BLACKROCK CALIF MUN INCOME T shareholder history

Current and past BLACKROCK CALIF MUN INCOME T shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GUGGENHEIM CAPITAL LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MERIDIAN INVESTMENT COUNSEL INC. 40400.21%0.47%0.76%Q4 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 22170.02%0.09%0.24%Q4 2013Q3 202339
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Allworth Financial LP 35350.00%0.00%0.02%Q1 2015Q3 202335
Advisors Asset Management, Inc. 1780.00%0.04%0.10%Q4 2014Q3 202334
Invesco Ltd. 34340.00%0.00%0.00%Q2 2013Q3 202134
LPL Financial LLC 1820.00%0.01%0.02%Q2 2013Q3 202333
WHITTIER TRUST CO 1960.00%0.00%0.00%Q4 2013Q4 202232
Focused Wealth Management, Inc 32320.00%0.01%0.02%Q4 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.00%0.00%Q4 2015Q3 202331
OPTIMUM INVESTMENT ADVISORS 2470.00%0.01%0.01%Q3 2013Q4 202331
REILLY FINANCIAL ADVISORS, LLC 30300.00%0.02%0.03%Q2 2013Q3 202030
RAYMOND JAMES & ASSOCIATES 29290.00%0.00%0.00%Q3 2016Q3 202329
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Cetera Investment Advisers 2250.00%0.05%0.20%Q2 2016Q3 202327
Cetera Advisors LLC 1410.00%0.01%0.03%Q3 2016Q3 202326
Vivaldi Capital Management LP 2130.08%0.30%1.66%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
RIVERNORTH CAPITAL MANAGEMENT, LLC 11100.11%0.54%0.90%Q2 2018Q3 202321
Fiera Capital Corp 21210.00%0.01%0.04%Q3 2017Q3 202221
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 21210.02%0.16%0.59%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 21210.00%0.00%0.00%Q3 2018Q3 202321
1607 Capital Partners, LLC 21210.01%0.35%0.57%Q3 2018Q3 202321
Saba Capital Management, L.P. 20200.03%0.40%1.30%Q4 2018Q3 202320
D.A. DAVIDSON & CO. 1630.00%0.00%0.01%Q4 2016Q1 202219
FIRST FOUNDATION ADVISORS 1720.01%0.08%0.18%Q1 2018Q1 202319
Blume Capital Management, Inc. 1110.00%0.12%0.64%Q4 2013Q4 201919
Dakota Wealth Management 19190.03%0.18%0.32%Q3 2018Q1 202319
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
Karpus Management, Inc. 19190.17%1.08%2.18%Q3 2018Q1 202319
Glovista Investments LLC 18180.04%0.11%0.26%Q4 2015Q1 202018
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.01%Q3 2014Q4 201818
CITIGROUP INC 18180.00%0.00%0.00%Q2 2013Q3 201718
PNC FINANCIAL SERVICES GROUP, INC. 990.00%0.00%0.00%Q1 2015Q3 202218
Commonwealth Equity Services, Inc 1430.00%0.00%0.01%Q2 2013Q3 201717
WOLVERINE ASSET MANAGEMENT LLC 1210.00%0.01%0.03%Q4 2013Q2 202217
CIBC Private Wealth Group, LLC 16160.00%0.00%0.00%Q1 2014Q4 201716
SteelPeak Wealth, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 910.01%0.07%0.16%Q3 2014Q4 202216
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Aviance Capital Partners, LLC 15150.08%0.11%0.15%Q3 2019Q1 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
SIT INVESTMENT ASSOCIATES INC 1320.13%0.26%0.51%Q4 2018Q3 202315
Creative Planning 820.00%0.00%0.00%Q2 2013Q2 201714
IFP Advisors, Inc 14140.00%0.01%0.01%Q4 2015Q1 201914
AQR Arbitrage LLC 730.00%0.02%0.05%Q4 2017Q2 202314
Diligent Investors, LLC 14140.05%0.08%0.11%Q2 2020Q3 202314
VISTA INVESTMENT MANAGEMENT 760.08%0.14%0.28%Q2 2018Q4 202113
Raymond James Financial Services Advisors, Inc. 13130.00%0.00%0.01%Q4 2015Q4 201813
Thomas J. Herzfeld Advisors, Inc. 13130.03%0.23%0.46%Q4 2018Q4 202113
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q1 2016Q4 201812
Oder Investment Management, LLC 12121.36%1.98%2.83%Q4 2020Q3 202312
Laird Norton Wetherby Wealth Management, LLC 930.01%0.02%0.03%Q3 2017Q3 202012
ROBINSON CAPITAL MANAGEMENT, LLC 710.28%0.81%1.55%Q3 2019Q3 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
RMB Capital Management, LLC 530.01%0.06%0.14%Q4 2016Q4 202011
Global Retirement Partners, LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
FNY Investment Advisers, LLC 310.00%0.01%0.08%Q1 2019Q3 202311
Almitas Capital LLC 620.17%2.39%5.60%Q4 2018Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.03%0.14%0.24%Q1 2021Q3 202311
Tortoise Investment Management, LLC 11110.02%0.07%0.10%Q3 2020Q1 202311
STIFEL FINANCIAL CORP 1010.00%0.00%0.00%Q2 2019Q3 202311
DOLIVER ADVISORS, LP 710.11%0.36%0.61%Q4 2013Q2 201810
MARINER INVESTMENT GROUP LLC 820.53%0.98%1.41%Q1 2018Q3 202210
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q1 2017Q3 202310
Matisse Capital 10100.06%0.34%0.82%Q1 2020Q2 202210
Wellspring Financial Advisors, LLC 630.05%0.07%0.09%Q2 2020Q3 20229
AJ WEALTH STRATEGIES, LLC 510.03%0.06%0.10%Q2 2019Q1 20229
Joseph P. Lucia & Associates, LLC 540.02%0.04%0.06%Q2 2019Q3 20219
Snowden Capital Advisors LLC 720.00%0.01%0.02%Q3 2019Q2 20239
BANK OF MONTREAL /CAN/ 630.00%0.00%0.00%Q4 2019Q3 20229
STONNINGTON GROUP, LLC 990.02%0.03%0.04%Q1 2021Q1 20239
SANDERS MORRIS HARRIS LLC 420.07%0.09%0.11%Q2 2019Q2 20229
Perigon Wealth Management, LLC 810.02%0.04%0.08%Q2 2014Q1 20189
MKT Advisors LLC 880.11%0.12%0.15%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.21%0.72%1.34%Q4 2021Q3 20238
Integrated Wealth Management 620.08%0.09%0.10%Q1 2015Q1 20178
CERTUITY, LLC 880.18%0.39%0.63%Q4 2019Q3 20218
WEDBUSH SECURITIES INC 770.02%0.03%0.04%Q1 2019Q3 20207
Rockefeller Capital Management L.P. 430.00%0.00%0.01%Q2 2020Q3 20237
MUFG Americas Holdings Corp 310.00%0.00%0.01%Q1 2011Q2 20167
Bulldog Investors, LLP 770.88%1.24%1.73%Q1 2022Q3 20237
Apriem Advisors 610.01%0.01%0.01%Q2 2014Q1 20177
Allspring Global Investments Holdings, LLC 610.00%0.01%0.01%Q4 2021Q3 20237
CWM, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Tower Research Capital LLC (TRC) 110.00%0.00%0.01%Q2 2013Q4 20216
US BANCORP \DE\ 660.00%0.00%0.00%Q2 2021Q3 20226
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q2 2015Q3 20216
Cetera Advisor Networks LLC 660.00%0.01%0.01%Q1 2020Q2 20216
Quantedge Capital Pte Ltd 420.04%0.17%0.36%Q4 2020Q4 20226
Mascoma Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q4 2013Q4 20166
PANAGORA ASSET MANAGEMENT INC 660.00%0.00%0.00%Q3 2019Q4 20206
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
MONETA GROUP INVESTMENT ADVISORS LLC 660.01%0.01%0.02%Q4 2020Q1 20226
Walleye Capital LLC 660.01%0.04%0.07%Q2 2019Q3 20206
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.00%Q4 2013Q3 20236
Laurion Capital Management LP 310.00%0.02%0.02%Q4 2016Q2 20185
B. Riley Wealth Advisors, Inc. 410.00%0.01%0.01%Q4 2014Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
Sowell Financial Services LLC 410.00%0.01%0.01%Q3 2019Q1 20215
MERCER GLOBAL ADVISORS INC /ADV 550.00%0.00%0.00%Q3 2021Q3 20225
Ackerman Capital Advisors, LLC 410.00%0.09%0.22%Q1 2019Q3 20205
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2018Q3 20235
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2013Q4 20175
Kestra Advisory Services, LLC 550.01%0.01%0.01%Q3 2020Q3 20215
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.02%0.02%0.03%Q2 2013Q1 20144
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2021Q3 20224
MACKAY SHIELDS LLC 440.01%0.01%0.02%Q3 2021Q2 20224
Running Point Capital Advisors, LLC 440.10%0.10%0.11%Q1 2022Q4 20224
Bank of New York Mellon Corp 440.00%0.00%0.00%Q2 2018Q1 20194
Logan Stone Capital, LLC 440.25%0.47%1.03%Q1 2022Q4 20224
TWO SIGMA SECURITIES, LLC 220.00%0.00%0.01%Q4 2017Q4 20184
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q3 2022Q2 20234
MELFA WEALTH MANAGEMENT, INC. 440.84%1.00%1.15%Q4 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 440.01%0.01%0.01%Q2 2013Q1 20144
Biltmore Capital Advisors LLC 440.04%0.05%0.05%Q3 2019Q2 20204
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2019Q1 20234
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q1 2019Q4 20194
SkyView Investment Advisors, LLC 330.08%0.11%0.14%Q1 2023Q3 20233
Core Wealth Partners LLC 330.14%0.16%0.18%Q1 2023Q3 20233
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2018Q4 20223
Laurel Wealth Advisors, Inc. 330.05%0.06%0.06%Q1 2017Q3 20173
Prime Capital Investment Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Golden State Wealth Management, LLC 330.01%0.01%0.02%Q1 2019Q3 20193
HighTower Advisors, LLC 210.00%0.00%0.00%Q2 2019Q1 20213
NORTHERN TRUST CORP 330.00%0.00%0.00%Q2 2021Q4 20213
Hoover Financial Advisors, Inc. 330.09%0.12%0.15%Q1 2020Q3 20203
Private Wealth Partners, LLC 330.32%0.34%0.38%Q2 2013Q4 20133
Chemistry Wealth Management LLC 330.11%0.15%0.17%Q1 2022Q3 20223
First Allied Advisory Services, Inc. 210.01%0.01%0.01%Q2 2013Q1 20143
Weiss Asset Management LP 110.02%0.07%0.13%Q4 2013Q4 20223
Woodline Partners LP 330.00%0.01%0.03%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 210.01%0.01%0.01%Q4 2018Q2 20233
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q1 20182
Beach Point Capital Management LP 222.10%2.11%2.12%Q4 2018Q1 20192
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q1 2019Q2 20192
Atria Wealth Solutions, Inc. 220.00%0.01%0.01%Q3 2022Q4 20222
L & S Advisors Inc 220.02%0.03%0.04%Q2 2017Q3 20172
TIEMANN INVESTMENT ADVISORS, LLC 220.18%0.18%0.19%Q2 2016Q3 20162
Miracle Mile Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CLOUGH CAPITAL PARTNERS L P 220.02%0.03%0.04%Q2 2023Q3 20232
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q2 20222
Squarepoint Ops LLC 110.00%0.01%0.01%Q4 2016Q4 20172
Western Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Vanguard Capital Wealth Advisors 110.17%0.17%0.17%Q4 2017Q2 20182
Caprock Group, LLC 220.05%0.05%0.05%Q4 2016Q1 20172
MONOGRAPH WEALTH ADVISORS, LLC 220.05%0.05%0.06%Q4 2021Q1 20222
Quarry LP 220.05%0.07%0.08%Q2 2023Q3 20232
Citadel Advisors 110.00%0.00%0.00%Q4 2017Q4 20182
Next Level Private LLC 110.17%0.17%0.17%Q2 2022Q2 20221
Intersect Capital LLC 110.00%0.00%0.00%Q1 2015Q1 20151
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Alpine Global Management, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2017Q3 20171
Elequin Capital, LP 110.00%0.00%0.00%Q2 2023Q2 20231
HBK INVESTMENTS L P 110.00%0.00%0.00%Q3 2023Q3 20231
Merriman Wealth Management, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Walleye Trading LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Lindbrook Capital, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
MAGNOLIA CAPITAL ADVISORS LLC 110.76%0.76%0.76%Q1 2022Q1 20221
Samson Capital Advisors LLC 111.31%1.31%1.31%Q4 2014Q4 20141
First Command Bank 110.00%0.00%0.00%Q3 2019Q3 20191
Paloma Partners Management Co 110.01%0.01%0.01%Q3 2013Q3 20131
Vanguard Personalized Indexing Management, LLC 110.42%0.42%0.42%Q3 2020Q3 20201
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q4 2021Q4 20211
Resonant Capital Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2019Q2 20191
TFS CAPITAL LLC 110.02%0.02%0.02%Q2 2015Q2 20151
OTA Financial Group L.P. 110.60%0.60%0.60%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
External links

This page lists all the filers that currently own BLACKROCK CALIF MUN INCOME T or have owned BLACKROCK CALIF MUN INCOME T in the past.