Latest Institutional Purchases of Pimco California Municipal Income Fund Iii (PZC)
This list provides information on the latest institutional transactions involving Pimco California Municipal Income Fund Iii (PZC) 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
70.6K+ 15.82% |
$488K - $541K
|
517K
$3.91M
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
32.3K+ 58.97% |
$223K - $248K
|
87.1K
$658K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.8K+ 5134.17% |
$213K - $236K
|
31.4K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28K+ 67.45% |
$193K - $214K
|
69.5K
$524K
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$79.8K - $88.5K
|
11.6K
$87.2K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 3.6% |
$75.1K - $83.2K
|
312K
$2.36M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 6.72% |
$22.5K - $25K
|
51.8K
$391K
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 8.31% |
$18.5K - $20.6K
|
35K
$264K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.4KNew |
$16.6K - $18.4K
|
2.4K
$18.1K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
634+ 1.22% |
$4.38K - $4.86K
|
52.5K
$396K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.6K+ 23.61% |
$160K - $176K
|
118K
$891K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8KNew |
$98.4K - $108K
|
13.8K
$105K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8KNew |
$90.8K - $99.8K
|
12.8K
$96.4K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 18.25% |
$9.02K - $9.92K
|
8.22K
$62.1K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
155K+ 1023.54% |
$987K - $1.17M
|
170K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41New |
$262 - $309
|
41
$310
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$93.8K - $112K
|
13.9K
$105K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.4KNew |
$77K - $92.3K
|
11.4K
$86K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
33+ 0.25% |
$223 - $267
|
13.5K
$102K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40K+ 133.24% |
$300K - $318K
|
70K
$528K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.8K+ 105.45% |
$43.6K - $46.2K
|
11.3K
$85.3K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
96.4KNew |
$711K - $810K
|
96.4K
$728K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$73.7K - $84K
|
10K
$75.5K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96.9KNew |
$704K - $846K
|
96.9K
$732K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.2KNew |
$117K - $141K
|
16.2K
$122K
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.5KNew |
$76.5K - $92K
|
10.5K
$79.6K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.2KNew |
$8.71K - $10.5K
|
1.2K
$9.06K
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
400+ 3.08% |
$2.9K - $3.49K
|
13.4K
$101K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$77.5K - $89.2K
|
10K
$75.5K
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5KNew |
$38.8K - $44.6K
|
5K
$37.8K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.99KNew |
$38.7K - $44.5K
|
4.99K
$37.7K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.55KNew |
$12K - $13.8K
|
1.55K
$11.7K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
343New |
$2.66K - $3.06K
|
343
$2.59K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$86.8K - $110K
|
10K
$75.5K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
5KNew |
$43.4K - $55K
|
5K
$37.8K
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.6K - $3.3K
|
300
$2.27K
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
10K+ 100.0% |
$101K - $108K
|
20K
$151K
|
|
Q2 2020 | |||||||
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
28.6KNew |
$264K - $292K
|
28.6K
$216K
|