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Disclosery

XBFZX BLACKROCK CA MUNI INC TR

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SH BEN INT (fund)

60 managers (60 13F filers) reported a position in XBFZX shares at 2025-03-31, 10,588,605 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
60
13F filers
60
New
11
Added
20
Reduced
7
Sold out
10
Shares held by filers
10,588,605

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.4,752,360$52.2M1.43%-447,72813F-HRTimelineGroup
IEQ CAPITAL, LLC1,337,109$14.7M0.12%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC564,562$6.2M0.06%+35,07113F-HRTimelineGroup
Advisors Asset Management, Inc.488,929$5.37M0.1%+53,78113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN283,126$3.11M<0.01%+14,93913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA272,999$3M<0.01%+225,32313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY259,448$2.85M<0.01%+27,31913F-HRTimelineGroup
LPL Financial LLC228,402$2.51M<0.01%+16,40613F-HRTimeline
Hennion & Walsh Asset Management, Inc.214,060$2.35M0.1%-31,01413F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC195,158$2.14M0.87%+57,16413F-HRTimeline
UBS Group AGin group UBS Group AG179,023$1.97M<0.01%+26,71913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …125,286$1.38M<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/122,804$1.35M<0.01%+2,33513F-HRTimelineGroup
Trilogy Capital Inc.121,598$1.34M0.07%+12,96113F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…113,547$1.25M0.11%+100,43913F-HRTimelineGroup
Oder Investment Management, LLC107,139$1.18M1%+2,28513F-HRTimeline
Atala Financial Inc98,356$1.08M0.79%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC89,271$980K0.02%+55,20113F-HRTimelineGroup
Logan Stone Capital, LLC83,008$911K0.42%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT78,421$861K0.04%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC76,742$843K<0.01%+7,25813F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.75,882$833K0.56%+613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE68,750$755K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers51,800$569K<0.01%new13F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC50,601$556K0.03%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP44,313$487K0.08%+1813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,710$480K<0.01%-3,50013F-HRTimelineGroup
Fisher Asset Management, LLC39,619$435K<0.01%new13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC38,669$425K0.01%013F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC34,536$379K0.06%013F-HRTimeline
Quarry LP34,536$379K0.1%013F-HRTimeline
D.A. DAVIDSON & CO.34,199$376K<0.01%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP31,295$344K0.02%-7,19413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.29,200$321K0.09%-2,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,922$252K<0.01%+2013F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,021$231K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…19,713$216K<0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,567$171K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC15,206$169K<0.01%+1,12213F-HRTimeline
Core Wealth Partners LLC15,320$168K0.1%013F-HRTimeline
North Berkeley Wealth Management, LLC15,096$166K0.17%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,467$148K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,889$142K<0.01%+73713F-HRTimelineGroup
NAPA WEALTH MANAGEMENT12,871$141K0.08%-78713F-HRTimeline
Golden State Wealth Management, LLC10,572$116K0.02%013F-HR/ATimeline
SHUFRO ROSE & CO LLC10,000$110K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC10,000$110K<0.01%013F-HRTimeline
Elequin Capital, LP6,866$75.4K0.01%+2,20013F-HRTimeline
CWM, LLCin group CWM, LLC6,153$68K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,774$40.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,206$24.2K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,755$19.3K<0.01%new13F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,300$14.3K0.01%013F-HRTimeline
COMERICA BANK1,158$12.7K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC691$7.59K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC500$5.49K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.500$5.49K<0.01%-10813F-HRTimelineGroup
Nalls Sherbakoff Group, LLC400$4.39K<0.01%13F-HRTimeline
FNY Investment Advisers, LLC200$2K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.