Go Pro

Pcm Fund (PCM) Institutional Ownership

Pcm Fund logo
$5.58 +0.01 (+0.09%)
Closing price 07/24/2026 03:57 PM Eastern
Extended Trading
$5.57 0.00 (-0.09%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
10.26%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$4.19M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.41M
Get PCM Insider Trade Alerts

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

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
7/7/2026 CoreCap Advisors LLC8,665$48K0.0%-17.8%0.070%
6/3/2026NewEdge Advisors LLC78,595$449K0.0%-10.8%0.636%
5/19/2026NewEdge Advisors LLC78,595$449K0.0%-10.8%0.636%
5/18/2026Rivernorth Capital Management LLC479,504$2.74M0.1%+59.3%3.883%
5/2/2026Arlington Capital Management Inc.57,488$328K0.2%N/A0.465%
2/18/2026NewEdge Advisors LLC88,145$541K0.0%-2.3%0.723%
2/18/2026Rivernorth Capital Management LLC301,070$1.85M0.1%N/A2.470%
2/17/2026Guggenheim Capital LLC289,786$1.78M0.0%+33.4%2.377%
2/16/2026Landscape Capital Management L.L.C.87,509$537K0.0%-13.0%0.718%
2/13/2026Kestra Advisory Services LLC34,637$213K0.0%+65.2%0.284%
2/12/2026StoneX Group Inc.10,952$68K0.0%N/A0.090%
2/11/2026Everett Harris & Co. CA13,076$80K0.0%N/A0.107%
2/11/2026LPL Financial LLC308,436$1.89M0.0%+6.7%2.531%
2/10/2026Concord Investment Counsel Inc.74,692$459K0.1%-24.8%0.613%
2/9/2026Integrity Advisory Solutions LLC13,577$83K0.0%N/A0.111%
1/20/2026Sovran Advisors LLC71,738$440K0.0%-19.0%0.588%
11/17/2025NewEdge Advisors LLC90,245$606K0.0%-4.5%0.740%
11/17/2025Bank of America Corp DE8,571$58K0.0%-19.3%0.070%
11/14/2025Scotia Capital Inc.13,784$92K0.0%N/A0.113%
11/13/2025Landscape Capital Management L.L.C.100,588$675K0.0%-57.0%0.825%
11/4/2025 Physician Wealth Advisors Inc.27,330$183K0.0%-15.5%0.224%
10/31/2025Sovran Advisors LLC88,609$553K0.0%+3.9%0.727%
8/14/2025NewEdge Advisors LLC94,545$598K0.0%-3.0%0.776%
8/12/2025Financial Advocates Investment Management69,242$438K0.0%-68.5%0.568%
5/16/2025NewEdge Advisors LLC97,445$629K0.0%-4.1%0.800%
5/15/2025Landscape Capital Management L.L.C.242,269$1.57M0.1%N/A1.988%
5/14/2025Ieq Capital LLC91,520$591K0.0%N/A0.751%
5/6/2025Arlington Capital Management Inc.100,797$651K0.5%N/A0.827%
4/25/2025Sovran Advisors LLC84,712$514K0.1%+47.1%0.695%
4/23/2025SOL Capital Management CO11,150$72K0.0%-21.2%0.091%
2/17/2025Bank of America Corp DE12,415$96K0.0%-18.4%0.103%
2/14/2025Two Sigma Securities LLC19,743$152K0.0%N/A0.164%
2/13/2025NewEdge Advisors LLC101,645$783K0.0%-6.0%0.846%
2/13/2025Raymond James Financial Inc.17,803$137K0.0%N/A0.148%
2/10/2025Commonwealth Equity Services LLC47,760$368K0.0%-32.1%0.398%
2/6/2025Raymond James Financial Inc.17,803$137K0.0%N/A0.148%
1/29/2025Sovran Advisors LLC57,584$443K0.1%N/A0.479%
1/27/2025Financial Advocates Investment Management215,820$1.66M0.1%+10.8%1.797%
1/23/2025SOL Capital Management CO14,150$109K0.0%-37.1%0.118%
1/17/2025Janney Montgomery Scott LLC24,290$187K0.0%-10.5%0.202%
Universal basic income is not impossible. It exist (kind of) (Ad)

Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income Plan - direct ownership in 14 entities controlling U.S. pipelines, terminals, and processing plants, targeting 10% annually. The plan issues 42 payouts per year and is on pace to distribute $53 billion in 2025 - a record. The next distribution drops in days.tc pixel

See how to enroll in the Patriot Income Plan before the next payout
11/13/2024Horizon Kinetics Asset Management LLC40,252$322K0.0%+64.1%0.335%
10/25/2024Financial Advocates Investment Management194,870$1.56M0.1%+7.7%1.623%
8/16/2024NewEdge Advisors LLC127,445$946K0.0%-3.2%1.061%
8/2/2024Foundations Investment Advisors LLC12,372$92K0.0%-96.8%0.103%
7/29/2024Financial 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%
4/24/2024SOL Capital Management CO42,750$354K0.0%-67.8%0.356%
2/12/2024Focus Financial Network Inc. ADV10,443$84K0.0%N/A0.088%
2/8/2024Financial Advocates Investment Management152,553$1.21M0.1%+19.7%1.285%
2/8/2024Foundations Investment Advisors LLC364,632$2.94M0.1%+18.1%3.072%
1/25/2024SOL Capital Management CO132,750$1.06M0.1%-4.8%1.118%
11/9/2023Atomi Financial Group Inc.28,710$256K0.1%N/A0.242%
10/27/2023Financial Advocates Investment Management127,444$1.13M0.1%+9.6%1.074%
10/19/2023SOL Capital Management CO139,400$1.24M0.2%-1.1%1.174%
10/5/2023Foundations Investment Advisors LLC308,860$2.75M0.1%+15.8%2.602%
7/25/2023Raymond James & Associates24,937$240K0.0%-18.9%0.210%
7/19/2023Foundations Investment Advisors LLC266,772$2.57M0.1%N/A2.247%
6/14/2023Atria Wealth Solutions Inc.31,237$266K0.0%N/A0.263%
5/11/2023Financial Advocates Investment Management109,252$920K0.1%+69.7%0.920%
1/24/2023SOL Capital Management CO143,400$1.13M0.2%-4.7%1.231%
11/15/2022Financial Advocates Investment Management50,093$400K0.0%+30.4%0.430%
10/25/2022Janney Montgomery Scott LLC26,590$212K0.0%N/A0.228%
10/25/2022Raymond James & Associates29,589$236K0.0%+5.7%0.254%
8/13/2022NewEdge Advisors LLC136,245$1.26M0.0%-2.6%1.169%
8/12/2022First Foundation Advisors30,877$286K0.0%-6.0%0.265%
8/12/2022Financial Advocates Investment Management38,419$355K0.0%+68.2%0.330%
8/5/2022Horizon Kinetics Asset Management LLC25,095$232K0.0%-4.4%0.215%
8/2/2022UMA Financial Services Inc.32,330$319K0.1%-6.3%0.278%
7/21/2022SOL Capital Management CO150,400$1.39M0.3%-1.4%1.291%
5/11/2022Financial Advocates Investment Management22,841$233K0.0%N/A0.196%
5/5/2022First Foundation Advisors32,845$334K0.0%-44.2%0.282%
5/4/2022Advisor Group Holdings Inc.46,444$473K0.0%-5.8%0.399%


PCM Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of Pcm Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($2.74M), LPL Financial LLC ($1.89M), Guggenheim Capital LLC ($1.78M), Ieq Capital LLC ($591K), Landscape Capital Management L.L.C. ($537K), Concord Investment Counsel Inc. ($459K), and NewEdge Advisors LLC ($449K).Learn more on Pcm Fund's institutional investors.

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

Of the 16 institutional investors that purchased Pcm Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rivernorth Capital Management LLC ($479.50K), Landscape Capital Management L.L.C. ($242.27K), Arlington Capital Management Inc. ($158.29K), Ieq Capital LLC ($91.52K), Sovran Advisors LLC ($88.07K), Guggenheim Capital LLC ($72.48K), and Financial Advocates Investment Management ($40.90K).

Institutional investors have bought a total of 697,248 shares in the last 24 months. This purchase volume represents approximately $4.19M in transactions.

The following institutional investors have sold Pcm Fund stock in the last 24 months: Financial Advocates Investment Management ($150.49K), Landscape Capital Management L.L.C. ($146.63K), NewEdge Advisors LLC ($28.40K), Concord Investment Counsel Inc. ($24.69K), Sovran Advisors LLC ($16.87K), Physician Wealth Advisors Inc. ($5K), and Bank of America Corp DE ($2.05K).

Institutional investors have sold a total of 375,992 shares in the last 24 months. This volume of shares sold represents approximately $2.41M in transactions.



This page (NYSE:PCM) was last updated on 7/26/2026 by MarketBeat.com Staff.
From Our Partners