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 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
72.9KNew |
$697K - $743K
|
72.9K
$684K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-713- 4.98% |
$6.81K - $7.26K
|
13.6K
$128K
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$122K - $130K
|
12.8K
$120K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$2.87K - $3.05K
|
300
$2.81K
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-74- 27.01% |
$707 - $753
|
200
$1.87K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 1.03% |
$109 - $169
|
1.07K
$10.1K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25KNew |
$248K - $383K
|
25K
$234K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.58K- 18.95% |
$45.3K - $70.1K
|
19.6K
$183K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
131KNew |
$1.29M - $2M
|
131K
$1.22M
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
34.7KNew |
$344K - $532K
|
34.7K
$325K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
669New |
$6.63K - $10.2K
|
669
$6.27K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$26K - $31.6K
|
1.89K
$17.7K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.57K- 24.03% |
$62.8K - $76.6K
|
14.4K
$135K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
20.1KNew |
$276K - $337K
|
20.1K
$188K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.53KNew |
$48.5K - $59.1K
|
3.53K
$33K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9.68KNew |
$133K - $162K
|
9.68K
$90.7K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.5KNew |
$155K - $183K
|
11.5K
$107K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.41KNew |
$19K - $22.5K
|
1.41K
$13.2K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.55KClosed |
$21.4K - $25.4K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-121KClosed |
$1.66M - $1.98M
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12KClosed |
$180K - $226K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$265K - $333K
|
17.7K
$165K
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-12.1KClosed |
$182K - $228K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.32KClosed |
$19.9K - $24.9K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.6KClosed |
$29.6K - $31.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.6KClosed |
$196K - $211K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
24.9KNew |
$462K - $496K
|
24.9K
$234K
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
5K+ 25.0% |
$92.5K - $99.5K
|
25K
$234K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-21.3KClosed |
$377K - $407K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5.46KClosed |
$96.7K - $104K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-2.06KClosed |
$36.5K - $39.4K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1KClosed |
$17.7K - $19.1K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-201Closed |
$3.39K - $3.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.4KClosed |
$244K - $266K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-245Closed |
$4.13K - $4.52K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$421K - $460K
|
24.9K
$234K
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.1KClosed |
$744K - $813K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-12.3KClosed |
$181K - $208K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.46KClosed |
$21.5K - $24.8K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-20.7KClosed |
$262K - $416K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.4KClosed |
$132K - $210K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Davidson Trust CO
|
BUY
|
- |
37.4KNew |
$735K - $774K
|
37.4K
$351K
|
|
Q3 2019 | |||||||
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
2KNew |
$37.4K - $40K
|
2K
$18.7K
|
|
Nov 07, 2019
Q3 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.8KClosed |
$371K - $397K
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200Closed |
$3.25K - $3.6K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2KClosed |
$29.3K - $33.1K
|
0
$0
|
|
Jan 23, 2019
Q4 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.07KClosed |
$88.9K - $100K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.19KClosed |
$18.9K - $20.5K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-299KClosed |
$4.39M - $5.07M
|
0
$0
|