Latest Institutional Purchases of Pimco California Municipal Income Fund (PCQ)
This list provides information on the latest institutional transactions involving Pimco California Municipal Income Fund (PCQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70.6K+ 214.39% |
$640K - $678K
|
103K
$967K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60.1K+ 26.41% |
$545K - $578K
|
288K
$2.69M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
46.2KNew |
$419K - $444K
|
46.2K
$432K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
21.8K+ 19.5% |
$198K - $209K
|
134K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.9KNew |
$162K - $172K
|
17.9K
$167K
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
11.1KNew |
$101K - $107K
|
11.1K
$104K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.3KNew |
$93.5K - $99.1K
|
10.3K
$96.4K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.21K+ 30.27% |
$65.4K - $69.3K
|
31K
$290K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.17K+ 22.61% |
$37.8K - $40.1K
|
22.6K
$212K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.12K+ 9.34% |
$37.4K - $39.6K
|
48.3K
$451K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.78KNew |
$34.3K - $36.3K
|
3.78K
$35.4K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3K+ 20.26% |
$27.2K - $28.9K
|
17.8K
$167K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.89K+ 6.11% |
$26.2K - $27.8K
|
50.2K
$470K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.91K+ 0.5% |
$17.4K - $18.4K
|
386K
$3.61M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
277+ 1.1% |
$2.51K - $2.66K
|
25.5K
$239K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
246+ 0.1% |
$2.23K - $2.36K
|
251K
$2.34M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140+ 0.69% |
$1.27K - $1.35K
|
20.5K
$191K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.07% |
$72.6 - $76.9
|
10.9K
$102K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
215KNew |
$1.77M - $2.07M
|
215K
$2.01M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
215KNew |
$1.77M - $2.07M
|
215K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
108K+ 432.2% |
$888K - $1.04M
|
133K
$1.24M
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
25.6KNew |
$211K - $247K
|
25.6K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$135K - $158K
|
16.4K
$154K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.66KNew |
$54.7K - $64.1K
|
6.66K
$62.2K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$15K - $17.5K
|
1.82K
$17K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.8KNew |
$14.8K - $17.4K
|
1.8K
$16.9K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.2KNew |
$168K - $209K
|
20.2K
$189K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.7KNew |
$30.7K - $38.3K
|
3.7K
$34.6K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$16.6K - $20.7K
|
2K
$18.7K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1KNew |
$8.31K - $10.4K
|
1K
$9.35K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
72.9KNew |
$697K - $743K
|
72.9K
$682K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.9KNew |
$209K - $223K
|
21.9K
$205K
|
|
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
|
|
Q1 2023 | |||||||
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
$324K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25KNew |
$248K - $383K
|
25K
$234K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
669New |
$6.63K - $10.2K
|
669
$6.26K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 1.03% |
$109 - $169
|
1.07K
$10K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
20.1KNew |
$276K - $337K
|
20.1K
$188K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9.68KNew |
$133K - $162K
|
9.68K
$90.5K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.53KNew |
$48.5K - $59.1K
|
3.53K
$33K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$26K - $31.6K
|
1.89K
$17.6K
|
|
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
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$265K - $333K
|
17.7K
$165K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
24.9KNew |
$462K - $496K
|
24.9K
$233K
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
5K+ 25.0% |
$92.5K - $99.5K
|
25K
$234K
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$421K - $460K
|
24.9K
$233K
|