Institutional Ownership Pimco California Municipal Income Fund Iii (PZC)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund Iii (PZC). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
845,437
shares
|
$5.24 Million
0.37% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
572,282
shares
|
$3.55 Million
0.07% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
411,812
shares
|
$2.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
403,691
shares
|
$2.5 Million
0.12% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
285,521
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
247,979
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
191,345
shares
|
$1.19 Million
0.66% of portfolio
|
Q1 2025
Added 65.18%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
168,887
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Added 35.31%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
114,280
shares
|
$708,536
0.07% of portfolio
|
Q1 2025
Added 65.0%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
96,446
shares
|
$597,965
0.37% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
95,860
shares
|
$594,332
0.0% of portfolio
|
Q1 2025
Added 15.23%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
69,971
shares
|
$433,820
0.01% of portfolio
|
Q2 2023
Added 133.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
54,437
shares
|
$337,509
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,200
shares
|
$305,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,700
shares
|
$301,940
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
44,000
shares
|
$272,800
0.07% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
43,898
shares
|
$272,167
0.0% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
34,928
shares
|
$216,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,335
shares
|
$212,877
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
23,415
shares
|
$145,173
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
20,734
shares
|
$128,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
20,000
shares
|
$124,000
0.01% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
17,555
shares
|
$108,841
0.01% of portfolio
|
Q1 2025
Added 39.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
17,381
shares
|
$107,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,380
shares
|
$95,356
0.0% of portfolio
|
Q3 2024
Reduced 19.13%
|