Latest Institutional Transactions on Pimco New York Municipal Income Fund Ii (PNI)
This table provides information on the latest institutional transactions involving Pimco New York Municipal Income Fund Ii (PNI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
15KNew |
$98.4K - $107K
|
15K
$97.5K
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
4.27K+ 3.95% |
$28.1K - $30.6K
|
112K
$733K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
127KNew |
$890K - $946K
|
127K
$827K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29K- 40.4% |
$203K - $216K
|
42.7K
$279K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135- 0.29% |
$948 - $1.01K
|
46.6K
$304K
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
90.7K+ 36.74% |
$637K - $677K
|
338K
$2.2M
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
46.2KNew |
$324K - $345K
|
46.2K
$301K
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
173K+ 72.19% |
$1.21M - $1.29M
|
413K
$2.69M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$125K - $132K
|
17.8K
$116K
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
55.5K+ 33.17% |
$390K - $414K
|
223K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.8K- 51.41% |
$89.8K - $95.5K
|
12.1K
$78.8K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.2KNew |
$78.7K - $83.6K
|
11.2K
$73.1K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.8K+ 8.13% |
$118K - $125K
|
224K
$1.46M
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
50K+ 38.94% |
$351K - $373K
|
178K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
52+ 0.31% |
$365 - $388
|
16.9K
$110K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5K+ 10.31% |
$17.6K - $18.7K
|
26.7K
$174K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.46KNew |
$24.3K - $25.8K
|
3.46K
$22.5K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.27K- 9.23% |
$44K - $46.8K
|
61.7K
$402K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.02K+ 5.2% |
$21.2K - $22.6K
|
61.1K
$398K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88+ 0.14% |
$618 - $656
|
64.7K
$422K
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
16.4K+ 72.15% |
$115K - $122K
|
39.1K
$255K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3K+ 7.35% |
$21K - $22.4K
|
43.8K
$285K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.6K+ 29.04% |
$11.2K - $11.9K
|
7.11K
$46.4K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-784- 2.6% |
$5.5K - $5.85K
|
29.3K
$191K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-6.13K- 9.83% |
$43K - $45.7K
|
56.2K
$366K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21.2K- 16.65% |
$149K - $158K
|
106K
$692K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.43K+ 14.86% |
$10.2K - $11.2K
|
11K
$71.9K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.4K- 5.62% |
$95.7K - $106K
|
226K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.9KNew |
$77.4K - $85.4K
|
10.9K
$70.8K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
21.7K+ 33.21% |
$155K - $171K
|
87K
$567K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
753+ 1.24% |
$5.37K - $5.93K
|
61.6K
$402K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.1KNew |
$119K - $127K
|
16.1K
$105K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19KNew |
$140K - $150K
|
19K
$124K
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-87.8K- 53.5% |
$648K - $693K
|
76.3K
$498K
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
61.8KNew |
$456K - $487K
|
61.8K
$403K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$1.48K - $1.58K
|
200
$1.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 23.8% |
$119K - $127K
|
83.7K
$546K
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
121K+ 94.52% |
$896K - $958K
|
250K
$1.63M
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.79KNew |
$12.7K - $13.3K
|
1.79K
$11.6K
|
|
Q4 2023 | |||||||
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
582+ 100.0% |
$3.53K - $4.42K
|
1.16K
$7.59K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-123- 60.59% |
$745 - $934
|
80
$522
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.04KNew |
$6.3K - $7.89K
|
1.04K
$6.78K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
44+ 1.35% |
$267 - $334
|
3.31K
$21.6K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193+ 1.18% |
$1.24K - $1.49K
|
16.5K
$108K
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.75K+ 28.74% |
$24.1K - $28.9K
|
16.8K
$109K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400+ 3.33% |
$3K - $3.38K
|
12.4K
$80.8K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8New |
$57.5 - $68.4
|
8
$52.2
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-13K- 36.15% |
$93.5K - $111K
|
23K
$150K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1KNew |
$101K - $120K
|
14.1K
$91.6K
|