Latest Institutional Transactions on Pimco California Municipal Income Fund Ii (PCK)
This table provides information on the latest institutional transactions involving Pimco California Municipal Income Fund Ii (PCK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.8K- 64.01% |
$193K - $208K
|
19.6K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
42K+ 59.98% |
$233K - $251K
|
112K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.6K+ 46.25% |
$36.6K - $39.5K
|
20.9K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14New |
$77.6 - $83.7
|
14
$82.6
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2KNew |
$11.1K - $12K
|
2K
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.29K- 5.48% |
$12.7K - $13.7K
|
39.5K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-875- 3.53% |
$4.85K - $5.23K
|
23.9K
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-3.7K- 6.27% |
$20.5K - $22.1K
|
55.3K
$326K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$79.7K - $89.1K
|
14.1K
$83.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.4KNew |
$132K - $147K
|
23.4K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-38.1K- 66.69% |
$215K - $240K
|
19K
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$69.4K - $77.6K
|
12.3K
$72.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$1.69K - $1.89K
|
300
$1.77K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 5.01% |
$6.77K - $7.56K
|
22.7K
$134K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
23.4KNew |
$132K - $147K
|
23.4K
$138K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.2KNew |
$12.4K - $13.9K
|
2.2K
$13K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.13KNew |
$6.58K - $7.1K
|
1.13K
$6.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13KNew |
$75.5K - $81.5K
|
13K
$76.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
552New |
$3.21K - $3.47K
|
552
$3.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.91K- 9.01% |
$22.8K - $24.6K
|
39.5K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
30K+ 9.13% |
$175K - $188K
|
359K
$2.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
141+ 0.88% |
$821 - $885
|
16.1K
$94.9K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$12.2K - $13K
|
2.2K
$13K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-836- 35.6% |
$4.63K - $4.92K
|
1.51K
$8.92K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-30.4K- 11.29% |
$168K - $179K
|
239K
$1.41M
|
|
| Q1 2024 | |||||||
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.5K- 31.45% |
$25.4K - $26.7K
|
9.81K
$57.9K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.1KNew |
$34.4K - $36.2K
|
6.1K
$36K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.9KNew |
$72.8K - $76.7K
|
12.9K
$76.1K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$57.2K - $60.2K
|
10.1K
$59.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.48K- 18.19% |
$14K - $14.7K
|
11.1K
$65.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.1KNew |
$68K - $71.6K
|
12.1K
$71.1K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.59K- 20.3% |
$14.6K - $15.4K
|
10.2K
$59.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
24.4KNew |
$120K - $142K
|
24.4K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.24K+ 21.7% |
$11K - $13K
|
12.6K
$74.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3K- 12.95% |
$14.8K - $17.4K
|
20.2K
$119K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.78K- 59.4% |
$8.77K - $10.4K
|
1.22K
$7.19K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35K- 54.38% |
$172K - $204K
|
29.4K
$173K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
238KNew |
$1.17M - $1.38M
|
238K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 7.77% |
$8.03K - $9.49K
|
19.4K
$114K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-33.5K- 45.62% |
$167K - $202K
|
39.9K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
25KNew |
$125K - $151K
|
25K
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
233+ 0.47% |
$1.16K - $1.41K
|
49.5K
$292K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$4.99 - $6.05
|
10.4K
$61.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.6KNew |
$253K - $306K
|
50.6K
$299K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.2KNew |
$111K - $122K
|
19.2K
$114K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47.5KNew |
$274K - $301K
|
47.5K
$280K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
90.8KNew |
$540K - $629K
|
90.8K
$536K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.42KNew |
$14.4K - $16.8K
|
2.42K
$14.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12+ 0.02% |
$73.7 - $86.2
|
51.2K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.86K- 18.31% |
$17.6K - $20.5K
|
12.8K
$75.3K
|
|