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PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

$9.08 -0.01 (-0.11%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$14.38M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.86M
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PCQ Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/3/2024 Rivernorth Capital Management LLC330,170$3.29M0.2%+40.3%0.000%
11/20/2024 Morse Asset Management Inc13,684$136K0.0%N/A0.000%
11/20/2024 Virtu Financial LLC25,075$250K0.0%N/A0.000%
11/15/2024 Rivernorth Capital Management LLC330,170$3.29M0.2%+40.3%0.000%
11/15/2024 Morse Asset Management Inc13,683$136K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.27,000$269K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.13,241$132K0.0%-68.1%0.000%
11/8/2024 Advisors Asset Management Inc.404,092$4.03M0.1%+5.8%0.000%
11/4/2024 Wolverine 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%
8/15/2024 Logan Stone Capital LLC122,369$1.15M0.3%+9.8%0.000%
8/12/2024 Mercer Global Advisors Inc. ADV12,172$115K0.0%N/A0.000%
8/7/2024 Wedbush Securities Inc.21,841$206K0.0%+22.5%0.000%
8/2/2024 Wolverine 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%
7/26/2024 Ackerman 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%
5/14/2024 Advisors Asset Management Inc.287,719$2.69M0.1%+26.4%0.000%
4/24/2024 Ackerman 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%
3/27/2024 Nomura Holdings Inc.10,400$97K0.0%N/A0.000%
2/8/2024 Robinson Capital Management LLC148,281$1.38M0.5%-33.6%0.000%
2/8/2024 Fiera Capital Corp387,760$3.61M0.0%N/A0.000%
2/1/2024 Wolverine Asset Management LLC111,743$1.04M0.0%-15.0%0.000%
1/30/2024 Capital 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%
1/19/2024 Ackerman 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%
11/15/2023 Advisors Asset Management Inc.57,045$476K0.0%+132.6%0.000%
11/14/2023 Robinson Capital Management LLC223,348$1.87M0.8%+1.9%0.000%
11/13/2023 Bramshill Investments LLC25,000$208K0.0%N/A0.000%
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11/13/2023 Wolverine Asset Management LLC131,474$1.10M0.0%+25.2%0.000%
11/8/2023 Atria 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%
10/30/2023 Ackerman 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%
8/15/2023 Rivernorth Capital Management LLC604,762$5.93M0.3%+26.7%0.000%
8/14/2023 First Foundation Advisors72,949$715K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC385,379$3.78M0.0%+12.4%0.000%
8/10/2023 Sit Investment Associates Inc.12,800$125K0.0%N/A0.000%
8/10/2023 Cetera Investment Advisers27,691$271K0.0%-36.8%0.000%
8/9/2023 Robinson Capital Management LLC219,085$2.15M1.0%+21.4%0.000%
8/7/2023 Wolverine Asset Management LLC104,971$1.03M0.0%+65.0%0.000%
8/3/2023 Atria Wealth Solutions Inc.16,050$158K0.0%-68.4%0.000%
7/31/2023 LPL Financial LLC204,723$2.01M0.0%+48.7%0.000%
7/21/2023 Creative Planning16,750$164K0.0%-15.8%0.000%
7/21/2023 Ackerman 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%
7/13/2023 Cambridge Investment Research Advisors Inc.56,014$549K0.0%+3.3%0.000%
5/12/2023 Core Wealth Partners LLC34,695$350K0.4%N/A0.000%
5/11/2023 Ackerman Capital Advisors LLC298,885$3.01M0.8%N/A0.000%
5/11/2023 Guggenheim Capital LLC342,796$3.46M0.0%+31.2%0.000%
5/10/2023 Robinson Capital Management LLC180,508$1.80M0.8%N/A0.000%
5/8/2023 Wolverine 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%
2/13/2023 Atria Wealth Solutions Inc.50,745$778K0.0%-1.9%0.000%
2/10/2023 Evoke Wealth LLC14,434$218K0.0%-24.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.53,823$811K0.0%+17.4%0.000%
2/8/2023 Lincoln 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%
2/7/2023 LPL 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%
11/16/2022 Gerber Kawasaki Wealth & Investment Management11,470$158K0.0%N/A0.000%
11/14/2022 Guggenheim Capital LLC177,823$2.46M0.0%+39.6%0.000%
11/7/2022 D.A. Davidson & CO.15,177$210K0.0%-26.0%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.45,857$635K0.0%-10.7%0.000%
8/11/2022 Cetera Investment Advisers45,752$705K0.0%+2.2%0.000%
8/9/2022 Regatta Capital Group LLC22,008$339K0.2%-84.5%0.000%
7/28/2022 D.A. Davidson & CO.20,513$316K0.0%-22.7%0.000%
7/19/2022Commonwealth Equity Services LLC29,690$457K0.0%+20.1%0.000%
7/13/2022 Mechanics Bank Trust Department41,050$633K0.1%+6.5%0.000%
7/13/2022 Cambridge 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%
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5/12/2022 Beta Wealth Group Inc.120,812$1.90M1.3%+13.3%0.000%
5/12/2022 D.A. Davidson & CO.26,525$416K0.0%+12.7%0.000%
5/10/2022 Western 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%
2/3/2022 Cambridge Investment Research Advisors Inc.50,574$940K0.0%+19.5%0.000%
2/3/2022 Advisor Group Holdings Inc.98,384$1.83M0.0%-11.3%0.000%
1/31/2022 CWM LLC2,000$37K0.0%N/A0.000%
1/31/2022 D.A. Davidson & CO.23,540$438K0.0%-8.0%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, 41 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. ($2.26M), 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 35 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), Robinson Capital Management LLC ($223.35K), Williams & Novak LLC ($214.76K), Dynamic Advisor Solutions LLC ($214.76K), and Hennion & Walsh Asset Management Inc. ($207.43K).

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

Institutional investors have bought a total of 2,992,543 shares in the last 24 months. This purchase volume represents approximately $29.49M in transactions.

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

Of the 15 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), Mechanics Bank Trust Department ($31.45K), and Landscape Capital Management L.L.C. ($28.26K).

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

Institutional investors have sold a total of 654,472 shares in the last 24 months. This volume of shares sold represents approximately $6.24M in transactions.



This page (NYSE:PCQ) was last updated on 12/22/2024 by MarketBeat.com Staff
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