Free Trial

PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

→ Urgent Alert: Is the U.S. Implementing a Digital Dollar? (From Gold Gate Capital) (Ad)
Free PCQ Stock Alerts
$9.31
+0.04 (+0.43%)
(As of 05/6/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsOwnershipSEC FilingsShort InterestSocial Media

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$22.19M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.83M
Get PCQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO California Municipal Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PCQ Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Ackerman Capital Advisors LLC51,662$484K0.1%-57.4%0.000%
4/22/2024 PFG Investments LLC46,220$433K0.0%N/A0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.103,457$968K0.1%+214.4%0.000%
4/12/2024 Mechanics Bank Trust Department11,100$104K0.0%N/A0.000%
3/27/2024Nomura Holdings Inc.10,400$97K0.0%N/A0.000%
2/8/2024Robinson Capital Management LLC148,281$1.38M0.5%-33.6%0.000%
2/8/2024 Fiera Capital Corp387,760$3.61M0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC111,743$1.04M0.0%-15.0%0.000%
1/30/2024Capital Analysts LLC44,150$411K0.0%+513.9%0.000%
1/26/2024 Williams & Novak LLC214,755$2.00M2.3%N/A0.000%
1/22/2024 Regatta Capital Group LLC22,316$208K0.1%-14.9%0.000%
1/22/2024 Melfa Wealth Management LLC159,229$1.48M1.4%+15.0%0.000%
1/19/2024 Ackerman Capital Advisors LLC121,385$1.13M0.3%-53.5%0.000%
1/11/2024 Dynamic Advisor Solutions LLC214,755$2.00M0.1%N/A0.000%
11/15/2023Advisors Asset Management Inc.57,045$476K0.0%+132.6%0.000%
11/14/2023Robinson Capital Management LLC223,348$1.87M0.8%+1.9%0.000%
11/13/2023Bramshill Investments LLC25,000$208K0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC131,474$1.10M0.0%+25.2%0.000%
11/8/2023Atria Wealth Solutions Inc.13,950$117K0.0%-13.1%0.000%
10/30/2023 Melfa Wealth Management LLC138,418$1.15M1.2%+152.9%0.000%
10/30/2023 Regatta Capital Group LLC26,213$219K0.1%-21.8%0.000%
10/30/2023 Ackerman Capital Advisors LLC260,790$2.18M0.6%-9.0%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.13,099$109K0.0%N/A0.000%
10/27/2023 Financial Advocates Investment Management20,200$168K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC25,266$211K0.0%-6.0%0.000%
10/11/2023 Geneos Wealth Management Inc.3,700$31K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC604,762$5.93M0.3%+26.7%0.000%
8/14/2023First Foundation Advisors72,949$715K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC385,379$3.78M0.0%+12.4%0.000%
8/10/2023Sit Investment Associates Inc.12,800$125K0.0%N/A0.000%
8/10/2023Cetera Investment Advisers27,691$271K0.0%-36.8%0.000%
8/9/2023Robinson Capital Management LLC219,085$2.15M1.0%+21.4%0.000%
8/7/2023Wolverine Asset Management LLC104,971$1.03M0.0%+65.0%0.000%
8/3/2023Atria Wealth Solutions Inc.16,050$158K0.0%-68.4%0.000%
7/31/2023LPL Financial LLC204,723$2.01M0.0%+48.7%0.000%
7/21/2023Creative Planning16,750$164K0.0%-15.8%0.000%
7/21/2023 Ackerman Capital Advisors LLC286,598$2.81M0.7%-4.1%0.000%
7/18/2023 Melfa Wealth Management LLC54,728$536K0.5%+267.4%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.56,014$549K0.0%+3.3%0.000%
5/12/2023 Core Wealth Partners LLC34,695$350K0.4%N/A0.000%
Urgent Alert: Is the U.S. Implementing a Digital Dollar? (Ad)

Our exclusive guide, "Exploring the Future of the U.S. Dollar in a Digital World," is your essential resource in navigating this uncertain terrain. Inside, you'll find expert insights, strategies, and actionable steps to shield your wealth from the impending digital dollar storm.

Limited time offer! Claim your guide today and stay ahead of the digital dollar revolution.
5/11/2023 Ackerman Capital Advisors LLC298,885$3.01M0.8%N/A0.000%
5/11/2023Guggenheim Capital LLC342,796$3.46M0.0%+31.2%0.000%
5/10/2023Robinson Capital Management LLC180,508$1.80M0.8%N/A0.000%
5/8/2023Wolverine Asset Management LLC63,600$641K0.0%N/A0.000%
4/20/2023 Melfa Wealth Management LLC14,898$150K0.1%N/A0.000%
4/11/2023 Mechanics Bank Trust Department10,100$102K0.0%-72.3%0.000%
2/13/2023Atria Wealth Solutions Inc.50,745$778K0.0%-1.9%0.000%
2/10/2023Evoke Wealth LLC14,434$218K0.0%-24.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.53,823$811K0.0%+17.4%0.000%
2/8/2023 Lincoln National Corp20,093$303K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC27,383$412K0.0%+9.9%0.000%
2/7/2023 Regatta Capital Group LLC179,803$2.71M1.0%+21.3%0.000%
2/7/2023LPL Financial LLC97,221$1.47M0.0%+279.4%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC3,527$53K0.0%N/A0.000%
1/24/2023 Mechanics Bank Trust Department36,450$549K0.1%-12.3%0.000%
1/11/2023 EWG Elevate Inc.9,679$146K0.1%N/A0.000%
11/16/2022Gerber Kawasaki Wealth & Investment Management11,470$158K0.0%N/A0.000%
11/14/2022Guggenheim Capital LLC177,823$2.46M0.0%+39.6%0.000%
11/7/2022D.A. Davidson & CO.15,177$210K0.0%-26.0%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.45,857$635K0.0%-10.7%0.000%
8/11/2022Cetera Investment Advisers45,752$705K0.0%+2.2%0.000%
8/9/2022 Regatta Capital Group LLC22,008$339K0.2%-84.5%0.000%
7/28/2022D.A. Davidson & CO.20,513$316K0.0%-22.7%0.000%
7/19/2022Commonwealth Equity Services LLC29,690$457K0.0%+20.1%0.000%
7/13/2022 Mechanics Bank Trust Department41,050$633K0.1%+6.5%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.51,340$791K0.0%+3.7%0.000%
5/17/2022 Regatta Capital Group LLC142,165$2.23M0.8%+175.3%0.000%
5/12/2022Beta Wealth Group Inc.120,812$1.90M1.3%+13.3%0.000%
5/12/2022D.A. Davidson & CO.26,525$416K0.0%+12.7%0.000%
5/10/2022 Western Wealth Management LLC17,650$278K0.0%N/A0.000%
5/2/2022 Mechanics Bank Trust Department38,550$605K0.1%-22.0%0.000%
2/23/2022 Regatta Capital Group LLC51,644$960K0.3%N/A0.000%
2/9/2022Gamble Jones Investment Counsel25,000$465K0.0%+25.0%0.000%
2/3/2022 Cambridge Investment Research Advisors Inc.50,574$940K0.0%+19.5%0.000%
2/3/2022Advisor Group Holdings Inc.98,384$1.83M0.0%-11.3%0.000%
1/31/2022 CWM LLC2,000$37K0.0%N/A0.000%
1/31/2022D.A. Davidson & CO.23,540$438K0.0%-8.0%0.000%
1/31/2022Commonwealth Equity Services LLC25,166$467K0.0%-3.4%0.000%
1/26/2022 Mechanics Bank Trust Department49,450$919K0.1%-12.2%0.000%
1/14/2022 Spire Wealth Management1,322$25K0.0%N/A0.000%
11/16/2021Cetera Investment Advisers46,348$876K0.0%-8.2%0.000%
11/15/2021Guggenheim Capital LLC17,842$337K0.0%N/A0.000%
11/12/2021Fort Point Capital Partners LLC24,145$456K0.1%N/A0.000%
11/2/2021 Cambridge Investment Research Advisors Inc.42,335$800K0.0%-2.2%0.000%
10/28/2021 Mechanics Bank Trust Department56,350$1.07M0.2%+2.5%0.000%
8/16/2021Royal Bank of Canada12,802$244K0.0%+8.5%0.000%
8/16/2021Morgan Stanley333,793$6.36M0.0%+5.1%0.000%
8/13/2021LPL Financial LLC32,099$611K0.0%+15.3%0.000%
8/13/2021 Liberty Wealth Management LLC30,480$1.60M0.0%+1,805.0%0.000%
8/11/2021Commonwealth Equity Services LLC25,953$494K0.0%+3.3%0.000%
Biden’s Sneaky H.R. 5376 Is A Nightmare For Retirement Savers (Ad)

First Obamacare For Health, Now Bidencare For 401(k)s - How To Optout

>> Request Your FREE Info Kit <<
8/10/2021 Cambridge Investment Research Advisors Inc.43,298$825K0.0%+2.8%0.000%
8/2/2021Advisor Group Holdings Inc.111,302$2.12M0.0%-0.9%0.000%
5/18/2021Morgan Stanley317,697$5.66M0.0%+1.3%0.000%
5/17/2021Royal Bank of Canada11,802$210K0.0%+73.5%0.000%
5/13/2021Citigroup Inc.22,199$395K0.0%+5.7%0.000%
5/12/2021UBS Group AG35,449$631K0.0%+4.3%0.000%
5/11/2021Beta Wealth Group Inc.105,820$1.89M1.4%+5.3%0.000%
5/10/2021Gamble Jones Investment Counsel20,000$356K0.0%N/A0.000%
5/7/2021 Cambridge Investment Research Advisors Inc.42,131$750K0.0%+7.8%0.000%
3/18/2021Beta Wealth Group Inc.100,483$1.81M1.6%N/A0.000%
(Data available from 1/1/2016 forward)

PCQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCQ shares?

During the previous two years, 36 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($5.93M), Guggenheim Capital LLC ($3.78M), Fiera Capital Corp ($3.61M), LPL Financial LLC ($2.01M), Dynamic Advisor Solutions LLC ($2.00M), Williams & Novak LLC ($2.00M), and Beta Wealth Group Inc. ($1.90M).Learn more on PCQ's institutional investors.

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

Of the 33 institutional investors that purchased PIMCO California Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($387.76K), Ackerman Capital Advisors LLC ($298.89K), Robinson Capital Management LLC ($223.35K), Williams & Novak LLC ($214.76K), Dynamic Advisor Solutions LLC ($214.76K), Guggenheim Capital LLC ($174.63K), and Melfa Wealth Management LLC ($159.23K).

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

Institutional investors have bought a total of 2,685,530 shares in the last 24 months. This purchase volume represents approximately $27.54M in transactions.

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

Of the 12 institutional investors that sold PIMCO California Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ackerman Capital Advisors LLC ($247.22K), Regatta Capital Group LLC ($131.36K), Robinson Capital Management LLC ($75.07K), Atria Wealth Solutions Inc. ($37.80K), Mechanics Bank Trust Department ($31.45K), Wolverine Asset Management LLC ($19.73K), and Cetera Investment Advisers ($16.14K).

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

Institutional investors have sold a total of 584,932 shares in the last 24 months. This volume of shares sold represents approximately $6.35M in transactions.


Related Companies:
This page (NYSE:PCQ) was last updated on 5/7/2024 by MarketBeat.com Staff

From Our Partners
The #1 lithium battery stock to have on your radar in 2024!
Smallcaps Daily
Dollar Cancelled
Lear Capital
Urgent Alert: Is the U.S. Implementing a Digital Dollar?
Gold Gate Capital
Dave Ramsey Shocks Millions With US Dollar Lunacy
American Hartford Gold Group
Trump is sounding the alarm
Preserve Gold
Biden’s Sneaky H.R. 5376 Is A Nightmare For Retirement Savers
Birch Gold
Is Tesla going out of business?
DTI
AI “wealth window” is closing June 25th
Paradigm Press