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PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$23.05M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.34M
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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
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%
2/14/2024Royal Bank of Canada50,672$472K0.0%+10.2%0.000%
2/14/2024Creative Planning10,609$99K0.0%-36.7%0.000%
2/14/2024Nomura Holdings Inc.10,400$97K0.0%N/A0.000%
2/9/2024UBS Group AG25,245$235K0.0%-6.1%0.000%
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%
1/26/2024Williams & Novak LLC214,755$2.00M2.3%N/A0.000%
1/22/2024Regatta Capital Group LLC22,316$208K0.1%-14.9%0.000%
1/22/2024Melfa Wealth Management LLC159,229$1.48M1.4%+15.0%0.000%
1/19/2024Ackerman 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%
11/13/2023LPL Financial LLC213,272$1.78M0.0%+4.2%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%
11/8/2023HighTower Advisors LLC10,940$91K0.0%-26.8%0.000%
11/8/2023Atria Wealth Solutions Inc.13,950$117K0.0%-13.1%0.000%
10/30/2023Melfa Wealth Management LLC138,418$1.15M1.2%+152.9%0.000%
10/30/2023Regatta Capital Group LLC26,213$219K0.1%-21.8%0.000%
10/30/2023Ackerman 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%
8/21/2023Osaic Holdings Inc.95,753$938K0.0%+1.1%0.000%
8/15/2023Wells Fargo & Company MN10,946$107K0.0%-25.2%0.000%
8/15/2023Integrated Wealth Concepts LLC21,878$214K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC604,762$5.93M0.3%+26.7%0.000%
8/14/2023First Foundation Advisors72,949$715K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC385,379$3.78M0.0%+12.4%0.000%
8/10/2023Osaic Holdings Inc.95,753$938K0.0%+1.1%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%
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8/7/2023Wolverine Asset Management LLC104,971$1.03M0.0%+65.0%0.000%
8/3/2023Atria 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%
7/21/2023Ackerman Capital Advisors LLC286,598$2.81M0.7%-4.1%0.000%
7/18/2023Melfa Wealth Management LLC54,728$536K0.5%+267.4%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.56,014$549K0.0%+3.3%0.000%
5/17/2023Advisory Services Network LLC2,632$27K0.0%+76.5%0.000%
5/16/2023Susquehanna International Group LLP12,619$127K0.0%+20.5%0.000%
5/15/2023Cetera Investment Advisers43,828$442K0.0%-4.2%0.000%
5/12/2023Core Wealth Partners LLC34,695$350K0.4%N/A0.000%
5/11/2023Cerity Partners LLC25,000$252K0.0%N/A0.000%
5/11/2023Ackerman Capital Advisors LLC298,885$3.01M0.8%N/A0.000%
5/11/2023Guggenheim Capital LLC342,796$3.46M0.0%+31.2%0.000%
5/10/2023LPL Financial LLC137,666$1.39M0.0%+41.6%0.000%
5/10/2023Robinson Capital Management LLC180,508$1.80M0.8%N/A0.000%
5/8/2023Wolverine Asset Management LLC63,600$641K0.0%N/A0.000%
4/20/2023Melfa Wealth Management LLC14,898$150K0.1%N/A0.000%
4/11/2023 Mechanics Bank Trust Department10,100$102K0.0%-72.3%0.000%
2/16/2023Resurgent Financial Advisors LLC1,887$28K0.0%N/A0.000%
2/15/2023Morgan Stanley552,651$8.33M0.0%+0.7%0.000%
2/15/2023ICA Group Wealth Management LLC1,820$27K0.0%N/A0.000%
2/14/2023Susquehanna International Group LLP10,472$158K0.0%-28.7%0.000%
2/13/2023Wells Fargo & Company MN15,334$231K0.0%+13.1%0.000%
2/13/2023Atria Wealth Solutions Inc.50,745$778K0.0%-1.9%0.000%
2/10/2023Evoke Wealth LLC14,434$218K0.0%-24.0%0.000%
2/10/2023Advisor Group Holdings Inc.100,528$1.52M0.0%-4.6%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.53,823$811K0.0%+17.4%0.000%
2/8/2023Lincoln National Corp20,093$303K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC27,383$412K0.0%+9.9%0.000%
2/7/2023Regatta Capital Group LLC179,803$2.71M1.0%+21.3%0.000%
2/7/2023LPL Financial LLC97,221$1.47M0.0%+279.4%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC3,527$53K0.0%N/A0.000%
1/24/2023 Mechanics Bank Trust Department36,450$549K0.1%-12.3%0.000%
1/11/2023 EWG Elevate Inc.9,679$146K0.1%N/A0.000%
11/16/2022Gerber Kawasaki Wealth & Investment Management11,470$158K0.0%N/A0.000%
11/15/2022Commonwealth Equity Services LLC24,918$345K0.0%-16.1%0.000%
11/14/2022Royal Bank of Canada10,072$139K0.0%-25.8%0.000%
11/14/2022Guggenheim Capital LLC177,823$2.46M0.0%+39.6%0.000%
11/10/2022UBS Group AG27,238$377K0.0%+43.4%0.000%
11/7/2022D.A. Davidson & CO.15,177$210K0.0%-26.0%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.45,857$635K0.0%-10.7%0.000%
8/12/2022LPL Financial LLC25,624$395K0.0%-2.6%0.000%
8/11/2022Cetera Investment Advisers45,752$705K0.0%+2.2%0.000%
8/11/2022UBS Group AG18,991$293K0.0%-45.6%0.000%
8/9/2022Regatta Capital Group LLC22,008$339K0.2%-84.5%0.000%
7/28/2022D.A. Davidson & CO.20,513$316K0.0%-22.7%0.000%
7/19/2022Commonwealth Equity Services LLC29,690$457K0.0%+20.1%0.000%
7/13/2022 Mechanics Bank Trust Department41,050$633K0.1%+6.5%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.51,340$791K0.0%+3.7%0.000%
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6/7/2022Bank of America Corp DE9,675$152K0.0%+69.9%0.000%
5/17/2022Regatta Capital Group LLC142,165$2.23M0.8%+175.3%0.000%
5/17/2022Guggenheim Capital LLC81,372$1.28M0.0%+93.5%0.000%
5/13/2022Cetera Investment Advisers44,752$703K0.0%-3.4%0.000%
5/12/2022Beta Wealth Group Inc.120,812$1.90M1.3%+13.3%0.000%
5/12/2022D.A. Davidson & CO.26,525$416K0.0%+12.7%0.000%
5/12/2022Cambridge Investment Research Advisors Inc.49,499$777K0.0%-2.1%0.000%
5/10/2022Western Wealth Management LLC17,650$278K0.0%N/A0.000%
5/2/2022 Mechanics Bank Trust Department38,550$605K0.1%-22.0%0.000%
2/23/2022Regatta Capital Group LLC51,644$960K0.3%N/A0.000%
(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, 49 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund. The most heavily invested institutionals were Morgan Stanley ($8.33M), Rivernorth Capital Management LLC ($5.93M), Guggenheim Capital LLC ($3.78M), Fiera Capital Corp ($3.61M), Dynamic Advisor Solutions LLC ($2.00M), Williams & Novak LLC ($2.00M), and Beta Wealth Group Inc. ($1.90M).Learn more on PCQ's institutional investors.

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

Of the 44 institutional investors that purchased PIMCO California Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($387.76K), Ackerman Capital Advisors LLC ($298.89K), Robinson Capital Management LLC ($223.35K), Dynamic Advisor Solutions LLC ($214.76K), Williams & Novak LLC ($214.76K), Guggenheim Capital LLC ($213.94K), and LPL Financial LLC ($187.65K).

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

Institutional investors have bought a total of 2,816,744 shares in the last 24 months. This purchase volume represents approximately $29.19M in transactions.

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

Of the 19 institutional investors that sold PIMCO California Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ackerman Capital Advisors LLC ($177.50K), Regatta Capital Group LLC ($131.36K), Robinson Capital Management LLC ($75.07K), Mechanics Bank Trust Department ($42.35K), Atria Wealth Solutions Inc. ($37.80K), Wolverine Asset Management LLC ($19.73K), and Cetera Investment Advisers ($19.66K).

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

Institutional investors have sold a total of 580,159 shares in the last 24 months. This volume of shares sold represents approximately $6.58M in transactions.


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This page (NYSE:PCQ) was last updated on 4/19/2024 by MarketBeat.com Staff

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