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PIMCO California Municipal Income Fund III (PZC) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$8.08M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.35M
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PZC Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund III Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Raymond James Financial Inc.54,000$336K0.0%+9.8%0.000%
8/13/2025Guggenheim Capital LLC373,143$2.33M0.0%-9.4%0.000%
8/12/2025Advisors Asset Management Inc.411,887$2.57M0.0%-28.0%0.000%
8/6/2025Wedbush Securities Inc.12,034$75K0.0%-42.0%0.000%
8/5/2025Intellectus Partners LLC49,000$307K0.1%+11.4%0.000%
8/4/2025Wolverine Asset Management LLC56,733$353K0.0%-66.4%0.000%
7/23/2025Matisse Capital379,553$2.37M1.1%+2,458.8%0.000%
7/21/2025Catalina Capital Group LLC25,076$156K0.1%N/A0.000%
5/16/2025Advisors Asset Management Inc.572,282$3.73M0.1%+7.1%0.000%
5/16/2025Almitas Capital LLC23,415$153K0.1%N/A0.000%
5/15/2025Baird Financial Group Inc.34,928$228K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.114,280$745K0.1%+65.0%0.000%
5/12/2025Virtu Financial LLC17,555$114K0.0%+39.7%0.000%
5/12/2025Wolverine Asset Management LLC168,887$1.10M0.0%+35.3%0.000%
5/6/2025Cetera Investment Advisers34,335$224K0.0%+14.9%0.000%
4/29/2025Bank of New York Mellon Corp78,587$512K0.0%+117.2%0.000%
4/24/2025Matisse Capital14,833$97K0.1%N/A0.000%
4/23/2025Golden State Wealth Management LLC8,316$54K0.0%+100.0%0.000%
4/17/2025Sowell Financial Services LLC17,381$113K0.0%N/A0.000%
4/10/2025Hennion & Walsh Asset Management Inc.403,691$2.63M0.1%+2.2%0.000%
2/18/2025Vanguard Capital Wealth Advisors10,000$69K0.1%N/A0.000%
2/17/2025Nomura Holdings Inc.10,000$69K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC115,841$796K0.3%+332.4%0.000%
2/17/2025Bank of America Corp DE83,188$572K0.0%-9.0%0.000%
2/13/2025Guggenheim Capital LLC466,918$3.21M0.0%-14.4%0.000%
2/13/2025Raymond James Financial Inc.49,200$338K0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.20,734$142K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN38,979$268K0.0%+45.2%0.000%
2/12/2025Landscape Capital Management L.L.C.69,261$476K0.1%-31.3%0.000%
2/11/2025Virtu Financial LLC12,566$86K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.534,209$3.67M0.1%+5.4%0.000%
2/7/2025Intellectus Partners LLC44,000$304K0.1%+17.3%0.000%
2/6/2025Raymond James Financial Inc.49,200$338K0.0%N/A0.000%
2/4/2025Bank of New York Mellon Corp36,188$249K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC124,818$857K0.0%+40.0%0.000%
1/31/2025Beta Wealth Group Inc.20,604$142K0.1%N/A0.000%
1/28/2025Golden State Wealth Management LLC4,158$29K0.0%N/A0.000%
1/15/2025Hennion & Walsh Asset Management Inc.395,179$2.72M0.1%+19.1%0.000%
1/13/2025Conrad Siegel Investment Advisors Inc.11,600$80K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.100,858$756K0.1%+15.8%0.000%
11/8/2024Advisors Asset Management Inc.506,891$3.80M0.1%-1.8%0.000%
11/6/2024Intellectus Partners LLC37,500$282K0.1%+7.1%0.000%
11/4/2024Wolverine Asset Management LLC89,146$669K0.0%+183.9%0.000%
10/29/2024Farther Finance Advisors LLC5,000$38K0.0%N/A0.000%
10/23/2024Hennion & Walsh Asset Management Inc.331,943$2.49M0.1%-16.1%0.000%
8/15/2024Logan Stone Capital LLC11,550$83K0.0%N/A0.000%
8/2/2024Wolverine Asset Management LLC31,405$225K0.0%+5,134.2%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.395,488$2.84M0.1%-18.3%0.000%
5/14/2024Advisors Asset Management Inc.654,727$4.97M0.1%+12.8%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.483,955$3.67M0.2%+5.6%0.000%
2/6/2024Spire Wealth Management6,953$50K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC34,394$253K0.0%N/A0.000%
1/24/2024Sowell Financial Services LLC38,113$256K0.0%-6.1%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.38,497$284K0.0%-24.2%0.000%
1/16/2024Raymond James & Associates48,500$357K0.0%+40.6%0.000%
11/15/2023Advisors Asset Management Inc.541,139$3.71M0.1%+4.8%0.000%
11/13/2023Bramshill Investments LLC15,120$104K0.0%N/A0.000%
11/8/2023Sowell Financial Services LLC40,583$278K0.0%-6.4%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.435,134$2.98M0.2%+11.5%0.000%
10/24/2023Raymond James & Associates34,500$236K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC401,949$3.10M0.0%+7.1%0.000%
8/10/2023Cetera Investment Advisers30,887$238K0.0%+8.0%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.50,228$387K0.0%+7.4%0.000%
5/12/2023Core Wealth Partners LLC96,446$748K0.8%N/A0.000%
5/11/2023Guggenheim Capital LLC375,446$2.91M0.0%+4.9%0.000%
5/4/2023Intellectus Partners LLC33,323$259K0.1%+25.4%0.000%
5/3/2023Integrated Wealth Concepts LLC30,000$233K0.0%N/A0.000%
4/20/2023Hennion & Walsh Asset Management Inc.342,019$2.65M0.2%+24.0%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.46,757$363K0.0%+6.9%0.000%
3/6/2023Rockefeller Capital Management L.P.37,017$309K0.0%+207.0%0.000%
2/13/2023Advisors Asset Management Inc.409,870$3.42M0.1%+9.0%0.000%
2/9/2023Sowell Financial Services LLC28,307$237K0.0%-6.9%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.43,737$365K0.0%+107.0%0.000%
2/8/2023UBS Group AG329,944$2.76M0.0%+19.7%0.000%
2/7/2023Commonwealth Equity Services LLC18,138$151K0.0%+12.4%0.000%
1/31/2023Melfa Wealth Management LLC10,540$88K0.1%N/A0.000%
1/12/2023Hennion & Walsh Asset Management Inc.275,788$2.30M0.1%+65.3%0.000%
11/15/2022Sowell Financial Services LLC30,401$223K0.0%N/A0.000%
11/14/2022Guggenheim Capital LLC366,328$2.67M0.0%-3.7%0.000%
11/14/2022Hennion & Walsh Asset Management Inc.166,832$1.22M0.1%+79.3%0.000%
11/10/2022UBS Group AG275,729$2.01M0.0%-21.9%0.000%
11/8/2022Advisors Asset Management Inc.376,015$2.74M0.1%+20.5%0.000%
11/2/2022Rockefeller Capital Management L.P.12,057$87K0.0%N/A0.000%
10/25/2022Raymond James Financial Services Advisors Inc.21,131$154K0.0%+7.0%0.000%
10/21/2022TriaGen Wealth Management LLC13,000$95K0.1%N/A0.000%
8/8/2022Advisors Asset Management Inc.312,063$2.58M0.0%+107.4%0.000%
8/4/2022Steward Partners Investment Advisory LLC5,000$41K0.0%N/A0.000%
7/27/2022Fortress Wealth Management Inc.10,000$83K0.1%N/A0.000%
7/27/2022Bourgeon Capital Management LLC5,000$41K0.0%N/A0.000%
7/19/2022Hennion & Walsh Asset Management Inc.93,021$768K0.0%+21.2%0.000%
5/19/2022Golden State Wealth Management LLC68,596$613K0.1%-6.4%0.000%
5/12/2022Running Point Capital Advisors LLC10,000$89K0.1%N/A0.000%
5/4/2022Wolverine Asset Management LLC15,604$139K0.0%N/A0.000%
5/4/2022Commonwealth Equity Services LLC22,059$196K0.0%-21.5%0.000%
4/26/2022Hennion & Walsh Asset Management Inc.76,772$686K0.0%+2.9%0.000%
4/19/2022Ackerman Capital Advisors LLC86,365$771K0.2%+184.3%0.000%
2/16/2022Ackerman Capital Advisors LLC30,383$337K0.1%+120.1%0.000%
2/14/2022Guggenheim Capital LLC470,598$5.22M0.0%-7.2%0.000%
2/10/2022HighTower Advisors LLC11,500$128K0.0%N/A0.000%
1/31/2022Commonwealth Equity Services LLC28,110$312K0.0%-8.2%0.000%
(Data available from 1/1/2016 forward)

PZC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PZC shares?

During the previous two years, 29 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund III. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($2.63M), Advisors Asset Management Inc. ($2.57M), Matisse Capital ($2.37M), Guggenheim Capital LLC ($2.33M), Logan Stone Capital LLC ($796K), Landscape Capital Management L.L.C. ($745K), and Bank of America Corp DE ($572K).Learn more on PIMCO California Municipal Income Fund III's institutional investors.

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

Of the 26 institutional investors that purchased PIMCO California Municipal Income Fund III's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Matisse Capital ($379.55K), Wolverine Asset Management LLC ($202.68K), Advisors Asset Management Inc. ($164.26K), Hennion & Walsh Asset Management Inc. ($142.17K), Raymond James Financial Inc. ($103.20K), Logan Stone Capital LLC ($100.60K), and Bank of New York Mellon Corp ($78.59K).

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

Institutional investors have bought a total of 1,218,981 shares in the last 24 months. This purchase volume represents approximately $8.08M in transactions.

Which of PIMCO California Municipal Income Fund III's major shareholders have been selling company stock?

The following institutional investors have sold PIMCO California Municipal Income Fund III stock in the last 24 months: Advisors Asset Management Inc. ($169.46K), Guggenheim Capital LLC ($117.01K), Wolverine Asset Management LLC ($112.15K), Hennion & Walsh Asset Management Inc. ($63.55K), Landscape Capital Management L.L.C. ($31.60K), Wedbush Securities Inc. ($8.70K), and Bank of America Corp DE ($8.21K).

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

Institutional investors have sold a total of 510,677 shares in the last 24 months. This volume of shares sold represents approximately $3.35M in transactions.


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This page (NYSE:PZC) was last updated on 10/15/2025 by MarketBeat.com Staff
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