Purchases and Sales Made in Q4 2022 in Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
83.4K+ 46.91% |
$1.15M - $1.4M
|
261K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.6K+ 279.41% |
$985K - $1.2M
|
97.2K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.8K+ 385.23% |
$534K - $651K
|
48.9K
$440K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.7K+ 216.17% |
$477K - $582K
|
50.7K
$457K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
31.6K+ 21.32% |
$435K - $530K
|
180K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
20.1KNew |
$276K - $337K
|
20.1K
$181K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9.68KNew |
$133K - $162K
|
9.68K
$87.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.97K+ 17.37% |
$110K - $134K
|
53.8K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.98K+ 0.72% |
$54.7K - $66.7K
|
553K
$4.97M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.53KNew |
$48.5K - $59.1K
|
3.53K
$31.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.47K+ 9.89% |
$33.9K - $41.3K
|
27.4K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$26K - $31.6K
|
1.89K
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$25K - $30.5K
|
1.82K
$16.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.78K+ 13.09% |
$24.4K - $29.8K
|
15.3K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.49KNew |
$20.5K - $25K
|
1.49K
$13.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.41KNew |
$19.4K - $23.6K
|
1.41K
$12.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.06KNew |
$14.6K - $17.8K
|
1.06K
$9.57K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163+ 2.76% |
$2.24K - $2.73K
|
6.07K
$54.6K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
74+ 0.49% |
$1.02K - $1.24K
|
15.3K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6+ 0.01% |
$82.6 - $101
|
45.8K
$412K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-51- 0.19% |
$702 - $855
|
27.2K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1K- 1.93% |
$13.8K - $16.8K
|
50.7K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.22K- 28.71% |
$58K - $70.7K
|
10.5K
$94.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.57K- 24.03% |
$62.8K - $76.6K
|
14.4K
$130K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.83K- 4.59% |
$66.5K - $81K
|
101K
$905K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.1K- 12.27% |
$70.2K - $85.5K
|
36.5K
$328K
|