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Disclosery

XBFZX BLACKROCK CA MUNI INC TR

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SH BEN INT (fund)

59 managers (59 13F filers) reported a position in XBFZX shares at 2024-12-31, 9,218,380 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
59
13F filers
59
New
8
Added
10
Reduced
14
Sold out
4
Shares held by filers
9,218,380

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.5,200,088$58.2M1.46%-39,48013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC529,491$5.93M0.05%-120,75813F-HRTimelineGroup
Advisors Asset Management, Inc.435,148$4.87M0.09%-28,55213F-HR/ATimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…320,930$3.59M0.36%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN268,187$3M<0.01%-5,61113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.245,074$2.74M0.12%-14,98413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY232,129$2.6M<0.01%-145,59513F-HR/ATimelineGroup
LPL Financial LLC211,996$2.37M<0.01%-19,47413F-HRTimeline
UBS Group AGin group UBS Group AG152,304$1.71M<0.01%+4,92313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC137,994$1.55M0.62%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …125,286$1.4M<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/120,469$1.35M<0.01%+67,82913F-HRTimelineGroup
Trilogy Capital Inc.108,637$1.22M0.06%+1,37613F-HRTimeline
Oder Investment Management, LLC104,854$1.17M0.98%+69913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT78,421$878K0.04%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.75,876$850K0.57%+1113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC69,484$778K<0.01%+49,48413F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE68,750$770K<0.01%013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC50,601$567K0.03%-39,65713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,676$534K<0.01%-146,05713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,210$529K<0.01%13F-HR/ATimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP44,295$498K0.08%+3513F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC38,669$433K0.01%-364,03013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP38,489$431K0.02%new13F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC34,536$387K0.05%013F-HRTimeline
Quarry LP34,536$387K0.08%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC34,070$382K0.01%+8,50513F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.31,700$355K0.11%-9,70013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,902$257K<0.01%+1,03713F-HRTimeline
Apriem Advisors22,000$246K0.03%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd21,083$236K<0.01%new13F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC21,021$235K0.05%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,615$231K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…19,713$221K<0.01%-65413F-HRTimeline
Atria Wealth Solutions, Inc.17,510$196K<0.01%-30,00013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,567$174K<0.01%013F-HRTimelineGroup
Core Wealth Partners LLC15,320$172K0.1%013F-HRTimeline
North Berkeley Wealth Management, LLC15,096$169K0.17%13F-HRTimeline
Farther Finance Advisors, LLC14,084$158K0.01%013F-HRTimeline
NAPA WEALTH MANAGEMENT13,658$153K0.07%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD13,423$150K<0.01%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…13,108$147K0.02%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,281$138K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,152$136K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC10,919$122K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC10,572$118K0.02%13F-HRTimeline
Prime Capital Investment Advisors, LLC10,000$112K<0.01%013F-HRTimeline
Global Retirement Partners, LLC8,000$89.6K<0.01%-2,15913F-HRTimeline
CWM, LLCin group CWM, LLC6,153$69K<0.01%+2,30513F-HRTimelineGroup
Elequin Capital, LP4,666$52.3K0.01%new13F-HRTimeline
Allworth Financial LP3,774$42.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,206$24.7K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,300$14.6K0.01%013F-HRTimeline
COMERICA BANK1,158$13K<0.01%013F-HR/ATimeline
OARSMAN CAPITAL, INC.1,000$11.2K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.900$10.1K0.01%13F-HRTimeline
Mascoma Wealth Management LLC691$7.74K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.608$6.81K<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.