Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-63.5K- 16.07% |
$454K - $478K
|
332K
$2.35M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.07K- 1.76% |
$64.8K - $68.3K
|
507K
$3.58M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.98K- 12.92% |
$28.4K - $30K
|
26.8K
$190K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.64K- 19.13% |
$26K - $27.4K
|
15.4K
$109K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.06K- 5.91% |
$21.9K - $23K
|
48.7K
$344K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.2K- 88.99% |
$140K - $155K
|
2.5K
$17.7K
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-6.43K- 5.18% |
$44.5K - $49.3K
|
118K
$833K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.52K- 11.74% |
$31.2K - $34.6K
|
34K
$240K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-281- 0.93% |
$1.94K - $2.15K
|
29.9K
$211K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.1K- 12.79% |
$7.02K - $8.29K
|
7.5K
$53K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5K- 20.0% |
$33.8K - $40.5K
|
20K
$141K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-86.4KClosed |
$669K - $770K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-33.4KClosed |
$259K - $298K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.3KClosed |
$150K - $172K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6KClosed |
$46.5K - $53.5K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-4KClosed |
$31K - $35.7K
|
0
$0
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-27.4KClosed |
$238K - $302K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.5KClosed |
$99.8K - $127K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-3.06KClosed |
$26.6K - $33.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.58KClosed |
$13.7K - $17.3K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.3KClosed |
$109K - $115K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-99Closed |
$1.05K - $1.11K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-104KClosed |
$1.11M - $1.2M
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.5KClosed |
$292K - $315K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.5KClosed |
$228K - $246K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.5KClosed |
$106K - $114K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-97.2KClosed |
$967K - $1.05M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-34KClosed |
$338K - $368K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Camden Capital, LLC
|
SELL
|
- |
-32.5K- 39.38% |
$323K - $351K
|
50K
$354K
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16KClosed |
$159K - $173K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5.5KClosed |
$54.7K - $59.5K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-5.4KClosed |
$53.7K - $58.4K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.65KClosed |
$16.4K - $17.8K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.64KClosed |
$67K - $73.8K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.65KClosed |
$24.4K - $27K
|
0
$0
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-99.7KClosed |
$733K - $1.15M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.11KClosed |
$8.14K - $12.8K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-40.8KClosed |
$457K - $475K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 17, 2019
Q3 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22KClosed |
$233K - $253K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Allworth Financial LP
|
SELL
|
- |
-1KClosed |
$10.6K - $11.5K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.8KClosed |
$28.7K - $31.2K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47KClosed |
$14.4K - $16.3K
|
0
$0
|
|
Q4 2018 | |||||||
Jan 08, 2019
Q4 2018
|
Private Asset Management Inc
|
SELL
|
- |
-23KClosed |
$215K - $234K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 07, 2018
Q2 2018
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-36.9KClosed |
$354K - $383K
|
0
$0
|
|
Q1 2018 | |||||||
May 08, 2018
Q1 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-22.7KClosed |
$216K - $242K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
SELL
|
- |
-19.1KClosed |
$183K - $204K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-13.4KClosed |
$128K - $144K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 13, 2018
Q4 2017
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-102KClosed |
$1.04M - $1.12M
|
0
$0
|