Purchases and Sales Made in Q1 2023 in Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ) during Q1 2023. 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 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
477KNew |
$4.73M - $7.31M
|
477K
$4.6M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
299KNew |
$2.96M - $4.58M
|
299K
$2.88M
|
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
181KNew |
$1.79M - $2.77M
|
181K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
131KNew |
$1.29M - $2M
|
131K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
81.6K+ 31.22% |
$808K - $1.25M
|
343K
$3.3M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.6KNew |
$630K - $974K
|
63.6K
$612K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 41.6% |
$401K - $620K
|
138K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
34.7KNew |
$344K - $532K
|
34.7K
$334K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.7K+ 216.17% |
$344K - $532K
|
50.7K
$489K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25KNew |
$248K - $383K
|
25K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.9KNew |
$197K - $305K
|
19.9K
$192K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14.9KNew |
$148K - $228K
|
14.9K
$143K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.15K+ 20.5% |
$21.3K - $32.9K
|
12.6K
$122K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.14K+ 76.53% |
$11.3K - $17.5K
|
2.63K
$25.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
669New |
$6.63K - $10.2K
|
669
$6.44K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
378+ 0.7% |
$3.75K - $5.79K
|
54.2K
$522K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
274New |
$2.72K - $4.2K
|
274
$2.64K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
272+ 1.0% |
$2.7K - $4.17K
|
27.5K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 1.03% |
$109 - $169
|
1.07K
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157- 0.57% |
$1.56K - $2.41K
|
27.2K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-693- 4.52% |
$6.87K - $10.6K
|
14.6K
$141K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-923- 6.05% |
$9.15K - $14.1K
|
14.3K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.93K- 4.22% |
$19.1K - $29.6K
|
43.8K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2K- 4.09% |
$19.8K - $30.6K
|
46.9K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.67K- 60.4% |
$36.3K - $56.1K
|
2.4K
$23.1K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.58K- 18.95% |
$45.3K - $70.1K
|
19.6K
$188K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.86K- 5.83% |
$58.1K - $89.8K
|
94.7K
$912K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-26.4K- 72.29% |
$261K - $404K
|
10.1K
$97.3K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.7K- 68.37% |
$344K - $532K
|
16.1K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.6K- 11.33% |
$620K - $959K
|
490K
$4.72M
|