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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
583K+ 494.68% |
$3.93M - $4.44M
|
700K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
89.1K+ 332.39% |
$601K - $679K
|
116K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.6K+ 45.27% |
$477K - $538K
|
227K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
63.2K+ 19.05% |
$427K - $482K
|
395K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.2KNew |
$332K - $375K
|
49.2K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
35.7K+ 40.02% |
$241K - $272K
|
125K
$826K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
27.3K+ 5.39% |
$184K - $208K
|
534K
$3.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
20.7KNew |
$140K - $158K
|
20.7K
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
20.6KNew |
$139K - $157K
|
20.6K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$110K - $124K
|
16.3K
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$84.8K - $95.8K
|
12.6K
$83.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 45.24% |
$82K - $92.5K
|
39K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$78.3K - $88.4K
|
11.6K
$76.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10KNew |
$67.5K - $76.2K
|
10K
$66.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$67.5K - $76.2K
|
10K
$66.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6.5K+ 17.33% |
$43.9K - $49.5K
|
44K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$13.5K - $15.2K
|
2K
$13.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
953New |
$6.43K - $7.26K
|
953
$6.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
638+ 1.2% |
$4.31K - $4.86K
|
53.7K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.3KNew |
$116K - $123K
|
16.3K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$74.9K - $79K
|
10.5K
$69.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$35.7K - $37.7K
|
5K
$33.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
722New |
$5.16K - $5.44K
|
722
$4.78K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.14K - $2.26K
|
300
$1.99K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.4KNew |
$16.6K - $18.4K
|
2.4K
$15.9K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8KNew |
$98.4K - $108K
|
13.8K
$91.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8KNew |
$90.8K - $99.8K
|
12.8K
$84.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 18.25% |
$9.02K - $9.92K
|
8.22K
$54.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
155K+ 1023.54% |
$987K - $1.17M
|
170K
$1.12M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40K+ 133.24% |
$300K - $318K
|
70K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.8K+ 105.45% |
$43.6K - $46.2K
|
11.3K
$74.8K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
96.4KNew |
$711K - $810K
|
96.4K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$73.7K - $84K
|
10K
$66.2K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96.9KNew |
$704K - $846K
|
96.9K
$642K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.5KNew |
$76.5K - $92K
|
10.5K
$69.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.2KNew |
$8.71K - $10.5K
|
1.2K
$7.94K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
400+ 3.08% |
$2.9K - $3.49K
|
13.4K
$88.7K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$77.5K - $89.2K
|
10K
$66.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5KNew |
$38.8K - $44.6K
|
5K
$33.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.99KNew |
$38.7K - $44.5K
|
4.99K
$33.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.55KNew |
$12K - $13.8K
|
1.55K
$10.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
343New |
$2.66K - $3.06K
|
343
$2.27K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$86.8K - $110K
|
10K
$66.2K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
5KNew |
$43.4K - $55K
|
5K
$33.1K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
10K+ 100.0% |
$101K - $108K
|
20K
$132K
|
|
| Q2 2020 | |||||||
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
28.6KNew |
$264K - $292K
|
28.6K
$189K
|
|