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PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

PIMCO California Municipal Income Fund logo
$8.57 -0.01 (-0.12%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$8.56 -0.01 (-0.06%)
As of 07/24/2026 04:10 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 PIMCO California Municipal Income Fund (NYSE:PCQ)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$57.84M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.68M
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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
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%
5/13/2026Cetera Investment Advisers14,754$127K0.0%-55.7%0.000%
5/1/2026Altium Capital Management LLC333,093$2.86M6.8%+28.6%0.000%
4/30/2026Granite Investment Partners LLC12,108$104K0.0%N/A0.000%
4/27/2026 PFG Investments LLC57,854$496K0.0%+51.8%0.000%
4/25/2026Seamount 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%
2/25/2026Sit 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%
2/18/2026Evolve Private Wealth LLC27,148$238K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC1,212,418$10.58M0.1%+21.3%0.000%
2/17/2026Almitas Capital LLC640,607$5.59M1.2%+318.7%0.000%
2/17/2026Cetera 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%
2/16/2026Landscape Capital Management L.L.C.37,587$328K0.0%+72.4%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.221,201$1.93M0.7%+1.1%0.000%
2/13/2026Smartleaf 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%
2/12/2026Commonwealth Equity Services LLC25,566$223K0.0%-20.1%0.000%
2/12/2026Bank of Montreal Can25,589$223K0.0%-22.2%0.000%
2/11/2026LPL Financial LLC283,236$2.47M0.0%+16.2%0.000%
2/11/2026Fiera Capital Corp337,290$2.95M0.0%-11.5%0.000%
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2/11/2026Ackerman Capital Advisors LLC60,251$526K0.1%+36.6%0.000%
2/11/2026Closed End Fund Advisors Inc.96,355$841K0.5%N/A0.000%
2/10/2026Pasadena Private Wealth LLC12,500$109K0.0%N/A0.000%
2/9/2026Blue Bell Private Wealth Management LLC28,713$251K0.0%+6.8%0.000%
2/6/2026Evoke Wealth LLC46,084$404K0.0%+6.5%0.000%
2/6/2026Altium Capital Management LLC259,092$2.26M8.9%N/A0.000%
2/5/2026Elyxium 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%
2/2/2026Wolverine 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%
1/16/2026Melfa 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%
1/13/2026Dakota 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%
11/17/2025Integrated Wealth Concepts LLC100,010$872K0.0%+352.6%0.000%
11/17/2025City 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%
11/13/2025Landscape Capital Management L.L.C.21,804$190K0.0%+79.9%0.000%
11/13/2025Tortoise Investment Management LLC6,264$55K0.0%N/A0.000%
11/13/2025UBS Group AG183,355$1.60M0.0%+1,091.7%0.000%
11/12/2025Intellectus Partners LLC36,072$316K0.1%N/A0.000%
11/10/2025MAI Capital Management12,100$106K0.0%+137.3%0.000%
11/7/2025Fiera Capital Corp380,939$3.32M0.0%+91.9%0.000%
11/6/2025Wedbush 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%
10/29/2025Matisse Capital920,318$8.03M3.6%+508.2%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC29,244$256K0.0%+143.7%0.000%
10/28/2025Wolverine Asset Management LLC41,969$366K0.0%N/A0.000%
10/28/2025Melfa 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%
10/22/2025Ackerman 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%
10/22/2025Blue Bell Private Wealth Management LLC26,882$234K0.0%+411.9%0.000%
10/22/2025D.A. Davidson & CO.14,364$125K0.0%N/A0.000%
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10/20/2025Pure Financial Advisors LLC12,379$108K0.0%N/A0.000%
10/17/2025Permanent 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%
8/15/2025Bank of America Corp DE9,854$85K0.0%-64.3%0.000%
8/15/2025AQR Arbitrage LLC25,397$217K0.0%-37.8%0.000%
8/14/2025Jane Street Group LLC13,090$112K0.0%N/A0.000%
8/13/2025Baird Financial Group Inc.10,100$87K0.0%N/A0.000%


PCQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 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 72 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 6,635,218 shares in the last 24 months. This purchase volume represents approximately $57.84M 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. ($364.25K), Williams & Novak LLC ($77.15K), Almitas Capital LLC ($62.36K), Cetera Investment Advisers ($61.21K), and Fiera Capital Corp ($43.65K).

Institutional investors have sold a total of 1,573,238 shares in the last 24 months. This volume of shares sold represents approximately $13.68M in transactions.



This page (NYSE:PCQ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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