BlackRock Ca Muni Inc. TRXBFZX

13F holders, Q3 2024 (September 30)
52holders −3
7new positions
10sold out
1famous investor
$12.09avg. 13F price*

At the end of Q3 2024, 52 institutions reported holding BlackRock Ca Muni Inc. TR (XBFZX) in their 13F filings, down 3 from Q2 2024. 7 opened new positions and 10 sold out. The largest holders were Saba Capital Management, L.P. ($63.3M), Guggenheim Capital LLC ($7.9M) and Advisors Asset Management, Inc. ($5.6M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
BlackRock Ca Muni Inc. TR
CUSIP
09248E102
Latest filing quarter
Q4 2025

History

Number of 13F holders

020406080 Q1 2024: 56Q1 2024Q2 2024: 55Q2 2024Q3 2024: 52Q3 2024Q4 2024: 58Q4 2024Q1 2025: 59Q1 2025Q2 2025: 53Q2 2025Q3 2025: 61Q3 2025Q4 2025: 69Q4 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions7$1.5M
Exits10$5.3M

All 13F filers, Q2 2024 → Q3 2024: 328,912 shares bought and 1,490,429 shares sold, net −1,161,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Saba Capital Management, L.P. 1.40% No change 5,239,568 $63.3M
Guggenheim Capital LLC 0.06% Add +0.7% 650,249 $7.9M
Advisors Asset Management, Inc. 0.10% Add +3.8% 463,700 $5.6M
Sit Investment Associates Inc. 0.11% Reduce -64.6% 402,699 $4.9M
Morgan Stanley 0.00% Reduce -2.1% 377,724 $4.6M
Wells Fargo & Company 0.00% Add +3.4% 273,798 $3.3M
Hennion & Walsh Asset Management, Inc. 0.15% Reduce -2.0% 260,058 $3.1M
LPL Financial LLC 0.00% Add +37.0% 231,470 $2.8M
Royal Bank of Canada 0.00% Reduce -1.8% 193,733 $2.3M
UBS Group AG 0.00% Reduce -0.7% 147,381 $1.8M
Robinson Capital Management, LLC 0.58% Add +29.0% 137,994 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -14.4% 125,286 $1.5M
Trilogy Capital Inc. 0.07% Add +292.8% 107,261 $1.3M
Oder Investment Management, LLC 1.08% Reduce -3.3% 104,155 $1.3M
Rivernorth Capital Management, LLC 0.05% Reduce -49.4% 90,258 $1.1M
Hollencrest Capital Management 0.04% No change 78,421 $948K
Melfa Wealth Management, Inc. 0.61% Add +0.0% 75,865 $917K
Allianz Asset Management GmbH 0.00% No change 68,750 $831K
Bank of America Corp. 0.00% Reduce -0.0% 52,640 $636K
Atria Wealth Solutions, Inc. 0.01% New 47,510 $577K
Almitas Capital LLC 0.19% Reduce -73.1% 44,416 $537K
Debussy Capital Management LP 0.16% Reduce -18.3% 44,260 $535K
Meridian Investment Counsel Inc. 0.15% Reduce -4.6% 41,400 $501K
Sanders Morris Harris LLC 0.08% No change 40,502 $490K
Quarry LP 0.13% No change 34,536 $418K
Absolute Investment Advisers, LLC 0.06% No change 34,536 $418K
Wolverine Asset Management LLC 0.03% New 25,565 $309K
Raymond James & Associates 0.00% No change 23,579 $285K
Apriem Advisors 0.03% No change 22,000 $266K
Commonwealth Equity Services, LLC 0.00% Reduce -44.0% 21,865 $264K
Regatta Capital Group, LLC 0.05% Reduce -59.1% 21,021 $254K
Cypress Wealth Services, LLC 0.05% New 20,700 $250K
Rockefeller Capital Management L.P. 0.00% No change 20,615 $249K
Steward Partners Investment Advisory, LLC 0.00% Add +0.5% 20,367 $246K
Ameriprise Financial Inc. 0.00% No change 20,000 $242K
Raymond James Financial Services Advisors, Inc. 0.00% New 15,700 $190K
Millennium Management 0.00% No change 15,567 $188K
Core Wealth Partners LLC 0.11% No change 15,320 $185K
Farther Finance Advisors, LLC 0.01% New 14,084 $170K
Napa Wealth Management 0.08% Reduce -9.9% 13,658 $165K
Integrated Wealth Concepts LLC 0.00% No change 10,919 $132K
Global Retirement Partners, LLC 0.00% No change 10,159 $123K
Prime Capital Investment Advisors, LLC 0.00% No change 10,000 $121K
Cwm, LLC 0.00% No change 3,848 $47K
Allworth Financial LP 0.00% No change 3,774 $46K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,206 $27K
Optimum Investment Advisors 0.01% No change 1,300 $16K
Comerica Bank 0.00% No change 1,158 $14K
Oarsman Capital, Inc. 0.00% New 1,000 $12K
Mascoma Wealth Management LLC 0.00% No change 691 $8K
Osaic Holdings, Inc. 0.00% No change 608 $7K
FNY Investment Advisers, LLC 0.00% New 200 $2K

"% of holder's portfolio" is XBFZX's weight in each manager's 13F, not the share of BlackRock Ca Muni Inc. TR the manager owns.