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PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

PIMCO California Municipal Income Fund logo
$8.83 0.00 (0.00%)
As of 11:01 AM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$58.84M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.56M
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PCQ Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Evolve Private Wealth LLC22,237$200K0.0%N/A0.000%
8/11/2026 Pasadena Private Wealth LLC12,500$112K0.0%N/A0.000%
8/7/2026 Tortoise Investment Management LLC13,864$124K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp246,042$2.21M0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.538,721$4.83M0.1%-22.0%0.000%
7/8/2026 Williams & Novak LLC365,198$3.28M2.2%-9.5%0.000%
6/18/2026Western Wealth Management LLC28,416$244K0.0%N/A0.000%
5/19/2026Western Wealth Management LLC28,416$244K0.0%N/A0.000%
5/19/2026Bank of America Corp DE101,671$872K0.0%-5.5%0.000%
5/18/2026Rivernorth Capital Management LLC2,512,000$21.55M1.1%+2.7%0.000%
5/18/2026Royal Bank of Canada31,610$271K0.0%-18.6%0.000%
5/16/2026Saba Capital Management L.P.692,065$5.94M0.2%-39.1%0.000%
5/16/2026Whitebox Advisors LLC284,471$2.44M0.0%+45.5%0.000%
5/13/2026 Cetera Investment Advisers14,754$127K0.0%-55.7%0.000%
5/1/2026 Altium Capital Management LLC333,093$2.86M6.8%+28.6%0.000%
4/30/2026 Granite Investment Partners LLC12,108$104K0.0%N/A0.000%
4/27/2026 PFG Investments LLC57,854$496K0.0%+51.8%0.000%
4/25/2026 Seamount Financial Group Inc.14,436$124K0.1%N/A0.000%
4/18/2026 Riverbridge Partners LLC161,861$1.39M0.0%+10.8%0.000%
3/17/2026Rockefeller Capital Management L.P.136,497$1.19M0.0%+8.2%0.000%
2/27/2026Financially in Tune LLC29,980$262K0.2%N/A0.000%
2/25/2026 Sit Investment Associates Inc.391,540$3.42M0.1%+28.7%0.000%
2/18/2026XTX Topco Ltd30,102$263K0.0%+103.0%0.000%
2/18/2026Saba Capital Management L.P.1,136,571$9.92M0.3%+5.3%0.000%
2/18/2026Readystate Asset Management LP36,457$318K0.0%N/A0.000%
2/18/2026Rivernorth Capital Management LLC2,447,062$21.36M1.0%+2.9%0.000%
2/18/2026 Evolve Private Wealth LLC27,148$238K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC1,212,418$10.58M0.1%+21.3%0.000%
2/17/2026Almitas Capital LLC640,607$5.59M1.2%+318.7%0.000%
2/17/2026 Cetera Investment Advisers33,268$290K0.0%-55.1%0.000%
2/17/2026Osaic Holdings Inc.34,168$298K0.0%-12.8%0.000%
2/17/2026Royal Bank of Canada38,821$339K0.0%+4.1%0.000%
2/16/2026Verition Fund Management LLC460,872$4.02M0.0%+195.1%0.000%
2/16/2026 Landscape Capital Management L.L.C.37,587$328K0.0%+72.4%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.221,201$1.93M0.7%+1.1%0.000%
2/13/2026 Smartleaf Asset Management LLC3,120$27K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN140,914$1.23M0.0%-0.8%0.000%
2/12/2026Advisors Asset Management Inc.924,224$8.07M0.1%-20.3%0.000%
2/12/2026Jane Street Group LLC96,764$845K0.0%N/A0.000%
2/12/2026HRT Financial LP32,913$287K0.0%+85.3%0.000%
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2/12/2026 Commonwealth Equity Services LLC25,566$223K0.0%-20.1%0.000%
2/12/2026 Bank of Montreal Can25,589$223K0.0%-22.2%0.000%
2/11/2026 LPL Financial LLC283,236$2.47M0.0%+16.2%0.000%
2/11/2026 Fiera Capital Corp337,290$2.95M0.0%-11.5%0.000%
2/11/2026 Ackerman Capital Advisors LLC60,251$526K0.1%+36.6%0.000%
2/11/2026 Closed End Fund Advisors Inc.96,355$841K0.5%N/A0.000%
2/10/2026 Pasadena Private Wealth LLC12,500$109K0.0%N/A0.000%
2/9/2026 Blue Bell Private Wealth Management LLC28,713$251K0.0%+6.8%0.000%
2/6/2026 Evoke Wealth LLC46,084$404K0.0%+6.5%0.000%
2/6/2026 Altium Capital Management LLC259,092$2.26M8.9%N/A0.000%
2/5/2026 Elyxium Wealth LLC4,947$43K0.0%N/A0.000%
2/5/2026 Williams & Novak LLC418,355$3.65M2.7%-8.5%0.000%
2/3/2026Morse Asset Management Inc17,235$150K0.0%+79.5%0.000%
2/2/2026 Wolverine Asset Management LLC88,740$775K0.0%+111.4%0.000%
1/26/2026 PFG Investments LLC38,106$333K0.0%+28.1%0.000%
1/23/2026 Farther Finance Advisors LLC6,464$56K0.0%+107.6%0.000%
1/21/2026 Sowell Financial Services LLC20,900$182K0.0%-29.6%0.000%
1/16/2026 Melfa Wealth Management Inc.200,176$1.75M1.0%+12.7%0.000%
1/16/2026Catalina Capital Group LLC32,684$285K0.2%+9.6%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.790,738$6.90M0.2%-25.4%0.000%
1/13/2026 Dakota Wealth Management35,685$312K0.0%+18.6%0.000%
1/13/2026 Riverbridge Partners LLC146,117$1.28M0.0%+44.9%0.000%
11/17/2025First Foundation Advisors32,796$286K0.0%-33.4%0.000%
11/17/2025Vivaldi Capital Management LP30,849$269K0.0%N/A0.000%
11/17/2025Whitebox Advisors LLC145,476$1.27M0.0%N/A0.000%
11/17/2025Verition Fund Management LLC156,194$1.36M0.0%N/A0.000%
11/17/2025Morse Asset Management Inc9,600$84K0.0%-43.7%0.000%
11/17/2025 Integrated Wealth Concepts LLC100,010$872K0.0%+352.6%0.000%
11/17/2025 City of London Investment Management Co. Ltd.201,590$1.76M0.1%N/A0.000%
11/17/2025Bank of America Corp DE99,848$871K0.0%+913.3%0.000%
11/17/2025Almitas Capital LLC152,998$1.33M0.3%-29.0%0.000%
11/14/2025Raymond James Financial Inc.59,349$518K0.0%N/A0.000%
11/13/2025 Landscape Capital Management L.L.C.21,804$190K0.0%+79.9%0.000%
11/13/2025 Tortoise Investment Management LLC6,264$55K0.0%N/A0.000%
11/13/2025UBS Group AG183,355$1.60M0.0%+1,091.7%0.000%
11/12/2025 Intellectus Partners LLC36,072$316K0.1%N/A0.000%
11/10/2025MAI Capital Management12,100$106K0.0%+137.3%0.000%
11/7/2025 Fiera Capital Corp380,939$3.32M0.0%+91.9%0.000%
11/6/2025 Wedbush Securities Inc.60,389$527K0.0%+68.8%0.000%
11/6/2025Advisors Asset Management Inc.1,160,051$10.12M0.2%+171.9%0.000%
11/5/2025 J.W. Cole Advisors Inc.12,524$109K0.0%N/A0.000%
11/4/2025Abound Financial LLC13,036$114K0.0%N/A0.000%
11/4/2025 Core Wealth Partners LLC163,683$1.43M0.7%+371.8%0.000%
11/3/2025 Golden State Wealth Management LLC3,061$27K0.0%N/A0.000%
10/30/2025 Williams & Novak LLC457,118$3.99M3.1%+58.3%0.000%
10/29/2025 Matisse Capital920,318$8.03M3.6%+508.2%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC29,244$256K0.0%+143.7%0.000%
10/28/2025 Wolverine Asset Management LLC41,969$366K0.0%N/A0.000%
10/28/2025 Melfa Wealth Management Inc.177,676$1.55M0.9%+19.7%0.000%
10/24/2025Catalina Capital Group LLC29,825$260K0.2%+135.9%0.000%
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10/22/2025 Ackerman Capital Advisors LLC44,117$385K0.1%+261.1%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.1,060,098$9.24M0.3%+184.0%0.000%
10/22/2025 Blue Bell Private Wealth Management LLC26,882$234K0.0%+411.9%0.000%
10/22/2025 D.A. Davidson & CO.14,364$125K0.0%N/A0.000%
10/20/2025Pure Financial Advisors LLC12,379$108K0.0%N/A0.000%
10/17/2025 Permanent Capital Management LP10,998$96K0.0%N/A0.000%
10/17/2025 Sowell Financial Services LLC29,686$259K0.0%N/A0.000%
10/14/2025 Farther Finance Advisors LLC3,114$27K0.0%+179.5%0.000%
10/14/2025 Riverbridge Partners LLC100,848$879K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.39,116$336K0.0%+29.9%0.000%


PCQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($21.55M), Guggenheim Capital LLC ($10.58M), Advisors Asset Management Inc. ($8.07M), Matisse Capital ($8.03M), Saba Capital Management L.P. ($5.94M), Almitas Capital LLC ($5.59M), and Hennion & Walsh Asset Management Inc. ($4.83M).Learn more on PIMCO California Municipal Income Fund's institutional investors.

Of the 71 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: Advisors Asset Management Inc. ($906.36K), Matisse Capital ($848.61K), Hennion & Walsh Asset Management Inc. ($828.21K), Almitas Capital LLC ($692.10K), Verition Fund Management LLC ($460.87K), Altium Capital Management LLC ($333.09K), and Rivernorth Capital Management LLC ($323.36K).

Institutional investors have bought a total of 6,739,020 shares in the last 24 months. This purchase volume represents approximately $58.84M in transactions.

Of the 17 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: Saba Capital Management L.P. ($444.51K), Hennion & Walsh Asset Management Inc. ($421.12K), Advisors Asset Management Inc. ($235.83K), Williams & Novak LLC ($77.15K), Almitas Capital LLC ($62.36K), Cetera Investment Advisers ($59.31K), and Fiera Capital Corp ($43.65K).

Institutional investors have sold a total of 1,442,920 shares in the last 24 months. This volume of shares sold represents approximately $12.56M in transactions.



Institutional ownership data for NYSE:PCQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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