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 38 institutions that hold shares in the stock, with a total of 3.63 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
700,259
shares
|
$4.8 Million
0.27% of portfolio
|
Q4 2024
Added 494.68%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
534,209
shares
|
$3.66 Million
0.07% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
466,918
shares
|
$3.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
395,179
shares
|
$2.71 Million
0.13% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
311,734
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
226,611
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 45.27%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
124,818
shares
|
$856,251
0.02% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
115,841
shares
|
$794,669
0.38% of portfolio
|
Q4 2024
Added 332.39%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
96,446
shares
|
$661,619
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
83,188
shares
|
$570,669
0.0% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
69,971
shares
|
$480,001
0.01% of portfolio
|
Q2 2023
Added 133.24%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
69,261
shares
|
$475,130
0.06% of portfolio
|
Q4 2024
Reduced 31.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
53,743
shares
|
$368,676
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
49,200
shares
|
$337,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,700
shares
|
$334,082
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
44,000
shares
|
$301,840
0.07% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
38,979
shares
|
$267,395
0.0% of portfolio
|
Q4 2024
Added 45.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
29,885
shares
|
$205,011
0.0% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
20,734
shares
|
$142,235
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
20,604
shares
|
$141,343
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
20,000
shares
|
$137,200
0.01% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,338
shares
|
$112,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,380
shares
|
$105,506
0.0% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
12,566
shares
|
$86,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
11,600
shares
|
$79,576
0.02% of portfolio
|
Q4 2024
New holding
|