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PIMCO California Municipal Income Fund II (PCK) Institutional Ownership

PIMCO California Municipal Income Fund II logo
$5.35 +0.01 (+0.19%)
As of 12:23 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$10.90M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$7.19M
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PCK Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund II Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Integrated Wealth Concepts LLC26,919$152K0.0%-15.6%0.000%
5/16/2025Advisors Asset Management Inc.732,678$4.13M0.1%+9.8%0.000%
5/16/2025Almitas Capital LLC216,458$1.22M0.4%+1,988.0%0.000%
5/15/2025Landscape Capital Management L.L.C.20,867$118K0.0%+46.3%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.223,924$1.26M0.4%+71.1%0.000%
5/13/2025Sit Investment Associates Inc.683,346$3.85M0.1%+11.5%0.000%
5/12/2025Wolverine Asset Management LLC94,451$533K0.0%-20.8%0.000%
5/7/2025Fiera Capital Corp320,565$1.81M0.0%-7.8%0.000%
5/6/2025Cetera Investment Advisers53,934$304K0.0%-4.3%0.000%
5/5/2025Morse Asset Management Inc4,515$25K0.0%-81.5%0.000%
4/21/2025Riverbridge Partners LLC124,459$702K0.0%+9.5%0.000%
4/17/2025Sowell Financial Services LLC10,700$60K0.0%N/A0.000%
4/15/2025Noble Wealth Management PBC55,290$312K0.2%-6.3%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.590,178$3.33M0.1%-5.4%0.000%
2/17/2025Saba Capital Management L.P.1,417,456$8.11M0.2%+12.1%0.000%
2/17/2025Morse Asset Management Inc24,401$140K0.0%+52.5%0.000%
2/17/2025Logan Stone Capital LLC315,434$1.80M0.6%+22.9%0.000%
2/17/2025Capstone Investment Advisors LLC70,066$401K0.0%N/A0.000%
2/17/2025Citadel Advisors LLC13,120$75K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.76,381$437K0.0%+30.7%0.000%
2/17/2025Bank of America Corp DE54,407$311K0.0%+130.7%0.000%
2/17/2025Almitas Capital LLC10,367$59K0.0%N/A0.000%
2/14/2025AQR Arbitrage LLC19,021$109K0.0%-66.7%0.000%
2/14/2025Two Sigma Securities LLC14,138$81K0.0%N/A0.000%
2/14/2025Integrated Wealth Concepts LLC31,911$183K0.0%-8.6%0.000%
2/13/2025Guggenheim Capital LLC688,582$3.94M0.0%-11.2%0.000%
2/13/2025Rockefeller Capital Management L.P.82,500$472K0.0%-5.3%0.000%
2/13/2025Raymond James Financial Inc.41,788$239K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.612,916$3.51M0.1%+104.7%0.000%
2/13/2025Wells Fargo & Company MN197,760$1.13M0.0%-38.0%0.000%
2/12/2025Landscape Capital Management L.L.C.14,268$82K0.0%-66.5%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.130,893$749K0.2%+40.3%0.000%
2/11/2025LPL Financial LLC13,331$76K0.0%-38.8%0.000%
2/11/2025Virtu Financial LLC12,313$70K0.0%N/A0.000%
2/10/2025Evoke Wealth LLC75,740$435K0.0%-7.5%0.000%
2/10/2025Advisors Asset Management Inc.667,468$3.82M0.1%+4.2%0.000%
2/7/2025Blue Bell Private Wealth Management LLC34,963$200K0.0%+59.4%0.000%
2/6/2025Raymond James Financial Inc.41,788$239K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC58,990$337K0.2%N/A0.000%
2/4/2025Bank of New York Mellon Corp128,613$736K0.0%N/A0.000%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

2/4/2025Abound Financial LLC19,708$113K0.1%N/A0.000%
2/3/2025Wolverine Asset Management LLC119,282$682K0.0%-9.2%0.000%
1/29/2025Silicon Valley Capital Partners23,404$134K0.0%N/A0.000%
1/23/2025Williams & Novak LLC222,411$1.27M1.2%-6.7%0.000%
1/17/2025Riverbridge Partners LLC113,654$650K0.0%-1.8%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.624,074$3.57M0.2%+13.8%0.000%
12/3/2024Rivernorth Capital Management LLC399,275$2.51M0.1%-28.0%0.000%
11/15/2024Rivernorth Capital Management LLC399,275$2.51M0.1%-28.0%0.000%
11/15/2024Morse Asset Management Inc16,002$100K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.87,107$547K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.42,555$267K0.0%-46.5%0.000%
11/8/2024Advisors Asset Management Inc.640,677$4.02M0.1%-1.8%0.000%
11/1/2024Fiera Capital Corp342,399$2.15M0.0%-4.7%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.548,303$3.44M0.2%+12.3%0.000%
8/16/2024Almitas Capital LLC10,891$64K0.0%N/A0.000%
8/15/2024Logan Stone Capital LLC285,817$1.67M0.4%-28.4%0.000%
8/14/2024Evoke Wealth LLC30,000$176K0.2%-67.0%0.000%
8/9/2024City of London Investment Management Co. Ltd.267,495$1.57M0.1%+29.9%0.000%
8/2/2024Simon Quick Advisors LLC10,863$64K0.0%-34.5%0.000%
8/2/2024Wolverine Asset Management LLC131,718$771K0.0%-2.4%0.000%
8/1/2024Fiera Capital Corp359,207$2.10M0.0%-32.7%0.000%
7/31/2024Commonwealth Equity Services LLC62,422$365K0.0%+3.7%0.000%
7/26/2024Bank of New York Mellon Corp30,505$178K0.0%-14.3%0.000%
7/26/2024Ackerman Capital Advisors LLC238,725$1.40M0.4%-11.3%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.488,249$2.86M0.1%+4.9%0.000%
5/24/2024Cetera Advisors LLC12,905$74K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.866,798$5.00M0.1%+11.8%0.000%
5/10/2024City of London Investment Management Co. Ltd.205,994$1.19M0.1%N/A0.000%
5/9/2024SageView Advisory Group LLC10,140$59K0.0%N/A0.000%
5/1/2024Matisse Capital328,504$1.90M0.9%+22.3%0.000%
4/24/2024Ackerman Capital Advisors LLC269,098$1.55M0.4%+5.6%0.000%
4/23/2024Summit Trail Advisors LLC11,136$64K0.0%-18.2%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.465,267$2.69M0.1%-9.6%0.000%
3/27/2024Nomura Holdings Inc.13,888$81K0.0%N/A0.000%
2/29/2024Tortoise Investment Management LLC14,310$83K0.0%+218.0%0.000%
2/14/2024Vivaldi Capital Management LP60,413$347K0.1%-13.9%0.000%
2/12/2024Evoke Wealth LLC92,973$541K0.0%-8.1%0.000%
2/9/2024D.A. Davidson & CO.12,553$73K0.0%+21.7%0.000%
2/8/2024Tortoise Investment Management LLC14,310$83K0.0%+218.0%0.000%
2/8/2024Matisse Capital268,583$1.56M0.8%+1,442.9%0.000%
2/8/2024Fiera Capital Corp656,109$3.81M0.0%N/A0.000%
2/6/2024Summit Trail Advisors LLC13,612$79K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC108,294$628K0.0%-9.8%0.000%
1/26/2024Williams & Novak LLC238,311$1.38M1.6%N/A0.000%
1/19/2024Ackerman Capital Advisors LLC254,763$1.48M0.4%+33.2%0.000%
1/16/2024Simon Quick Advisors LLC14,410$84K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.29,403$171K0.0%-54.4%0.000%
1/16/2024Raymond James & Associates39,500$229K0.0%+5.3%0.000%
1/11/2024 Moody National Bank Trust Division12,745$74K0.0%N/A0.000%
1/11/2024 Dynamic Advisor Solutions LLC238,311$1.38M0.1%N/A0.000%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

11/15/2023Advisors Asset Management Inc.701,956$3.52M0.1%+4.9%0.000%
11/14/2023AQR Arbitrage LLC37,573$189K0.0%N/A0.000%
11/13/2023Bramshill Investments LLC25,000$126K0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC120,048$603K0.0%+24.8%0.000%
11/9/2023Karpus Management Inc.18,857$95K0.0%N/A0.000%
10/30/2023Ackerman Capital Advisors LLC191,211$960K0.3%+28.9%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.460,089$2.31M0.1%+23.2%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.64,449$324K0.0%+3.8%0.000%
10/24/2023Raymond James & Associates37,500$188K0.0%N/A0.000%
10/24/2023Kingswood Wealth Advisors LLC50,645$254K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

PCK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCK shares?

During the previous two years, 58 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund II. The most heavily invested institutionals were Saba Capital Management L.P. ($8.11M), Advisors Asset Management Inc. ($4.13M), Guggenheim Capital LLC ($3.94M), Sit Investment Associates Inc. ($3.85M), Hennion & Walsh Asset Management Inc. ($3.33M), Robinson Capital Management LLC ($2.88M), and Rivernorth Capital Management LLC ($2.51M).Learn more on PIMCO California Municipal Income Fund II's institutional investors.

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

Of the 51 institutional investors that purchased PIMCO California Municipal Income Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($656.11K), Sit Investment Associates Inc. ($392.32K), Robinson Capital Management LLC ($383.80K), Matisse Capital ($328.50K), City of London Investment Management Co. Ltd. ($267.50K), Hennion & Walsh Asset Management Inc. ($245.54K), and Dynamic Advisor Solutions LLC ($238.31K).

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

Institutional investors have bought a total of 1,893,274 shares in the last 24 months. This purchase volume represents approximately $10.90M in transactions.

Which of PIMCO California Municipal Income Fund II's major shareholders have been selling company stock?

Of the 22 institutional investors that sold PIMCO California Municipal Income Fund II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($310.26K), Fiera Capital Corp ($218.31K), Wells Fargo & Company MN ($121.03K), Logan Stone Capital LLC ($113.35K), Guggenheim Capital LLC ($87.28K), Evoke Wealth LLC ($67.07K), and Landscape Capital Management L.L.C. ($65.22K).

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

Institutional investors have sold a total of 1,212,261 shares in the last 24 months. This volume of shares sold represents approximately $7.19M in transactions.



This page (NYSE:PCK) was last updated on 7/14/2025 by MarketBeat.com Staff
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