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 $33.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
24,946
shares
|
$237,485
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
24,946
shares
|
$237,485
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,597
shares
|
$224,643
0.0% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
21,878
shares
|
$208,278
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
17,825
shares
|
$169,694
0.06% of portfolio
|
Q3 2024
Reduced 62.48%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
15,409
shares
|
$146,693
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
14,988
shares
|
$142,685
0.03% of portfolio
|
Q2 2024
Reduced 32.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,978
shares
|
$142,590
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,919
shares
|
$142,028
0.0% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
13,684
shares
|
$130,271
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
13,241
shares
|
$126,054
0.01% of portfolio
|
Q3 2024
Reduced 68.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,859
shares
|
$122,417
0.0% of portfolio
|
Q3 2024
Reduced 33.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,872
shares
|
$113,021
0.0% of portfolio
|
Q1 2024
Reduced 76.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,286
shares
|
$107,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
11,100
shares
|
$105,672
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,000
shares
|
$104,720
0.0% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
10,787
shares
|
$102,692
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,231
shares
|
$97,399
0.0% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
6,655
shares
|
$63,355
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,424
shares
|
$61,156
0.0% of portfolio
|
Q3 2024
Reduced 84.7%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,000
shares
|
$19,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$19,040
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,607
shares
|
$15,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
932
shares
|
$8,872
0.0% of portfolio
|
Q2 2024
Reduced 35.99%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
357
shares
|
$3,398
0.0% of portfolio
|
Q2 2024
New holding
|