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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
9,810
shares
|
$53,856
0.01% of portfolio
|
Q1 2024
Reduced 31.45%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
4,515
shares
|
$24,787
0.01% of portfolio
|
Q1 2025
Reduced 81.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,200
shares
|
$12,078
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$10,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
1,218
shares
|
$6,686
0.0% of portfolio
|
Q4 2023
Reduced 59.4%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,131
shares
|
$6,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
300
shares
|
$1,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
14
shares
|
$76
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|