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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)
$8.08M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.35M
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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
8/14/2025 Raymond James Financial Inc.54,000$336K0.0%+9.8%0.000%
8/13/2025 Guggenheim Capital LLC373,143$2.33M0.0%-9.4%0.000%
8/12/2025 Advisors Asset Management Inc.411,887$2.57M0.0%-28.0%0.000%
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%
5/16/2025 Advisors Asset Management Inc.572,282$3.73M0.1%+7.1%0.000%
5/16/2025 Almitas Capital LLC23,415$153K0.1%N/A0.000%
5/15/2025 Baird Financial Group Inc.34,928$228K0.0%N/A0.000%
5/15/2025 Landscape Capital Management L.L.C.114,280$745K0.1%+65.0%0.000%
5/12/2025 Virtu 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%
2/17/2025 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%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”tc pixel

Discover the coin that could define Trump’s crypto presidency.
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%
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%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”tc pixel

Discover the coin that could define Trump’s crypto presidency.
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%
(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 Hennion & Walsh Asset Management Inc. ($2.63M), Advisors Asset Management Inc. ($2.57M), Matisse Capital ($2.37M), Guggenheim Capital LLC ($2.33M), 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 26 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), Raymond James Financial Inc. ($103.20K), Logan Stone Capital LLC ($100.60K), 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 1,218,981 shares in the last 24 months. This purchase volume represents approximately $8.08M 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: Advisors Asset Management Inc. ($169.46K), Guggenheim Capital LLC ($117.01K), Wolverine Asset Management LLC ($112.15K), Hennion & Walsh Asset Management Inc. ($63.55K), Landscape Capital Management L.L.C. ($31.60K), 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 510,677 shares in the last 24 months. This volume of shares sold represents approximately $3.35M in transactions.


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This page (NYSE:PZC) was last updated on 8/31/2025 by MarketBeat.com Staff
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