Institutional Ownership Pimco New York Municipal Income Fund Ii (PNI)
This table provides information about the institutional ownership of Pimco New York Municipal Income Fund Ii (PNI). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
16,889
shares
|
$111,805
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
16,489
shares
|
$109,157
0.0% of portfolio
|
Q3 2023
Added 1.18%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,585
shares
|
$103,172
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
14,950
shares
|
$98,969
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,093
shares
|
$80,055
0.0% of portfolio
|
Q1 2025
Reduced 51.41%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
11,213
shares
|
$74,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,600
shares
|
$63,552
0.0% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,110
shares
|
$47,068
0.01% of portfolio
|
Q1 2025
Added 29.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,455
shares
|
$22,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
200
shares
|
$1,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|