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PIMCO California Municipal Income Fund III (PZC) Institutional Ownership

PIMCO California Municipal Income Fund III logo
$6.12 +0.05 (+0.74%)
Closing price 08/1/2025
Extended Trading
$6.12 0.00 (0.00%)
As of 08/1/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
23
Total
Institutional Inflows
(last 12 months)
$8.13M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.11M
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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
8/6/2025 Wedbush Securities Inc.12,034$75K0.0%-42.0%0.000%
8/5/2025 Intellectus Partners LLC49,000$307K0.1%+11.4%0.000%
8/4/2025 Wolverine Asset Management LLC56,733$353K0.0%-66.4%0.000%
7/23/2025 Matisse Capital379,553$2.37M1.1%+2,458.8%0.000%
7/21/2025 Catalina Capital Group LLC25,076$156K0.1%N/A0.000%
5/16/2025Advisors Asset Management Inc.572,282$3.73M0.1%+7.1%0.000%
5/16/2025Almitas Capital LLC23,415$153K0.1%N/A0.000%
5/15/2025Baird Financial Group Inc.34,928$228K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.114,280$745K0.1%+65.0%0.000%
5/12/2025Virtu Financial LLC17,555$114K0.0%+39.7%0.000%
5/12/2025 Wolverine Asset Management LLC168,887$1.10M0.0%+35.3%0.000%
5/6/2025 Cetera Investment Advisers34,335$224K0.0%+14.9%0.000%
4/29/2025 Bank of New York Mellon Corp78,587$512K0.0%+117.2%0.000%
4/24/2025 Matisse Capital14,833$97K0.1%N/A0.000%
4/23/2025 Golden State Wealth Management LLC8,316$54K0.0%+100.0%0.000%
4/17/2025 Sowell Financial Services LLC17,381$113K0.0%N/A0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.403,691$2.63M0.1%+2.2%0.000%
2/18/2025 Vanguard 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%
2/13/2025 Wedbush 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%
2/7/2025 Intellectus Partners LLC44,000$304K0.1%+17.3%0.000%
2/6/2025Raymond 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%
1/31/2025Beta 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%
11/9/2024Landscape 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%
11/6/2024 Intellectus Partners LLC37,500$282K0.1%+7.1%0.000%
11/4/2024 Wolverine Asset Management LLC89,146$669K0.0%+183.9%0.000%
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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%
8/15/2024Logan 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%
5/14/2024Advisors 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%
11/15/2023Advisors Asset Management Inc.541,139$3.71M0.1%+4.8%0.000%
11/13/2023Bramshill Investments LLC15,120$104K0.0%N/A0.000%
11/8/2023 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%
8/11/2023Guggenheim 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%
5/12/2023Core Wealth Partners LLC96,446$748K0.8%N/A0.000%
5/11/2023Guggenheim Capital LLC375,446$2.91M0.0%+4.9%0.000%
5/4/2023 Intellectus Partners LLC33,323$259K0.1%+25.4%0.000%
5/3/2023Integrated 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%
2/13/2023Advisors 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%
2/8/2023UBS 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%
11/14/2022Guggenheim 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%
11/10/2022UBS 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%
11/2/2022 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%
8/8/2022Advisors 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%
7/27/2022 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%
5/12/2022Running Point Capital Advisors LLC10,000$89K0.1%N/A0.000%
5/4/2022 Wolverine Asset Management LLC15,604$139K0.0%N/A0.000%
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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%
2/14/2022Guggenheim Capital LLC470,598$5.22M0.0%-7.2%0.000%
2/10/2022HighTower 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%
11/15/2021Guggenheim Capital LLC506,872$5.58M0.0%+3.7%0.000%
11/10/2021Mercer Global Advisors Inc. ADV10,252$113K0.0%N/A0.000%
(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, 29 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund III. The most heavily invested institutionals were Advisors Asset Management Inc. ($3.73M), Guggenheim Capital LLC ($3.21M), Hennion & Walsh Asset Management Inc. ($2.63M), Matisse Capital ($2.37M), Logan Stone Capital LLC ($796K), Landscape Capital Management L.L.C. ($745K), and Bank of America Corp DE ($572K).Learn more on PIMCO California Municipal Income Fund III's institutional investors.

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

Of the 27 institutional investors that purchased PIMCO California Municipal Income Fund III's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Matisse Capital ($379.55K), Wolverine Asset Management LLC ($202.68K), Advisors Asset Management Inc. ($164.26K), Hennion & Walsh Asset Management Inc. ($142.17K), Logan Stone Capital LLC ($100.60K), Raymond James Financial Inc. ($98.40K), and Bank of New York Mellon Corp ($78.59K).

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

Institutional investors have bought a total of 1,225,731 shares in the last 24 months. This purchase volume represents approximately $8.13M in transactions.

Which of PIMCO California Municipal Income Fund III's 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: Wolverine Asset Management LLC ($112.15K), Guggenheim Capital LLC ($78.34K), Hennion & Walsh Asset Management Inc. ($63.55K), Landscape Capital Management L.L.C. ($31.60K), Advisors Asset Management Inc. ($9.07K), Wedbush Securities Inc. ($8.70K), and Bank of America Corp DE ($8.21K).

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

Institutional investors have sold a total of 311,613 shares in the last 24 months. This volume of shares sold represents approximately $2.11M in transactions.


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This page (NYSE:PZC) was last updated on 8/11/2025 by MarketBeat.com Staff
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