Latest Institutional Transactions on Pimco California Municipal Income Fund Iii (PZC)
This table provides information on the latest institutional transactions involving Pimco California Municipal Income Fund Iii (PZC) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.3K- 17.87% |
$272K - $293K
|
204K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 5.63% |
$98.5K - $106K
|
269K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 29.35% |
$79K - $85.2K
|
56.8K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.5KNew |
$76.8K - $82.8K
|
12.5K
$85.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$155K - $167K
|
25.2K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
283+ 0.3% |
$1.73K - $1.87K
|
96.1K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
196KNew |
$1.2M - $1.29M
|
196K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$73.7K - $79.5K
|
12K
$81.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
9.18K+ 39.2% |
$56.3K - $60.7K
|
32.6K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 231.57% |
$106K - $115K
|
24.9K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
125K+ 14.81% |
$768K - $828K
|
971K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-37.3K- 19.47% |
$228K - $246K
|
154K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.8K+ 9.76% |
$29.4K - $31.7K
|
54K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-185- 0.53% |
$1.13K - $1.22K
|
34.7K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-38.7K- 9.39% |
$237K - $256K
|
373K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.47K- 7.41% |
$51.9K - $56K
|
106K
$720K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-160K- 28.03% |
$983K - $1.06M
|
412K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
759+ 1.39% |
$4.65K - $5.02K
|
55.2K
$375K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-438- 1.28% |
$2.68K - $2.9K
|
33.9K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.6K+ 8.58% |
$212K - $229K
|
438K
$2.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8.7K- 41.96% |
$53.3K - $57.5K
|
12K
$81.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5K+ 11.36% |
$30.7K - $33.1K
|
49K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-112K- 66.41% |
$688K - $741K
|
56.7K
$386K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27.2KNew |
$167K - $180K
|
27.2K
$185K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
365K+ 2458.84% |
$2.24M - $2.41M
|
380K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
25.1KNew |
$154K - $166K
|
25.1K
$171K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-177- 1.02% |
$1.09K - $1.17K
|
17.2K
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
500+ 4.35% |
$3.07K - $3.31K
|
12K
$81.6K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.99K+ 39.7% |
$32.5K - $34.6K
|
17.6K
$119K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.64K+ 225.68% |
$36.8K - $39.1K
|
8.14K
$55.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.16K- 50.0% |
$27.1K - $28.8K
|
4.16K
$28.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$67.5K - $76.2K
|
10K
$68K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
953New |
$6.43K - $7.26K
|
953
$6.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$13.5K - $15.2K
|
2K
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
20.6KNew |
$139K - $157K
|
20.6K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$78.3K - $88.4K
|
11.6K
$78.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.3KNew |
$116K - $123K
|
16.3K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$74.9K - $79K
|
10.5K
$71.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$35.7K - $37.7K
|
5K
$34K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
722New |
$5.16K - $5.44K
|
722
$4.91K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.14K - $2.26K
|
300
$2.04K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.64K- 19.13% |
$26K - $27.4K
|
15.4K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.06K- 5.91% |
$21.9K - $23K
|
48.7K
$331K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.4KNew |
$16.6K - $18.4K
|
2.4K
$16.3K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8KNew |
$98.4K - $108K
|
13.8K
$94.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8KNew |
$90.8K - $99.8K
|
12.8K
$86.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 18.25% |
$9.02K - $9.92K
|
8.22K
$55.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
155K+ 1023.54% |
$987K - $1.17M
|
170K
$1.16M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5K- 20.0% |
$33.8K - $40.5K
|
20K
$136K
|
|