Institutional Ownership Pimco California Municipal Income Fund Ii (PCK)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund Ii (PCK). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 9.86 Million shares, which have been reported (via 13F filing form) to have a value of $54.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
55,290
shares
|
$303,542
0.28% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
53,934
shares
|
$296,097
0.0% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
51,234
shares
|
$281,274
0.03% of portfolio
|
Q4 2022
Added 0.02%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
48,265
shares
|
$264,974
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
40,195
shares
|
$220,670
0.0% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,500
shares
|
$216,855
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
39,500
shares
|
$216,855
0.0% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
34,423
shares
|
$188,982
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
26,919
shares
|
$147,785
0.0% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
25,415
shares
|
$139,528
0.0% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
23,935
shares
|
$131,403
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
23,404
shares
|
$128,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,743
shares
|
$124,859
0.0% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
20,867
shares
|
$114,559
0.01% of portfolio
|
Q1 2025
Added 46.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
20,170
shares
|
$110,733
0.0% of portfolio
|
Q4 2023
Reduced 12.95%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
20,000
shares
|
$109,800
0.01% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
19,928
shares
|
$109,404
0.06% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
19,581
shares
|
$107,499
0.0% of portfolio
|
Q1 2025
Reduced 64.01%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
19,387
shares
|
$106,434
0.0% of portfolio
|
Q4 2023
Reduced 7.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,597
shares
|
$69,157
0.0% of portfolio
|
Q1 2025
Added 270.5%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
12,253
shares
|
$67,268
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
12,054
shares
|
$66,176
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
11,822
shares
|
$64,902
0.0% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,094
shares
|
$60,906
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
10,700
shares
|
$58,743
0.0% of portfolio
|
Q1 2025
New holding
|