Free Trial
→ Urgent Bitcoin alert for RIGHT NOW (From Brownstone Research) (Ad) Free PCQ Stock Alerts

PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

$9.07 +0.07 (+0.78%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for PIMCO California Municipal Income Fund (NYSE:PCQ)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$10.69M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.56M
Get PCQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO California Municipal Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PCQ Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/23/2025 Williams & Novak LLC212,255$1.92M1.9%-1.2%0.000%
1/22/2025 PFG Investments LLC42,627$385K0.0%-4.4%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.283,541$2.56M0.1%+24.8%0.000%
12/3/2024Rivernorth Capital Management LLC330,170$3.29M0.2%+40.3%0.000%
11/20/2024Morse Asset Management Inc13,684$136K0.0%N/A0.000%
11/20/2024Virtu Financial LLC25,075$250K0.0%N/A0.000%
11/15/2024Rivernorth Capital Management LLC330,170$3.29M0.2%+40.3%0.000%
11/15/2024Morse Asset Management Inc13,683$136K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.27,000$269K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.13,241$132K0.0%-68.1%0.000%
11/8/2024Advisors Asset Management Inc.404,092$4.03M0.1%+5.8%0.000%
11/4/2024Wolverine Asset Management LLC99,459$991K0.0%-20.4%0.000%
11/1/2024 Fiera Capital Corp211,499$2.11M0.0%-3.8%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC11,000$110K0.0%-52.2%0.000%
10/24/2024 PFG Investments LLC44,579$444K0.0%-4.4%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.227,241$2.26M0.1%+22.0%0.000%
8/15/2024Logan Stone Capital LLC122,369$1.15M0.3%+9.8%0.000%
8/12/2024Mercer Global Advisors Inc. ADV12,172$115K0.0%N/A0.000%
8/7/2024Wedbush Securities Inc.21,841$206K0.0%+22.5%0.000%
8/2/2024Wolverine Asset Management LLC124,909$1.18M0.0%-6.5%0.000%
8/1/2024 Fiera Capital Corp219,837$2.07M0.0%-33.2%0.000%
7/26/2024Ackerman Capital Advisors LLC40,692$383K0.1%-21.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.186,292$1.76M0.1%+80.1%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC23,000$217K0.0%+12.2%0.000%
7/15/2024 Melfa Wealth Management Inc.148,647$1.40M1.0%-1.1%0.000%
5/14/2024Advisors Asset Management Inc.287,719$2.69M0.1%+26.4%0.000%
4/24/2024Ackerman Capital Advisors LLC51,662$484K0.1%-57.4%0.000%
4/22/2024 PFG Investments LLC46,220$433K0.0%N/A0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.103,457$968K0.1%+214.4%0.000%
4/12/2024 Mechanics Bank Trust Department11,100$104K0.0%N/A0.000%
3/27/2024Nomura Holdings Inc.10,400$97K0.0%N/A0.000%
2/8/2024Robinson Capital Management LLC148,281$1.38M0.5%-33.6%0.000%
2/8/2024 Fiera Capital Corp387,760$3.61M0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC111,743$1.04M0.0%-15.0%0.000%
1/30/2024Capital Analysts LLC44,150$411K0.0%+513.9%0.000%
1/26/2024 Williams & Novak LLC214,755$2.00M2.3%N/A0.000%
1/22/2024 Regatta Capital Group LLC22,316$208K0.1%-14.9%0.000%
1/22/2024 Melfa Wealth Management LLC159,229$1.48M1.4%+15.0%0.000%
1/19/2024Ackerman Capital Advisors LLC121,385$1.13M0.3%-53.5%0.000%
1/11/2024 Dynamic Advisor Solutions LLC214,755$2.00M0.1%N/A0.000%
Is this the pin that pops the bubble? (Ad)

CEO Jensen Huang does not want you knowing this dirty little secret about Nvidia… In fact, any day now we’re expecting a cease and desist from Nvidia’s lawyers. Go here now before it’s too late to find out why Nvidia shares are slumping so hard.

Go Here Now Before It’s Too Late
11/15/2023Advisors Asset Management Inc.57,045$476K0.0%+132.6%0.000%
11/14/2023Robinson Capital Management LLC223,348$1.87M0.8%+1.9%0.000%
11/13/2023Bramshill Investments LLC25,000$208K0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC131,474$1.10M0.0%+25.2%0.000%
11/8/2023Atria Wealth Solutions Inc.13,950$117K0.0%-13.1%0.000%
10/30/2023 Melfa Wealth Management LLC138,418$1.15M1.2%+152.9%0.000%
10/30/2023 Regatta Capital Group LLC26,213$219K0.1%-21.8%0.000%
10/30/2023Ackerman Capital Advisors LLC260,790$2.18M0.6%-9.0%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.13,099$109K0.0%N/A0.000%
10/27/2023 Financial Advocates Investment Management20,200$168K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC25,266$211K0.0%-6.0%0.000%
10/11/2023 Geneos Wealth Management Inc.3,700$31K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC604,762$5.93M0.3%+26.7%0.000%
8/14/2023First Foundation Advisors72,949$715K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC385,379$3.78M0.0%+12.4%0.000%
8/10/2023Sit Investment Associates Inc.12,800$125K0.0%N/A0.000%
8/10/2023Cetera Investment Advisers27,691$271K0.0%-36.8%0.000%
8/9/2023Robinson Capital Management LLC219,085$2.15M1.0%+21.4%0.000%
8/7/2023Wolverine Asset Management LLC104,971$1.03M0.0%+65.0%0.000%
8/3/2023Atria Wealth Solutions Inc.16,050$158K0.0%-68.4%0.000%
7/31/2023LPL Financial LLC204,723$2.01M0.0%+48.7%0.000%
7/21/2023Creative Planning16,750$164K0.0%-15.8%0.000%
7/21/2023Ackerman Capital Advisors LLC286,598$2.81M0.7%-4.1%0.000%
7/18/2023 Melfa Wealth Management LLC54,728$536K0.5%+267.4%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.56,014$549K0.0%+3.3%0.000%
5/12/2023Core Wealth Partners LLC34,695$350K0.4%N/A0.000%
5/11/2023Ackerman Capital Advisors LLC298,885$3.01M0.8%N/A0.000%
5/11/2023Guggenheim Capital LLC342,796$3.46M0.0%+31.2%0.000%
5/10/2023Robinson Capital Management LLC180,508$1.80M0.8%N/A0.000%
5/8/2023Wolverine Asset Management LLC63,600$641K0.0%N/A0.000%
4/20/2023 Melfa Wealth Management LLC14,898$150K0.1%N/A0.000%
4/11/2023 Mechanics Bank Trust Department10,100$102K0.0%-72.3%0.000%
2/13/2023Atria Wealth Solutions Inc.50,745$778K0.0%-1.9%0.000%
2/10/2023Evoke Wealth LLC14,434$218K0.0%-24.0%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.53,823$811K0.0%+17.4%0.000%
2/8/2023Lincoln National Corp20,093$303K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC27,383$412K0.0%+9.9%0.000%
2/7/2023 Regatta Capital Group LLC179,803$2.71M1.0%+21.3%0.000%
2/7/2023LPL Financial LLC97,221$1.47M0.0%+279.4%0.000%
2/3/2023 U.S. Capital Wealth Advisors LLC3,527$53K0.0%N/A0.000%
1/24/2023 Mechanics Bank Trust Department36,450$549K0.1%-12.3%0.000%
1/11/2023 EWG Elevate Inc.9,679$146K0.1%N/A0.000%
11/16/2022Gerber Kawasaki Wealth & Investment Management11,470$158K0.0%N/A0.000%
11/14/2022Guggenheim Capital LLC177,823$2.46M0.0%+39.6%0.000%
11/7/2022D.A. Davidson & CO.15,177$210K0.0%-26.0%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.45,857$635K0.0%-10.7%0.000%
8/11/2022Cetera Investment Advisers45,752$705K0.0%+2.2%0.000%
8/9/2022 Regatta Capital Group LLC22,008$339K0.2%-84.5%0.000%
7/28/2022D.A. Davidson & CO.20,513$316K0.0%-22.7%0.000%
7/19/2022Commonwealth Equity Services LLC29,690$457K0.0%+20.1%0.000%
Is Big Tech dead? (Ad)

China just threw a “$5.5 million” curveball called Deep Seek to Silicon Valley and the timing of it is no coincidence. On January 17, the U.S. Supreme Court upheld a ban on TikTok — a China-based app regarded as the largest intelligence gathering tool of the CCP [Chinese Communist Party].

Click here and I’ll tell you everything you need to know.
7/13/2022 Mechanics Bank Trust Department41,050$633K0.1%+6.5%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.51,340$791K0.0%+3.7%0.000%
5/17/2022 Regatta Capital Group LLC142,165$2.23M0.8%+175.3%0.000%
5/12/2022Beta Wealth Group Inc.120,812$1.90M1.3%+13.3%0.000%
5/12/2022D.A. Davidson & CO.26,525$416K0.0%+12.7%0.000%
5/10/2022Western Wealth Management LLC17,650$278K0.0%N/A0.000%
5/2/2022 Mechanics Bank Trust Department38,550$605K0.1%-22.0%0.000%
2/23/2022 Regatta Capital Group LLC51,644$960K0.3%N/A0.000%
2/9/2022Gamble Jones Investment Counsel25,000$465K0.0%+25.0%0.000%
2/3/2022Cambridge Investment Research Advisors Inc.50,574$940K0.0%+19.5%0.000%
(Data available from 1/1/2016 forward)

PCQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCQ shares?

During the previous two years, 40 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($4.03M), Guggenheim Capital LLC ($3.78M), Rivernorth Capital Management LLC ($3.29M), Hennion & Walsh Asset Management Inc. ($2.56M), Fiera Capital Corp ($2.11M), LPL Financial LLC ($2.01M), and Dynamic Advisor Solutions LLC ($2.00M).Learn more on PCQ's institutional investors.

Which institutional investors have been buying PIMCO California Municipal Income Fund stock?

Of the 34 institutional investors that purchased PIMCO California Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($387.76K), Rivernorth Capital Management LLC ($317.26K), Ackerman Capital Advisors LLC ($298.89K), Hennion & Walsh Asset Management Inc. ($263.73K), Robinson Capital Management LLC ($223.35K), Williams & Novak LLC ($214.76K), and Dynamic Advisor Solutions LLC ($214.76K).

How much institutional buying is happening at PIMCO California Municipal Income Fund?

Institutional investors have bought a total of 3,039,164 shares in the last 24 months. This purchase volume represents approximately $29.85M in transactions.

Which PIMCO California Municipal Income Fund major shareholders have been selling company stock?

Of the 16 institutional investors that sold PIMCO California Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ackerman Capital Advisors LLC ($258.19K), Fiera Capital Corp ($117.54K), Robinson Capital Management LLC ($75.07K), Wolverine Asset Management LLC ($53.81K), Atria Wealth Solutions Inc. ($37.80K), Landscape Capital Management L.L.C. ($28.26K), and Mechanics Bank Trust Department ($26.35K).

How much institutional selling is happening at PIMCO California Municipal Income Fund?

Institutional investors have sold a total of 653,824 shares in the last 24 months. This volume of shares sold represents approximately $6.20M in transactions.


Related Companies

This page (NYSE:PCQ) was last updated on 1/30/2025 by MarketBeat.com Staff
From Our Partners
Texas approves new currency
Rural Texas Town Ramps Up Global Currency War A small town has joined a radical $1.9 trillion attack on the...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
Trump’s New AI Move Could Trigger Massive Melt UP
In his first week in office, President Trump already revoked President Biden's disastrous AI executive order.....
InvestorPlace | Sponsored