LM Advisors LLC
Position in MUC — Blackrock Muniholdings California Quality Fund, Inc.
CIK 2011314
SAN DIEGO, CA
Position in MUC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$239,625
+$237,265 QoQ
Shares Held
21,804
+9505.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#85
of 135 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LM Advisors LLC holds $21,723,438 across 15 Asset Management names. MUC ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAC |
Nuveen California Quality Municipal Income Fund
|
334,729 | $4,056,915 | |
| 2 | NAD |
Nuveen Quality Municipal Income Fund
|
300,845 | $3,646,241 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
63,950 | $2,390,451 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
174,217 | $1,893,738 | |
| 5 | MHD |
Blackrock Muniholdings Fund, Inc.
|
154,456 | $1,838,026 | |
| 6 | BX |
Blackstone Inc.
|
15,549 | $1,829,650 | |
| 7 | MSDL |
Morgan Stanley Direct Lending Fund
|
84,112 | $1,271,773 | |
| 8 | BSTZ |
BlackRock Science & Technology Term Trust
|
37,591 | $1,128,857 |
All Filings in MUC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,625 | 21,804 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,360 | 227 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,448 | 231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $277,564 | 25,582 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $298,721 | 28,862 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $361,644 | 33,767 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $384,986 | 36,217 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $467,758 | 40,604 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $450,704 | 40,604 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $447,050 | 40,604 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $451,922 | 40,604 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||