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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
   HOLLENCREST SECURITIES LLC 41 - 2024-03-31 927,777 $10,215,000 0
   Oakmont Partners LLC 299 - 2024-03-31 134,276 $1,478,000 0
   EVOKE WEALTH LLC 162 - 2024-03-31 107,740 $1,191,000 0
   Deschutes Portfolio Strategy LLC 79 - 2024-03-31 78,600 $865,000 0
   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
   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
   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
   Strategic Advocates LLC 108 - 2024-03-31 22,621 $249,000 0
   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
   LITMAN GREGORY ASSET MANAGEMENT LLC 130 - 2024-03-31 17,600 $194,000 0
   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
   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
   Williams Jones Wealth Management LLC. 499 - 2024-03-31 10,275 $113,000 0
   Mine & Arao Wealth Creation & Management LLC. 125 - 2024-03-31 7,000 $77,000 0
   HANSON MCCLAIN, INC. 1231 - 2024-03-31 5,483 $60,000 0
   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
   COMERICA BANK 3358 - 2024-03-31 395 $4,000 0
   Mascoma Wealth Management LLC 430 - 2024-03-31 108 $1,000 0
   PROEQUITIES INC. 5707 - 2024-03-31 0 $0 0

  32 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results