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 7 institutions that hold shares in the stock, with a total of 99,222 shares, which have been reported (via 13F filing form) to have a value of $674,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
20,000
shares
|
$136,000
0.01% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,380
shares
|
$104,584
0.0% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,142
shares
|
$55,365
0.0% of portfolio
|
Q1 2025
Added 225.68%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$34,000
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$13,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|