Who owns Blackrock MuniHoldings CA Insrd Fnd?

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Analyze quarterly positions in Blackrock MuniHoldings CA Insrd Fnd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Blackrock MuniHoldings CA Insrd Fnd stock

Who bought or sold Blackrock MuniHoldings CA Insrd Fnd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 5.0M $48M -2% Sep 2023
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Saba Capital Management 4.2M $46M 8% Dec 2023
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Karpus Investment Management 3.5M $34M 18% Sep 2023
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Rivernorth Capital Management 3.0M $34M -5% Dec 2023
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Bank of America Corporation 1.4M $16M 6% Dec 2023
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Logan Stone Capital 1.3M $15M 10% Dec 2023
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Hollencrest Securities 928k $10M -32% Dec 2023
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Sit Investment Associates 910k $8.7M -4% Sep 2023
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Wells Fargo & Company 667k $7.4M 21% Dec 2023
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Guggenheim Capital, LLC Managers 581k $6.5M 23% Dec 2023
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Robinson Capital Management 537k $6.0M 88% Dec 2023
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CNH Partners 499k $5.6M -2% Dec 2023
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Advisors Asset Management 466k $5.2M 6% Dec 2023
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Hennion & Walsh Asset Management 429k $4.8M 0% Dec 2023
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Allianz Asset Management 420k $4.7M 0% Dec 2023
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UBS Group 364k $4.0M -23% Dec 2023
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Thomas J. Herzfeld Advisors 202k $2.2M 100% Dec 2023
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LPL Financial 201k $1.9M 3% Sep 2023
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Ignite Planners 195k $2.2M 0% Dec 2023
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Diligent Investors 192k $2.1M -14% Dec 2023
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Landscape Capital Management 188k $2.1M 330% Dec 2023
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Almitas Capital 174k $1.9M 191% Dec 2023
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Centiva Capital 148k $1.7M 100% Dec 2023
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Oakmont Partners 134k $1.5M -19% Dec 2023
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Atria Wealth Solutions 123k $1.4M 20% Dec 2023
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Rockefeller Capital Management 118k $1.3M 23% Dec 2023
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Evoke Wealth 108k $1.2M 0% Dec 2023
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Western Wealth Management 93k $1.0M -10% Dec 2023
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Cetera Investment Advisers 91k $866k -1% Sep 2023
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Melfa Wealth Management 79k $881k 0% Dec 2023
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Deschutes Portfolio Strategy 79k $875k 0% Dec 2023
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Advisor Group Holdings 73k $817k -9% Dec 2023
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Royal Bank of Canada 68k $760k 1% Dec 2023
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Stratos Wealth Partners 59k $653k -11% Dec 2023
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Channel Wealth 58k $646k -20% Dec 2023
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Bank of New York Mellon 57k $629k -34% Dec 2023
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Fort Point Capital Partners 57k $628k 57% Dec 2023
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Commonwealth Equity Services 56k $618k -10% Dec 2023
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Napa Wealth Management 42k $471k 100% Dec 2023
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Beacon Pointe Advisors 42k $463k 100% Dec 2023
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HPM Partners 41k $454k 0% Dec 2023
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LM Advisors 41k $452k 100% Dec 2023
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MacKay Shields 40k $449k 100% Dec 2023
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JFS Wealth Advisors 40k $445k 0% Dec 2023
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Tortoise Investment Management 36k $396k 13% Dec 2023
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Jpmorgan Chase & Co 35k $390k -33% Dec 2023
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Wedbush Morgan Securities 33k $368k 4% Dec 2023
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Susquehanna International 31k $300k -31% Sep 2023
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RB Capital Management 29k $325k -16% Dec 2023
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Vivaldi Capital Management 28k $307k -4% Dec 2023
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Pnc Financial Services 27k $301k 0% Dec 2023
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Axxcess Wealth Management 25k $283k 0% Dec 2023
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Keystone Wealth Services 25k $273k 0% Dec 2023
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Integrated Wealth Concepts 24k $230k -3% Sep 2023
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Tempus Wealth Planning 24k $263k 47% Dec 2023
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Steward Partners Investment Advisory 23k $258k -10% Dec 2023
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Strategic Advocates 23k $252k 100% Dec 2023
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Northwestern Mutual Wealth Management Company 22k $214k 0% Sep 2023
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Cambridge Investment Research Advisors 22k $243k 100% Dec 2023
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Comprehensive Portfolio Management 22k $240k -7% Dec 2023
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Perigon Wealth Management 21k $231k 0% Dec 2023
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Stifel Financial 20k $223k -13% Dec 2023
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Wealth Enhancement Advisory Services 19k $215k -21% Dec 2023
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Capital Investment Advisors 19k $215k 0% Dec 2023
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Raymond James & Associates 19k $214k -5% Dec 2023
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Creative Planning 19k $212k 0% Dec 2023
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Litman Gregory Asset Management 18k $196k 0% Dec 2023
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CI Private Wealth 17k $185k 31% Dec 2023
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Envestnet Asset Management 15k $146k 100% Sep 2023
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Williams Jones Wealth Management 15k $146k 100% Sep 2023
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Woodward Diversified Capital 15k $145k 0% Sep 2023
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Weiss Asset Management LP[1 15k $167k 100% Dec 2023
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National Asset Management 14k $152k -27% Dec 2023
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Coastal Investment Advisors 14k $152k 0% Dec 2023
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Alpha Cubed Investments 13k $148k 0% Dec 2023
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Northern Trust 13k $124k 0% Sep 2023
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Raymond James Financial Services Advisors 13k $144k 0% Dec 2023
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EP Wealth Advisors 13k $143k 0% Dec 2023
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Atlantic Trust 13k $122k 100% Sep 2023
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Golden State Equity Partners 12k $135k 0% Dec 2023
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Centaurus Financial 9.5k $105k 100% Dec 2023
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Mine & Arao Wealth Creation & Management 7.0k $78k 0% Dec 2023
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Hanson McClain Advisors 5.5k $61k 0% Dec 2023
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Spire Wealth Management 4.7k $51k 100% Dec 2023
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Summit Investment Advisors 1.5k $17k 0% Dec 2023
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Blue Bell Private Wealth Management 1.4k $16k 100% Dec 2023
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Householder Group Estate & Retirement Specialist 1.3k $14k 0% Dec 2023
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Brian McDonald 395.00 $3.8k 100% Sep 2023
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Mascoma Wealth Management 108.00 $1.2k 0% Dec 2023
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Who sold out of Blackrock MuniHoldings CA Insrd Fnd?

Fund or Company Name Date Sold Shares Held Valued At
Beach Point Capital Management Sep 2023 395k $3.8M
Intellectus Partners Sep 2023 117k $1.1M
Arlington Financial Advisors Sep 2023 25k $242k
Silvia Mccoll Wealth Management Sep 2023 20k $193k
First Foundation Advisors Sep 2023 20k $190k
MKT Advisors Sep 2023 14k $137k
Pensionmark Financial Group Sep 2023 13k $120k
KWB Wealth Sep 2023 12k $130k
Perennial Investment Advisors Jun 2023 12k $129k
YCMNET Advisors Jun 2023 11k $118k
Millennium Management Sep 2023 11k $104k
CTC Alternative Strategies Sep 2023 11k $103k
Occidental Asset Management Sep 2023 10k $98k
Private Ocean Sep 2023 572.00 $5.5k