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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.21K+ 30.27% |
$65.4K - $69.3K
|
31K
$293K
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1K- 0.89% |
$9.07K - $9.61K
|
111K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.8K- 76.57% |
$352K - $373K
|
11.9K
$112K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.3K- 10.66% |
$39K - $41.3K
|
36K
$339K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.9KNew |
$162K - $172K
|
17.9K
$169K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
246+ 0.1% |
$2.23K - $2.36K
|
251K
$2.36M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3K+ 20.26% |
$27.2K - $28.9K
|
17.8K
$168K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.12K+ 9.34% |
$37.4K - $39.6K
|
48.3K
$455K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60.1K+ 26.41% |
$545K - $578K
|
288K
$2.71M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.91K+ 0.5% |
$17.4K - $18.4K
|
386K
$3.64M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16- 0.11% |
$145 - $154
|
13.9K
$131K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.17K+ 22.61% |
$37.8K - $40.1K
|
22.6K
$213K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
21.8K+ 19.5% |
$198K - $209K
|
134K
$1.26M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
277+ 1.1% |
$2.51K - $2.66K
|
25.5K
$241K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.2K- 9.75% |
$165K - $175K
|
169K
$1.59M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.89K+ 6.11% |
$26.2K - $27.8K
|
50.2K
$474K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.78KNew |
$34.3K - $36.3K
|
3.78K
$35.7K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.5K- 15.26% |
$140K - $148K
|
85.8K
$809K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-19.6K- 30.48% |
$178K - $189K
|
44.7K
$422K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.07% |
$72.6 - $76.9
|
10.9K
$103K
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-58.7K- 15.14% |
$533K - $564K
|
329K
$3.1M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140+ 0.69% |
$1.27K - $1.35K
|
20.5K
$193K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-278- 16.03% |
$2.52K - $2.67K
|
1.46K
$13.7K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-69.7K- 57.44% |
$632K - $670K
|
51.7K
$487K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-975- 1.95% |
$8.84K - $9.37K
|
49K
$462K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-8.94K- 5.61% |
$81.1K - $85.9K
|
150K
$1.42M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
46.2KNew |
$419K - $444K
|
46.2K
$436K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.3KNew |
$93.5K - $99.1K
|
10.3K
$97.2K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70.6K+ 214.39% |
$640K - $678K
|
103K
$976K
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
11.1KNew |
$101K - $107K
|
11.1K
$105K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$15K - $17.5K
|
1.82K
$17.2K
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
108K+ 432.2% |
$888K - $1.04M
|
133K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-288- 1.13% |
$2.37K - $2.77K
|
25.1K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.66KNew |
$54.7K - $64.1K
|
6.66K
$62.8K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
25.6KNew |
$211K - $247K
|
25.6K
$242K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$135K - $158K
|
16.4K
$155K
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-353K- 60.03% |
$2.9M - $3.4M
|
235K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.14K- 36.66% |
$50.5K - $59.1K
|
10.6K
$100K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.8KNew |
$14.8K - $17.4K
|
1.8K
$17K
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
SELL
|
- |
-75.1K- 33.61% |
$617K - $723K
|
148K
$1.4M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2K- 8.89% |
$16.4K - $19.3K
|
20.5K
$193K
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
215KNew |
$1.77M - $2.07M
|
215K
$2.03M
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.9K- 14.87% |
$32K - $37.5K
|
22.3K
$210K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
215KNew |
$1.77M - $2.07M
|
215K
$2.03M
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$16.6K - $20.7K
|
2K
$18.9K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.2KNew |
$168K - $209K
|
20.2K
$190K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1KNew |
$8.31K - $10.4K
|
1K
$9.43K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.7KNew |
$30.7K - $38.3K
|
3.7K
$34.9K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.9KNew |
$209K - $223K
|
21.9K
$206K
|