Purchases and Sales Made in Q4 2023 in Pcm Fund, Inc. (PCM)
This table provides information about the institutional ownership of Pcm Fund, Inc. (PCM) during Q4 2023. The information is specifically focused on institutions that hold shares of PCM FUND, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
55.8K+ 18.06% |
$387K - $501K
|
365K
$2.48M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.1K+ 19.7% |
$174K - $225K
|
153K
$1.04M
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15KNew |
$104K - $135K
|
15K
$102K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$72.5K - $93.8K
|
10.4K
$70.9K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.85K+ 6.86% |
$68.4K - $88.5K
|
153K
$1.04M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.78K+ 31.63% |
$67.8K - $87.8K
|
40.7K
$276K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.6KNew |
$59.7K - $77.2K
|
8.6K
$58.4K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.27K+ 33.95% |
$57.4K - $74.2K
|
32.6K
$221K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.74K+ 1249.64% |
$12.1K - $15.6K
|
1.88K
$12.7K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
690+ 2.67% |
$4.79K - $6.2K
|
26.5K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
550+ 1.15% |
$3.82K - $4.94K
|
48.4K
$328K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
41New |
$285 - $368
|
41
$278
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.01% |
$41.6 - $53.9
|
71.5K
$485K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 7.69% |
$6.94 - $8.98
|
14
$95.1
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 5.64% |
$10.4K - $13.5K
|
25.1K
$170K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.86K- 12.59% |
$40.7K - $52.6K
|
40.7K
$276K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.42K- 34.03% |
$44.5K - $57.6K
|
12.4K
$84.5K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-6.65K- 4.77% |
$46.2K - $59.7K
|
133K
$901K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.5K- 47.67% |
$198K - $256K
|
31.3K
$212K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.7K- 32.68% |
$199K - $258K
|
59.1K
$401K
|