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PCM Fund (PCM) Institutional Ownership

PCM Fund logo
$6.11 +0.12 (+2.00%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for PCM Fund (NYSE:PCM)

Current
Institutional Ownership
Percentage
10.26%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.43M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.91M
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PCM Institutional Buying and Selling by Quarter

PCM Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025 SOL Capital Management CO11,150$72K0.0%-21.2%0.091%
2/17/2025Bank of America Corp DE12,415$96K0.0%-18.4%0.103%
2/14/2025Two Sigma Securities LLC19,743$152K0.0%N/A0.164%
2/13/2025NewEdge Advisors LLC101,645$783K0.0%-6.0%0.846%
2/13/2025Raymond James Financial Inc.17,803$137K0.0%N/A0.148%
2/10/2025Commonwealth Equity Services LLC47,760$368K0.0%-32.1%0.398%
2/6/2025Raymond James Financial Inc.17,803$137K0.0%N/A0.148%
1/29/2025Sovran Advisors LLC57,584$443K0.1%N/A0.479%
1/27/2025Financial Advocates Investment Management215,820$1.66M0.1%+10.8%1.797%
1/23/2025 SOL Capital Management CO14,150$109K0.0%-37.1%0.118%
1/17/2025 Janney Montgomery Scott LLC24,290$187K0.0%-10.5%0.202%
11/13/2024Horizon Kinetics Asset Management LLC40,252$322K0.0%+64.1%0.335%
10/25/2024Financial Advocates Investment Management194,870$1.56M0.1%+7.7%1.623%
8/16/2024NewEdge Advisors LLC127,445$946K0.0%-3.2%1.061%
8/2/2024Foundations Investment Advisors LLC12,372$92K0.0%-96.8%0.103%
7/29/2024Financial Advocates Investment Management180,897$1.34M0.1%+3.4%1.506%
5/6/2024Concord Investment Counsel Inc.135,516$1.12M0.4%N/A1.128%
4/24/2024 SOL Capital Management CO42,750$354K0.0%-67.8%0.356%
2/12/2024Focus Financial Network Inc. ADV10,443$84K0.0%N/A0.088%
2/8/2024Financial Advocates Investment Management152,553$1.21M0.1%+19.7%1.285%
2/8/2024Foundations Investment Advisors LLC364,632$2.94M0.1%+18.1%3.072%
1/25/2024 SOL Capital Management CO132,750$1.06M0.1%-4.8%1.118%
11/9/2023Atomi Financial Group Inc.28,710$256K0.1%N/A0.242%
10/27/2023Financial Advocates Investment Management127,444$1.13M0.1%+9.6%1.074%
10/19/2023 SOL Capital Management CO139,400$1.24M0.2%-1.1%1.174%
10/5/2023Foundations Investment Advisors LLC308,860$2.75M0.1%+15.8%2.602%
7/25/2023Raymond James & Associates24,937$240K0.0%-18.9%0.210%
7/19/2023Foundations Investment Advisors LLC266,772$2.57M0.1%N/A2.247%
6/14/2023Atria Wealth Solutions Inc.31,237$266K0.0%N/A0.263%
5/11/2023Financial Advocates Investment Management109,252$920K0.1%+69.7%0.920%
1/24/2023 SOL Capital Management CO143,400$1.13M0.2%-4.7%1.231%
11/15/2022Financial Advocates Investment Management50,093$400K0.0%+30.4%0.430%
10/25/2022 Janney Montgomery Scott LLC26,590$212K0.0%N/A0.228%
10/25/2022Raymond James & Associates29,589$236K0.0%+5.7%0.254%
8/13/2022NewEdge Advisors LLC136,245$1.26M0.0%-2.6%1.169%
8/12/2022First Foundation Advisors30,877$286K0.0%-6.0%0.265%
8/12/2022Financial Advocates Investment Management38,419$355K0.0%+68.2%0.330%
8/5/2022Horizon Kinetics Asset Management LLC25,095$232K0.0%-4.4%0.215%
8/2/2022UMA Financial Services Inc.32,330$319K0.1%-6.3%0.278%
7/21/2022 SOL Capital Management CO150,400$1.39M0.3%-1.4%1.291%
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5/11/2022Financial Advocates Investment Management22,841$233K0.0%N/A0.196%
5/5/2022First Foundation Advisors32,845$334K0.0%-44.2%0.282%
5/4/2022Advisor Group Holdings Inc.46,444$473K0.0%-5.8%0.399%
4/29/2022CoreCap Advisors LLC14,615$149K0.0%+40.1%0.125%
4/18/2022 SOL Capital Management CO152,600$1.55M0.3%-0.7%1.310%
2/3/2022Advisor Group Holdings Inc.49,317$529K0.0%-4.4%0.425%
11/16/2021MML Investors Services LLC21,922$249K0.0%N/A0.189%
11/15/2021First Foundation Advisors63,456$720K0.0%-31.9%0.546%
11/5/2021Advisor Group Holdings Inc.51,594$585K0.0%+40.1%0.444%
11/2/2021Raymond James & Associates28,922$328K0.0%+21.0%0.249%
8/13/2021First Foundation Advisors93,179$1.11M0.0%-4.1%0.802%
8/13/2021LPL Financial LLC19,163$227K0.0%+6.1%0.165%
8/11/2021Commonwealth Equity Services LLC73,107$867K0.0%-10.0%0.629%
8/10/2021Mid Atlantic Financial Management Inc. ADV105,490$1.25M0.1%-11.2%0.908%
8/2/2021Advisor Group Holdings Inc.36,825$437K0.0%+16.5%0.317%
7/20/2021 SOL Capital Management CO157,950$1.88M0.4%-8.5%1.360%
5/18/2021First Foundation Advisors97,182$1.11M0.0%-7.2%0.837%
5/12/2021UBS Group AG2,236$26K0.0%+207.6%0.019%
5/11/2021Horizon Kinetics Asset Management LLC29,777$341K0.0%-4.7%0.256%
5/4/2021Commonwealth Equity Services LLC81,237$930K0.0%+41.1%0.699%
4/22/2021 SOL Capital Management CO172,700$1.98M0.4%-1.1%1.487%
2/12/2021LPL Financial LLC14,791$159K0.0%+8.8%0.127%
(Data available from 1/1/2016 forward)

PCM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCM shares?

During the previous two years, 16 institutional investors and hedge funds held shares of PCM Fund. The most heavily invested institutionals were Financial Advocates Investment Management ($1.66M), Concord Investment Counsel Inc. ($1.12M), NewEdge Advisors LLC ($783K), Sovran Advisors LLC ($443K), Commonwealth Equity Services LLC ($368K), Horizon Kinetics Asset Management LLC ($322K), and Atria Wealth Solutions Inc. ($266K).Learn more on PCM's institutional investors.

What percentage of PCM Fund stock is owned by institutional investors?

10.26% of PCM Fund stock is owned by institutional investors. Learn more on PCM's institutional investor holdings.

Which institutional investors have been buying PCM Fund stock?

Of the 10 institutional investors that purchased PCM Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($364.63K), Concord Investment Counsel Inc. ($135.52K), Financial Advocates Investment Management ($122.06K), Sovran Advisors LLC ($57.58K), Raymond James Financial Inc. ($35.61K), Atria Wealth Solutions Inc. ($31.24K), and Atomi Financial Group Inc. ($28.71K).

How much institutional buying is happening at PCM Fund?

Institutional investors have bought a total of 821,249 shares in the last 24 months. This purchase volume represents approximately $7.10M in transactions.

Which PCM Fund major shareholders have been selling company stock?

The following institutional investors have sold PCM Fund stock in the last 24 months: Foundations Investment Advisors LLC ($375.32K), SOL Capital Management CO ($109.50K), Commonwealth Equity Services LLC ($22.56K), NewEdge Advisors LLC ($10.75K), Raymond James & Associates ($5.82K), Janney Montgomery Scott LLC ($2.86K), and Bank of America Corp DE ($2.80K).

How much institutional selling is happening at PCM Fund?

Institutional investors have sold a total of 529,607 shares in the last 24 months. This volume of shares sold represents approximately $4.03M in transactions.


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This page (NYSE:PCM) was last updated on 4/24/2025 by MarketBeat.com Staff
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