PCM Fund (PCM) Institutional Ownership

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-0.02 (-0.24%)

(As of 04/17/2024 ET)

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Current Institutional Ownership Percentage: 10.26%
Number of Institutional Buyers (last 12 months): 10
Total Institutional Inflows (last 12 months): $4.94M

Number of Institutional Sellers (last 12 months): 4
Total Institutional Outflows (last 12 months): $146.65K

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PCM Institutional Buying and Selling by Quarter

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PCM Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/12/2024	Focus Financial Network Inc. ADV	10,443	$84K	0.0%	N/A	0.088%
2/8/2024	Financial Advocates Investment Management	152,553	$1.21M	0.1%	+19.7%	1.285%
2/8/2024	Foundations Investment Advisors LLC	364,632	$2.94M	0.1%	+18.1%	3.072%
2/8/2024	Janney Montgomery Scott LLC	25,090	$200K	0.0%	-5.6%	0.211%
1/25/2024	SOL Capital Management CO	132,750	$1.06M	0.1%	-4.8%	1.118%
11/13/2023	LPL Financial LLC	18,856	$168K	0.0%	+31.4%	0.159%
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11/9/2023	Atomi Financial Group Inc.	28,710	$256K	0.1%	N/A	0.242%
10/27/2023	Financial Advocates Investment Management	127,444	$1.13M	0.1%	+9.6%	1.074%
10/19/2023	SOL Capital Management CO	139,400	$1.24M	0.2%	-1.1%	1.174%
10/5/2023	Foundations Investment Advisors LLC	308,860	$2.75M	0.1%	+15.8%	2.602%
8/21/2023	Osaic Holdings Inc.	57,131	$550K	0.0%	+6.7%	0.481%
8/14/2023	MML Investors Services LLC	41,975	$404K	0.0%	+38.9%	0.354%
8/10/2023	Osaic Holdings Inc.	57,131	$550K	0.0%	+6.7%	0.481%
7/25/2023	Raymond James & Associates	24,937	$240K	0.0%	-18.9%	0.210%
7/19/2023	Foundations Investment Advisors LLC	266,772	$2.57M	0.1%	N/A	2.247%
6/14/2023	Atria Wealth Solutions Inc.	31,237	$266K	0.0%	N/A	0.263%
5/16/2023	Susquehanna International Group LLP	20,173	$170K	0.0%	+27.1%	0.170%
5/12/2023	Bank of America Corp DE	47,463	$400K	0.0%	+5.0%	0.400%
5/12/2023	UBS Group AG	4,343	$37K	0.0%	-25.3%	0.037%
5/11/2023	Financial Advocates Investment Management	109,252	$920K	0.1%	+69.7%	0.920%
2/16/2023	Financial Advocates Investment Management	64,385	$507K	0.0%	+28.5%	0.553%
2/15/2023	Morgan Stanley	58,021	$457K	0.0%	-15.7%	0.498%
2/14/2023	Susquehanna International Group LLP	15,876	$125K	0.0%	N/A	0.136%
2/13/2023	Wells Fargo & Company MN	52,894	$416K	0.0%	-5.4%	0.454%
2/10/2023	Bank of America Corp DE	45,221	$356K	0.0%	-25.1%	0.388%
2/10/2023	Advisor Group Holdings Inc.	60,728	$479K	0.0%	+25.2%	0.521%
2/8/2023	UBS Group AG	5,811	$46K	0.0%	+134.3%	0.050%
1/24/2023	SOL Capital Management CO	143,400	$1.13M	0.2%	-4.7%	1.231%
11/16/2022	Jane Street Group LLC	16,413	$131K	0.0%	N/A	0.141%
11/15/2022	Financial Advocates Investment Management	50,093	$400K	0.0%	+30.4%	0.430%
11/15/2022	Commonwealth Equity Services LLC	71,616	$571K	0.0%	-2.6%	0.615%
10/25/2022	Janney Montgomery Scott LLC	26,590	$212K	0.0%	N/A	0.228%
10/25/2022	Raymond James & Associates	29,589	$236K	0.0%	+5.7%	0.254%
8/13/2022	NewEdge Advisors LLC	136,245	$1.26M	0.0%	-2.6%	1.169%
8/12/2022	LPL Financial LLC	16,424	$152K	0.0%	-15.8%	0.141%
8/12/2022	First Foundation Advisors	30,877	$286K	0.0%	-6.0%	0.265%
8/12/2022	Financial Advocates Investment Management	38,419	$355K	0.0%	+68.2%	0.330%
8/5/2022	Horizon Kinetics Asset Management LLC	25,095	$232K	0.0%	-4.4%	0.215%
8/2/2022	UMA Financial Services Inc.	32,330	$319K	0.1%	-6.3%	0.278%
7/21/2022	SOL Capital Management CO	150,400	$1.39M	0.3%	-1.4%	1.291%
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide!
6/7/2022	Bank of America Corp DE	55,585	$566K	0.0%	+44.1%	0.477%
5/13/2022	NewEdge Advisors LLC	139,845	$1.42M	0.0%	+2.0%	1.200%
5/11/2022	Financial Advocates Investment Management	22,841	$233K	0.0%	N/A	0.196%
5/5/2022	First Foundation Advisors	32,845	$334K	0.0%	-44.2%	0.282%
5/4/2022	Advisor Group Holdings Inc.	46,444	$473K	0.0%	-5.8%	0.399%
4/29/2022	CoreCap Advisors LLC	14,615	$149K	0.0%	+40.1%	0.125%
4/18/2022	SOL Capital Management CO	152,600	$1.55M	0.3%	-0.7%	1.310%
2/3/2022	Advisor Group Holdings Inc.	49,317	$529K	0.0%	-4.4%	0.425%
11/16/2021	MML Investors Services LLC	21,922	$249K	0.0%	N/A	0.189%
11/15/2021	First Foundation Advisors	63,456	$720K	0.0%	-31.9%	0.546%
11/5/2021	Advisor Group Holdings Inc.	51,594	$585K	0.0%	+40.1%	0.444%
11/2/2021	Raymond James & Associates	28,922	$328K	0.0%	+21.0%	0.249%
8/13/2021	First Foundation Advisors	93,179	$1.11M	0.0%	-4.1%	0.802%
8/13/2021	LPL Financial LLC	19,163	$227K	0.0%	+6.1%	0.165%
8/11/2021	Commonwealth Equity Services LLC	73,107	$867K	0.0%	-10.0%	0.629%
8/10/2021	Mid Atlantic Financial Management Inc. ADV	105,490	$1.25M	0.1%	-11.2%	0.908%
8/2/2021	Advisor Group Holdings Inc.	36,825	$437K	0.0%	+16.5%	0.317%
7/20/2021	SOL Capital Management CO	157,950	$1.88M	0.4%	-8.5%	1.360%
5/18/2021	First Foundation Advisors	97,182	$1.11M	0.0%	-7.2%	0.837%
5/12/2021	UBS Group AG	2,236	$26K	0.0%	+207.6%	0.019%
5/11/2021	Horizon Kinetics Asset Management LLC	29,777	$341K	0.0%	-4.7%	0.256%
5/4/2021	Commonwealth Equity Services LLC	81,237	$930K	0.0%	+41.1%	0.699%
4/22/2021	SOL Capital Management CO	172,700	$1.98M	0.4%	-1.1%	1.487%
2/12/2021	LPL Financial LLC	14,791	$159K	0.0%	+8.8%	0.127%
2/10/2021	Mid Atlantic Financial Management Inc. ADV	119,447	$1.28M	0.1%	+1.6%	1.028%
2/5/2021	NEXT Financial Group Inc	3,026	$32K	0.0%	-24.5%	0.026%
2/3/2021	Ieq Capital LLC	91,520	$982K	0.0%	N/A	0.788%
11/9/2020	LPL Financial LLC	13,595	$138K	0.0%	+12.4%	0.117%
11/9/2020	Kestra Private Wealth Services LLC	16,677	$169K	0.0%	N/A	0.144%
10/23/2020	SOL Capital Management CO	174,637	$1.77M	0.5%	+1.5%	1.503%
10/22/2020	NEXT Financial Group Inc	4,010	$41K	0.0%	N/A	0.035%
10/19/2020	Capital Investment Advisory Services LLC	10,000	$101K	0.0%	N/A	0.086%
8/14/2020	Bank of America Corp DE	57,335	$540K	0.0%	+10.7%	0.494%
8/14/2020	Advisor Group Holdings Inc.	36,472	$344K	0.0%	-35.3%	0.314%
8/11/2020	UMA Financial Services Inc.	34,500	$338K	0.1%	N/A	0.297%
8/6/2020	Mid Atlantic Financial Management Inc. ADV	114,947	$1.08M	0.1%	+7.0%	0.989%
7/31/2020	SOL Capital Management CO	172,137	$1.62M	0.5%	+6.2%	1.481%
7/31/2020	UBS Group AG	4,678	$44K	0.0%	+53.0%	0.040%
7/28/2020	DAVENPORT & Co LLC	25,250	$238K	0.0%	N/A	0.217%
5/18/2020	RiverNorth Capital Management LLC	34,461	$274K	0.0%	N/A	0.297%
5/18/2020	Advisor Group Holdings Inc.	56,410	$449K	0.0%	N/A	0.485%
5/15/2020	Morgan Stanley	15,695	$125K	0.0%	+51.4%	0.135%
5/14/2020	Wells Fargo & Company MN	10,527	$84K	0.0%	-13.5%	0.091%
5/13/2020	Horizon Kinetics Asset Management LLC	33,751	$268K	0.0%	-15.9%	0.291%
5/13/2020	Lido Advisors LLC	17,112	$138K	0.0%	-37.2%	0.147%
5/11/2020	First Foundation Advisors	109,293	$868K	0.1%	-44.7%	0.941%
5/11/2020	Mid Atlantic Financial Management Inc. ADV	107,397	$853K	0.1%	+16.7%	0.924%
5/1/2020	Shaker Financial Services LLC	14,200	$113K	0.1%	N/A	0.122%
4/21/2020	Raymond James & Associates	23,555	$187K	0.0%	-6.1%	0.203%
2/17/2020	Ladenburg Thalmann Financial Services Inc.	9,000	$103K	0.0%	N/A	0.078%
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide!
2/14/2020	Bank of America Corp DE	49,434	$566K	0.0%	+2.6%	0.426%

(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, 24 institutional investors and hedge funds held shares of PCM Fund. The most heavily invested institutionals were Foundations Investment Advisors LLC ($2.94M), NewEdge Advisors LLC ($1.26M), Financial Advocates Investment Management ($1.21M), SOL Capital Management CO ($1.06M), Commonwealth Equity Services LLC ($571K), Osaic Holdings Inc. ($550K), and Advisor Group Holdings Inc. ($479K).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 17 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), Financial Advocates Investment Management ($145.55K), Atria Wealth Solutions Inc. ($31.24K), Atomi Financial Group Inc. ($28.71K), Janney Montgomery Scott LLC ($26.59K), Susquehanna International Group LLP ($20.17K), and Bank of America Corp DE ($19.26K).

How much institutional buying is happening at PCM Fund?: Institutional investors have bought a total of 710,469 shares in the last 24 months. This purchase volume represents approximately $6.37M in transactions.
Which PCM Fund major shareholders have been selling company stock?: Of the 14 institutional investors that sold PCM Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Foundation Advisors ($28.02K), SOL Capital Management CO ($18.35K), Bank of America Corp DE ($15.13K), Morgan Stanley ($10.80K), Raymond James & Associates ($5.82K), NewEdge Advisors LLC ($3.60K), and LPL Financial LLC ($3.09K).
How much institutional selling is happening at PCM Fund?: Institutional investors have sold a total of 98,903 shares in the last 24 months. This volume of shares sold represents approximately $880.63K in transactions.

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This page (NYSE:PCM) was last updated on 4/18/2024 by MarketBeat.com Staff

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PCM Fund (PCM) Institutional Ownership

PCM Institutional Buying and Selling by Quarter

PCM Fund Major Shareholders & Ownership History

PCM Institutional Ownership - Frequently Asked Questions

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PCM Fund (PCM) Institutional Ownership

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

PCM Institutional Buying and Selling by Quarter

PCM Fund Major Shareholders & Ownership History

PCM Institutional Ownership - Frequently Asked Questions