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BlackRock Muniyield Calif FD

Q4 2021 vs Q1 2022

Comparing institutional holders between quarters

Quarters

Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
INCREASED
Shares1,108,282 from 1,077,097
Change+31,185 (+3%)
Value$14.4K (-$1.8K)
Filed 2022-10-27
Rivernorth Capital Management, LLC
INCREASED
Shares807,798 from 674,245
Change+133,553 (+20%)
Value$10.5K (+$371)
Filed 2022-05-16
Hollencrest Capital Management
INCREASED
Shares476,715 from 476,559
Change+156 (+0%)
Value$6.2K (-$966)
Filed 2022-04-18
Guggenheim Capital LLC
DECREASED
Shares432,970 from 434,029
Change-1,059 (0%)
Value$5.6K (-$895)
Filed 2022-05-16
SIT Investment Associates Inc
DECREASED
Shares376,871 from 405,387
Change-28,516 (-7%)
Value$4.9K (-$1.2K)
Filed 2022-05-12
Karpus Management, Inc.
INCREASED
Shares329,760 from 301,754
Change+28,006 (+9%)
Value$4.3K (-$248)
Filed 2022-05-10
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares185,814 from 208,936
Change-23,122 (-11%)
Value$2.4K (-$725)
Filed 2022-04-26
Fiera Capital Corp
INCREASED
Shares182,790 from 58,822
Change+123,968 (+211%)
Value$2.4K (+$1.5K)
Filed 2022-05-09
Advisors Asset Management, Inc.
DECREASED
Shares151,606 from 164,172
Change-12,566 (-8%)
Value$2.0M (-$496.9K)
Filed 2026-08-27
Robinson Capital Management, LLC
UNCHANGED
Shares138,442 from 138,442
Change0 (0%)
Value$1.8K (-$274)
Filed 2022-05-17
UBS Group AG
INCREASED
Shares133,413 from 117,854
Change+15,559 (+13%)
Value$1.7K (-$36)
Filed 2022-05-16
Wells Fargo & Company
INCREASED
Shares131,033 from 117,359
Change+13,674 (+12%)
Value$1.7K (-$60)
Filed 2022-05-16
Wolverine Asset Management LLC
INCREASED
Shares81,080 from 50,373
Change+30,707 (+61%)
Value$1.1K (+$297)
Filed 2022-05-04
Karp Capital Management Corp
DECREASED
Shares54,542 from 123,264
Change-68,722 (-56%)
Value$710 (-$1.1K)
Filed 2022-04-11
Logan Stone Capital, LLC
INCREASED
Shares48,632 from 34,807
Change+13,825 (+40%)
Value$633 (+$109)
Filed 2022-05-16
Sarissa Consulting LLC
NEW
Shares43,044
Change+43,044
Value$560
Filed 2022-05-16
Yakira Capital Management, Inc.
NEW
Shares32,384
Change+32,384
Value$422
Filed 2022-05-12
Cetera Investment Advisers
UNCHANGED
Shares25,070 from 25,070
Change0 (0%)
Value$326 (-$51)
Filed 2022-05-13
HCR Wealth Advisors
DECREASED
Shares23,885 from 44,717
Change-20,832 (-47%)
Value$311 (-$362)
Filed 2022-05-05
Commonwealth Equity Services, LLC
INCREASED
Shares21,300 from 21,282
Change+18 (+0%)
Value$277 (-$43)
Filed 2022-05-04
Allianz Asset Management GmbH
NEW
Shares21,277
Change+21,277
Value$277
Filed 2022-05-13
Western Wealth Management, LLC
NEW
Shares21,100
Change+21,100
Value$275
Filed 2022-05-10
LPL Financial LLC
DECREASED
Shares20,519 from 22,100
Change-1,581 (-7%)
Value$267 (-$66)
Filed 2022-05-16
Ameriprise Financial Inc
DECREASED
Shares19,799 from 19,849
Change-50 (0%)
Value$258 (-$41)
Filed 2022-05-16
Snowden Capital Advisors LLC
INCREASED
Shares17,775 from 300
Change+17,475 (+5825%)
Value$231 (+$227)
Filed 2022-05-16
Steward Partners Investment Advisory, LLC
INCREASED
Shares14,816 from 13,900
Change+916 (+7%)
Value$193 (-$16)
Filed 2022-05-02
Vista Investment Management
UNCHANGED
Shares13,592 from 13,592
Change0 (0%)
Value$177 (-$28)
Filed 2022-05-13
Emfo, LLC
UNCHANGED
Shares13,564 from 13,564
Change0 (0%)
Value$177 (-$27)
Filed 2022-05-04
Northwestern Mutual Wealth Management Co
DECREASED
Shares12,387 from 15,149
Change-2,762 (-18%)
Value$161 (-$67)
Filed 2022-05-09
Bank of Montreal
NEW
Shares12,356
Change+12,356
Value$175
Filed 2022-05-12
First Foundation Advisors
DECREASED
Shares12,116 from 14,987
Change-2,871 (-19%)
Value$158 (-$68)
Filed 2022-05-05
Keystone Wealth Services, LLC
UNCHANGED
Shares11,287 from 11,287
Change0 (0%)
Value$147 (-$23)
Filed 2022-04-21
Stratos Wealth Partners, Ltd.
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$141 (-$22)
Filed 2022-04-26
Raymond James & Associates
UNCHANGED
Shares10,644 from 10,644
Change0 (0%)
Value$139 (-$21)
Filed 2022-05-11
Atria Wealth Solutions, Inc.
NEW
Shares10,600
Change+10,600
Value$138
Filed 2022-05-16
Stordahl Capital Management, Inc.
NEW
Shares10,200
Change+10,200
Value$133
Filed 2022-05-06
Whittier Trust Co
UNCHANGED
Shares10,153 from 10,153
Change0 (0%)
Value$132 (-$21)
Filed 2022-04-29
Rockefeller Capital Management L.P.
UNCHANGED
Shares9,694 from 9,694
Change0 (0%)
Value$126 (-$19)
Filed 2022-05-13
Royal Bank of Canada
INCREASED
Shares7,220 from 7,189
Change+31 (+0%)
Value$94 (-$14)
Filed 2022-05-16
Creative Planning
NEW
Shares5,881
Change+5,881
Value$77
Filed 2022-05-16
Allworth Financial LP
NEW
Shares3,000
Change+3,000
Value$39
Filed 2022-04-22
Brewin Dolphin LTD
UNCHANGED
Shares2,784 from 2,784
Change0 (0%)
Value$36 (-$6)
Filed 2022-11-14
Osaic Holdings, Inc.
NEW
Shares1,377
Change+1,377
Value$18
Filed 2022-05-04
UMB Bank, n.a.
INCREASED
Shares1,026 from 314
Change+712 (+227%)
Value$13 (+$8)
Filed 2022-04-22
Tower Research Capital LLC (TRC)
NEW
Shares696
Change+696
Value$9
Filed 2022-05-12
FNY Investment Advisers, LLC
NEW
Shares300
Change+300
Value$3
Filed 2022-04-25
US Bancorp \de\
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3 ($0)
Filed 2022-05-11
Bullock Wealth Management Group
INCREASED
Shares120 from 119
Change+1 (+1%)
Value$1.6K (-$231)
Filed 2026-10-30
Stonebridge Capital Advisors LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$0 ($0)
Filed 2022-05-13
Bank of America Corp
CLOSED
Shares0 from 314,488
Change-314,488 (-100%)
Value$0 (-$4.7K)
Filed 2022-06-07
Intellectus Partners, LLC
CLOSED
Shares0 from 18,796
Change-18,796 (-100%)
Value$0 (-$283)
Filed 2022-05-16
Apriem Advisors
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$196)
Filed 2022-05-10
Woodward Diversified Capital, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$151)
Filed 2022-04-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-05-09
Next Financial Group, Inc
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Reilly Financial Advisors, LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Status
Morgan Stanley
INCREASED1,108,2821,077,097+31,185+3%$16.2K$14.4K-$1.8K2022-10-27
Rivernorth Capital Management, LLC
INCREASED807,798674,245+133,553+20%$10.1K$10.5K+$3712022-05-16
Hollencrest Capital Management
INCREASED476,715476,559+156+0%$7.2K$6.2K-$9662022-04-18
Guggenheim Capital LLC
DECREASED432,970434,029-1,0590%$6.5K$5.6K-$8952022-05-16
SIT Investment Associates Inc
DECREASED376,871405,387-28,516-7%$6.1K$4.9K-$1.2K2022-05-12
Karpus Management, Inc.
INCREASED329,760301,754+28,006+9%$4.5K$4.3K-$2482022-05-10
Hennion & Walsh Asset Management, Inc.
DECREASED185,814208,936-23,122-11%$3.1K$2.4K-$7252022-04-26
Fiera Capital Corp
INCREASED182,79058,822+123,968+211%$885$2.4K+$1.5K2022-05-09
Advisors Asset Management, Inc.
DECREASED151,606164,172-12,566-8%$2.5M$2.0M-$496.9K2026-08-27
Robinson Capital Management, LLC
UNCHANGED138,442138,44200%$2.1K$1.8K-$2742022-05-17
UBS Group AG
INCREASED133,413117,854+15,559+13%$1.8K$1.7K-$362022-05-16
Wells Fargo & Company
INCREASED131,033117,359+13,674+12%$1.8K$1.7K-$602022-05-16
Wolverine Asset Management LLC
INCREASED81,08050,373+30,707+61%$758$1.1K+$2972022-05-04
Karp Capital Management Corp
DECREASED54,542123,264-68,722-56%$1.9K$710-$1.1K2022-04-11
Logan Stone Capital, LLC
INCREASED48,63234,807+13,825+40%$524$633+$1092022-05-16
Sarissa Consulting LLC
NEW43,044—+43,044——$560—2022-05-16
Yakira Capital Management, Inc.
NEW32,384—+32,384——$422—2022-05-12
Cetera Investment Advisers
UNCHANGED25,07025,07000%$377$326-$512022-05-13
HCR Wealth Advisors
DECREASED23,88544,717-20,832-47%$673$311-$3622022-05-05
Commonwealth Equity Services, LLC
INCREASED21,30021,282+18+0%$320$277-$432022-05-04
Allianz Asset Management GmbH
NEW21,277—+21,277——$277—2022-05-13
Western Wealth Management, LLC
NEW21,100—+21,100——$275—2022-05-10
LPL Financial LLC
DECREASED20,51922,100-1,581-7%$333$267-$662022-05-16
Ameriprise Financial Inc
DECREASED19,79919,849-500%$299$258-$412022-05-16
Snowden Capital Advisors LLC
INCREASED17,775300+17,475+5825%$4$231+$2272022-05-16
Steward Partners Investment Advisory, LLC
INCREASED14,81613,900+916+7%$209$193-$162022-05-02
Vista Investment Management
UNCHANGED13,59213,59200%$205$177-$282022-05-13
Emfo, LLC
UNCHANGED13,56413,56400%$204$177-$272022-05-04
Northwestern Mutual Wealth Management Co
DECREASED12,38715,149-2,762-18%$228$161-$672022-05-09
Bank of Montreal
NEW12,356—+12,356——$175—2022-05-12
First Foundation Advisors
DECREASED12,11614,987-2,871-19%$226$158-$682022-05-05
Keystone Wealth Services, LLC
UNCHANGED11,28711,28700%$170$147-$232022-04-21
Stratos Wealth Partners, Ltd.
UNCHANGED10,80010,80000%$163$141-$222022-04-26
Raymond James & Associates
UNCHANGED10,64410,64400%$160$139-$212022-05-11
Atria Wealth Solutions, Inc.
NEW10,600—+10,600——$138—2022-05-16
Stordahl Capital Management, Inc.
NEW10,200—+10,200——$133—2022-05-06
Whittier Trust Co
UNCHANGED10,15310,15300%$153$132-$212022-04-29
Rockefeller Capital Management L.P.
UNCHANGED9,6949,69400%$145$126-$192022-05-13
Royal Bank of Canada
INCREASED7,2207,189+31+0%$108$94-$142022-05-16
Creative Planning
NEW5,881—+5,881——$77—2022-05-16
Allworth Financial LP
NEW3,000—+3,000——$39—2022-04-22
Brewin Dolphin LTD
UNCHANGED2,7842,78400%$42$36-$62022-11-14
Osaic Holdings, Inc.
NEW1,377—+1,377——$18—2022-05-04
UMB Bank, n.a.
INCREASED1,026314+712+227%$5$13+$82022-04-22
Tower Research Capital LLC (TRC)
NEW696—+696——$9—2022-05-12
FNY Investment Advisers, LLC
NEW300—+300——$3—2022-04-25
US Bancorp \de\
UNCHANGED20020000%$3$3$02022-05-11
Bullock Wealth Management Group
INCREASED120119+1+1%$1.8K$1.6K-$2312026-10-30
Stonebridge Capital Advisors LLC
INCREASED43+1+33%$0$0$02022-05-13
Bank of America Corp
CLOSED0314,488-314,488-100%$4.7K$0-$4.7K2022-06-07
Intellectus Partners, LLC
CLOSED018,796-18,796-100%$283$0-$2832022-05-16
Apriem Advisors
CLOSED013,000-13,000-100%$196$0-$1962022-05-10
Woodward Diversified Capital, LLC
CLOSED010,000-10,000-100%$151$0-$1512022-04-14
Proequities, Inc.
UNCHANGED000—$0$0$02022-05-09
Next Financial Group, Inc
N/A—10,900-10,900-100%$164———
Reilly Financial Advisors, LLC
N/A—5,780-5,780-100%$87———
Showing 56 of 56 institutions