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 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
669New |
$6.63K - $10.2K
|
669
$6.21K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 1.03% |
$109 - $169
|
1.07K
$9.97K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
20.1KNew |
$276K - $337K
|
20.1K
$186K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9.68KNew |
$133K - $162K
|
9.68K
$89.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.53KNew |
$48.5K - $59.1K
|
3.53K
$32.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$26K - $31.6K
|
1.89K
$17.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.5KNew |
$155K - $183K
|
11.5K
$106K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.41KNew |
$19K - $22.5K
|
1.41K
$13.1K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$265K - $333K
|
17.7K
$164K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
24.9KNew |
$462K - $496K
|
24.9K
$231K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
5K+ 25.0% |
$92.5K - $99.5K
|
25K
$232K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$421K - $460K
|
24.9K
$231K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Davidson Trust CO
|
BUY
|
- |
37.4KNew |
$735K - $774K
|
37.4K
$347K
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
2KNew |
$37.4K - $40K
|
2K
$18.6K
|
|