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Get Institutions for : 
Blackrock Muniholdings California Insured Fund (MUC)  
$10.64 0.02 (0.19%) as of 4:30 Fri 4/26


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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  : 
0.49 (4.83%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1594 - 2023-12-31 5,117,851 $56,962,000 133,450
   SABA CAPITAL MANAGEMENT, L.P. 17 - 2023-12-31 4,167,791 $46,388,000 293,605
   KARPUS MANAGEMENT INC 17 - 2023-12-31 3,773,789 $42,002,000 231,998
   RIVERNORTH CAPITAL MANAGEMENT, INC. 19 - 2023-12-31 3,027,793 $33,699,000 -150,352
   SIT INVESTMENT ASSOCIATES INC 29 - 2023-12-31 2,515,324 $27,996,000 1,605,411
   BANK OF AMERICA CORP /DE/ 1969 - 2023-12-31 1,443,299 $16,064,000 78,341
   Logan Stone Capital LLC 6 - 2023-12-31 1,319,923 $14,691,000 118,688
   HOLLENCREST SECURITIES LLC 21 - 2023-12-31 927,777 $10,326,000 -440,232
   WELLS FARGO & CO/MN 1679 - 2023-12-31 667,335 $7,427,000 114,323
   GUGGENHEIM CAPITAL LLC 445 - 2023-12-31 580,716 $6,463,000 110,196
   ROBINSON CAPITAL MANAGEMENT LLC 12 - 2023-12-31 536,459 $5,987,000 250,645
   CNH PARTNERS LLC 69 - 2023-12-31 499,110 $5,555,000 -9,212
   FIXED INCOME SECURITIES INC 236 - 2023-12-31 465,467 $5,181,000 26,490
   ALLIANZ ASSET MANAGEMENT AG 773 - 2023-12-31 420,229 $4,677,000 0
   UBS Group AG 2180 - 2023-12-31 363,666 $4,048,000 -111,258
   Hennion & Walsh Asset Management Inc. 120 - 2024-03-31 354,751 $3,906,000 -74,463
   THOMAS J. HERZFELD ADVISORS, INC. 41 *New 2023-12-31 202,046 $2,249,000 202,046
   Ignite Planners LLC 38 - 2024-03-31 195,112 $2,146,000 9
   Diligent Investors LLC 32 - 2023-12-31 192,271 $2,140,000 -30,239
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 121 - 2023-12-31 188,360 $2,096,000 144,505
   Almitas Capital LLC 42 - 2023-12-31 173,834 $1,935,000 114,173
   LPL FINANCIAL CORP 2542 - 2023-12-31 151,264 $1,684,000 -49,592
   Centiva Capital LP 157 *New 2023-12-31 148,422 $1,652,000 148,422
   Oakmont Partners LLC 299 - 2024-03-31 134,276 $1,478,000 0
   Atria Wealth Solutions Inc. 737 - 2023-12-31 123,336 $1,373,000 20,671
   Rockefeller Capital Management L.P. 1054 - 2023-12-31 117,628 $1,309,000 22,361
   EVOKE WEALTH LLC 311 - 2023-12-31 107,740 $1,199,000 0
   Western Wealth Management LLC 270 - 2023-12-31 92,637 $1,031,000 -10,799
   Cetera Investment Advisers 1099 - 2023-12-31 91,188 $1,015,000 603
   Deschutes Portfolio Strategy LLC 71 - 2023-12-31 78,600 $875,000 0
   MELFA WEALTH MANAGEMENT LLC 43 - 2024-03-31 79,369 $874,000 174
   Advisor Group Holdings Inc. 2708 - 2023-12-31 73,399 $817,000 -7,351
   ROYAL BANK OF CANADA 3296 - 2023-12-31 68,299 $760,000 768
   Fort Point Capital Partners LLC 139 - 2023-12-31 56,459 $628,000 20,557
   BANK OF NEW YORK MELLON CORP 3354 - 2024-03-31 56,493 $622,000 -60
   COMMONWEALTH EQUITY SERVICES LLC. 2486 - 2023-12-31 55,553 $618,000 -5,951
   CHANNEL WEALTH LLC 80 - 2024-03-31 53,676 $591,000 -4,362
   Stratos Wealth Partners LTD. 890 - 2024-03-31 44,406 $489,000 -14,290
   Beacon Pointe Advisors LLC 909 *New 2023-12-31 41,604 $463,000 41,604
   HPM Partners LLC - 2023-12-31 40,759 $454,000 0
   LM Advisors LLC 120 - 2023-12-31 40,604 $452,000 0
   MACKAY SHIELDS LLC 40 *New 2023-12-31 40,376 $449,000 40,376
   JFS WEALTH ADVISORS, LLC 153 - 2023-12-31 40,000 $445,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3994 - 2023-12-31 37,810 $421,000 6,454
   Tortoise Investment Management LLC 157 - 2023-12-31 35,611 $396,000 4,062
   J P MORGAN CHASE & CO 3805 - 2023-12-31 35,004 $390,000 -17,552
   WEDBUSH MORGAN SECURITIES INC 678 - 2023-12-31 33,044 $368,000 1,355
   Laurel Wealth Advisors Inc. 439 - 2022-12-31 33,735 $362,000 0
   RB Capital Management LLC 136 - 2023-12-31 29,215 $325,000 -5,455
   Vivaldi Capital Management LLC 163 - 2023-12-31 27,668 $307,000 -1,303
   PNC FINANCIAL SERVICES GROUP INC 1855 - 2023-12-31 27,084 $301,000 0
   AXXCESS WEALTH MANAGEMENT LLC 659 - 2023-12-31 25,379 $282,000 0
   Integrated Wealth Concepts LLC 1279 - 2023-12-31 25,373 $282,000 1,332
   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
   Steward Partners Investment Advisory LLC 1272 - 2023-12-31 23,154 $258,000 -2,445
   Strategic Advocates LLC 108 - 2024-03-31 22,621 $249,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1418 - 2023-12-31 22,357 $249,000 0
   ENVESTNET ASSET MANAGEMENT INC 3697 - 2023-12-31 22,003 $245,000 6,699
   Comprehensive Portfolio Management LLC 704 - 2024-03-31 21,120 $233,000 -405
   Perigon Wealth Management LLC 742 - 2023-12-31 20,723 $231,000 0
   STIFEL FINANCIAL CORP 2999 - 2023-12-31 20,065 $223,000 -3,025
   Capital Investment Advisors LLC 567 - 2024-03-31 19,283 $212,000 0
   CREATIVE PLANNING 2369 - 2023-12-31 19,001 $211,000 13
   RAYMOND JAMES & ASSOCIATES 3536 - 2024-03-31 19,202 $211,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 117 - 2023-12-31 17,600 $196,000 0
   CI Private Wealth LLC 2081 - 2023-12-31 16,650 $185,000 3,908
   WOODWARD DIVERSIFIED CAPITAL LLC 153 - 2023-12-31 15,182 $169,000 0
   WEISS CAPITAL LLC 257 *New 2023-12-31 14,993 $167,000 14,993
   NATIONAL ASSET MANAGEMENT, INC. 1290 - 2023-12-31 13,663 $152,000 -5,159
   Coastal Investment Advisors Inc. 436 - 2024-03-31 13,652 $150,000 0
   Perennial Investment Advisors LLC 317 - 2023-12-31 13,391 $149,000 13,391
   Alpha Cubed Investments LLC 277 - 2024-03-31 13,320 $147,000 0
   EP WEALTH ADVISORS, INC. 746 - 2023-12-31 12,859 $143,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3140 - 2024-03-31 12,937 $142,000 0
   Atlantic Trust Group LLC 1089 - 2023-12-31 12,762 $142,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2233 - 2024-03-31 12,798 $141,000 -6,548
   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
   Truvestments Capital LLC 245 *New 2023-12-31 10,424 $116,000 10,424
   Williams Jones Wealth Management LLC. 488 - 2023-12-31 10,275 $114,000 -5,000
   SANDERS MORRIS HARRIS INC/FA 250 *New 2024-03-31 10,000 $110,000 10,000
   CENTAURUS FINANCIAL INC. 744 - 2023-12-31 9,457 $105,000 9,457
   Mine & Arao Wealth Creation & Management LLC. 117 - 2023-12-31 7,000 $78,000 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
   WealthCollab LLC 188 - 2023-12-31 2,884 $32,000 0
   SUMMIT INVESTMENT ADVISORS INC 2640 - 2023-12-31 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 - 2023-12-31 1,300 $14,000 0
   COMERICA BANK 3338 - 2023-12-31 395 $4,000 0
   Mascoma Wealth Management LLC - 2023-12-31 108 $1,000 0
   NAPA WEALTH MANAGEMENT 70 - 2023-12-31 42,313 $0 0
   AlphaCentric Advisors LLC 223 *Closed 2024-03-31 0 $0 -5,500
   Intellectus Partners LLC 246 *Closed 2023-12-31 0 $0 -116,788
   PROEQUITIES INC. 3709 - 2023-12-31 0 $0 0
   Pensionmark Financial Group LLC 389 *Closed 2023-12-31 0 $0 -12,497
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 448 *Closed 2023-12-31 0 $0 -19,842
   MILLENNIUM MANAGEMENT LLC 4303 *Closed 2023-12-31 0 $0 -10,868
  100 Records found
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