Latest Institutional Transactions on Pimco California Municipal Income Fund (PCQ)
This table provides information on the latest institutional transactions involving Pimco California Municipal Income Fund (PCQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
17KNew |
$139K - $154K
|
17K
$140K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.14K- 1.47% |
$42K - $46.4K
|
345K
$2.83M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.2K- 44.3% |
$100K - $111K
|
15.4K
$126K
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
189KNew |
$1.55M - $1.71M
|
189K
$1.55M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 13.5% |
$16.4K - $18.1K
|
16.8K
$138K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.14% |
$245 - $271
|
22.1K
$181K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.7K- 64.27% |
$145K - $160K
|
9.85K
$80.9K
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
46.4KNew |
$380K - $420K
|
46.4K
$381K
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.9K+ 5.32% |
$88.9K - $98.3K
|
215K
$1.77M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.07% |
$65.4 - $72.3
|
11.9K
$97.5K
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
55.3K+ 7.28% |
$452K - $500K
|
815K
$6.69M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-15.5K- 37.84% |
$126K - $140K
|
25.4K
$209K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.48K- 34.37% |
$69.4K - $76.7K
|
16.2K
$133K
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-50.1K- 26.02% |
$409K - $452K
|
142K
$1.17M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$107K - $118K
|
13.1K
$107K
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.1K- 17.0% |
$82.5K - $91.2K
|
49.2K
$404K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.59K+ 8.61% |
$21.2K - $23.4K
|
32.7K
$269K
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
110K+ 35.1% |
$901K - $996K
|
424K
$3.48M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1KNew |
$82.6K - $91.3K
|
10.1K
$82.9K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 14.05% |
$105K - $116K
|
104K
$856K
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21.7K- 64.13% |
$177K - $196K
|
12.1K
$99.5K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-128K- 23.14% |
$1.05M - $1.16M
|
427K
$3.5M
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.34K+ 477.03% |
$35.5K - $39.2K
|
5.25K
$43.1K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3K+ 11.11% |
$24.5K - $27.1K
|
30K
$246K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.9K- 9.09% |
$15.5K - $17.2K
|
19K
$156K
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.12K- 0.56% |
$9.15K - $10.1K
|
198K
$1.63M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1KNew |
$98.7K - $109K
|
12.1K
$99K
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
45.6K+ 13.91% |
$373K - $412K
|
373K
$3.06M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.72K+ 11.61% |
$30.4K - $33.6K
|
35.8K
$294K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
629+ 4.02% |
$5.15K - $5.69K
|
16.3K
$134K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.2K- 6.68% |
$26.1K - $28.9K
|
44.7K
$367K
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
38.7KNew |
$317K - $350K
|
38.7K
$318K
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 11.13% |
$12.5K - $13.8K
|
12.2K
$100K
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
81.5K+ 39.32% |
$667K - $737K
|
289K
$2.37M
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
77.9K+ 105.99% |
$637K - $704K
|
151K
$1.24M
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.6KNew |
$103K - $114K
|
12.6K
$104K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-6.65K- 18.13% |
$54.4K - $60.1K
|
30K
$246K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12KNew |
$98.2K - $108K
|
12K
$98.5K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
100+ 0.6% |
$876 - $934
|
16.7K
$137K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
54New |
$473 - $504
|
54
$443
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$105K - $112K
|
12K
$98.1K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.9K- 55.85% |
$16.7K - $17.8K
|
1.51K
$12.4K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.6K+ 618.47% |
$277K - $296K
|
36.8K
$302K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
760+ 5.69% |
$6.66K - $7.1K
|
14.1K
$116K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.59K+ 21.35% |
$66.5K - $70.9K
|
43.2K
$354K
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-78- 0.05% |
$683 - $729
|
148K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-11.3K- 30.18% |
$99K - $106K
|
26.1K
$215K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11KNew |
$9.76K - $10.4K
|
1.11K
$9.15K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
30KNew |
$269K - $305K
|
30K
$246K
|