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PIMCO California Municipal Income Fund III (PZC) Institutional Ownership

PIMCO California Municipal Income Fund III logo
$7.08 +0.02 (+0.28%)
(As of 11/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.06M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.29M
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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
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%
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%
2/7/2023Commonwealth 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%
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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%
10/21/2022TriaGen 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%
7/27/2022Fortress 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%
5/19/2022Golden 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%
5/4/2022Commonwealth 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%
1/31/2022Commonwealth Equity Services LLC28,110$312K0.0%-8.2%0.000%
11/17/2021Strategic Wealth Advisors Group LLC48,224$531K0.0%-6.7%0.000%
11/15/2021 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%
9/17/2021Virtu 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%
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%
4/29/2021 Ackerman Capital Advisors LLC48,974$517K0.1%-40.8%0.000%
4/29/2021 Robinson Capital Management LLC104,357$1.11M0.6%-32.7%0.000%
4/20/2021Private Ocean LLC4,000$42K0.0%N/A0.000%
2/18/2021 Intellectus Partners LLC18,950$195K0.1%+88.7%0.000%
2/16/2021 Guggenheim Capital LLC433,495$4.44M0.0%+3.2%0.000%
2/12/2021 LPL Financial LLC43,671$448K0.0%+22.5%0.000%
2/12/2021Raymond James Financial Services Advisors Inc.82,929$850K0.0%+2.1%0.000%
2/9/2021 Landscape Capital Management L.L.C.10,501$108K0.0%N/A0.000%
2/4/2021 Camden Capital LLC50,000$513K0.2%-39.4%0.000%
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2/1/2021 Ackerman Capital Advisors LLC82,727$848K0.2%N/A0.000%
1/29/2021Stratos Wealth Partners LTD.19,296$198K0.0%N/A0.000%
1/28/2021 Robinson Capital Management LLC155,159$1.60M0.9%N/A0.000%
1/25/2021Epstein & White Financial LLC10,056$104K0.0%-15.7%0.000%
1/20/2021 Kestra Advisory Services LLC10,540$108K0.0%N/A0.000%
11/19/2020 Catalyst Private Wealth LLC5,503$59K0.1%N/A0.000%
11/13/2020 Morgan Stanley127,945$1.36M0.0%+3.1%0.000%
11/13/2020 Guggenheim Capital LLC420,006$4.47M0.0%+14.1%0.000%
11/12/2020 Thomas J. Herzfeld Advisors Inc.5,099$51K0.0%-52.8%0.000%
11/4/2020Raymond James Financial Services Advisors Inc.81,213$864K0.0%+11.3%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, 20 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund III. The most heavily invested institutionals were Advisors Asset Management Inc. ($3.80M), Guggenheim Capital LLC ($3.10M), UBS Group AG ($2.76M), Hennion & Walsh Asset Management Inc. ($2.49M), Landscape Capital Management L.L.C. ($756K), Core Wealth Partners LLC ($748K), and Wolverine Asset Management LLC ($669K).Learn more on PZC's institutional investors.

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

Of the 19 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. ($245.61K), Advisors Asset Management Inc. ($132.72K), Wolverine Asset Management LLC ($122.94K), Core Wealth Partners LLC ($96.45K), UBS Group AG ($54.22K), Raymond James & Associates ($48.50K), and Guggenheim Capital LLC ($44.00K).

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

Institutional investors have bought a total of 904,965 shares in the last 24 months. This purchase volume represents approximately $6.98M 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), Raymond James Financial Services Advisors Inc. ($12.30K), Advisors Asset Management Inc. ($9.07K), and Sowell Financial Services LLC ($7.35K).

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

Institutional investors have sold a total of 180,729 shares in the last 24 months. This volume of shares sold represents approximately $1.33M in transactions.



This page (NYSE:PZC) was last updated on 11/21/2024 by MarketBeat.com Staff
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