $30.74M in transactions.

Which of BlackRock California Municipal Income Trust's major shareholders have been selling company stock?

Of the 21 institutional investors that sold BlackRock California Municipal Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($364.03K), Rivernorth Capital Management LLC ($176.20K), Guggenheim Capital LLC ($120.76K), Hennion & Walsh Asset Management Inc. ($51.28K), Ameriprise Financial Inc. ($40.10K), Saba Capital Management L.P. ($39.48K), and Bank of America Corp DE ($33.55K).

How much institutional selling is happening at BlackRock California Municipal Income Trust?

Institutional investors have sold a total of 1,015,769 shares in the last 24 months. This volume of shares sold represents approximately $11.53M in transactions.



This page (NYSE:BFZ) was last updated on 9/16/2025 by MarketBeat.com Staff
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