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Get Institutions for : 
Blackrock Muniholdings California Insured Fund (MUC)  
$10.84 0.05 (0.46%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    4
Total shares held : 
29,728,177  
% of shares held : 
72.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
2,218,001  
% of shares held change : 
  5.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$9.52  
Last Quarter's Ending Price : 
$11.13  
Last Quarter's Average Price
$10.15  
Change from last quarter's     
avg. price to the last closing  : 
0.69 (6.8%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 491,302
 1.65%
 
Increased Positions :
29
 3,332,302
 11.21%
 
Unchanged Positions :
26
 980,657
 3.3%
 
Decreased Positions :
23
-944,138
-3.18%
 
Closed Positions :
14
-661,465
-2.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1608 - 2024-03-31 5,319,847 $58,572,000 201,996
   KARPUS MANAGEMENT INC 18 - 2024-03-31 3,720,874 $40,967,000 -52,915
   SABA CAPITAL MANAGEMENT, L.P. 35 - 2024-03-31 2,684,953 $29,561,000 -1,482,838
   SIT INVESTMENT ASSOCIATES INC 37 - 2024-03-31 2,628,728 $28,942,000 113,404
   RIVERNORTH CAPITAL MANAGEMENT, INC. 20 - 2024-03-31 2,459,715 $27,081,000 -568,078
   BANK OF AMERICA CORP /DE/ 2076 - 2024-03-31 1,512,049 $16,648,000 68,750
   Penserra Capital Management LLC 133 *New 2024-03-31 989,938 $10,899,000 989,938
   HOLLENCREST SECURITIES LLC 41 - 2024-03-31 927,777 $10,215,000 0
   GUGGENHEIM CAPITAL LLC 409 - 2024-03-31 685,857 $7,551,000 105,141
   WELLS FARGO & CO/MN 1759 - 2024-03-31 645,159 $7,103,000 -22,176
   ROBINSON CAPITAL MANAGEMENT LLC 14 - 2024-03-31 605,035 $6,492,000 68,576
   FIXED INCOME SECURITIES INC 236 - 2024-03-31 513,532 $5,654,000 48,065
   ALLIANZ ASSET MANAGEMENT AG 792 - 2024-03-31 493,729 $5,436,000 73,500
   Hennion & Walsh Asset Management Inc. 120 - 2024-03-31 354,751 $3,906,000 -74,463
   UBS Group AG 2428 - 2024-03-31 342,909 $3,775,000 -20,757
   CNH PARTNERS LLC 120 - 2024-03-31 283,886 $3,126,000 -215,224
   THOMAS J. HERZFELD ADVISORS, INC. 30 - 2024-03-31 249,916 $2,752,000 47,870
   LPL FINANCIAL CORP 2431 - 2024-03-31 198,855 $2,189,000 47,591
   Ignite Planners LLC 38 - 2024-03-31 195,112 $2,146,000 9
   Diligent Investors LLC 39 - 2024-03-31 188,706 $2,078,000 -3,565
   Logan Stone Capital LLC 55 - 2024-03-31 170,403 $1,876,000 -1,149,520
   Atria Wealth Solutions Inc. 728 - 2024-03-31 136,023 $1,503,000 12,687
   NINE MASTS CAPITAL Ltd 22 *New 2024-03-31 136,127 $1,499,000 136,127
   Oakmont Partners LLC 299 - 2024-03-31 134,276 $1,478,000 0
   MACKAY SHIELDS LLC 43 - 2024-03-31 131,593 $1,449,000 91,217
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 240 - 2024-03-31 122,445 $1,348,000 -65,915
   Rockefeller Capital Management L.P. 1158 - 2024-03-31 118,366 $1,303,000 738
   EVOKE WEALTH LLC 162 - 2024-03-31 107,740 $1,191,000 0
   ENVESTNET ASSET MANAGEMENT INC 3037 - 2024-03-31 86,981 $958,000 64,978
   Intellectus Partners LLC 119 - 2024-03-31 84,631 $936,000 84,631
   Centiva Capital LP 447 - 2024-03-31 84,101 $926,000 -64,321
   ROYAL BANK OF CANADA 3054 - 2024-03-31 82,892 $913,000 14,593
   Empower Advisory Group LLC 233 *New 2024-03-31 82,581 $909,000 82,581
   MELFA WEALTH MANAGEMENT LLC 43 - 2024-03-31 79,369 $874,000 174
   Advisor Group Holdings Inc. 2468 - 2024-03-31 78,687 $866,000 5,288
   Deschutes Portfolio Strategy LLC 79 - 2024-03-31 78,600 $865,000 0
   Cetera Investment Advisers 961 - 2024-03-31 76,813 $846,000 -14,375
   BANK OF NEW YORK MELLON CORP 3354 - 2024-03-31 56,493 $622,000 -60
   COMMONWEALTH EQUITY SERVICES LLC. 2621 - 2024-03-31 55,678 $613,000 125
   CHANNEL WEALTH LLC 80 - 2024-03-31 53,676 $591,000 -4,362
   Integrated Wealth Concepts LLC 978 - 2024-03-31 52,396 $577,000 27,023
   Stratos Wealth Partners LTD. 890 - 2024-03-31 44,406 $489,000 -14,290
   Fort Point Capital Partners LLC 194 - 2024-03-31 42,180 $464,000 -14,279
   HPM Partners LLC 1650 - 2024-03-31 40,759 $449,000 0
   LM Advisors LLC 137 - 2024-03-31 40,604 $447,000 0
   JFS WEALTH ADVISORS, LLC 163 - 2024-03-31 40,000 $440,000 0
   RSM US WEALTH MANAGEMENT LLC 454 *New 2024-03-31 38,873 $428,000 38,873
   Tortoise Investment Management LLC 168 - 2024-03-31 35,611 $392,000 0
   Laurel Wealth Advisors Inc. 439 - 2022-12-31 33,735 $362,000 0
   WEDBUSH MORGAN SECURITIES INC 784 - 2024-03-31 32,400 $357,000 -644
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1342 - 2024-03-31 31,602 $348,000 9,245
   RB Capital Management LLC 144 - 2024-03-31 29,668 $327,000 453
   Perennial Investment Advisors LLC 252 - 2024-03-31 27,991 $308,000 14,600
   PNC FINANCIAL SERVICES GROUP INC 1877 - 2024-03-31 27,488 $303,000 404
   Vivaldi Capital Management LLC 170 - 2024-03-31 27,678 $301,000 10
   YCMNET ADVISORS INC 173 *New 2024-03-31 27,000 $297,000 27,000
   Steward Partners Investment Advisory LLC 1288 - 2024-03-31 25,154 $277,000 2,000
   Keystone Wealth Services LLC 182 - 2024-03-31 24,532 $270,000 0
   Tempus Wealth Planning LLC 166 - 2024-03-31 23,657 $260,000 0
   Cypress Wealth Services LLC 215 *New 2024-03-31 23,500 $259,000 23,500
   Strategic Advocates LLC 108 - 2024-03-31 22,621 $249,000 0
   AXXCESS WEALTH MANAGEMENT LLC 735 - 2024-03-31 22,541 $248,000 -2,838
   HRT FINANCIAL LLC 1562 *New 2024-03-31 21,910 $241,000 21,910
   Comprehensive Portfolio Management LLC 704 - 2024-03-31 21,120 $233,000 -405
   Perigon Wealth Management LLC 763 - 2024-03-31 20,723 $228,000 0
   Capital Investment Advisors LLC 567 - 2024-03-31 19,283 $212,000 0
   RAYMOND JAMES & ASSOCIATES 3536 - 2024-03-31 19,202 $211,000 0
   CREATIVE PLANNING 2521 - 2024-03-31 18,988 $209,000 -13
   CI Private Wealth LLC 2099 - 2024-03-31 17,710 $195,000 1,060
   LITMAN GREGORY ASSET MANAGEMENT LLC 130 - 2024-03-31 17,600 $194,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1288 - 2024-03-31 18,822 $181,000 5,159
   STIFEL FINANCIAL CORP 3100 - 2024-03-31 16,101 $177,000 -3,964
   Snowden Capital Advisors LLC 1129 *New 2024-03-31 13,680 $151,000 13,680
   Coastal Investment Advisors Inc. 436 - 2024-03-31 13,652 $150,000 0
   Alpha Cubed Investments LLC 277 - 2024-03-31 13,320 $147,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3140 - 2024-03-31 12,937 $142,000 0
   EP WEALTH ADVISORS, INC. 769 - 2024-03-31 12,859 $142,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2233 - 2024-03-31 12,798 $141,000 -6,548
   NOMURA HOLDINGS INC 806 *New 2024-03-31 12,675 $140,000 12,675
   Atlantic Trust Group LLC 1254 - 2024-03-31 12,762 $140,000 0
   Golden State Equity Partners 350 - 2023-12-31 12,127 $135,000 0
   CTC Capital Management LLC 51 - 2023-03-31 10,723 $119,000 -7,100
   Williams Jones Wealth Management LLC. 499 - 2024-03-31 10,275 $113,000 0
   NEUBERGER BERMAN GROUP LLC 1762 *New 2024-03-31 10,057 $111,000 10,057
   SANDERS MORRIS HARRIS INC/FA 250 *New 2024-03-31 10,000 $110,000 10,000
   Mine & Arao Wealth Creation & Management LLC. 125 - 2024-03-31 7,000 $77,000 0
   Spire Wealth Management 1148 - 2024-03-31 5,545 $61,000 861
   HANSON MCCLAIN, INC. 1231 - 2024-03-31 5,483 $60,000 0
   WOLVERINE ASSET MANAGEMENT LLC 627 *New 2024-03-31 4,060 $45,000 4,060
   WealthCollab LLC 208 - 2024-03-31 2,884 $32,000 0
   SUMMIT INVESTMENT ADVISORS INC 2621 - 2024-03-31 1,501 $17,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 481 - 2024-03-31 1,400 $15,000 0
   Householder Group Estate & Retirement Specialist L 741 - 2024-03-31 1,300 $14,000 0
   Goss Wealth Management LLC 2740 *New 2024-03-31 1,263 $14,000 1,263
   COMERICA BANK 3358 - 2024-03-31 395 $4,000 0
   Mascoma Wealth Management LLC 430 - 2024-03-31 108 $1,000 0
   Parallel Advisors LLC 2935 *New 2024-03-31 53 $1,000 53
   NAPA WEALTH MANAGEMENT 70 - 2023-12-31 42,313 $0 0
   AlphaCentric Advisors LLC 223 *Closed 2024-03-31 0 $0 -5,500
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5886 *Closed 2024-03-31 0 $0 -37,810

  100 Records found
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