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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
94.8K+ 40.29% |
$884K - $944K
|
330K
$3.21M
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
71.7KNew |
$668K - $714K
|
71.7K
$697K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40.9K+ 21.98% |
$382K - $408K
|
227K
$2.21M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.9K+ 66.99% |
$362K - $387K
|
96.9K
$942K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27KNew |
$252K - $269K
|
27K
$262K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
24.9KNew |
$232K - $248K
|
24.9K
$242K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
22K+ 5.75% |
$205K - $219K
|
404K
$3.93M
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
13.7KNew |
$128K - $136K
|
13.7K
$133K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.5K+ 3.06% |
$116K - $124K
|
420K
$4.08M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 3.7% |
$113K - $121K
|
340K
$3.31M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$105K - $112K
|
11.3K
$110K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.8K+ 21.74% |
$72.7K - $77.7K
|
43.7K
$425K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.9K+ 3.68% |
$45.7K - $48.8K
|
138K
$1.34M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.01K+ 18.36% |
$37.4K - $39.9K
|
25.9K
$251K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$18.6K - $19.9K
|
2K
$19.4K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.61KNew |
$15K - $16K
|
1.61K
$15.6K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.06K+ 1.45% |
$9.83K - $10.5K
|
74K
$719K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 7.18% |
$9.32K - $9.96K
|
14.9K
$145K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
706+ 2.49% |
$6.58K - $7.03K
|
29.1K
$283K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$1.86K - $1.99K
|
200
$1.94K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
157+ 1.06% |
$1.46K - $1.56K
|
15K
$146K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
15.4KNew |
$139K - $146K
|
15.4K
$150K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2KNew |
$110K - $115K
|
12.2K
$118K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
11.6KNew |
$105K - $110K
|
11.6K
$113K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.8KNew |
$97.5K - $102K
|
10.8K
$105K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
357New |
$3.23K - $3.38K
|
357
$3.47K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.9KNew |
$162K - $172K
|
17.9K
$174K
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
11.1KNew |
$101K - $107K
|
11.1K
$108K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.3KNew |
$93.5K - $99.1K
|
10.3K
$100K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.78KNew |
$34.3K - $36.3K
|
3.78K
$36.8K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
215KNew |
$1.77M - $2.07M
|
215K
$2.09M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
215KNew |
$1.77M - $2.07M
|
215K
$2.09M
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
108K+ 432.2% |
$888K - $1.04M
|
133K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
25.6KNew |
$211K - $247K
|
25.6K
$249K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$135K - $158K
|
16.4K
$160K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.66KNew |
$54.7K - $64.1K
|
6.66K
$64.7K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$15K - $17.5K
|
1.82K
$17.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.8KNew |
$14.8K - $17.4K
|
1.8K
$17.5K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.2KNew |
$168K - $209K
|
20.2K
$196K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.7KNew |
$30.7K - $38.3K
|
3.7K
$36K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$16.6K - $20.7K
|
2K
$19.4K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1KNew |
$8.31K - $10.4K
|
1K
$9.72K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.9KNew |
$209K - $223K
|
21.9K
$213K
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$122K - $130K
|
12.8K
$124K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$2.87K - $3.05K
|
300
$2.92K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
131KNew |
$1.29M - $2M
|
131K
$1.27M
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
34.7KNew |
$344K - $532K
|
34.7K
$337K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25KNew |
$248K - $383K
|
25K
$243K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
669New |
$6.63K - $10.2K
|
669
$6.5K
|