BLACKROCK MUNIHLDNGS CALI QL MUC
COM · Closed-End Fund · CUSIP 09254L107
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 83 |
| Q4 2022 | 90 |
| Q1 2023 | 91 |
| Q2 2023 | 91 |
| Q3 2023 | 93 |
| Q4 2023 | 94 |
| Q1 2024 | 99 |
| Q2 2024 | 94 |
| Q3 2024 | 94 |
| Q4 2024 | 112 |
| Q1 2025 | 102 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 35 | 29 |
| Q3 2023 | 33 | 40 |
| Q4 2023 | 41 | 39 |
| Q1 2024 | 48 | 32 |
| Q2 2024 | 35 | 40 |
| Q3 2024 | 37 | 36 |
| Q4 2024 | 61 | 31 |
| Q1 2025 | 44 | 35 |
Biggest buyers
| MacKay Shields LLC | Added | +851.6k |
| Karpus Management, Inc. | Added | +432.5k |
| Whipplewood Advisors, LLC | Added | +230.9k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Added | +163.2k |
| MORGAN STANLEY | Added | +95.0k |
| Advisors Asset Management, Inc. | Added | +74.9k |
| Dakota Wealth Management | Added | +50.9k |
| WESCAP Management Group, Inc. | New | +49.4k |
| GUGGENHEIM CAPITAL LLC | Added | +44.5k |
| PNC Financial Services Group, Inc. | Added | +40.7k |
Biggest sellers
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Reduced | -1.4m |
| Logan Stone Capital, LLC | Reduced | -154.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -80.2k |
| UBS Group AG | Reduced | -53.8k |
| WELLS FARGO & COMPANY/MN | Reduced | -53.0k |
| Western Wealth Management, LLC | Sold out | -45.7k |
| Almitas Capital LLC | Reduced | -44.8k |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | -42.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -35.8k |
| JANE STREET GROUP, LLC | Sold out | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $111 | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 5.7m $60.9m | Added +95.0k |
| Karpus Management, Inc. 1.75% of their portfolio | 5.0m $53.9m | Added +432.5k |
| Saba Capital Management, L.P. 0.69% of their portfolio | 2.3m $25.1m | Added +36.2k |
| SIT INVESTMENT ASSOCIATES INC 0.48% of their portfolio | 1.9m $20.3m | Reduced -20.0k |
| GUGGENHEIM CAPITAL LLC 0.16% of their portfolio | 1.6m $17.5m | Added +44.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $16.3m | Reduced -80.2k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.81% of their portfolio | 1.4m $15.2m | Reduced -1.4m |
| MacKay Shields LLC 0.34% of their portfolio | 981.7k $10.5m | Added +851.6k |
| ROBINSON CAPITAL MANAGEMENT, LLC 3.30% of their portfolio | 758.7k $8.1m | Added +20.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 695.7k $7.5m | Reduced -53.0k |
| Advisors Asset Management, Inc. 0.13% of their portfolio | 649.2k $7.0m | Added +74.9k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 493.7k $5.3m | Unchanged |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.53% of their portfolio | 466.3k $5.0m | Added +163.2k |
| Sanctuary Advisors, LLC 0.03% of their portfolio | 341.0k $3.7m | Reduced -28.7k |
| UBS Group AG 0.00% of their portfolio | 335.2k $3.6m | Reduced -53.8k |
| Atala Financial Inc 2.03% of their portfolio | 260.3k $2.8m | Added +8.9k |
| Whipplewood Advisors, LLC 0.07% of their portfolio | 241.9k $117.4k | Added +230.9k |
| Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio | 241.4k $2.6m | Reduced -32.8k |
| Dakota Wealth Management 0.06% of their portfolio | 237.1k $2.5m | Added +50.9k |
| Thomas J. Herzfeld Advisors, Inc. 0.85% of their portfolio | 233.9k $2.5m | Added +18.2k |
| HOLLENCREST CAPITAL MANAGEMENT 0.11% of their portfolio | 225.4k $2.4m | Added +19.8k |
| Ignite Planners, LLC 0.40% of their portfolio | 194.0k $2.1m | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 179.9k $1.9m | Added +21.0k |
| EVOKE WEALTH, LLC 0.05% of their portfolio | 171.5k $1.8m | Unchanged |
| Diligent Investors, LLC 0.44% of their portfolio | 168.8k $1.8m | Reduced -1.4k |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 153.9k $1.7m | Reduced -13.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 136.9k $1.5m | Added +40.7k |
| Logan Stone Capital, LLC 0.58% of their portfolio | 115.8k $1.2m | Reduced -154.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 113.6k $1.2m | Added +890 |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 107.1k $1.1m | Reduced -5.4k |
| MELFA WEALTH MANAGEMENT, INC. 0.69% of their portfolio | 95.5k $1.0m | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 86.4k $925.0k | Reduced -3.1k |
| CHANNEL WEALTH LLC 0.28% of their portfolio | 82.7k $886.1k | Added +4.0k |
| Intellectus Partners, LLC 0.22% of their portfolio | 82.6k $888.9k | Reduced -5.6k |
| Matisse Capital 0.44% of their portfolio | 78.6k $841.8k | Unchanged |
| Perennial Investment Advisors, LLC 0.09% of their portfolio | 75.6k $809.8k | Added +2.4k |
| Alteri Wealth LLC 0.36% of their portfolio | 75.4k $807.8k | Added +9.9k |
| Almitas Capital LLC 0.24% of their portfolio | 66.2k $709.2k | Reduced -44.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 61.8k $662.0k | Added +6.7k |
| WEDBUSH SECURITIES INC 0.02% of their portfolio | 57.1k $612.0k | Added +9.2k |
| Destination Wealth Management 0.02% of their portfolio | 57.0k $611.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 55.5k $594.7k | Added +28.7k |
| CHOREO, LLC 0.01% of their portfolio | 53.9k $580.1k | Added +5.2k |
| Creative Planning 0.00% of their portfolio | 53.7k $575.3k | Added +33.6k |
| Cypress Wealth Services, LLC 0.12% of their portfolio | 53.2k $570.2k | Added +515 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.05% of their portfolio | 51.6k $553.0k | Reduced -21.9k |
| WESCAP Management Group, Inc. 0.13% of their portfolio | 49.4k $529.3k | New |
| Cerity Partners LLC 0.00% of their portfolio | 40.8k $436.6k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 39.9k $427.4k | Reduced -2.9k |
| Litman Gregory Wealth Management LLC 0.04% of their portfolio | 38.8k $415.5k | Unchanged |
| Baird Financial Group, Inc. 0.00% of their portfolio | 38.1k $407.8k | Added +10.4k |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 35.1k $380.0k | Added +5.6k |
| LM Advisors LLC 0.07% of their portfolio | 33.8k $362.0k | Reduced -2.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 31.8k $340.2k | Added +15.8k |
| RB Capital Management, LLC 0.08% of their portfolio | 29.1k $311.3k | Added +386 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 27.4k $293.9k | Added +1.7k |
| Rareview Capital LLC 0.18% of their portfolio | 27.3k $291.9k | Reduced -636 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 25.5k $272.7k | Reduced -2.4k |
| SteelPeak Wealth, LLC 0.01% of their portfolio | 25.2k $271.6k | Added +1.9k |
| Keystone Wealth Services, LLC 0.07% of their portfolio | 24.5k $262.7k | Unchanged |
| Tortoise Investment Management, LLC 0.03% of their portfolio | 24.3k $260.4k | Unchanged |
| Wellspring Financial Advisors, LLC 0.03% of their portfolio | 23.7k $253.8k | Added +10.4k |
| Tempus Wealth Planning, LLC 0.08% of their portfolio | 23.7k $253.4k | Unchanged |
| DEBUSSY CAPITAL MANAGEMENT LP 0.04% of their portfolio | 23.1k $247.8k | Added +8 |
| Strategic Advocates LLC 0.08% of their portfolio | 22.6k $242.3k | Unchanged |
| AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 22.5k $241.4k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 22.4k $239.4k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 21.4k $228.9k | Unchanged |
| Capital Investment Advisors, LLC 0.00% of their portfolio | 18.7k $200.7k | Reduced -545 |
| Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio | 18.0k $192.8k | New |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 17.5k $187.6k | Added +5.4k |
| NWF Advisory Services Inc. 0.03% of their portfolio | 16.9k $180.8k | Added +5.2k |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.03% of their portfolio | 16.1k $171.9k | Unchanged |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 15.4k $164.4k | Unchanged |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 15.2k $162.6k | Reduced -2.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 14.9k $159.7k | Added +94 |
| Snowden Capital Advisors LLC 0.00% of their portfolio | 13.6k $146.1k | Added +2 |
| READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio | 13.2k $141.8k | Reduced -10.1k |
| Argyle Capital Partners, LLC 0.12% of their portfolio | 12.7k $136.0k | Unchanged |
| Hamilton Wealth, LLC 0.03% of their portfolio | 12.3k $131.6k | Added +584 |
| Ascentis Independent Advisors 0.03% of their portfolio | 12.1k $129.9k | Unchanged |
| Octavia Wealth Advisors, LLC 0.01% of their portfolio | 11.3k $121.3k | Unchanged |
| CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio | 11.0k $117.8k | Unchanged |
| Van Hulzen Asset Management, LLC 0.01% of their portfolio | 10.7k $114.5k | Added +1.5k |
| Williams Jones Wealth Management, LLC. 0.00% of their portfolio | 10.3k $110.0k | Reduced -12.1k |
| SANDERS MORRIS HARRIS LLC 0.02% of their portfolio | 10.0k $108.3k | Unchanged |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 6.5k $69.8k | Reduced -42.2k |
| Allworth Financial LP 0.00% of their portfolio | 5.5k $57.1k | Reduced -401 |
| Golden State Wealth Management, LLC 0.01% of their portfolio | 5.2k $55.6k | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 5.0k $53.6k | Unchanged |
| Fortitude Family Office, LLC 0.02% of their portfolio | 4.2k $44.9k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 3.1k $33.7k | Added +2.8k |
| WealthCollab, LLC 0.02% of their portfolio | 2.9k $30.9k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.2k $23.2k | Added +12 |
| Sandy Spring Bank 0.00% of their portfolio | 1.9k $20.8k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.5k $16.1k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.3k $13.5k | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 1.3k $13.5k | Unchanged |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 1.2k $12.9k | Added +17 |
| COMERICA BANK 0.00% of their portfolio | 395 $4.2k | Unchanged |