Purchases and Sales Made in Q1 2025 in Pimco California Municipal Income Fund Iii (PZC)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund Iii (PZC) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO CALIFORNIA MUNICIPAL INCOME FUND III.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
145K+ 20.73% |
$947K - $1.01M
|
845K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
75.5K+ 65.18% |
$492K - $523K
|
191K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
45K+ 65.0% |
$294K - $312K
|
114K
$712K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
44.1K+ 35.31% |
$287K - $305K
|
169K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
38.1K+ 7.13% |
$248K - $264K
|
572K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.9KNew |
$228K - $242K
|
34.9K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
23.4KNew |
$153K - $162K
|
23.4K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 9.43% |
$139K - $148K
|
248K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.4KNew |
$113K - $120K
|
17.4K
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
14.8KNew |
$96.7K - $103K
|
14.8K
$92.4K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.7K+ 15.23% |
$82.6K - $87.8K
|
95.9K
$597K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.51K+ 2.15% |
$55.5K - $59K
|
404K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.64K+ 225.68% |
$36.8K - $39.1K
|
8.14K
$50.7K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.99K+ 39.7% |
$32.5K - $34.6K
|
17.6K
$109K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.92K+ 12.62% |
$32.1K - $34.1K
|
43.9K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.45K+ 14.89% |
$29K - $30.8K
|
34.3K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.16K+ 100.0% |
$27.1K - $28.8K
|
8.32K
$51.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.5K+ 15.0% |
$9.78K - $10.4K
|
11.5K
$71.6K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
694+ 1.29% |
$4.52K - $4.81K
|
54.4K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.16K- 50.0% |
$27.1K - $28.8K
|
4.16K
$25.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.2K- 8.41% |
$171K - $182K
|
286K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-55.1K- 11.8% |
$359K - $382K
|
412K
$2.57M
|