Vault-13

BLACKROCK MUNIHLDNGS CALI QL MUC

COM · Closed-End Fund · CUSIP 09254L107

102 institutional holders -10 vs Q4 2024
29,064,58929.1m shares reported held*
$308.8mreported value*
2 new 42 added 25 reduced 10 sold out net sold ≈ $858.3k (+150.8k 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 ≈ $10.63.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 83Q4 22: 90Q1 23: 91Q2 23: 91Q3 23: 93Q4 23: 94Q1 24: 99Q2 24: 94Q3 24: 94Q4 24: 112Q1 25: 102102Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202283
Q4 202290
Q1 202391
Q2 202391
Q3 202393
Q4 202394
Q1 202499
Q2 202494
Q3 202494
Q4 2024112
Q1 2025102

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 35 bought or addedQ2 23: 29 cut or sold outQ3 23: 33 bought or addedQ3 23: 40 cut or sold outQ3 23Q4 23: 41 bought or addedQ4 23: 39 cut or sold outQ1 24: 48 bought or addedQ1 24: 32 cut or sold outQ1 24Q2 24: 35 bought or addedQ2 24: 40 cut or sold outQ3 24: 37 bought or addedQ3 24: 36 cut or sold outQ3 24Q4 24: 61 bought or addedQ4 24: 31 cut or sold outQ1 25: 44 bought or addedQ1 25: 35 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233529
Q3 20233340
Q4 20234139
Q1 20244832
Q2 20243540
Q3 20243736
Q4 20246131
Q1 20254435

Biggest buyers

MacKay Shields LLC Added +851,621+851.6k
Karpus Management, Inc. Added +432,502+432.5k
Whipplewood Advisors, LLC Added +230,903+230.9k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Added +163,192+163.2k
MORGAN STANLEY Added +94,972+95.0k
Advisors Asset Management, Inc. Added +74,932+74.9k
Dakota Wealth Management Added +50,900+50.9k
WESCAP Management Group, Inc. New +49,420+49.4k
GUGGENHEIM CAPITAL LLC Added +44,484+44.5k
PNC Financial Services Group, Inc. Added +40,710+40.7k

Biggest sellers

RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -1,356,110-1.4m
Logan Stone Capital, LLC Reduced -154,942-154.9k
BANK OF AMERICA CORP /DE/ Reduced -80,184-80.2k
UBS Group AG Reduced -53,779-53.8k
WELLS FARGO & COMPANY/MN Reduced -52,983-53.0k
Western Wealth Management, LLC Sold out -45,733-45.7k
Almitas Capital LLC Reduced -44,843-44.8k
WOLVERINE ASSET MANAGEMENT LLC Reduced -42,158-42.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -35,822-35.8k
JANE STREET GROUP, LLC Sold out -34,651-34.7k

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: Karpus Management, Inc. (4.4%, 2026-03-06)

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$1110——
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,688,1505.7m $60.9m $60.9m 0.00% Added +95.0k +94,972
2 Karpus Management, Inc. 1.75% of their portfolio Pittsford, NY 5,029,3835.0m $53.9m $53.9m 1.75% Added +432.5k +432,502
3 Saba Capital Management, L.P. 0.69% of their portfolio NEW YORK, NY 2,340,6732.3m $25.1m $25.1m 0.69% Added +36.2k +36,172
4 SIT INVESTMENT ASSOCIATES INC 0.48% of their portfolio Minneapolis, MN 1,894,2251.9m $20.3m $20.3m 0.48% Reduced -20.0k -19,999
5 GUGGENHEIM CAPITAL LLC 0.16% of their portfolio CHICAGO, IL 1,634,9661.6m $17.5m $17.5m 0.16% Added +44.5k +44,484
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,524,6571.5m $16.3m $16.3m 0.00% Reduced -80.2k -80,184
7 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.81% of their portfolio WEST PALM BEACH, FL 1,420,2471.4m $15.2m $15.2m 0.81% Reduced -1.4m -1,356,110
8 MacKay Shields LLC 0.34% of their portfolio New York, NY 981,667981.7k $10.5m $10.5m 0.34% Added +851.6k +851,621
9 ROBINSON CAPITAL MANAGEMENT, LLC 3.30% of their portfolio GROSSE POINTE FARMS, MI 758,664758.7k $8.1m $8.1m 3.30% Added +20.0k +20,000
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 695,709695.7k $7.5m $7.5m 0.00% Reduced -53.0k -52,983
11 Advisors Asset Management, Inc. 0.13% of their portfolio Monument, CO 649,202649.2k $7.0m $7.0m 0.13% Added +74.9k +74,932
12 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 493,729493.7k $5.3m $5.3m 0.01% Unchanged
13 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.53% of their portfolio London, X0 466,259466.3k $5.0m $5.0m 0.53% Added +163.2k +163,192
14 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 341,047341.0k $3.7m $3.7m 0.03% Reduced -28.7k -28,654
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 335,249335.2k $3.6m $3.6m 0.00% Reduced -53.8k -53,779
16 Atala Financial Inc 2.03% of their portfolio CALABASAS, CA 260,251260.3k $2.8m $2.8m 2.03% Added +8.9k +8,861
17 Whipplewood Advisors, LLC 0.07% of their portfolio LITTLETON, CO 241,863241.9k $117.4k $117.4k 0.07% Added +230.9k +230,903
18 Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio Parsippany, NJ 241,397241.4k $2.6m $2.6m 0.11% Reduced -32.8k -32,754
19 Dakota Wealth Management 0.06% of their portfolio PALM BEACH GARDENS, FL 237,076237.1k $2.5m $2.5m 0.06% Added +50.9k +50,900
20 Thomas J. Herzfeld Advisors, Inc. 0.85% of their portfolio MIAMI BEACH, FL 233,897233.9k $2.5m $2.5m 0.85% Added +18.2k +18,204
21 HOLLENCREST CAPITAL MANAGEMENT 0.11% of their portfolio NEWPORT BEACH, CA 225,446225.4k $2.4m $2.4m 0.11% Added +19.8k +19,800
22 Ignite Planners, LLC 0.40% of their portfolio SAN CLEMENTE, CA 194,025194.0k $2.1m $2.1m 0.40% Unchanged
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 179,861179.9k $1.9m $1.9m 0.00% Added +21.0k +20,960
24 EVOKE WEALTH, LLC 0.05% of their portfolio Los Angeles, CA 171,503171.5k $1.8m $1.8m 0.05% Unchanged
25 Diligent Investors, LLC 0.44% of their portfolio REDLANDS, CA 168,793168.8k $1.8m $1.8m 0.44% Reduced -1.4k -1,374
26 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 153,936153.9k $1.7m $1.7m 0.02% Reduced -13.5k -13,501
27 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 136,930136.9k $1.5m $1.5m 0.00% Added +40.7k +40,710
28 Logan Stone Capital, LLC 0.58% of their portfolio CHICAGO, IL 115,798115.8k $1.2m $1.2m 0.58% Reduced -154.9k -154,942
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 113,574113.6k $1.2m $1.2m 0.00% Added +890 +890
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 107,053107.1k $1.1m $1.1m 0.00% Reduced -5.4k -5,401
31 MELFA WEALTH MANAGEMENT, INC. 0.69% of their portfolio WESTBOROUGH, MA 95,45295.5k $1.0m $1.0m 0.69% Unchanged
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 86,37186.4k $925.0k $925.0k 0.00% Reduced -3.1k -3,073
33 CHANNEL WEALTH LLC 0.28% of their portfolio SANTA BARBARA, CA 82,73382.7k $886.1k $886.1k 0.28% Added +4.0k +4,028
34 Intellectus Partners, LLC 0.22% of their portfolio SAN FRANCISCO, CA 82,58682.6k $888.9k $888.9k 0.22% Reduced -5.6k -5,618
35 Matisse Capital 0.44% of their portfolio PORTLAND, OR 78,60078.6k $841.8k $841.8k 0.44% Unchanged
36 Perennial Investment Advisors, LLC 0.09% of their portfolio Los Angeles, CA 75,61275.6k $809.8k $809.8k 0.09% Added +2.4k +2,401
37 Alteri Wealth LLC 0.36% of their portfolio WESTLAKE VILLAGE, CA 75,42975.4k $807.8k $807.8k 0.36% Added +9.9k +9,861
38 Almitas Capital LLC 0.24% of their portfolio SANTA MONICA, CA 66,21766.2k $709.2k $709.2k 0.24% Reduced -44.8k -44,843
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 61,82161.8k $662.0k $662.0k 0.00% Added +6.7k +6,683
40 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 57,11557.1k $612.0k $612.0k 0.02% Added +9.2k +9,215
41 Destination Wealth Management 0.02% of their portfolio Walnut Creek, CA 57,04857.0k $611.0k $611.0k 0.02% Unchanged
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 55,53255.5k $594.7k $594.7k 0.00% Added +28.7k +28,692
43 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 53,93053.9k $580.1k $580.1k 0.01% Added +5.2k +5,154
44 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 53,72053.7k $575.3k $575.3k 0.00% Added +33.6k +33,602
45 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 53,24153.2k $570.2k $570.2k 0.12% Added +515 +515
46 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.05% of their portfolio Englewood, NJ 51,63851.6k $553.0k $553.0k 0.05% Reduced -21.9k -21,866
47 WESCAP Management Group, Inc. 0.13% of their portfolio Glendale, CA 49,42049.4k $529.3k $529.3k 0.13% New
48 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 40,76140.8k $436.6k $436.6k 0.00% Unchanged
49 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,90539.9k $427.4k $427.4k 0.00% Reduced -2.9k -2,857
50 Litman Gregory Wealth Management LLC 0.04% of their portfolio LARKSPUR, CA 38,79438.8k $415.5k $415.5k 0.04% Unchanged
51 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 38,07938.1k $407.8k $407.8k 0.00% Added +10.4k +10,416
52 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 35,08435.1k $380.0k $380.0k 0.01% Added +5.6k +5,586
53 LM Advisors LLC 0.07% of their portfolio SAN DIEGO, CA 33,76733.8k $362.0k $362.0k 0.07% Reduced -2.5k -2,450
54 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,76431.8k $340.2k $340.2k 0.00% Added +15.8k +15,768
55 RB Capital Management, LLC 0.08% of their portfolio RENO, NV 29,06829.1k $311.3k $311.3k 0.08% Added +386 +386
56 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 27,44527.4k $293.9k $293.9k 0.00% Added +1.7k +1,700
57 Rareview Capital LLC 0.18% of their portfolio LAS VEGAS, NV 27,25827.3k $291.9k $291.9k 0.18% Reduced -636 -636
58 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 25,46725.5k $272.7k $272.7k 0.00% Reduced -2.4k -2,436
59 SteelPeak Wealth, LLC 0.01% of their portfolio WOODLAND HILLS, CA 25,23725.2k $271.6k $271.6k 0.01% Added +1.9k +1,867
60 Keystone Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 24,53224.5k $262.7k $262.7k 0.07% Unchanged
61 Tortoise Investment Management, LLC 0.03% of their portfolio WHITE PLAINS, NY 24,31124.3k $260.4k $260.4k 0.03% Unchanged
62 Wellspring Financial Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 23,70023.7k $253.8k $253.8k 0.03% Added +10.4k +10,400
63 Tempus Wealth Planning, LLC 0.08% of their portfolio IRVINE, CA 23,65723.7k $253.4k $253.4k 0.08% Unchanged
64 DEBUSSY CAPITAL MANAGEMENT LP 0.04% of their portfolio CHICAGO, IL 23,13723.1k $247.8k $247.8k 0.04% Added +8 +8
65 Strategic Advocates LLC 0.08% of their portfolio SACRAMENTO, CA 22,62122.6k $242.3k $242.3k 0.08% Unchanged
66 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 22,54122.5k $241.4k $241.4k 0.01% Unchanged
67 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,35722.4k $239.4k $239.4k 0.00% Unchanged
68 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,37721.4k $228.9k $228.9k 0.00% Unchanged
69 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 18,73818.7k $200.7k $200.7k 0.00% Reduced -545 -545
70 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 18,00018.0k $192.8k $192.8k 0.01% New
71 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 17,51417.5k $187.6k $187.6k 0.00% Added +5.4k +5,377
72 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 16,88616.9k $180.8k $180.8k 0.03% Added +5.2k +5,156
73 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.03% of their portfolio BLUE BELL, PA 16,05016.1k $171.9k $171.9k 0.03% Unchanged
74 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 15,35115.4k $164.4k $164.4k 0.00% Unchanged
75 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 15,17915.2k $162.6k $162.6k 0.00% Reduced -2.6k -2,555
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,91414.9k $159.7k $159.7k 0.00% Added +94 +94
77 Snowden Capital Advisors LLC 0.00% of their portfolio New York, NY 13,57313.6k $146.1k $146.1k 0.00% Added +2 +2
78 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 13,23913.2k $141.8k $141.8k 0.01% Reduced -10.1k -10,118
79 Argyle Capital Partners, LLC 0.12% of their portfolio LOS ANGELES, CA 12,70012.7k $136.0k $136.0k 0.12% Unchanged
80 Hamilton Wealth, LLC 0.03% of their portfolio LOS ANGELES, CA 12,28412.3k $131.6k $131.6k 0.03% Added +584 +584
81 Ascentis Independent Advisors 0.03% of their portfolio DALLAS, TX 12,12712.1k $129.9k $129.9k 0.03% Unchanged
82 Octavia Wealth Advisors, LLC 0.01% of their portfolio CINCINNATI, OH 11,26811.3k $121.3k $121.3k 0.01% Unchanged
83 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 11,00011.0k $117.8k $117.8k 0.00% Unchanged
84 Van Hulzen Asset Management, LLC 0.01% of their portfolio EL DORADO HILLS, CA 10,69310.7k $114.5k $114.5k 0.01% Added +1.5k +1,519
85 Williams Jones Wealth Management, LLC. 0.00% of their portfolio NEW YORK, NY 10,27510.3k $110.0k $110.0k 0.00% Reduced -12.1k -12,084
86 SANDERS MORRIS HARRIS LLC 0.02% of their portfolio Houston, TX 10,00010.0k $108.3k $108.3k 0.02% Unchanged
87 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 6,5146.5k $69.8k $69.8k 0.00% Reduced -42.2k -42,158
88 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5,4835.5k $57.1k $57.1k 0.00% Reduced -401 -401
89 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 5,1955.2k $55.6k $55.6k 0.01% Unchanged
90 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 5,0045.0k $53.6k $53.6k 0.00% Unchanged
91 Fortitude Family Office, LLC 0.02% of their portfolio SCOTTSDALE, AZ 4,1884.2k $44.9k $44.9k 0.02% Unchanged
92 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,1443.1k $33.7k $33.7k 0.00% Added +2.8k +2,841
93 WealthCollab, LLC 0.02% of their portfolio BELLEVUE, WA 2,8842.9k $30.9k $30.9k 0.02% Unchanged
94 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,1622.2k $23.2k $23.2k 0.00% Added +12 +12
95 Sandy Spring Bank 0.00% of their portfolio Olney, MD 1,9391.9k $20.8k $20.8k 0.00% Unchanged
96 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,5011.5k $16.1k $16.1k 0.00% Unchanged
97 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,2631.3k $13.5k $13.5k 0.00% Unchanged
98 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,2571.3k $13.5k $13.5k 0.00% Unchanged
99 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1,2041.2k $12.9k $12.9k 0.00% Added +17 +17
100 COMERICA BANK 0.00% of their portfolio DALLAS, TX 395395 $4.2k $4.2k 0.00% Unchanged