Go Pro
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free PNI Stock Alerts

PIMCO New York Municipal Income Fund II (PNI) Institutional Ownership

PIMCO New York Municipal Income Fund II logo
$6.81 -0.02 (-0.29%)
As of 12:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for PIMCO New York Municipal Income Fund II (NYSE:PNI)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$25.38M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$115.80K
Get PNI Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO New York Municipal Income Fund II 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

PNI Institutional Buying and Selling by Quarter

PIMCO New York Municipal Income Fund II Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Rivernorth Capital Management LLC1,044,735$7.41M0.4%-1.2%0.000%
8/18/2026 Beacon Pointe Advisors LLC10,531$75K0.0%N/A0.000%
8/17/2026 Almitas Capital LLC467,432$3.31M0.8%N/A0.000%
8/17/2026 Bank of America Corp DE114,503$812K0.0%N/A0.000%
8/11/2026 Beckerman Institutional LLC75,711$537K0.3%N/A0.000%
8/6/2026 Focus Partners Advisor Solutions LLC29,202$207K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.360,151$2.55M0.1%-0.9%0.000%
7/1/2026 Noble Wealth Management PBC22,127$157K0.1%N/A0.000%
5/19/2026 Bank of America Corp DE89,559$613K0.0%N/A0.000%
5/18/2026 Rivernorth Capital Management LLC1,057,865$7.25M0.4%N/A0.000%
5/16/2026 Saba Capital Management L.P.434,145$2.97M0.1%N/A0.000%
5/16/2026 Whitebox Advisors LLC387,958$2.66M0.0%N/A0.000%
5/14/2026 Lido Advisors LLC97,691$672K0.0%N/A0.000%
5/13/2026 Cetera Investment Advisers48,557$333K0.0%N/A0.000%
5/5/2026 Bank of New York Mellon Corp154,901$1.06M0.0%N/A0.000%
5/4/2026 Beckerman Institutional LLC75,711$519K0.3%N/A0.000%
5/2/2026 International Assets Investment Management LLC7,538$52K0.0%N/A0.000%
4/23/2026Catalina Capital Group LLC26,206$180K0.1%N/A0.000%
4/21/2026 Maltin Wealth Management Inc.21,924$150K0.1%N/A0.000%
4/20/2026 Dopkins Wealth Management LLC28,646$196K0.1%N/A0.000%
4/18/2026 Riverbridge Partners LLC223,261$1.53M0.0%+10.2%0.000%
2/13/2026 Karpus Management Inc.654,456$4.51M0.9%+23.8%0.000%
1/13/2026 Riverbridge Partners LLC202,579$1.40M0.0%+50.1%0.000%
10/22/2025 Geneos Wealth Management Inc.9,732$68K0.0%N/A0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.417,718$2.90M0.1%+189.7%0.000%
10/14/2025 Riverbridge Partners LLC134,993$938K0.0%+20.1%0.000%
10/14/2025 Dopkins Wealth Management LLC28,646$199K0.1%+83.8%0.000%
8/15/2025 Bank of America Corp DE27,019$182K0.0%-36.8%0.000%
8/14/2025 Whitebox Advisors LLC46,192$310K0.0%N/A0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.48,376$325K0.1%N/A0.000%
8/13/2025 Baird Financial Group Inc.17,380$117K0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC246,809$1.66M0.0%+10.3%0.000%
8/5/2025 Beckerman Institutional LLC57,744$388K0.3%+47.7%0.000%
8/1/2025 Envestnet Asset Management Inc.11,821$79K0.0%N/A0.000%
7/31/2025 Focus Partners Advisor Solutions LLC16,141$108K0.0%N/A0.000%
7/23/2025 Matisse Capital257,835$1.73M0.8%+3.1%0.000%
7/21/2025Catalina Capital Group LLC14,950$100K0.1%N/A0.000%
7/15/2025 Riverbridge Partners LLC112,371$755K0.0%+3.9%0.000%
5/16/2025Almitas Capital LLC46,186$327K0.1%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.11,213$79K0.0%N/A0.000%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
5/13/2025Sit Investment Associates Inc.178,388$1.26M0.0%+38.9%0.000%
5/5/2025Blue Bell Private Wealth Management LLC7,110$50K0.0%+29.0%0.000%
5/5/2025Morse Asset Management Inc43,777$310K0.1%+7.4%0.000%
5/5/2025Beckerman Institutional LLC39,104$277K0.2%+72.2%0.000%
4/21/2025Riverbridge Partners LLC108,103$765K0.0%+9.3%0.000%
4/15/2025Noble Wealth Management PBC56,200$398K0.3%-9.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.106,173$752K0.0%-16.6%0.000%
2/17/2025Saba Capital Management L.P.246,868$1.77M0.0%+184.9%0.000%
2/17/2025Morse Asset Management Inc40,779$292K0.1%+77.2%0.000%
2/17/2025Logan Stone Capital LLC167,280$1.20M0.4%+81.5%0.000%
2/17/2025Bank of America Corp DE71,706$513K0.0%+241.1%0.000%
2/14/2025Lido Advisors LLC225,628$1.62M0.0%-5.6%0.000%
2/13/2025Guggenheim Capital LLC206,950$1.48M0.0%+6.2%0.000%
2/13/2025Raymond James Financial Inc.67,938$486K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.128,388$919K0.0%+84.1%0.000%
2/13/2025Wells Fargo & Company MN24,243$174K0.0%+39.4%0.000%
2/10/2025Commonwealth Equity Services LLC64,613$463K0.0%+250.1%0.000%
2/7/2025Blue Bell Private Wealth Management LLC5,510$39K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.67,938$486K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC62,325$446K0.3%N/A0.000%
2/3/2025Wolverine Asset Management LLC86,998$623K0.0%+33.2%0.000%
1/29/2025Beckerman Institutional LLC22,715$163K0.1%+49.2%0.000%
1/17/2025Riverbridge Partners LLC98,934$708K0.0%N/A0.000%
1/15/2025Hennion & Walsh Asset Management Inc.127,376$912K0.0%-39.9%0.000%
12/3/2024Rivernorth Capital Management LLC51,083$403K0.0%-82.3%0.000%
11/20/2024Morse Asset Management Inc23,012$182K0.0%N/A0.000%
11/15/2024Rivernorth Capital Management LLC51,083$403K0.0%-82.3%0.000%
11/15/2024Morse Asset Management Inc23,012$182K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.17,035$134K0.0%-16.7%0.000%
11/4/2024Wolverine Asset Management LLC65,307$515K0.0%+122.8%0.000%
11/1/2024Beckerman Institutional LLC15,227$120K0.1%N/A0.000%
10/28/2024Palumbo Wealth Management LLC61,780$487K0.2%N/A0.000%
10/23/2024Hennion & Walsh Asset Management Inc.211,829$1.67M0.1%+4.9%0.000%
8/15/2024Logan Stone Capital LLC82,576$612K0.2%+11.7%0.000%
8/2/2024Wolverine Asset Management LLC29,314$217K0.0%+365.4%0.000%
7/30/2024Matisse Capital128,524$952K0.5%+29.2%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.201,853$1.50M0.1%+1.7%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.198,422$1.47M0.1%+10.6%0.000%
2/8/2024Robinson Capital Management LLC164,128$1.24M0.4%N/A0.000%
2/8/2024Matisse Capital99,507$755K0.4%N/A0.000%
2/2/2024Herold Advisors Inc.14,902$113K0.0%+37.8%0.000%
11/13/2023Wolverine Asset Management LLC21,248$136K0.0%-38.1%0.000%
11/8/2023Landscape Capital Management L.L.C.11,081$71K0.0%N/A0.000%
10/30/2023Ackerman Capital Advisors LLC16,788$108K0.0%+28.7%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.173,286$1.11M0.1%-14.3%0.000%
10/24/2023Bank of New York Mellon Corp14,654$94K0.0%+25.2%0.000%
8/11/2023Guggenheim Capital LLC207,155$1.57M0.0%-14.5%0.000%
8/9/2023Robinson Capital Management LLC97,843$741K0.3%N/A0.000%
8/7/2023Wolverine Asset Management LLC34,315$260K0.0%+65.4%0.000%
7/21/2023Ackerman Capital Advisors LLC13,040$99K0.0%+14.0%0.000%
Buy this stock today (Ad)

Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7. One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race.tc pixel

Get the name, ticker, and full Hotlist before markets open
5/11/2023Ackerman Capital Advisors LLC11,435$88K0.0%N/A0.000%
5/11/2023Guggenheim Capital LLC242,145$1.87M0.0%+15.1%0.000%
5/10/2023Landscape Capital Management L.L.C.10,488$81K0.0%N/A0.000%
5/8/2023Wolverine Asset Management LLC20,747$160K0.0%N/A0.000%
4/20/2023Hennion & Walsh Asset Management Inc.179,630$1.39M0.1%-27.9%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.65,452$506K0.0%-4.3%0.000%
4/13/2023Focused Wealth Management Inc8,758$68K0.0%-47.1%0.000%
1/31/2023Melfa Wealth Management LLC61,620$490K0.5%N/A0.000%
1/13/2023Focused Wealth Management Inc16,550$132K0.0%N/A0.000%
1/12/2023Hennion & Walsh Asset Management Inc.249,039$1.98M0.1%+7.5%0.000%


PNI Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of PIMCO New York Municipal Income Fund II. The most heavily invested institutionals were Rivernorth Capital Management LLC ($7.41M), Karpus Management Inc. ($4.51M), Almitas Capital LLC ($3.31M), Saba Capital Management L.P. ($2.97M), Whitebox Advisors LLC ($2.66M), Hennion & Walsh Asset Management Inc. ($2.55M), and Matisse Capital ($1.73M).Learn more on PIMCO New York Municipal Income Fund II's institutional investors.

Of the 35 institutional investors that purchased PIMCO New York Municipal Income Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rivernorth Capital Management LLC ($1.06M), Saba Capital Management L.P. ($594.35K), Almitas Capital LLC ($513.62K), Whitebox Advisors LLC ($434.15K), Hennion & Walsh Asset Management Inc. ($283.51K), Bank of America Corp DE ($254.75K), and Riverbridge Partners LLC ($223.26K).

Institutional investors have bought a total of 3,683,379 shares in the last 24 months. This purchase volume represents approximately $25.38M in transactions.

The following institutional investors have sold PIMCO New York Municipal Income Fund II stock in the last 24 months: Rivernorth Capital Management LLC ($13.13K), and Hennion & Walsh Asset Management Inc. ($3.24K).

Institutional investors have sold a total of 16,368 shares in the last 24 months. This volume of shares sold represents approximately $115.80K in transactions.


Related Companies

Institutional ownership data for NYSE:PNI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | 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