Free Trial
→ Melting The Gods (From Porter & Company) (Ad)tc pixel Free PCQ Stock Alerts

PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

PIMCO California Municipal Income Fund logo
$7.84 +0.16 (+2.07%)
As of 10/15/2026 04:00 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$69.08M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$12.33M
Get PCQ Insider Trade Alerts

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

Subscribe Now
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

PCQ Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Williams & Novak Wealth Management LLC476,148$3.67M2.2%+30.4%0.000%
10/1/2026 Noble Wealth Management PBC10,933$84K0.0%-19.9%0.000%
9/9/2026Tortoise Investment Management LLC13,864$124K0.0%N/A0.000%
9/9/2026Robinson Capital Management LLC637,256$5.72M2.5%+8.5%0.000%
9/9/2026Integrated Wealth Concepts LLC78,189$701K0.0%-4.8%0.000%
9/9/2026Baird Financial Group Inc.84,115$755K0.0%+22.8%0.000%
8/26/2026HighTower Advisors LLC27,574$247K0.0%+161.0%0.000%
8/20/2026Susquehanna International Group LLP17,838$160K0.0%N/A0.000%
8/20/2026Rivernorth Capital Management LLC2,575,012$23.10M1.1%+2.5%0.000%
8/20/2026Wedbush Securities Inc.88,333$792K0.0%+11.9%0.000%
8/18/2026Beacon Pointe Advisors LLC42,030$377K0.0%N/A0.000%
8/17/2026Capstone Investment Advisors LLC71,579$642K0.0%N/A0.000%
8/17/2026Almitas Capital LLC710,604$6.37M1.5%N/A0.000%
8/17/2026Pure Financial Advisors LLC12,379$111K0.0%N/A0.000%
8/17/2026Bank of America Corp DE114,175$1.02M0.0%N/A0.000%
8/15/2026Western Wealth Management LLC19,591$176K0.0%N/A0.000%
8/12/2026Evolve Private Wealth LLC22,237$200K0.0%N/A0.000%
8/11/2026Pasadena Private Wealth LLC12,500$112K0.0%N/A0.000%
8/7/2026Tortoise Investment Management LLC13,864$124K0.0%N/A0.000%
8/6/2026Bank of New York Mellon Corp246,042$2.21M0.0%N/A0.000%
7/9/2026Hennion & Walsh Asset Management Inc.538,721$4.83M0.1%-22.0%0.000%
7/8/2026Williams & 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%
4/27/2026PFG Investments LLC57,854$496K0.0%+51.8%0.000%
4/25/2026Seamount Financial Group Inc.14,436$124K0.1%N/A0.000%
4/18/2026Riverbridge 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%
Financial legend: “This is bad, really bad...” (Ad)

Dr. Martin D. Weiss has publicly predicted six major American financial crashes over his 55-year career leading Weiss Ratings, the only conflict-free rating agency in the US. Now he says a $3 trillion problem could trigger a chain reaction of crashes and failures, causing a global freeze in financial markets.tc pixel

See Dr. Weiss's full warning before the next crisis hits.
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%
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%
2/5/2026Williams & 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%
1/26/2026PFG Investments LLC38,106$333K0.0%+28.1%0.000%
1/23/2026Farther Finance Advisors LLC6,464$56K0.0%+107.6%0.000%
1/21/2026Sowell 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%
1/14/2026Hennion & 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%
1/13/2026Riverbridge 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%
Bezos… DOOMED (Ad)

A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X combined - aimed at the $25 trillion AI industry. James Altucher says the plan could cut Amazon out of the AI race and disrupt Blue Origin, with a key deadline landing December 8th.tc pixel

Watch James Altucher's free video breakdown before the December 8th deadline.
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%
11/5/2025J.W. Cole Advisors Inc.12,524$109K0.0%N/A0.000%
11/4/2025Abound Financial LLC13,036$114K0.0%N/A0.000%
11/4/2025Core Wealth Partners LLC163,683$1.43M0.7%+371.8%0.000%
11/3/2025Golden State Wealth Management LLC3,061$27K0.0%N/A0.000%


PCQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 86 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($23.10M), Guggenheim Capital LLC ($10.58M), Advisors Asset Management Inc. ($8.07M), Matisse Capital ($8.03M), Almitas Capital LLC ($6.37M), Saba Capital Management L.P. ($5.94M), and Robinson Capital Management LLC ($5.72M).Learn more on PIMCO California Municipal Income Fund's institutional investors.

Of the 77 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: Almitas Capital LLC ($1.40M), Advisors Asset Management Inc. ($906.36K), Matisse Capital ($848.61K), Hennion & Walsh Asset Management Inc. ($828.21K), Verition Fund Management LLC ($460.87K), Rivernorth Capital Management LLC ($386.37K), and Altium Capital Management LLC ($333.09K).

Institutional investors have bought a total of 7,895,021 shares in the last 24 months. This purchase volume represents approximately $69.08M in transactions.

Of the 18 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 1,416,399 shares in the last 24 months. This volume of shares sold represents approximately $12.33M in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street’s giving up on this trade. I’m not.
Major banks have slashed their gold price targets - Morgan Stanley to $4450, JPMorgan to $4500 - after predict...
Traders Agency | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
On Oct 15, AI Could Make Life Very Strange in America
Wall Street veteran Marc Chaikin, who called the 2020 market crash, says a major shift could unfold starting O...
Chaikin Analytics | Sponsoredtc pixel
Trump’s issues shocking Executive Order on U.S. Dollar
Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered....
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your Social Security check is scheduled for a 22% cut
The U.S. now borrows money just to pay interest on money it already borrowed, a pattern economists call a debt...
American Alternative | Sponsoredtc pixel
Undiscovered Sub-$1 Gold-Silver Royalty Stock Takes Flight
A small-cap gold and silver royalty company is generating record revenue from producing mines, yet shares stil...
Digest Publishing | Sponsoredtc pixel
My biggest prediction yet?!
James Altucher called Facebook's rise past 100 billion dollars in 2007 and Apple's run to a trillion years lat...
Paradigm Press | Sponsoredtc pixel