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

PIMCO New York Municipal Income Fund II logo
$6.10 +0.05 (+0.74%)
As of 10:46 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for PIMCO New York Municipal Income Fund II (NYSE:PNI)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$26.14M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$140.31K
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PNI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026CoreCap Advisors LLC4,300$26K0.0%N/A0.000%
10/1/2026 Noble Wealth Management PBC18,113$111K0.0%-18.1%0.000%
9/9/2026Robinson Capital Management LLC389,726$2.76M1.2%+36.3%0.000%
8/20/2026Rivernorth Capital Management LLC1,044,735$7.41M0.4%-1.2%0.000%
8/18/2026Beacon Pointe Advisors LLC10,531$75K0.0%N/A0.000%
8/17/2026Almitas Capital LLC467,432$3.31M0.8%N/A0.000%
8/17/2026Bank of America Corp DE114,503$812K0.0%N/A0.000%
8/11/2026Beckerman Institutional LLC75,711$537K0.3%N/A0.000%
8/6/2026Focus Partners Advisor Solutions LLC29,202$207K0.0%N/A0.000%
7/9/2026Hennion & 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%
5/19/2026Bank of America Corp DE89,559$613K0.0%N/A0.000%
5/18/2026Rivernorth Capital Management LLC1,057,865$7.25M0.4%N/A0.000%
5/16/2026Saba Capital Management L.P.434,145$2.97M0.1%N/A0.000%
5/16/2026Whitebox Advisors LLC387,958$2.66M0.0%N/A0.000%
5/14/2026Lido Advisors LLC97,691$672K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers48,557$333K0.0%N/A0.000%
5/5/2026Bank of New York Mellon Corp154,901$1.06M0.0%N/A0.000%
5/4/2026Beckerman Institutional LLC75,711$519K0.3%N/A0.000%
5/2/2026International Assets Investment Management LLC7,538$52K0.0%N/A0.000%
4/23/2026Catalina Capital Group LLC26,206$180K0.1%N/A0.000%
4/21/2026Maltin Wealth Management Inc.21,924$150K0.1%N/A0.000%
4/20/2026Dopkins Wealth Management LLC28,646$196K0.1%N/A0.000%
4/18/2026Riverbridge Partners LLC223,261$1.53M0.0%+10.2%0.000%
2/13/2026Karpus Management Inc.654,456$4.51M0.9%+23.8%0.000%
1/13/2026Riverbridge Partners LLC202,579$1.40M0.0%+50.1%0.000%
10/22/2025Geneos Wealth Management Inc.9,732$68K0.0%N/A0.000%
10/22/2025Hennion & Walsh Asset Management Inc.417,718$2.90M0.1%+189.7%0.000%
10/14/2025Riverbridge Partners LLC134,993$938K0.0%+20.1%0.000%
10/14/2025Dopkins Wealth Management LLC28,646$199K0.1%+83.8%0.000%
8/15/2025Bank of America Corp DE27,019$182K0.0%-36.8%0.000%
8/14/2025Whitebox Advisors LLC46,192$310K0.0%N/A0.000%
8/13/2025Thomas J. Herzfeld Advisors Inc.48,376$325K0.1%N/A0.000%
8/13/2025Baird Financial Group Inc.17,380$117K0.0%N/A0.000%
8/13/2025Guggenheim Capital LLC246,809$1.66M0.0%+10.3%0.000%
8/5/2025Beckerman Institutional LLC57,744$388K0.3%+47.7%0.000%
8/1/2025Envestnet Asset Management Inc.11,821$79K0.0%N/A0.000%
7/31/2025Focus Partners Advisor Solutions LLC16,141$108K0.0%N/A0.000%
7/23/2025Matisse Capital257,835$1.73M0.8%+3.1%0.000%
7/21/2025Catalina Capital Group LLC14,950$100K0.1%N/A0.000%
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7/15/2025Riverbridge 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%
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%
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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%
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%


PNI Institutional Ownership - Frequently Asked Questions

During the previous two years, 37 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), Robinson Capital Management LLC ($2.76M), Whitebox Advisors LLC ($2.66M), and Hennion & Walsh Asset Management Inc. ($2.55M).Learn more on PIMCO New York Municipal Income Fund II's institutional investors.

Of the 37 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 3,791,523 shares in the last 24 months. This purchase volume represents approximately $26.14M 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), Noble Wealth Management PBC ($4.01K), and Hennion & Walsh Asset Management Inc. ($3.24K).

Institutional investors have sold a total of 20,382 shares in the last 24 months. This volume of shares sold represents approximately $140.31K 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 10/8/2026. New 13F filings are added each quarter as they're published.
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