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 31 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
545,255
shares
|
$3.86 Million
0.03% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
506,891
shares
|
$3.59 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
333,073
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
331,943
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
155,998
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 40.97%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
117,754
shares
|
$833,698
0.05% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
100,858
shares
|
$714,074
0.09% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
96,446
shares
|
$682,837
0.44% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
91,399
shares
|
$647,104
0.0% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
89,146
shares
|
$631,153
0.02% of portfolio
|
Q3 2024
Added 183.86%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
69,971
shares
|
$495,394
0.01% of portfolio
|
Q2 2023
Added 133.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
53,105
shares
|
$375,983
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,700
shares
|
$344,796
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
37,500
shares
|
$265,500
0.07% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
29,885
shares
|
$211,585
0.0% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
26,837
shares
|
$190,005
0.0% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,791
shares
|
$189,680
0.06% of portfolio
|
Q3 2024
Added 131.96%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
20,000
shares
|
$141,600
0.01% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,291
shares
|
$115,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,380
shares
|
$108,890
0.0% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
10,540
shares
|
$74,623
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,491
shares
|
$74,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,498
shares
|
$53,085
0.0% of portfolio
|
Q4 2023
Reduced 12.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,000
shares
|
$35,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$35,400
0.0% of portfolio
|
Q1 2022
New holding
|