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PCM Fund (PCM) Institutional Ownership

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$6.36 +0.02 (+0.32%)
As of 06/12/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for PCM Fund (NYSE:PCM)

Current
Institutional Ownership
Percentage
10.26%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$4.29M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.19M
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PCM Institutional Buying and Selling by Quarter

PCM Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC97,445$629K0.0%-4.1%0.800%
5/15/2025 Landscape Capital Management L.L.C.242,269$1.57M0.1%N/A1.988%
5/14/2025 Ieq Capital LLC91,520$591K0.0%N/A0.751%
5/6/2025 Arlington Capital Management Inc.100,797$651K0.5%N/A0.827%
4/25/2025 Sovran Advisors LLC84,712$514K0.1%+47.1%0.695%
4/23/2025 SOL Capital Management CO11,150$72K0.0%-21.2%0.091%
2/17/2025 Bank of America Corp DE12,415$96K0.0%-18.4%0.103%
2/14/2025 Two Sigma Securities LLC19,743$152K0.0%N/A0.164%
2/13/2025 NewEdge Advisors LLC101,645$783K0.0%-6.0%0.846%
2/13/2025 Raymond James Financial Inc.17,803$137K0.0%N/A0.148%
2/10/2025 Commonwealth Equity Services LLC47,760$368K0.0%-32.1%0.398%
2/6/2025 Raymond James Financial Inc.17,803$137K0.0%N/A0.148%
1/29/2025 Sovran Advisors LLC57,584$443K0.1%N/A0.479%
1/27/2025 Financial Advocates Investment Management215,820$1.66M0.1%+10.8%1.797%
1/23/2025 SOL Capital Management CO14,150$109K0.0%-37.1%0.118%
1/17/2025 Janney Montgomery Scott LLC24,290$187K0.0%-10.5%0.202%
11/13/2024 Horizon Kinetics Asset Management LLC40,252$322K0.0%+64.1%0.335%
10/25/2024 Financial Advocates Investment Management194,870$1.56M0.1%+7.7%1.623%
8/16/2024 NewEdge Advisors LLC127,445$946K0.0%-3.2%1.061%
8/2/2024 Foundations Investment Advisors LLC12,372$92K0.0%-96.8%0.103%
7/29/2024 Financial Advocates Investment Management180,897$1.34M0.1%+3.4%1.506%
5/6/2024Concord Investment Counsel Inc.135,516$1.12M0.4%N/A1.128%
4/24/2024 SOL Capital Management CO42,750$354K0.0%-67.8%0.356%
2/12/2024Focus Financial Network Inc. ADV10,443$84K0.0%N/A0.088%
2/8/2024 Financial Advocates Investment Management152,553$1.21M0.1%+19.7%1.285%
2/8/2024 Foundations Investment Advisors LLC364,632$2.94M0.1%+18.1%3.072%
1/25/2024 SOL Capital Management CO132,750$1.06M0.1%-4.8%1.118%
11/9/2023 Atomi Financial Group Inc.28,710$256K0.1%N/A0.242%
10/27/2023 Financial Advocates Investment Management127,444$1.13M0.1%+9.6%1.074%
10/19/2023 SOL Capital Management CO139,400$1.24M0.2%-1.1%1.174%
10/5/2023 Foundations Investment Advisors LLC308,860$2.75M0.1%+15.8%2.602%
7/25/2023Raymond James & Associates24,937$240K0.0%-18.9%0.210%
7/19/2023 Foundations Investment Advisors LLC266,772$2.57M0.1%N/A2.247%
6/14/2023 Atria Wealth Solutions Inc.31,237$266K0.0%N/A0.263%
5/11/2023 Financial Advocates Investment Management109,252$920K0.1%+69.7%0.920%
1/24/2023 SOL Capital Management CO143,400$1.13M0.2%-4.7%1.231%
11/15/2022 Financial Advocates Investment Management50,093$400K0.0%+30.4%0.430%
10/25/2022 Janney Montgomery Scott LLC26,590$212K0.0%N/A0.228%
10/25/2022Raymond James & Associates29,589$236K0.0%+5.7%0.254%
8/13/2022 NewEdge Advisors LLC136,245$1.26M0.0%-2.6%1.169%
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8/12/2022 First Foundation Advisors30,877$286K0.0%-6.0%0.265%
8/12/2022 Financial Advocates Investment Management38,419$355K0.0%+68.2%0.330%
8/5/2022 Horizon Kinetics Asset Management LLC25,095$232K0.0%-4.4%0.215%
8/2/2022 UMA Financial Services Inc.32,330$319K0.1%-6.3%0.278%
7/21/2022 SOL Capital Management CO150,400$1.39M0.3%-1.4%1.291%
5/11/2022 Financial Advocates Investment Management22,841$233K0.0%N/A0.196%
5/5/2022 First Foundation Advisors32,845$334K0.0%-44.2%0.282%
5/4/2022 Advisor Group Holdings Inc.46,444$473K0.0%-5.8%0.399%
4/29/2022 CoreCap Advisors LLC14,615$149K0.0%+40.1%0.125%
4/18/2022 SOL Capital Management CO152,600$1.55M0.3%-0.7%1.310%
2/3/2022 Advisor Group Holdings Inc.49,317$529K0.0%-4.4%0.425%
11/16/2021 MML Investors Services LLC21,922$249K0.0%N/A0.189%
11/15/2021 First Foundation Advisors63,456$720K0.0%-31.9%0.546%
11/5/2021 Advisor Group Holdings Inc.51,594$585K0.0%+40.1%0.444%
11/2/2021Raymond James & Associates28,922$328K0.0%+21.0%0.249%
8/13/2021 First Foundation Advisors93,179$1.11M0.0%-4.1%0.802%
8/13/2021 LPL Financial LLC19,163$227K0.0%+6.1%0.165%
8/11/2021 Commonwealth Equity Services LLC73,107$867K0.0%-10.0%0.629%
8/10/2021Mid Atlantic Financial Management Inc. ADV105,490$1.25M0.1%-11.2%0.908%
8/2/2021 Advisor Group Holdings Inc.36,825$437K0.0%+16.5%0.317%
7/20/2021 SOL Capital Management CO157,950$1.88M0.4%-8.5%1.360%
5/18/2021 First Foundation Advisors97,182$1.11M0.0%-7.2%0.837%
5/12/2021 UBS Group AG2,236$26K0.0%+207.6%0.019%
(Data available from 1/1/2016 forward)

PCM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCM shares?

During the previous two years, 19 institutional investors and hedge funds held shares of PCM Fund. The most heavily invested institutionals were Financial Advocates Investment Management ($1.66M), Landscape Capital Management L.L.C. ($1.57M), Concord Investment Counsel Inc. ($1.12M), Arlington Capital Management Inc. ($651K), NewEdge Advisors LLC ($629K), Ieq Capital LLC ($591K), and Sovran Advisors LLC ($514K).Learn more on PCM's institutional investors.

What percentage of PCM Fund stock is owned by institutional investors?

10.26% of PCM Fund stock is owned by institutional investors. Learn more on PCM's institutional investor holdings.

Which institutional investors have been buying PCM Fund stock?

Of the 13 institutional investors that purchased PCM Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($364.63K), Landscape Capital Management L.L.C. ($242.27K), Concord Investment Counsel Inc. ($135.52K), Arlington Capital Management Inc. ($100.80K), Ieq Capital LLC ($91.52K), Sovran Advisors LLC ($84.71K), and Financial Advocates Investment Management ($77.19K).

How much institutional buying is happening at PCM Fund?

Institutional investors have bought a total of 1,238,096 shares in the last 24 months. This purchase volume represents approximately $9.70M in transactions.

Which PCM Fund major shareholders have been selling company stock?

The following institutional investors have sold PCM Fund stock in the last 24 months: Foundations Investment Advisors LLC ($375.32K), SOL Capital Management CO ($109.50K), Commonwealth Equity Services LLC ($22.56K), NewEdge Advisors LLC ($14.95K), Raymond James & Associates ($5.82K), Janney Montgomery Scott LLC ($2.86K), and Bank of America Corp DE ($2.80K).

How much institutional selling is happening at PCM Fund?

Institutional investors have sold a total of 533,807 shares in the last 24 months. This volume of shares sold represents approximately $4.06M in transactions.



This page (NYSE:PCM) was last updated on 6/13/2025 by MarketBeat.com Staff
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