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PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

PIMCO California Municipal Income Fund logo
$8.32 +0.07 (+0.79%)
Closing price 08/1/2025 03:58 PM Eastern
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$8.32 0.00 (0.00%)
As of 08/1/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO California Municipal Income Fund (NYSE:PCQ)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$12.22M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.18M
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PCQ Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/29/2025 Level Wealth Management LLC38,713$333K0.2%N/A0.000%
7/25/2025 Ackerman Capital Advisors LLC12,219$105K0.0%-11.1%0.000%
7/24/2025 Williams & Novak LLC288,755$2.48M2.1%+39.3%0.000%
7/23/2025 Matisse Capital151,306$1.30M0.6%+106.0%0.000%
7/21/2025 Catalina Capital Group LLC12,642$109K0.1%N/A0.000%
7/18/2025 PFG Investments LLC29,999$258K0.0%-18.1%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC12,000$104K0.0%N/A0.000%
5/16/2025AQR Arbitrage LLC40,860$362K0.0%N/A0.000%
5/16/2025Advisors Asset Management Inc.555,038$4.91M0.1%+5.3%0.000%
5/16/2025Almitas Capital LLC204,489$1.81M0.6%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.33,783$299K0.0%N/A0.000%
5/12/2025Wolverine Asset Management LLC36,757$325K0.0%+618.5%0.000%
5/9/2025 Ackerman Capital Advisors LLC13,750$122K0.0%N/A0.000%
5/8/2025First Foundation Advisors59,311$525K0.0%-18.7%0.000%
5/7/2025Fiera Capital Corp199,609$1.77M0.0%-7.0%0.000%
5/6/2025Cetera Investment Advisers20,897$185K0.0%-11.4%0.000%
5/6/2025Wedbush Securities Inc.32,062$284K0.0%+10.4%0.000%
5/6/2025Readystate Asset Management LP43,153$382K0.0%+21.3%0.000%
4/29/2025Bank of New York Mellon Corp74,968$663K0.0%+39.6%0.000%
4/29/2025 Davidson Trust Co.26,140$231K0.1%-30.2%0.000%
4/24/2025 Matisse Capital73,452$650K0.3%+2.4%0.000%
4/22/2025 PFG Investments LLC36,644$324K0.0%-14.0%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.327,724$2.90M0.1%+15.6%0.000%
2/17/2025Saba Capital Management L.P.16,627$150K0.0%N/A0.000%
2/17/2025Nomura Holdings Inc.30,000$271K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC115,951$1.05M0.4%+11.6%0.000%
2/17/2025Citadel Advisors LLC27,985$253K0.0%N/A0.000%
2/17/2025Bank of America Corp DE3,804$34K0.0%-91.3%0.000%
2/14/2025Capital Analysts LLC3,409$31K0.0%-46.9%0.000%
2/13/2025Guggenheim Capital LLC361,627$3.27M0.0%-13.8%0.000%
2/13/2025Wedbush Securities Inc.29,044$263K0.0%+12.3%0.000%
2/13/2025Wells Fargo & Company MN16,740$151K0.0%-87.9%0.000%
2/11/2025LPL Financial LLC99,513$900K0.0%+2.7%0.000%
2/10/2025Advisors Asset Management Inc.527,275$4.77M0.1%+30.5%0.000%
2/4/2025Bank of New York Mellon Corp53,691$485K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC5,116$46K0.0%-94.9%0.000%
1/31/2025 Atria Wealth Solutions Inc.13,350$121K0.0%-10.5%0.000%
1/23/2025 Williams & Novak LLC212,255$1.92M1.9%-1.2%0.000%
1/22/2025 PFG Investments LLC42,627$385K0.0%-4.4%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.283,541$2.56M0.1%+24.8%0.000%
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12/3/2024Rivernorth Capital Management LLC330,170$3.29M0.2%+40.3%0.000%
11/20/2024Morse Asset Management Inc13,684$136K0.0%N/A0.000%
11/20/2024Virtu Financial LLC25,075$250K0.0%N/A0.000%
11/15/2024Rivernorth Capital Management LLC330,170$3.29M0.2%+40.3%0.000%
11/15/2024Morse Asset Management Inc13,683$136K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.27,000$269K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.13,241$132K0.0%-68.1%0.000%
11/8/2024Advisors Asset Management Inc.404,092$4.03M0.1%+5.8%0.000%
11/4/2024Wolverine Asset Management LLC99,459$991K0.0%-20.4%0.000%
11/1/2024Fiera Capital Corp211,499$2.11M0.0%-3.8%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC11,000$110K0.0%-52.2%0.000%
10/24/2024 PFG Investments LLC44,579$444K0.0%-4.4%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.227,241$2.26M0.1%+22.0%0.000%
8/15/2024Logan Stone Capital LLC122,369$1.15M0.3%+9.8%0.000%
8/12/2024Mercer Global Advisors Inc. ADV12,172$115K0.0%N/A0.000%
8/7/2024Wedbush Securities Inc.21,841$206K0.0%+22.5%0.000%
8/2/2024Wolverine Asset Management LLC124,909$1.18M0.0%-6.5%0.000%
8/1/2024Fiera Capital Corp219,837$2.07M0.0%-33.2%0.000%
7/26/2024 Ackerman Capital Advisors LLC40,692$383K0.1%-21.2%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.186,292$1.76M0.1%+80.1%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC23,000$217K0.0%+12.2%0.000%
7/15/2024 Melfa Wealth Management Inc.148,647$1.40M1.0%-1.1%0.000%
5/14/2024Advisors Asset Management Inc.287,719$2.69M0.1%+26.4%0.000%
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%
4/17/2024Hennion & 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%
2/8/2024Fiera 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%
11/8/2023 Atria 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%
10/27/2023Hennion & Walsh Asset Management Inc.13,099$109K0.0%N/A0.000%
10/27/2023Financial Advocates Investment Management20,200$168K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC25,266$211K0.0%-6.0%0.000%
10/11/2023Geneos Wealth Management Inc.3,700$31K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC604,762$5.93M0.3%+26.7%0.000%
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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%
8/3/2023 Atria 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%
(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, 46 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($4.91M), Rivernorth Capital Management LLC ($3.29M), Guggenheim Capital LLC ($3.27M), Hennion & Walsh Asset Management Inc. ($2.90M), Williams & Novak LLC ($2.48M), Dynamic Advisor Solutions LLC ($2.00M), and Almitas Capital LLC ($1.81M).Learn more on PIMCO California Municipal Income Fund's institutional investors.

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

Of the 38 institutional investors that purchased PIMCO California Municipal Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($387.76K), Rivernorth Capital Management LLC ($317.26K), Hennion & Walsh Asset Management Inc. ($307.92K), Williams & Novak LLC ($296.26K), Advisors Asset Management Inc. ($265.57K), Dynamic Advisor Solutions LLC ($214.76K), and Almitas Capital LLC ($204.49K).

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

Institutional investors have bought a total of 1,337,665 shares in the last 24 months. This purchase volume represents approximately $12.22M in transactions.

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

Of the 15 institutional investors that sold PIMCO California Municipal Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($121.52K), Wolverine Asset Management LLC ($119.79K), Guggenheim Capital LLC ($58.13K), Bank of America Corp DE ($39.88K), Landscape Capital Management L.L.C. ($28.26K), Fiera Capital Corp ($23.26K), and PFG Investments LLC ($16.62K).

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

Institutional investors have sold a total of 455,713 shares in the last 24 months. This volume of shares sold represents approximately $4.18M in transactions.


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This page (NYSE:PCQ) was last updated on 8/4/2025 by MarketBeat.com Staff
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