BlackRock Ca Muni Inc. TRXBFZX
13F holders, Q4 2024 (December 31)58holders +6
8new positions
4sold out
1famous investor
$11.20avg. 13F price*
At the end of Q4 2024, 58 institutions reported holding BlackRock Ca Muni Inc. TR (XBFZX) in their 13F filings, up 6 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were Saba Capital Management, L.P. ($58.2M), Guggenheim Capital LLC ($5.9M) and Advisors Asset Management, Inc. ($4.9M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.9M |
| Exits | 4 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 572,336 shares bought and 1,072,529 shares sold, net −500,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Saba Capital Management, L.P. | 1.47% | Reduce -0.8% | 5,200,088 | $58.2M |
| Guggenheim Capital LLC | 0.05% | Reduce -18.6% | 529,491 | $5.9M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -6.2% | 435,148 | $4.9M |
| City of London Investment Management Co. Ltd. | 0.36% | New | 320,930 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 268,187 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Reduce -5.8% | 245,074 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -38.5% | 232,129 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -8.4% | 211,996 | $2.4M |
| UBS Group AG | 0.00% | Add +3.3% | 152,304 | $1.7M |
| Robinson Capital Management, LLC | 0.62% | No change | 137,994 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 125,286 | $1.4M |
| Bank of America Corp. | 0.00% | Add +128.8% | 120,469 | $1.3M |
| Trilogy Capital Inc. | 0.06% | Add +1.3% | 108,637 | $1.2M |
| Oder Investment Management, LLC | 0.98% | Add +0.7% | 104,854 | $1.2M |
| Hollencrest Capital Management | 0.04% | No change | 78,421 | $878K |
| Melfa Wealth Management, Inc. | 0.57% | Add +0.0% | 75,876 | $850K |
| Ameriprise Financial Inc. | 0.00% | Add +247.4% | 69,484 | $778K |
| Allianz Asset Management GmbH | 0.00% | No change | 68,750 | $770K |
| Rivernorth Capital Management, LLC | 0.03% | Reduce -43.9% | 50,601 | $567K |
| Royal Bank of Canada | 0.00% | Reduce -75.4% | 47,676 | $534K |
| Raymond James Financial Inc. | 0.00% | — | 47,210 | $529K |
| Debussy Capital Management LP | 0.08% | Add +0.1% | 44,295 | $498K |
| Sit Investment Associates Inc. | 0.01% | Reduce -90.4% | 38,669 | $433K |
| Readystate Asset Management LP | 0.03% | New | 38,489 | $431K |
| Quarry LP | 0.08% | No change | 34,536 | $387K |
| Absolute Investment Advisers, LLC | 0.05% | No change | 34,536 | $387K |
| Wolverine Asset Management LLC | 0.03% | Add +33.3% | 34,070 | $382K |
| Meridian Investment Counsel Inc. | 0.11% | Reduce -23.4% | 31,700 | $355K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 22,902 | $257K |
| Apriem Advisors | 0.03% | No change | 22,000 | $246K |
| Marex Group Ltd | 0.00% | New | 21,083 | $236K |
| Regatta Capital Group, LLC | 0.05% | No change | 21,021 | $235K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 20,615 | $231K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.2% | 19,713 | $221K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -63.1% | 17,510 | $196K |
| Millennium Management | 0.00% | No change | 15,567 | $174K |
| Core Wealth Partners LLC | 0.10% | No change | 15,320 | $172K |
| North Berkeley Wealth Management, LLC | 0.17% | — | 15,096 | $169K |
| Farther Finance Advisors, LLC | 0.01% | No change | 14,084 | $158K |
| Napa Wealth Management | 0.07% | No change | 13,658 | $153K |
| Nomura Holdings Inc. | 0.00% | New | 13,423 | $150K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 13,108 | $147K |
| Jane Street Group, LLC | 0.00% | New | 12,281 | $138K |
| Susquehanna International Group, LLP | 0.00% | New | 12,152 | $136K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,919 | $122K |
| Golden State Wealth Management, LLC | 0.02% | — | 10,572 | $118K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 10,000 | $112K |
| Global Retirement Partners, LLC | 0.00% | Reduce -21.3% | 8,000 | $90K |
| Cwm, LLC | 0.00% | Add +59.9% | 6,153 | $69K |
| Elequin Capital, LP | 0.01% | New | 4,666 | $52K |
| Allworth Financial LP | 0.00% | No change | 3,774 | $43K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,206 | $25K |
| Optimum Investment Advisors | 0.01% | No change | 1,300 | $15K |
| Comerica Bank | 0.00% | No change | 1,158 | $13K |
| Oarsman Capital, Inc. | 0.00% | No change | 1,000 | $11K |
| Decker Retirement Planning Inc. | 0.01% | — | 900 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 691 | $8K |
| Osaic Holdings, Inc. | 0.00% | No change | 608 | $7K |
"% 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.