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PIMCO California Municipal Income Fund III (PZC) Institutional Ownership

PIMCO California Municipal Income Fund III logo
$6.86 0.00 (0.00%)
As of 02/21/2025 04:00 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

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

PZC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PZC shares?

During the previous two years, 28 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 26 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 1,130,953 shares in the last 24 months. This purchase volume represents approximately $8.19M 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 2/22/2025 by MarketBeat.com Staff
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