Free Trial
→ A grave, grave error. (From Porter & Company) (Ad) Free PZC Stock Alerts

PIMCO California Municipal Income Fund III (PZC) Institutional Ownership

PIMCO California Municipal Income Fund III logo
$6.04 -0.04 (-0.66%)
Closing price 03:57 PM Eastern
Extended Trading
$6.04 0.00 (0.00%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
$8.32M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.36M
Get PZC Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

PZC Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund III Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025 Matisse Capital379,553$2.37M1.1%+2,458.8%0.000%
7/21/2025 Catalina 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%
4/24/2025 Matisse Capital14,833$97K0.1%N/A0.000%
4/23/2025Golden State Wealth Management LLC8,316$54K0.0%+100.0%0.000%
4/17/2025 Sowell 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%
2/18/2025 Vanguard 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%
1/13/2025 Conrad 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%
10/29/2024 Farther 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%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

99.8% voted YES on this crypto partnership Kraken—one of the world's biggest crypto exchanges—just picked ONE DeFi protocol to power their new blockchain.

Discover our #1 altcoin for the market right now.
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%
1/24/2024 Sowell 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%
11/8/2023 Sowell 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%
2/9/2023 Sowell 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%
1/31/2023 Melfa 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%
11/15/2022 Sowell 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%
10/21/2022 TriaGen 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%
7/27/2022 Fortress Wealth Management Inc.10,000$83K0.1%N/A0.000%
7/27/2022 Bourgeon 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%
Elon Just Fired the IRS Agents Targeting Your Savings (Ad)

Elon Musk just fired 6,700 IRS agents — and exposed a war on your retirement. While D.C. scrambles to regain control, one overlooked IRS “backdoor” still allows retirement savers to protect their wealth — penalty-free and tax-free. A free 2025 guide reveals how to use it before it’s too late.

Get your FREE 2025 Wealth Preservation Guide here
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%
11/17/2021Strategic Wealth Advisors Group LLC48,224$531K0.0%-6.7%0.000%
11/15/2021Guggenheim Capital LLC506,872$5.58M0.0%+3.7%0.000%
11/10/2021Mercer Global Advisors Inc. ADV10,252$113K0.0%N/A0.000%
11/3/2021Ackerman Capital Advisors LLC13,807$152K0.0%N/A0.000%
9/17/2021Virtu Financial LLC11,932$137K0.0%N/A0.000%
8/13/2021Intellectus Partners LLC15,950$184K0.0%-11.1%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 Advisors Asset Management Inc. ($3.73M), Guggenheim Capital LLC ($3.21M), Hennion & Walsh Asset Management Inc. ($2.63M), Matisse Capital ($2.37M), Wolverine Asset Management LLC ($1.10M), Logan Stone Capital LLC ($796K), and Landscape Capital Management L.L.C. ($745K).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 28 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), Logan Stone Capital LLC ($100.60K), Raymond James Financial Inc. ($98.40K), 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 1,251,536 shares in the last 24 months. This purchase volume represents approximately $8.32M 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: Guggenheim Capital LLC ($78.34K), Hennion & Walsh Asset Management Inc. ($63.55K), Landscape Capital Management L.L.C. ($31.60K), Advisors Asset Management Inc. ($9.07K), 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 190,759 shares in the last 24 months. This volume of shares sold represents approximately $1.36M in transactions.


Related Companies

This page (NYSE:PZC) was last updated on 7/24/2025 by MarketBeat.com Staff
From Our Partners
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
Why Elon put $51 million into this
A single U.S. company has started producing a “miracle metal” once locked in research labs. Now? They’re qu...
True Market Insiders | Sponsored
FREE GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
GoldCo Precious Metals | Sponsored
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
A grave, grave error.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored