Purchases and Sales Made in Q3 2025 in Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
769K+ 508.25% |
$6.3M - $6.77M
|
920K
$8.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
687K+ 183.97% |
$5.62M - $6.04M
|
1.06M
$9.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
168K+ 58.31% |
$1.38M - $1.48M
|
457K
$4.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
129K+ 371.78% |
$1.06M - $1.14M
|
164K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
101KNew |
$826K - $887K
|
101K
$896K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
42KNew |
$344K - $369K
|
42K
$373K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32KNew |
$262K - $282K
|
32K
$284K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
31.9K+ 261.05% |
$261K - $281K
|
44.1K
$392K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
29.7KNew |
$243K - $261K
|
29.7K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29.2K+ 19.68% |
$239K - $257K
|
178K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.6K+ 411.94% |
$177K - $190K
|
26.9K
$239K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.2K+ 143.7% |
$141K - $152K
|
29.2K
$260K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
17.2K+ 135.92% |
$141K - $151K
|
29.8K
$265K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.4KNew |
$118K - $126K
|
14.4K
$128K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
13KNew |
$107K - $115K
|
13K
$116K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$103K - $110K
|
12.5K
$111K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.4KNew |
$101K - $109K
|
12.4K
$110K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
11KNew |
$90.1K - $96.8K
|
11K
$97.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.06KNew |
$25.1K - $26.9K
|
3.06K
$27.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.42KNew |
$19.8K - $21.3K
|
2.42K
$21.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 179.53% |
$16.4K - $17.6K
|
3.11K
$27.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
777New |
$6.36K - $6.84K
|
777
$6.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
722New |
$5.91K - $6.35K
|
722
$6.41K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
532New |
$4.36K - $4.68K
|
532
$4.72K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
252New |
$2.06K - $2.22K
|
252
$2.24K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-259- 0.86% |
$2.12K - $2.28K
|
29.7K
$264K
|