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Disclosery

XBFZX BLACKROCK CA MUNI INC TR

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SH BEN INT (fund)

53 managers (53 13F filers) reported a position in XBFZX shares at 2024-09-30, 9,684,074 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
53
13F filers
53
New
7
Added
8
Reduced
15
Sold out
10
Shares held by filers
9,684,074

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.5,239,568$63.3M1.39%013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC650,249$7.86M0.06%+4,39613F-HRTimelineGroup
Advisors Asset Management, Inc.463,700$5.61M0.1%+17,14413F-HR/ATimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC402,699$4.87M0.11%-736,05013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY377,724$4.57M<0.01%-8,26113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN273,798$3.31M<0.01%+9,02513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.260,058$3.14M0.15%-5,28413F-HRTimeline
LPL Financial LLC231,470$2.8M<0.01%+62,52813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,733$2.34M<0.01%-3,46613F-HRTimelineGroup
UBS Group AGin group UBS Group AG147,381$1.78M<0.01%-1,00313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC137,994$1.68M0.58%+31,00013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …125,286$1.51M<0.01%-21,15913F-HRTimelineGroup
Trilogy Capital Inc.107,261$1.3M0.07%+79,95213F-HRTimeline
Oder Investment Management, LLC104,155$1.26M1.08%-3,51613F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC90,258$1.09M0.05%-88,10013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT78,421$948K0.04%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.75,865$917K0.61%+813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE68,750$831K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,640$636K<0.01%-1613F-HRTimelineGroup
Atria Wealth Solutions, Inc.47,510$577K0.01%new13F-HRTimeline
Almitas Capital LLC44,416$537K0.19%-120,64913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP44,260$535K0.16%-9,92313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.41,400$501K0.15%-2,00013F-HRTimeline
SANDERS MORRIS HARRIS LLC40,502$490K0.08%013F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC34,536$418K0.06%013F-HR/ATimeline
Quarry LP34,536$418K0.13%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC25,565$309K0.01%new13F-HRTimelineGroup
RAYMOND JAMES & ASSOCIATES23,579$285K<0.01%013F-HRTimeline
Apriem Advisors22,000$266K0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,865$264K<0.01%-17,19613F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,021$254K0.05%-30,36513F-HRTimeline
Cypress Wealth Services, LLC20,700$250K0.05%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,615$249K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,367$246K<0.01%+10013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,000$242K<0.01%013F-HRTimelineGroup
Raymond James Financial Services Adviso…in group RAYMOND JAMES FINANCIAL INC15,700$190K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,567$188K<0.01%013F-HRTimelineGroup
Core Wealth Partners LLC15,320$185K0.11%013F-HRTimeline
Farther Finance Advisors, LLC14,084$170K0.01%new13F-HRTimeline
NAPA WEALTH MANAGEMENT13,658$165K0.08%-1,50013F-HRTimeline
Integrated Wealth Concepts LLC10,919$132K<0.01%013F-HRTimeline
Global Retirement Partners, LLC10,159$123K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC10,000$121K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,848$47K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,774$45.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,206$26.7K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,300$15.7K0.01%013F-HRTimeline
COMERICA BANK1,158$14K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.1,000$12.1K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC691$8.35K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.608$7.35K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC200$2K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.