Purchases and Sales Made in Q1 2022 in Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO CALIFORNIA MUNICIPAL INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
90.5K+ 175.28% |
$1.36M - $1.71M
|
142K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
39.3K+ 93.49% |
$591K - $742K
|
81.4K
$752K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$265K - $333K
|
17.7K
$163K
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
14.2K+ 13.29% |
$213K - $267K
|
121K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.98K+ 69.92% |
$59.8K - $75.1K
|
9.68K
$89.4K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.99K+ 12.68% |
$44.8K - $56.3K
|
26.5K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.75K+ 0.48% |
$26.3K - $33K
|
364K
$3.37M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.55KNew |
$23.3K - $29.3K
|
1.55K
$14.3K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500+ 3.98% |
$7.51K - $9.43K
|
13.1K
$121K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
363+ 1.05% |
$5.45K - $6.85K
|
34.9K
$323K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$3K - $3.77K
|
200
$1.85K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-429- 2.69% |
$6.44K - $8.09K
|
15.5K
$143K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-441- 1.75% |
$6.62K - $8.32K
|
24.7K
$228K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 2.13% |
$16.1K - $20.3K
|
49.5K
$457K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.32KClosed |
$19.9K - $24.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.6K- 3.44% |
$24K - $30.1K
|
44.8K
$414K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.9K- 22.04% |
$164K - $206K
|
38.6K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12KClosed |
$180K - $226K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 10.84% |
$181K - $227K
|
98.9K
$914K
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-12.1KClosed |
$182K - $228K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 29.13% |
$2.25M - $2.82M
|
364K
$3.37M
|