Institutional Ownership Pcm Fund, Inc. (PCM)
This table provides information about the institutional ownership of Pcm Fund, Inc. (PCM). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 854,952 shares, which have been reported (via 13F filing form) to have a value of $6.87 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
194,870
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
135,516
shares
|
$1.09 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
108,145
shares
|
$869,485
0.01% of portfolio
|
Q3 2024
Reduced 15.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,323
shares
|
$565,396
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
52,646
shares
|
$423,273
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,350
shares
|
$388,733
0.0% of portfolio
|
Q3 2024
Added 195.72%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
40,252
shares
|
$323,626
0.01% of portfolio
|
Q3 2024
Added 64.08%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
32,330
shares
|
$259,933
0.05% of portfolio
|
Q2 2022
Reduced 6.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
29,736
shares
|
$239,077
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
27,149
shares
|
$218,277
0.0% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
22,500
shares
|
$180,899
0.02% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,668
shares
|
$158,130
0.0% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,924
shares
|
$144,108
0.0% of portfolio
|
Q3 2024
Reduced 35.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
15,212
shares
|
$122,304
0.0% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
12,465
shares
|
$100,218
0.0% of portfolio
|
Q3 2022
Reduced 14.71%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,443
shares
|
$83,961
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
5,500
shares
|
$44,219
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,773
shares
|
$38,374
0.0% of portfolio
|
Q3 2024
Reduced 50.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,500
shares
|
$36,179
0.0% of portfolio
|
Q2 2020
Reduced 20.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,378
shares
|
$11,079
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
972
shares
|
$7,814
0.0% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$2,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|