Latest Institutional Purchases of Pimco California Municipal Income Fund Ii (PCK)
This list provides information on the latest institutional transactions involving Pimco California Municipal Income Fund Ii (PCK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
132K+ 78.48% |
$766K - $827K
|
299K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
116KNew |
$673K - $727K
|
116K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
87.1KNew |
$507K - $547K
|
87.1K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
67.3K+ 5.62% |
$392K - $423K
|
1.26M
$7.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
60.1K+ 12.3% |
$350K - $377K
|
548K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
51.8K+ 172.8% |
$302K - $326K
|
81.8K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
50K+ 18.69% |
$291K - $314K
|
317K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
36.9K+ 5.0% |
$215K - $232K
|
776K
$4.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
30K+ 9.13% |
$175K - $188K
|
359K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$128K - $138K
|
21.9K
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.6K+ 50.25% |
$114K - $123K
|
58.5K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
16KNew |
$93.1K - $100K
|
16K
$92.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13KNew |
$75.5K - $81.5K
|
13K
$74.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.17K+ 2.63% |
$47.5K - $51.3K
|
319K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4K+ 20.43% |
$23.3K - $25.1K
|
23.6K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2.89K+ 3.2% |
$16.8K - $18.1K
|
93.3K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.13KNew |
$6.58K - $7.1K
|
1.13K
$6.53K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
741+ 6.82% |
$4.31K - $4.65K
|
11.6K
$67K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$3.49K - $3.77K
|
600
$3.46K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
552New |
$3.21K - $3.47K
|
552
$3.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
386+ 0.43% |
$2.25K - $2.42K
|
90.6K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
244+ 1.02% |
$1.42K - $1.53K
|
24.3K
$140K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
141+ 0.88% |
$821 - $885
|
16.1K
$92.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.02% |
$40.7 - $44
|
34.9K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8KNew |
$104K - $111K
|
18.8K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.9KNew |
$60.3K - $64.1K
|
10.9K
$62.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$12.2K - $13K
|
2.2K
$12.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28.4KNew |
$160K - $169K
|
28.4K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.9KNew |
$72.8K - $76.7K
|
12.9K
$74.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.1KNew |
$68K - $71.6K
|
12.1K
$69.6K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$57.2K - $60.2K
|
10.1K
$58.5K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.1KNew |
$34.4K - $36.2K
|
6.1K
$35.2K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 9.73% |
$6.09K - $6.41K
|
12.2K
$70.2K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
238KNew |
$1.17M - $1.38M
|
238K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
238KNew |
$1.17M - $1.38M
|
238K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
24.4KNew |
$120K - $142K
|
24.4K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3K+ 101.98% |
$94.7K - $112K
|
38.1K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.24K+ 21.7% |
$11K - $13K
|
12.6K
$72.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2KNew |
$9.84K - $11.6K
|
2K
$11.5K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.6KNew |
$253K - $306K
|
50.6K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
25KNew |
$125K - $151K
|
25K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
18.9KNew |
$94.1K - $114K
|
18.9K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
233+ 0.47% |
$1.16K - $1.41K
|
49.5K
$286K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
384K+ 398.0% |
$2.21M - $2.43M
|
480K
$2.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47.5KNew |
$274K - $301K
|
47.5K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.2KNew |
$111K - $122K
|
19.2K
$111K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
90.8KNew |
$540K - $629K
|
90.8K
$524K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20KNew |
$119K - $139K
|
20K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.1KNew |
$107K - $125K
|
18.1K
$104K
|
|