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 52 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $32 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
419,757
shares
|
$3.77 Million
0.03% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
404,092
shares
|
$3.63 Million
0.08% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
340,469
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Dec 03, 2024 Q3 2024 |
330,170
shares
|
$2.96 Million
0.18% of portfolio
|
Q3 2024
Added 40.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
227,241
shares
|
$2.04 Million
0.11% of portfolio
|
Q3 2024
Added 21.98%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
214,755
shares
|
$1.93 Million
2.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
211,499
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
148,541
shares
|
$1.33 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
138,259
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
103,859
shares
|
$932,653
0.29% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
99,459
shares
|
$893,141
0.02% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
96,878
shares
|
$869,964
0.0% of portfolio
|
Q3 2024
Added 66.99%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
74,004
shares
|
$664,555
0.03% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
71,705
shares
|
$643,910
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
50,717
shares
|
$455,438
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
44,579
shares
|
$400,319
0.03% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
43,680
shares
|
$392,246
0.0% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
39,614
shares
|
$355,733
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
37,440
shares
|
$336,211
0.19% of portfolio
|
Q4 2019
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
34,695
shares
|
$311,561
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
29,098
shares
|
$261,300
0.0% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,000
shares
|
$242,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
25,852
shares
|
$232,150
0.01% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
25,075
shares
|
$225,173
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
25,000
shares
|
$224,500
0.03% of portfolio
|
Q4 2021
Added 25.0%
|