Institutional Ownership Pcm Fund, Inc. (PCM)
This table provides information about the institutional ownership of Pcm Fund, Inc. (PCM). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 917,768 shares, which have been reported (via 13F filing form) to have a value of $5.44 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
215,820
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
135,516
shares
|
$803,609
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
101,645
shares
|
$602,754
0.0% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
57,584
shares
|
$341,473
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
52,646
shares
|
$312,190
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
52,100
shares
|
$308,953
0.0% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,760
shares
|
$283,216
0.0% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
40,252
shares
|
$238,694
0.0% of portfolio
|
Q3 2024
Added 64.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
36,259
shares
|
$215,015
0.0% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
32,330
shares
|
$191,716
0.04% of portfolio
|
Q2 2022
Reduced 6.29%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,743
shares
|
$117,075
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
19,704
shares
|
$116,844
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,924
shares
|
$106,289
0.0% of portfolio
|
Q3 2024
Reduced 35.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,803
shares
|
$105,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
12,465
shares
|
$73,917
0.0% of portfolio
|
Q3 2022
Reduced 14.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
12,415
shares
|
$73,620
0.0% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
11,150
shares
|
$66,119
0.01% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,807
shares
|
$64,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,443
shares
|
$61,926
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,500
shares
|
$26,685
0.0% of portfolio
|
Q2 2020
Reduced 20.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,181
shares
|
$24,793
0.0% of portfolio
|
Q4 2024
Added 330.14%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,420
shares
|
$8,420
0.0% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
300
shares
|
$1,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$5
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|