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 34 institutions that hold shares in the stock, with a total of 2.89 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,000
shares
|
$34,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$34,250
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,158
shares
|
$28,482
0.0% of portfolio
|
Q4 2024
Reduced 93.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$17,125
0.0% of portfolio
|
Q2 2024
Reduced 88.99%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,200
shares
|
$8,220
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
722
shares
|
$4,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
343
shares
|
$2,349
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$2,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|