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PIMCO California Municipal Income Fund III (PZC) Institutional Ownership

PIMCO California Municipal Income Fund III logo
$6.60 +0.09 (+1.30%)
As of 03:23 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO California Municipal Income Fund III (NYSE:PZC)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$4.80M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.99M
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PZC Institutional Buying and Selling by Quarter

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PIMCO California Municipal Income Fund III Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025Vanguard Capital Wealth Advisors10,000$69K0.1%N/A0.000%
2/17/2025Nomura Holdings Inc.10,000$69K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC115,841$796K0.3%+332.4%0.000%
2/17/2025Bank of America Corp DE83,188$572K0.0%-9.0%0.000%
2/13/2025Guggenheim Capital LLC466,918$3.21M0.0%-14.4%0.000%
2/13/2025Raymond James Financial Inc.49,200$338K0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.20,734$142K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN38,979$268K0.0%+45.2%0.000%
2/12/2025Landscape Capital Management L.L.C.69,261$476K0.1%-31.3%0.000%
2/11/2025Virtu Financial LLC12,566$86K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.534,209$3.67M0.1%+5.4%0.000%
2/7/2025Intellectus Partners LLC44,000$304K0.1%+17.3%0.000%
2/6/2025Raymond James Financial Inc.49,200$338K0.0%N/A0.000%
2/4/2025Bank of New York Mellon Corp36,188$249K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC124,818$857K0.0%+40.0%0.000%
1/31/2025Beta Wealth Group Inc.20,604$142K0.1%N/A0.000%
1/28/2025Golden State Wealth Management LLC4,158$29K0.0%N/A0.000%
1/15/2025Hennion & Walsh Asset Management Inc.395,179$2.72M0.1%+19.1%0.000%
1/13/2025Conrad Siegel Investment Advisors Inc.11,600$80K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.100,858$756K0.1%+15.8%0.000%
11/8/2024Advisors Asset Management Inc.506,891$3.80M0.1%-1.8%0.000%
11/6/2024Intellectus Partners LLC37,500$282K0.1%+7.1%0.000%
11/4/2024Wolverine Asset Management LLC89,146$669K0.0%+183.9%0.000%
10/29/2024Farther Finance Advisors LLC5,000$38K0.0%N/A0.000%
10/23/2024Hennion & Walsh Asset Management Inc.331,943$2.49M0.1%-16.1%0.000%
8/15/2024Logan Stone Capital LLC11,550$83K0.0%N/A0.000%
8/2/2024Wolverine Asset Management LLC31,405$225K0.0%+5,134.2%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.395,488$2.84M0.1%-18.3%0.000%
5/14/2024Advisors Asset Management Inc.654,727$4.97M0.1%+12.8%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.483,955$3.67M0.2%+5.6%0.000%
2/6/2024Spire Wealth Management6,953$50K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC34,394$253K0.0%N/A0.000%
1/24/2024Sowell Financial Services LLC38,113$256K0.0%-6.1%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.38,497$284K0.0%-24.2%0.000%
1/16/2024Raymond James & Associates48,500$357K0.0%+40.6%0.000%
11/15/2023Advisors Asset Management Inc.541,139$3.71M0.1%+4.8%0.000%
11/13/2023Bramshill Investments LLC15,120$104K0.0%N/A0.000%
11/8/2023Sowell Financial Services LLC40,583$278K0.0%-6.4%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.435,134$2.98M0.2%+11.5%0.000%
10/24/2023Raymond James & Associates34,500$236K0.0%N/A0.000%
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8/11/2023Guggenheim Capital LLC401,949$3.10M0.0%+7.1%0.000%
8/10/2023Cetera Investment Advisers30,887$238K0.0%+8.0%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.50,228$387K0.0%+7.4%0.000%
5/12/2023Core Wealth Partners LLC96,446$748K0.8%N/A0.000%
5/11/2023Guggenheim Capital LLC375,446$2.91M0.0%+4.9%0.000%
5/4/2023Intellectus Partners LLC33,323$259K0.1%+25.4%0.000%
5/3/2023Integrated Wealth Concepts LLC30,000$233K0.0%N/A0.000%
4/20/2023Hennion & Walsh Asset Management Inc.342,019$2.65M0.2%+24.0%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.46,757$363K0.0%+6.9%0.000%
3/6/2023Rockefeller Capital Management L.P.37,017$309K0.0%+207.0%0.000%
2/13/2023Advisors Asset Management Inc.409,870$3.42M0.1%+9.0%0.000%
2/9/2023Sowell Financial Services LLC28,307$237K0.0%-6.9%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.43,737$365K0.0%+107.0%0.000%
2/8/2023UBS Group AG329,944$2.76M0.0%+19.7%0.000%
2/7/2023Commonwealth Equity Services LLC18,138$151K0.0%+12.4%0.000%
1/31/2023Melfa Wealth Management LLC10,540$88K0.1%N/A0.000%
1/12/2023Hennion & Walsh Asset Management Inc.275,788$2.30M0.1%+65.3%0.000%
11/15/2022Sowell Financial Services LLC30,401$223K0.0%N/A0.000%
11/14/2022Guggenheim Capital LLC366,328$2.67M0.0%-3.7%0.000%
11/14/2022Hennion & Walsh Asset Management Inc.166,832$1.22M0.1%+79.3%0.000%
11/10/2022UBS Group AG275,729$2.01M0.0%-21.9%0.000%
11/8/2022Advisors Asset Management Inc.376,015$2.74M0.1%+20.5%0.000%
11/2/2022Rockefeller Capital Management L.P.12,057$87K0.0%N/A0.000%
10/25/2022Raymond James Financial Services Advisors Inc.21,131$154K0.0%+7.0%0.000%
10/21/2022TriaGen Wealth Management LLC13,000$95K0.1%N/A0.000%
8/8/2022Advisors Asset Management Inc.312,063$2.58M0.0%+107.4%0.000%
8/4/2022Steward Partners Investment Advisory LLC5,000$41K0.0%N/A0.000%
7/27/2022Fortress Wealth Management Inc.10,000$83K0.1%N/A0.000%
7/27/2022Bourgeon Capital Management LLC5,000$41K0.0%N/A0.000%
7/19/2022Hennion & Walsh Asset Management Inc.93,021$768K0.0%+21.2%0.000%
5/19/2022Golden State Wealth Management LLC68,596$613K0.1%-6.4%0.000%
5/12/2022Running Point Capital Advisors LLC10,000$89K0.1%N/A0.000%
5/4/2022Wolverine Asset Management LLC15,604$139K0.0%N/A0.000%
5/4/2022Commonwealth Equity Services LLC22,059$196K0.0%-21.5%0.000%
4/26/2022Hennion & Walsh Asset Management Inc.76,772$686K0.0%+2.9%0.000%
4/19/2022Ackerman Capital Advisors LLC86,365$771K0.2%+184.3%0.000%
2/16/2022Ackerman Capital Advisors LLC30,383$337K0.1%+120.1%0.000%
2/14/2022Guggenheim Capital LLC470,598$5.22M0.0%-7.2%0.000%
2/10/2022HighTower Advisors LLC11,500$128K0.0%N/A0.000%
1/31/2022Commonwealth Equity Services LLC28,110$312K0.0%-8.2%0.000%
11/17/2021Strategic Wealth Advisors Group LLC48,224$531K0.0%-6.7%0.000%
11/15/2021Guggenheim Capital LLC506,872$5.58M0.0%+3.7%0.000%
11/10/2021Mercer Global Advisors Inc. ADV10,252$113K0.0%N/A0.000%
11/3/2021Ackerman Capital Advisors LLC13,807$152K0.0%N/A0.000%
9/17/2021Virtu Financial LLC11,932$137K0.0%N/A0.000%
8/13/2021Intellectus Partners LLC15,950$184K0.0%-11.1%0.000%
8/10/2021Strategic Wealth Advisors Group LLC51,712$593K0.0%+40.9%0.000%
7/31/2021Advisors Asset Management Inc.84,801$973K0.0%+45.2%0.000%
5/21/2021Citadel Advisors LLC10,000$106K0.0%N/A0.000%
5/18/2021Morgan Stanley131,713$1.39M0.0%+6.0%0.000%
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5/18/2021Citadel Advisors LLC10,000$106K0.0%N/A0.000%
5/17/2021Royal Bank of Canada3,126$33K0.0%-51.1%0.000%
5/17/2021Intellectus Partners LLC17,950$190K0.1%-5.3%0.000%
5/17/2021Hennion & Walsh Asset Management Inc.75,335$795K0.0%N/A0.000%
5/14/2021Thomas J. Herzfeld Advisors Inc.9,305$98K0.0%+52.8%0.000%
5/13/2021Guggenheim Capital LLC457,529$4.83M0.0%+5.5%0.000%
5/12/2021Cresset Asset Management LLC21,490$228K0.0%N/A0.000%
5/12/2021UBS Group AG276,024$2.91M0.0%+23.3%0.000%
5/10/2021Gamble Jones Investment Counsel20,000$211K0.0%+100.0%0.000%
5/7/2021Advisors Asset Management Inc.58,397$616K0.0%+152.0%0.000%
(Data available from 1/1/2016 forward)

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PZC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PZC shares?

During the previous two years, 27 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund III. The most heavily invested institutionals were Advisors Asset Management Inc. ($3.67M), Guggenheim Capital LLC ($3.21M), Hennion & Walsh Asset Management Inc. ($2.72M), Wolverine Asset Management LLC ($857K), Logan Stone Capital LLC ($796K), Core Wealth Partners LLC ($748K), and Bank of America Corp DE ($572K).Learn more on PZC's institutional investors.

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

Of the 25 institutional investors that purchased PIMCO California Municipal Income Fund III stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hennion & Walsh Asset Management Inc. ($199.89K), Wolverine Asset Management LLC ($158.61K), Advisors Asset Management Inc. ($126.18K), Logan Stone Capital LLC ($100.60K), Raymond James Financial Inc. ($98.40K), Core Wealth Partners LLC ($96.45K), and Raymond James & Associates ($48.50K).

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

Institutional investors have bought a total of 1,105,993 shares in the last 24 months. This purchase volume represents approximately $7.98M in transactions.

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

The following institutional investors have sold PIMCO California Municipal Income Fund III stock in the last 24 months: Hennion & Walsh Asset Management Inc. ($152.01K), Guggenheim Capital LLC ($78.34K), Landscape Capital Management L.L.C. ($31.60K), Raymond James Financial Services Advisors Inc. ($12.30K), Advisors Asset Management Inc. ($9.07K), Bank of America Corp DE ($8.21K), and Sowell Financial Services LLC ($5.26K).

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

Institutional investors have sold a total of 296,780 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.


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This page (NYSE:PZC) was last updated on 4/1/2025 by MarketBeat.com Staff
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