Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35.6K- 84.7% |
$331K - $354K
|
6.42K
$62.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-29.7K- 62.48% |
$277K - $296K
|
17.8K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-28.3K- 68.09% |
$263K - $281K
|
13.2K
$129K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-25.5K- 20.37% |
$237K - $253K
|
99.5K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 15.13% |
$173K - $184K
|
104K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 52.17% |
$112K - $120K
|
11K
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.34K- 3.79% |
$77.7K - $83K
|
211K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.46K- 33.44% |
$60.2K - $64.3K
|
12.9K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.6K- 10.4% |
$42.9K - $45.8K
|
39.6K
$385K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.04K- 4.38% |
$19K - $20.3K
|
44.6K
$433K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.94K- 3.68% |
$18K - $19.3K
|
50.7K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-500- 2.07% |
$4.66K - $4.98K
|
23.6K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-364- 3.44% |
$3.39K - $3.63K
|
10.2K
$99.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-106- 0.07% |
$988 - $1.06K
|
149K
$1.44M
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11K- 21.23% |
$99.2K - $104K
|
40.7K
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-7.33K- 32.84% |
$66.2K - $69.5K
|
15K
$146K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-524- 35.99% |
$4.74K - $4.97K
|
932
$9.06K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.8K- 76.57% |
$352K - $373K
|
11.9K
$115K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.14K- 36.66% |
$50.5K - $59.1K
|
10.6K
$103K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-713- 4.98% |
$6.81K - $7.26K
|
13.6K
$132K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.58K- 18.95% |
$45.3K - $70.1K
|
19.6K
$190K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.57K- 24.03% |
$62.8K - $76.6K
|
14.4K
$140K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.55KClosed |
$21.4K - $25.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-12.1KClosed |
$182K - $228K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12KClosed |
$180K - $226K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.32KClosed |
$19.9K - $24.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.6KClosed |
$196K - $211K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.6KClosed |
$29.6K - $31.8K
|
0
$0
|
|
| 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 13, 2021
Q1 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1KClosed |
$17.7K - $19.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.1KClosed |
$744K - $813K
|
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
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-201Closed |
$3.39K - $3.7K
|
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 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.4KClosed |
$132K - $210K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
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 | |||||||
|
Jan 23, 2019
Q4 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.07KClosed |
$88.9K - $100K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2KClosed |
$29.3K - $33.1K
|
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
|
|
|
Aug 07, 2018
Q2 2018
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-12.4KClosed |
$182K - $210K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-72KClosed |
$1.23M - $1.27M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.09KClosed |
$35.6K - $36.7K
|
0
$0
|
|