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 43 institutions that hold shares in the stock, with a total of 4.42 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
970,651
shares
|
$6.6 Million
0.46% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
438,335
shares
|
$2.98 Million
0.12% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
411,887
shares
|
$2.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.03%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
379,553
shares
|
$2.58 Million
1.15% of portfolio
|
Q2 2025
Added 2458.84%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
373,143
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
269,448
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
203,656
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
195,831
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
154,095
shares
|
$1.05 Million
0.95% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
105,812
shares
|
$719,521
0.06% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
96,446
shares
|
$655,832
0.3% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
96,143
shares
|
$653,772
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
69,971
shares
|
$475,802
0.0% of portfolio
|
Q2 2023
Added 133.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
56,783
shares
|
$386,124
0.0% of portfolio
|
Q2 2025
Added 29.35%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
56,733
shares
|
$385,784
0.01% of portfolio
|
Q2 2025
Reduced 66.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
55,196
shares
|
$375,332
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
54,000
shares
|
$367,200
0.0% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
49,000
shares
|
$333,200
0.07% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,700
shares
|
$331,160
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
34,743
shares
|
$236,252
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
33,897
shares
|
$230,499
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
32,594
shares
|
$221,639
0.1% of portfolio
|
Q2 2025
Added 39.2%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
27,190
shares
|
$184,892
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,205
shares
|
$171,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
25,076
shares
|
$170,516
0.1% of portfolio
|
Q2 2025
New holding
|