Latest Institutional Purchases of Pimco New York Municipal Income Fund Ii (PNI)
This list provides information on the latest institutional transactions involving Pimco New York Municipal Income Fund Ii (PNI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
121K+ 94.52% |
$896K - $958K
|
250K
$1.85M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
69.7KNew |
$515K - $550K
|
69.7K
$515K
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
61.8KNew |
$456K - $487K
|
61.8K
$456K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
36K+ 122.78% |
$266K - $284K
|
65.3K
$482K
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
23KNew |
$170K - $182K
|
23K
$170K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19KNew |
$140K - $150K
|
19K
$140K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.1KNew |
$119K - $127K
|
16.1K
$119K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 23.8% |
$119K - $127K
|
83.7K
$618K
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
15.2KNew |
$112K - $120K
|
15.2K
$112K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.98K+ 4.94% |
$73.6K - $78.7K
|
212K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.57K+ 11.59% |
$70.6K - $75.5K
|
92.1K
$680K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
573+ 0.57% |
$4.23K - $4.52K
|
101K
$743K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$1.48K - $1.58K
|
200
$1.48K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.3% |
$413 - $442
|
18.5K
$136K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
50+ 0.3% |
$369 - $395
|
16.8K
$124K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16+ 0.13% |
$118 - $126
|
12.8K
$94.1K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5KNew |
$81.6K - $85.7K
|
11.5K
$84.9K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.79KNew |
$12.7K - $13.3K
|
1.79K
$13.2K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
28+ 0.05% |
$199 - $209
|
60.8K
$449K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.04KNew |
$6.3K - $7.89K
|
1.04K
$7.68K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
582+ 100.0% |
$3.53K - $4.42K
|
1.16K
$8.59K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
44+ 1.35% |
$267 - $334
|
3.31K
$24.4K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$137K - $165K
|
21.4K
$158K
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.75K+ 28.74% |
$24.1K - $28.9K
|
16.8K
$124K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193+ 1.18% |
$1.24K - $1.49K
|
16.5K
$122K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400+ 3.33% |
$3K - $3.38K
|
12.4K
$91.5K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1KNew |
$101K - $120K
|
14.1K
$104K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8New |
$57.5 - $68.4
|
8
$59
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
13.9K+ 5.18% |
$116K - $133K
|
282K
$2.08M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.2KNew |
$105K - $127K
|
11.2K
$82.5K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
21KNew |
$233K - $251K
|
21K
$155K
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$173K - $186K
|
15.6K
$115K
|