BlackRock MuniHoldings California Quality Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 7.39 M | $76.87 M | 22.49% | 7.85% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 5.38 M | $55.95 M | -0.18% | 5.71% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 2.71 M | $28.22 M | 9.46% | 2.88% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.27 M | $23.60 M | 21.01% | 2.41% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.26 M | $23.49 M | -2.19% | 2.40% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.99 M | $20.71 M | 47.38% | 2.11% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 1.12 M | $12.11 M | 341.85% | 1.19% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.10 M | $11.44 M | 85.51% | 1.17% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 921.55 K | $9.58 M | 39.67% | 0.98% |
| LPL FINANCIAL LLC | 05/06/2026 | 676.36 K | $7.03 M | 92.93% | 0.72% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 673.98 K | $7.01 M | 68.24% | 0.72% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 467.79 K | $4.86 M | 7.92% | 0.50% |
| ATALA FINANCIAL INC | 04/10/2026 | 405.61 K | $4.25 M | 48.72% | 0.43% |
| EVOKE WEALTH, LLC | 05/15/2026 | 401.08 K | $4.19 M | 13.62% | 0.43% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 371.02 K | $3.86 M | 0.00% | 0.39% |
| UBS GROUP AG | 05/05/2026 | 365.66 K | $3.80 M | 43.67% | 0.39% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 364.96 K | $3.80 M | 6.60% | 0.39% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 307.64 K | $3.20 M | 35.81% | 0.33% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 261.83 K | $2.72 M | 11.46% | 0.28% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 05/04/2026 | 251.66 K | $2.62 M | 100.00% | 0.27% |
| FIERA CAPITAL CORP | 05/12/2026 | 241.12 K | $2.51 M | -45.21% | 0.26% |
| IGNITE PLANNERS, LLC | 04/17/2026 | 194.03 K | $2.02 M | 0.00% | 0.21% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 183.51 K | $1.90 M | 627.99% | 0.19% |
| ROYAL BANK OF CANADA | 05/15/2026 | 181.08 K | $1.88 M | 32.84% | 0.19% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 180.33 K | $1.88 M | 75.93% | 0.19% |
| TRILOGY CAPITAL INC. | 04/22/2026 | 167.60 K | $1.74 M | 100.00% | 0.18% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 149.56 K | $1.56 M | 22.09% | 0.16% |
| MACKAY SHIELDS LLC | 04/27/2026 | 146.84 K | $1.53 M | -85.04% | 0.16% |
| DILIGENT INVESTORS, LLC | 04/15/2026 | 145.28 K | $1.51 M | 6.01% | 0.15% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 129.92 K | $1.35 M | 2.51% | 0.14% |
| CYPRESS WEALTH SERVICES, LLC | 04/15/2026 | 120.94 K | $1.26 M | 93.69% | 0.13% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 120.43 K | $1.25 M | 60.88% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 115.45 K | $1.20 M | 88.11% | 0.12% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 109.32 K | $1.14 M | 966.18% | 0.12% |
| 04/16/2026 | 91.71 K | $958.64 K | 118.59% | 0.10% | |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 86.80 K | $902.76 K | 131.10% | 0.09% |
| MATISSE CAPITAL | 05/08/2026 | 78.60 K | $817.44 K | 0.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 75.75 K | $787.81 K | -24.56% | 0.08% |
| CHANNEL WEALTH LLC | 05/12/2026 | 75.42 K | $784.38 K | -7.72% | 0.08% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 05/15/2026 | 73.15 K | $760.71 K | -8.73% | 0.08% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 70.49 K | $733.09 K | 100.00% | 0.07% |
| ALTERI WEALTH LLC | 05/06/2026 | 68.48 K | $712.20 K | 0.58% | 0.07% |
| VIVALDI CAPITAL MANAGEMENT LP | 05/14/2026 | 68.30 K | $710.33 K | 196.64% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 67.79 K | $705.06 K | -1.45% | 0.07% |
| MYECFO, LLC | 04/08/2026 | 64.17 K | $667.37 K | 100.00% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 62.45 K | $649.50 K | 4.59% | 0.07% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 60.87 K | $633.00 K | 100.00% | 0.06% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 59.49 K | $618.70 K | 100.00% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 58.63 K | $609.78 K | 64.95% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 58.58 K | $609.19 K | 24.73% | 0.06% |
BlackRock MuniHoldings California Quality Fund Inc institutional Ownership - FAQ's
During the previous two years, 173 institutional investors and hedge funds held shares of BlackRock MuniHoldings California Quality Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 7.39 M
Karpus Management, Inc.: 5.38 M
GUGGENHEIM CAPITAL LLC: 2.71 M
BANK OF AMERICA CORP /DE/: 2.27 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.26 M
Advisors Asset Management, Inc.: 1.99 M
36.67% of BlackRock MuniHoldings California Quality Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 35.08 M shares in the last 24 months. This purchase volume represents approximately $378.86 M in transactions.