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PIMCO California Municipal Income Fund III (PZC) Institutional Ownership

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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)
12
Total
Institutional Inflows
(last 12 months)
$2.84M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$127.92K
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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
4/17/2024 Hennion & Walsh Asset Management Inc.483,955$3.67M0.2%+5.6%0.000%
2/6/2024 Spire 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%
1/16/2024 Raymond James Financial Services Advisors Inc.38,497$284K0.0%-24.2%0.000%
1/16/2024 Raymond 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%
10/27/2023 Hennion & Walsh Asset Management Inc.435,134$2.98M0.2%+11.5%0.000%
10/24/2023 Raymond 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%
7/25/2023 Raymond James Financial Services Advisors Inc.50,228$387K0.0%+7.4%0.000%
5/12/2023 Core 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%
4/20/2023 Hennion & Walsh Asset Management Inc.342,019$2.65M0.2%+24.0%0.000%
4/14/2023 Raymond 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%
2/8/2023 Raymond 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%
1/12/2023 Hennion & 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%
11/14/2022 Hennion & 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%
10/25/2022 Raymond 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%
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7/19/2022 Hennion & 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%
4/26/2022 Hennion & Walsh Asset Management Inc.76,772$686K0.0%+2.9%0.000%
4/19/2022 Ackerman Capital Advisors LLC86,365$771K0.2%+184.3%0.000%
2/16/2022 Ackerman 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%
11/3/2021 Ackerman 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%
8/10/2021Strategic Wealth Advisors Group LLC51,712$593K0.0%+40.9%0.000%
7/31/2021Advisors Asset Management Inc.84,801$973K0.0%+45.2%0.000%
5/21/2021Citadel Advisors LLC10,000$106K0.0%N/A0.000%
5/18/2021Morgan Stanley131,713$1.39M0.0%+6.0%0.000%
5/18/2021Citadel Advisors LLC10,000$106K0.0%N/A0.000%
5/17/2021Royal Bank of Canada3,126$33K0.0%-51.1%0.000%
5/17/2021Intellectus Partners LLC17,950$190K0.1%-5.3%0.000%
5/17/2021 Hennion & Walsh Asset Management Inc.75,335$795K0.0%N/A0.000%
5/14/2021Thomas J. Herzfeld Advisors Inc.9,305$98K0.0%+52.8%0.000%
5/13/2021Guggenheim Capital LLC457,529$4.83M0.0%+5.5%0.000%
5/12/2021Cresset Asset Management LLC21,490$228K0.0%N/A0.000%
5/12/2021UBS Group AG276,024$2.91M0.0%+23.3%0.000%
5/10/2021Gamble Jones Investment Counsel20,000$211K0.0%+100.0%0.000%
5/7/2021Advisors Asset Management Inc.58,397$616K0.0%+152.0%0.000%
4/29/2021 Ackerman Capital Advisors LLC48,974$517K0.1%-40.8%0.000%
4/29/2021Robinson Capital Management LLC104,357$1.11M0.6%-32.7%0.000%
4/20/2021 Private Ocean LLC4,000$42K0.0%N/A0.000%
2/18/2021Intellectus Partners LLC18,950$195K0.1%+88.7%0.000%
2/16/2021Guggenheim Capital LLC433,495$4.44M0.0%+3.2%0.000%
2/12/2021LPL Financial LLC43,671$448K0.0%+22.5%0.000%
2/12/2021 Raymond James Financial Services Advisors Inc.82,929$850K0.0%+2.1%0.000%
2/9/2021Landscape Capital Management L.L.C.10,501$108K0.0%N/A0.000%
2/4/2021Camden Capital LLC50,000$513K0.2%-39.4%0.000%
2/1/2021 Ackerman Capital Advisors LLC82,727$848K0.2%N/A0.000%
1/29/2021 Stratos Wealth Partners LTD.19,296$198K0.0%N/A0.000%
1/28/2021Robinson Capital Management LLC155,159$1.60M0.9%N/A0.000%
1/25/2021Epstein & White Financial LLC10,056$104K0.0%-15.7%0.000%
1/20/2021Kestra Advisory Services LLC10,540$108K0.0%N/A0.000%
11/19/2020 Catalyst Private Wealth LLC5,503$59K0.1%N/A0.000%
11/13/2020Morgan Stanley127,945$1.36M0.0%+3.1%0.000%
11/13/2020Guggenheim Capital LLC420,006$4.47M0.0%+14.1%0.000%
11/12/2020Thomas J. Herzfeld Advisors Inc.5,099$51K0.0%-52.8%0.000%
11/4/2020 Raymond James Financial Services Advisors Inc.81,213$864K0.0%+11.3%0.000%
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10/30/2020Whittier Trust Co. of Nevada Inc.34,000$362K0.0%N/A0.000%
10/20/2020Wedbush Securities Inc.97,243$1.04M0.1%-16.3%0.000%
8/14/2020Intellectus Partners LLC12,562$127K0.0%N/A0.000%
8/12/2020Commonwealth Equity Services LLC34,708$348K0.0%-32.8%0.000%
8/7/2020Knuff & Co LLC5,400$54K0.0%N/A0.000%
8/3/2020Strategic Wealth Advisors Group LLC28,347$287K0.0%N/A0.000%
7/31/2020UBS Group AG175,688$1.77M0.0%+57.3%0.000%
7/22/2020Robinson Capital Management LLC210,017$2.12M0.8%+535.2%0.000%
7/17/2020 Raymond James Financial Services Advisors Inc.72,944$733K0.0%N/A0.000%
7/16/2020Hollencrest Capital Management11,623$117K0.0%-28.3%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, 23 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund III. The most heavily invested institutionals were Advisors Asset Management Inc. ($3.71M), Hennion & Walsh Asset Management Inc. ($3.67M), Guggenheim Capital LLC ($3.10M), UBS Group AG ($2.76M), Core Wealth Partners LLC ($748K), Golden State Wealth Management LLC ($613K), and Raymond James & Associates ($357K).Learn more on PZC's institutional investors.

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

Of the 22 institutional investors that purchased PIMCO California Municipal Income Fund III stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hennion & Walsh Asset Management Inc. ($337.82K), Advisors Asset Management Inc. ($284.20K), Core Wealth Partners LLC ($96.45K), UBS Group AG ($54.22K), Wolverine Asset Management LLC ($50.00K), Raymond James & Associates ($48.50K), and Guggenheim Capital LLC ($44.00K).

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

Institutional investors have bought a total of 1,129,745 shares in the last 24 months. This purchase volume represents approximately $8.82M in transactions.

Which PIMCO California Municipal Income Fund III 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: UBS Group AG ($77.54K), Guggenheim Capital LLC ($14.27K), Raymond James Financial Services Advisors Inc. ($12.30K), Sowell Financial Services LLC ($7.35K), Commonwealth Equity Services LLC ($6.05K), and Golden State Wealth Management LLC ($4.72K).

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

Institutional investors have sold a total of 122,229 shares in the last 24 months. This volume of shares sold represents approximately $910.89K in transactions.


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This page (NYSE:PZC) was last updated on 4/26/2024 by MarketBeat.com Staff

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