Purchases and Sales Made in Q2 2023 in Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
128K+ 26.74% |
$1.22M - $1.3M
|
605K
$5.82M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
72.9KNew |
$697K - $743K
|
72.9K
$702K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.1K+ 48.71% |
$640K - $683K
|
205K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.6K+ 12.42% |
$407K - $433K
|
385K
$3.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
41.4K+ 65.05% |
$395K - $421K
|
105K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
39.8K+ 267.35% |
$380K - $405K
|
54.7K
$527K
|
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
38.6K+ 21.37% |
$368K - $393K
|
219K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.8K+ 1033.58% |
$237K - $253K
|
27.2K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
24.5KNew |
$234K - $250K
|
24.5K
$236K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.9KNew |
$209K - $223K
|
21.9K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$122K - $130K
|
12.8K
$123K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.81K+ 3.34% |
$17.3K - $18.5K
|
56K
$539K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09K+ 1.15% |
$10.4K - $11.1K
|
95.8K
$922K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$2.87K - $3.05K
|
300
$2.89K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-74- 27.01% |
$707 - $753
|
200
$1.93K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-333- 1.22% |
$3.18K - $3.39K
|
26.9K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-635- 1.35% |
$6.06K - $6.46K
|
46.2K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-713- 4.98% |
$6.81K - $7.26K
|
13.6K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-852- 3.1% |
$8.14K - $8.67K
|
26.6K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.14K- 15.79% |
$30K - $32K
|
16.8K
$161K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.7K- 25.24% |
$35.3K - $37.6K
|
10.9K
$105K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-12.3K- 4.11% |
$117K - $125K
|
287K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.1K- 36.82% |
$154K - $164K
|
27.7K
$267K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.7K- 68.37% |
$331K - $353K
|
16.1K
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.1K- 14.5% |
$679K - $723K
|
419K
$4.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-146K- 81.36% |
$1.4M - $1.49M
|
33.5K
$323K
|