Vault-13

BLACKROCK CALIF MUN INCOME T XBFZX

SH BEN INT · Closed-End Fund · CUSIP 09248E102

57 institutional holders -1 vs Q4 2023
11,915,53311.9m shares reported held*
$140.8mreported value*
8 new 17 added 14 reduced 8 sold out net bought ≈ $2.5m (+211.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.82.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 66Q4 22: 63Q1 23: 61Q2 23: 62Q3 23: 59Q4 23: 58Q1 24: 5757Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202266
Q4 202263
Q1 202361
Q2 202362
Q3 202359
Q4 202358
Q1 202457

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 32 bought or addedQ4 22: 28 cut or sold outQ4 22Q1 23: 29 bought or addedQ1 23: 25 cut or sold outQ1 23Q2 23: 20 bought or addedQ2 23: 30 cut or sold outQ2 23Q3 23: 21 bought or addedQ3 23: 25 cut or sold outQ3 23Q4 23: 19 bought or addedQ4 23: 28 cut or sold outQ4 23Q1 24: 25 bought or addedQ1 24: 22 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223228
Q1 20232925
Q2 20232030
Q3 20232125
Q4 20231928
Q1 20242522

Biggest buyers

MORGAN STANLEY Added +430,369+430.4k
SIT INVESTMENT ASSOCIATES INC Added +161,441+161.4k
Saba Capital Management, L.P. Added +131,072+131.1k
LPL Financial LLC Added +93,492+93.5k
Allianz Asset Management GmbH New +68,750+68.8k
Advisors Asset Management, Inc. Added +45,611+45.6k
SANDERS MORRIS HARRIS LLC New +40,502+40.5k
ABSOLUTE INVESTMENT ADVISERS, LLC New +34,536+34.5k
GUGGENHEIM CAPITAL LLC Added +33,104+33.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +22,253+22.3k

Biggest sellers

Allspring Global Investments Holdings, LLC Reduced -268,076-268.1k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Reduced -195,581-195.6k
Bulldog Investors, LLP Reduced -87,927-87.9k
WELLS FARGO & COMPANY/MN Reduced -81,655-81.7k
Hennion & Walsh Asset Management, Inc. Reduced -72,641-72.6k
Karpus Management, Inc. Sold out -46,618-46.6k
CLOUGH CAPITAL PARTNERS L P Sold out -34,536-34.5k
Rockefeller Capital Management L.P. Reduced -33,213-33.2k
JPMORGAN CHASE & CO Sold out -25,732-25.7k
SkyView Investment Advisors, LLC Sold out -22,437-22.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Saba Capital Management, L.P. (4.8%, 2025-12-12)

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 1.35% of their portfolio NEW YORK, NY 5,225,1005.2m $61.8m $61.8m 1.35% Added +131.1k +131,072
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,143,5011.1m $13.5m $13.5m 0.00% Added +430.4k +430,369
3 SIT INVESTMENT ASSOCIATES INC 0.29% of their portfolio Minneapolis, MN 1,073,9341.1m $12.7m $12.7m 0.29% Added +161.4k +161,441
4 GUGGENHEIM CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 626,976627.0k $7.4m $7.4m 0.05% Added +33.1k +33,104
5 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 476,270476.3k $5.6m $5.6m 0.11% Added +45.6k +45,611
6 Almitas Capital LLC 2.26% of their portfolio SANTA MONICA, CA 463,705463.7k $5.5m $5.5m 2.26% Reduced -5.1k -5,100
7 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.33% of their portfolio London, X0 341,227341.2k $4.0m $4.0m 0.33% Reduced -195.6k -195,581
8 Hennion & Walsh Asset Management, Inc. 0.18% of their portfolio Parsippany, NJ 285,446285.4k $3.4m $3.4m 0.18% Reduced -72.6k -72,641
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 273,140273.1k $3.2m $3.2m 0.00% Reduced -81.7k -81,655
10 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.12% of their portfolio WEST PALM BEACH, FL 212,941212.9k $2.5m $2.5m 0.12% Reduced -6.2k -6,237
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 153,338153.3k $1.8m $1.8m 0.00% Added +11.6k +11,562
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,618151.6k $1.8m $1.8m 0.00% Added +93.5k +93,492
13 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 146,445146.4k $1.7m $1.7m 0.00% Reduced -268.1k -268,076
14 Bulldog Investors, LLP 0.55% of their portfolio SADDLE BROOK, NJ 141,453141.5k $1.7m $1.7m 0.55% Reduced -87.9k -87,927
15 Oder Investment Management, LLC 1.19% of their portfolio WOODLAND HILLS, CA 108,097108.1k $1.3m $1.3m 1.19% Added +2.7k +2,745
16 HOLLENCREST CAPITAL MANAGEMENT 0.04% of their portfolio NEWPORT BEACH, CA 78,42178.4k $926.9k $926.9k 0.04% Unchanged
17 MELFA WEALTH MANAGEMENT, INC. 0.65% of their portfolio WESTBOROUGH, MA 75,79975.8k $895.9k $895.9k 0.65% Added +107 +107
18 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 68,75068.8k $812.6k $812.6k 0.00% New
19 ROBINSON CAPITAL MANAGEMENT, LLC 0.27% of their portfolio GROSSE POINTE FARMS, MI 64,57364.6k $749.7k $749.7k 0.27% Added +400 +400
20 DEBUSSY CAPITAL MANAGEMENT LP 0.19% of their portfolio CHICAGO, IL 54,17554.2k $636.6k $636.6k 0.19% Added +22 +22
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 53,25053.2k $629.4k $629.4k 0.00% Added +15.2k +15,165
22 REGATTA CAPITAL GROUP, LLC 0.14% of their portfolio EL SEGUNDO, CA 52,78652.8k $623.9k $623.9k 0.14% Reduced -1.8k -1,750
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 50,73150.7k $600.0k $600.0k 0.00% Reduced -3.1k -3,072
24 MERIDIAN INVESTMENT COUNSEL INC. 0.18% of their portfolio LAFAYETTE, CA 46,77546.8k $552.9k $552.9k 0.18% Reduced -4.0k -4,000
25 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 46,27946.3k $547.0k $547.0k 0.00% Unchanged
26 SANDERS MORRIS HARRIS LLC 0.09% of their portfolio Houston, TX 40,50240.5k $478.7k $478.7k 0.09% New
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,18939.2k $463.0k $463.0k 0.00% Added +22.3k +22,253
28 ABSOLUTE INVESTMENT ADVISERS, LLC 0.06% of their portfolio ROSEMARY BEACH, FL 34,53634.5k $408.2k $408.2k 0.06% New
29 Quarry LP 0.17% of their portfolio NEW YORK, NY 34,53634.5k $408.2k $408.2k 0.17% Unchanged
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 34,27934.3k $405.2k $405.2k 0.00% Reduced -33.2k -33,213
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 31,65631.7k $374.2k $374.2k 0.00% Added +20.1k +20,125
32 NAPA WEALTH MANAGEMENT 0.20% of their portfolio Napa, CA 31,61431.6k $373.7k $373.7k 0.20% Unchanged
33 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 27,74227.7k $327.9k $327.9k 0.08% Unchanged
34 Thomas J. Herzfeld Advisors, Inc. 0.11% of their portfolio MIAMI BEACH, FL 25,24325.2k $298.4k $298.4k 0.11% Added +6.4k +6,413
35 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio Englewood, NJ 21,50021.5k $254.1k $254.1k 0.02% Reduced -9.0k -9,037
36 HBK INVESTMENTS L P 0.01% of their portfolio DALLAS, TX 20,70020.7k $244.7k $244.7k 0.01% Unchanged
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 20,00020.0k $236.4k $236.4k 0.00% Reduced -475 -475
38 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 19,86719.9k $234.8k $234.8k 0.00% Unchanged
39 B. Riley Wealth Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 16,29016.3k $168.3k $168.3k 0.00% New
40 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 15,56715.6k $184.0k $184.0k 0.00% Unchanged
41 Core Wealth Partners LLC 0.14% of their portfolio SANTA ROSA, CA 15,32015.3k $181.1k $181.1k 0.14% Unchanged
42 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 12,54712.5k $148.3k $148.3k 0.00% New
43 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 10,91910.9k $129.1k $129.1k 0.00% Unchanged
44 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 10,15910.2k $120.1k $120.1k 0.00% Unchanged
45 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 10,00010.0k $118.2k $118.2k 0.00% Unchanged
46 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,5219.5k $112.5k $112.5k 0.00% Reduced -2.1k -2,094
47 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,8483.8k $45.0k $45.0k 0.00% Unchanged
48 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,7743.8k $44.6k $44.6k 0.00% Unchanged
49 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 2,8382.8k $33.5k $33.5k 0.01% Added +100 +100
50 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 2,3002.3k $27.2k $27.2k 0.00% New
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,2062.2k $26.1k $26.1k 0.00% Unchanged
52 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,9582.0k $23.1k $23.1k 0.00% Added +800 +800
53 OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio Chicago, IL 1,3001.3k $15.4k $15.4k 0.01% Unchanged
54 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 691691 $8.2k $8.2k 0.00% Unchanged
55 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 200200 $2.0k $2.0k 0.00% New
56 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $12 $12 0.00% New
57 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged