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BlackRock Muniyield Calif QU

Q4 2021 vs Q1 2022

Comparing institutional holders between quarters

Quarters

Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Guggenheim Capital LLC
INCREASED
Shares994,720 from 962,249
Change+32,471 (+3%)
Value$13.1K (-$2.2K)
Filed 2022-05-16
Hollencrest Capital Management
INCREASED
Shares863,603 from 854,076
Change+9,527 (+1%)
Value$11.3K (-$2.2K)
Filed 2022-04-18
Morgan Stanley
INCREASED
Shares365,893 from 337,120
Change+28,773 (+9%)
Value$4.8K (-$552)
Filed 2022-10-27
Wells Fargo & Company
DECREASED
Shares356,653 from 427,525
Change-70,872 (-17%)
Value$4.7K (-$2.1K)
Filed 2022-05-16
UBS Group AG
DECREASED
Shares327,012 from 336,000
Change-8,988 (-3%)
Value$4.3K (-$1.0K)
Filed 2022-05-16
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares257,675 from 289,703
Change-32,028 (-11%)
Value$3.4K (-$1.2K)
Filed 2022-04-26
Fiera Capital Corp
INCREASED
Shares255,899 from 77,271
Change+178,628 (+231%)
Value$3.4K (+$2.1K)
Filed 2022-05-09
Allianz Asset Management GmbH
NEW
Shares192,451
Change+192,451
Value$2.5K
Filed 2022-05-13
Advisors Asset Management, Inc.
DECREASED
Shares150,530 from 162,933
Change-12,403 (-8%)
Value$2.0M (-$612.7K)
Filed 2026-08-27
LPL Financial LLC
INCREASED
Shares113,498 from 101,205
Change+12,293 (+12%)
Value$1.5K (-$118)
Filed 2022-05-16
Evoke Wealth, LLC
INCREASED
Shares103,851 from 94,422
Change+9,429 (+10%)
Value$1.4K (-$131)
Filed 2022-05-10
Snowden Capital Advisors LLC
INCREASED
Shares99,592 from 3,350
Change+96,242 (+2873%)
Value$1.3K (+$1.3K)
Filed 2022-05-16
Osaic Holdings, Inc.
DECREASED
Shares89,379 from 119,311
Change-29,932 (-25%)
Value$1.2K (-$722)
Filed 2022-05-04
Rivernorth Capital Management, LLC
UNCHANGED
Shares84,589 from 84,589
Change0 (0%)
Value$1.1K (-$234)
Filed 2022-05-16
RB Capital Management, LLC
INCREASED
Shares80,912 from 80,242
Change+670 (+1%)
Value$1.1K (-$213)
Filed 2022-05-10
Covington Capital Management
UNCHANGED
Shares76,500 from 76,500
Change0 (0%)
Value$1.0K (-$211)
Filed 2022-05-13
Western Wealth Management, LLC
NEW
Shares61,513
Change+61,513
Value$808
Filed 2022-05-10
Wolverine Asset Management LLC
NEW
Shares52,698
Change+52,698
Value$692
Filed 2022-05-04
TD Waterhouse Canada Inc.
DECREASED
Shares48,275 from 51,275
Change-3,000 (-6%)
Value$631.9K (-$162.3K)
Filed 2023-11-13
Stratos Wealth Partners, Ltd.
INCREASED
Shares35,762 from 35,755
Change+7 (+0%)
Value$470 (-$99)
Filed 2022-04-26
Diligent Investors, LLC
NEW
Shares32,727
Change+32,727
Value$430
Filed 2022-04-26
Royal Bank of Canada
INCREASED
Shares31,656 from 27,352
Change+4,304 (+16%)
Value$416 (-$19)
Filed 2022-05-16
Garrison Point Capital, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$394 (-$83)
Filed 2022-05-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares26,800 from 26,800
Change0 (0%)
Value$352 (-$74)
Filed 2022-05-12
Cetera Investment Advisers
UNCHANGED
Shares24,684 from 24,684
Change0 (0%)
Value$324 (-$68)
Filed 2022-05-13
Laurel Wealth Advisors, Inc.
DECREASED
Shares21,000 from 25,478
Change-4,478 (-18%)
Value$276 (-$129)
Filed 2022-05-13
Atria Wealth Solutions, Inc.
NEW
Shares19,921
Change+19,921
Value$263
Filed 2022-05-16
City of London Investment Management Co LTD
UNCHANGED
Shares18,270 from 18,270
Change0 (0%)
Value$240 (-$50)
Filed 2022-05-13
Bank of Montreal
NEW
Shares16,831
Change+16,831
Value$238
Filed 2022-05-12
Realta Investment Advisors
UNCHANGED
Shares16,509 from 16,509
Change0 (0%)
Value$217 (-$45)
Filed 2022-04-13
Creative Planning
UNCHANGED
Shares16,501 from 16,501
Change0 (0%)
Value$217 (-$45)
Filed 2022-05-16
Corient Capital Partners, LLC
UNCHANGED
Shares16,304 from 16,304
Change0 (0%)
Value$214 (-$45)
Filed 2022-05-16
Litman Gregory Asset Management LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$210 (-$44)
Filed 2022-05-04
Whittier Trust Co
UNCHANGED
Shares15,712 from 15,712
Change0 (0%)
Value$206 (-$44)
Filed 2022-04-29
Family Manage LLC
UNCHANGED
Shares14,961 from 14,961
Change0 (0%)
Value$197 (-$41)
Filed 2022-05-16
Raymond James & Associates
UNCHANGED
Shares14,923 from 14,923
Change0 (0%)
Value$196 (-$41)
Filed 2022-05-11
Citadel Advisors LLC
NEW
Shares13,433
Change+13,433
Value$177
Filed 2022-05-16
Lindbrook Capital, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$171 (-$36)
Filed 2022-04-21
Composition Wealth, LLC
UNCHANGED
Shares12,920 from 12,920
Change0 (0%)
Value$170 (-$35)
Filed 2022-04-25
Intersect Capital LLC
UNCHANGED
Shares12,607 from 12,607
Change0 (0%)
Value$166 (-$34)
Filed 2022-05-11
Ascentis Independent Advisors
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$158 (-$33)
Filed 2022-05-18
Virtu Financial LLC
NEW
Shares11,612
Change+11,612
Value$153
Filed 2022-05-17
Raymond James Financial Services Advisors, Inc.
UNCHANGED
Shares10,928 from 10,928
Change0 (0%)
Value$144 (-$30)
Filed 2022-05-11
Regatta Capital Group, LLC
UNCHANGED
Shares10,893 from 10,893
Change0 (0%)
Value$143 (-$30)
Filed 2022-05-16
Landscape Capital Management, L.L.C.
NEW
Shares10,349
Change+10,349
Value$136
Filed 2022-05-11
Allworth Financial LP
INCREASED
Shares9,550 from 6,300
Change+3,250 (+52%)
Value$125 (+$25)
Filed 2022-04-22
Northwestern Mutual Wealth Management Co
DECREASED
Shares6,572 from 19,345
Change-12,773 (-66%)
Value$86 (-$221)
Filed 2022-05-09
Rockefeller Capital Management L.P.
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$74 (-$16)
Filed 2022-05-13
Tower Research Capital LLC (TRC)
NEW
Shares2,382
Change+2,382
Value$31
Filed 2022-05-12
Parallel Advisors, LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$28 (-$6)
Filed 2022-04-28
UMB Bank, n.a.
NEW
Shares1,038
Change+1,038
Value$14
Filed 2022-04-22
FNY Investment Advisers, LLC
NEW
Shares700
Change+700
Value$9
Filed 2022-04-25
Bank of America Corp
CLOSED
Shares0 from 510,935
Change-510,935 (-100%)
Value$0 (-$8.1K)
Filed 2022-06-07
Wedbush Securities Inc
CLOSED
Shares0 from 21,019
Change-21,019 (-100%)
Value$0 (-$334)
Filed 2022-04-19
Invesco Ltd.
CLOSED
Shares0 from 18,350
Change-18,350 (-100%)
Value$0 (-$292)
Filed 2022-05-16
Karp Capital Management Corp
CLOSED
Shares0 from 17,428
Change-17,428 (-100%)
Value$0 (-$277)
Filed 2022-04-11
Callan Capital, LLC
CLOSED
Shares0 from 15,300
Change-15,300 (-100%)
Value$0 (-$243)
Filed 2022-05-10
Wescap Management Group, Inc.
CLOSED
Shares0 from 12,707
Change-12,707 (-100%)
Value$0 (-$202)
Filed 2022-05-11
Apriem Advisors
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$199)
Filed 2022-05-10
Woodward Diversified Capital, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$159)
Filed 2022-04-14
Ford Financial Group, Inc.
CLOSED
Shares0 from 8,007
Change-8,007 (-100%)
Value$0 (-$127)
Filed 2022-04-13
Proequities, Inc.
DECREASED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$8)
Filed 2022-05-09
Next Financial Group, Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Guggenheim Capital LLC
INCREASED994,720962,249+32,471+3%$15.3K$13.1K-$2.2K2022-05-16
Hollencrest Capital Management
INCREASED863,603854,076+9,527+1%$13.6K$11.3K-$2.2K2022-04-18
Morgan Stanley
INCREASED365,893337,120+28,773+9%$5.4K$4.8K-$5522022-10-27
Wells Fargo & Company
DECREASED356,653427,525-70,872-17%$6.8K$4.7K-$2.1K2022-05-16
UBS Group AG
DECREASED327,012336,000-8,988-3%$5.3K$4.3K-$1.0K2022-05-16
Hennion & Walsh Asset Management, Inc.
DECREASED257,675289,703-32,028-11%$4.6K$3.4K-$1.2K2022-04-26
Fiera Capital Corp
INCREASED255,89977,271+178,628+231%$1.2K$3.4K+$2.1K2022-05-09
Allianz Asset Management GmbH
NEW192,451—+192,451——$2.5K—2022-05-13
Advisors Asset Management, Inc.
DECREASED150,530162,933-12,403-8%$2.6M$2.0M-$612.7K2026-08-27
LPL Financial LLC
INCREASED113,498101,205+12,293+12%$1.6K$1.5K-$1182022-05-16
Evoke Wealth, LLC
INCREASED103,85194,422+9,429+10%$1.5K$1.4K-$1312022-05-10
Snowden Capital Advisors LLC
INCREASED99,5923,350+96,242+2873%$53$1.3K+$1.3K2022-05-16
Osaic Holdings, Inc.
DECREASED89,379119,311-29,932-25%$1.9K$1.2K-$7222022-05-04
Rivernorth Capital Management, LLC
UNCHANGED84,58984,58900%$1.3K$1.1K-$2342022-05-16
RB Capital Management, LLC
INCREASED80,91280,242+670+1%$1.3K$1.1K-$2132022-05-10
Covington Capital Management
UNCHANGED76,50076,50000%$1.2K$1.0K-$2112022-05-13
Western Wealth Management, LLC
NEW61,513—+61,513——$808—2022-05-10
Wolverine Asset Management LLC
NEW52,698—+52,698——$692—2022-05-04
TD Waterhouse Canada Inc.
DECREASED48,27551,275-3,000-6%$794.3K$631.9K-$162.3K2023-11-13
Stratos Wealth Partners, Ltd.
INCREASED35,76235,755+7+0%$569$470-$992022-04-26
Diligent Investors, LLC
NEW32,727—+32,727——$430—2022-04-26
Royal Bank of Canada
INCREASED31,65627,352+4,304+16%$435$416-$192022-05-16
Garrison Point Capital, LLC
UNCHANGED30,00030,00000%$477$394-$832022-05-06
PNC Financial Services Group, Inc.
UNCHANGED26,80026,80000%$426$352-$742022-05-12
Cetera Investment Advisers
UNCHANGED24,68424,68400%$392$324-$682022-05-13
Laurel Wealth Advisors, Inc.
DECREASED21,00025,478-4,478-18%$405$276-$1292022-05-13
Atria Wealth Solutions, Inc.
NEW19,921—+19,921——$263—2022-05-16
City of London Investment Management Co LTD
UNCHANGED18,27018,27000%$290$240-$502022-05-13
Bank of Montreal
NEW16,831—+16,831——$238—2022-05-12
Realta Investment Advisors
UNCHANGED16,50916,50900%$262$217-$452022-04-13
Creative Planning
UNCHANGED16,50116,50100%$262$217-$452022-05-16
Corient Capital Partners, LLC
UNCHANGED16,30416,30400%$259$214-$452022-05-16
Litman Gregory Asset Management LLC
UNCHANGED16,00016,00000%$254$210-$442022-05-04
Whittier Trust Co
UNCHANGED15,71215,71200%$250$206-$442022-04-29
Family Manage LLC
UNCHANGED14,96114,96100%$238$197-$412022-05-16
Raymond James & Associates
UNCHANGED14,92314,92300%$237$196-$412022-05-11
Citadel Advisors LLC
NEW13,433—+13,433——$177—2022-05-16
Lindbrook Capital, LLC
UNCHANGED13,00013,00000%$207$171-$362022-04-21
Composition Wealth, LLC
UNCHANGED12,92012,92000%$205$170-$352022-04-25
Intersect Capital LLC
UNCHANGED12,60712,60700%$200$166-$342022-05-11
Ascentis Independent Advisors
UNCHANGED12,00012,00000%$191$158-$332022-05-18
Virtu Financial LLC
NEW11,612—+11,612——$153—2022-05-17
Raymond James Financial Services Advisors, Inc.
UNCHANGED10,92810,92800%$174$144-$302022-05-11
Regatta Capital Group, LLC
UNCHANGED10,89310,89300%$173$143-$302022-05-16
Landscape Capital Management, L.L.C.
NEW10,349—+10,349——$136—2022-05-11
Allworth Financial LP
INCREASED9,5506,300+3,250+52%$100$125+$252022-04-22
Northwestern Mutual Wealth Management Co
DECREASED6,57219,345-12,773-66%$307$86-$2212022-05-09
Rockefeller Capital Management L.P.
UNCHANGED5,7005,70000%$90$74-$162022-05-13
Tower Research Capital LLC (TRC)
NEW2,382—+2,382——$31—2022-05-12
Parallel Advisors, LLC
UNCHANGED2,1252,12500%$34$28-$62022-04-28
UMB Bank, n.a.
NEW1,038—+1,038——$14—2022-04-22
FNY Investment Advisers, LLC
NEW700—+700——$9—2022-04-25
Bank of America Corp
CLOSED0510,935-510,935-100%$8.1K$0-$8.1K2022-06-07
Wedbush Securities Inc
CLOSED021,019-21,019-100%$334$0-$3342022-04-19
Invesco Ltd.
CLOSED018,350-18,350-100%$292$0-$2922022-05-16
Karp Capital Management Corp
CLOSED017,428-17,428-100%$277$0-$2772022-04-11
Callan Capital, LLC
CLOSED015,300-15,300-100%$243$0-$2432022-05-10
Wescap Management Group, Inc.
CLOSED012,707-12,707-100%$202$0-$2022022-05-11
Apriem Advisors
CLOSED012,500-12,500-100%$199$0-$1992022-05-10
Woodward Diversified Capital, LLC
CLOSED010,000-10,000-100%$159$0-$1592022-04-14
Ford Financial Group, Inc.
CLOSED08,007-8,007-100%$127$0-$1272022-04-13
Proequities, Inc.
DECREASED0520-520-100%$8$0-$82022-05-09
Next Financial Group, Inc
N/A—5-5-100%$0———
Showing 63 of 63 institutions