Institutional Ownership Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 6.48 Million shares, which have been reported (via 13F filing form) to have a value of $57.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,060,098
shares
|
$9.4 Million
0.36% of portfolio
|
Q3 2025
Added 183.97%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
920,318
shares
|
$8.16 Million
3.77% of portfolio
|
Q3 2025
Added 508.25%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
814,703
shares
|
$7.23 Million
0.54% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
457,118
shares
|
$4.05 Million
3.07% of portfolio
|
Q3 2025
Added 58.31%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
426,620
shares
|
$3.78 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
423,970
shares
|
$3.76 Million
0.03% of portfolio
|
Q2 2025
Added 35.1%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
345,032
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
215,362
shares
|
$1.91 Million
0.87% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
198,490
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
188,997
shares
|
$1.68 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
177,676
shares
|
$1.58 Million
0.91% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
142,319
shares
|
$1.26 Million
1.21% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
104,259
shares
|
$924,777
0.0% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
100,848
shares
|
$894,521
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
49,226
shares
|
$436,634
0.02% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
46,415
shares
|
$411,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,662
shares
|
$396,151
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
44,117
shares
|
$391,317
0.08% of portfolio
|
Q3 2025
Added 261.05%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
41,969
shares
|
$372,265
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
39,116
shares
|
$346,958
0.0% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
35,784
shares
|
$317,404
0.01% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
34,695
shares
|
$307,744
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,017
shares
|
$283,990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$266,100
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
29,825
shares
|
$264,547
0.16% of portfolio
|
Q3 2025
Added 135.92%
|