Purchases and Sales Made in Q1 2023 in Pcm Fund, Inc. (PCM)
This table provides information about the institutional ownership of Pcm Fund, Inc. (PCM) during Q1 2023. The information is specifically focused on institutions that hold shares of PCM FUND, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44.9K+ 69.69% |
$367K - $427K
|
109K
$734K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.2KNew |
$256K - $297K
|
31.2K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.91K+ 13.06% |
$56.5K - $65.8K
|
59.8K
$402K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.3K+ 27.07% |
$35.1K - $40.9K
|
20.2K
$136K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.25KNew |
$18.4K - $21.4K
|
2.25K
$15.1K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.24K+ 4.96% |
$18.3K - $21.3K
|
47.5K
$319K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.1KNew |
$17.2K - $20K
|
2.1K
$14.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.21KNew |
$9.88K - $11.5K
|
1.21K
$8.12K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06KNew |
$8.65K - $10.1K
|
1.06K
$7.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
579+ 1.92% |
$4.74K - $5.51K
|
30.8K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
210+ 0.29% |
$1.72K - $2K
|
71.9K
$483K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17New |
$139 - $162
|
17
$114
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17New |
$139 - $162
|
17
$114
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-500- 0.35% |
$4.09K - $4.76K
|
143K
$960K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-505- 1.59% |
$4.13K - $4.81K
|
31.2K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-562- 1.83% |
$4.6K - $5.35K
|
30.2K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.47K- 25.26% |
$12K - $14K
|
4.34K
$29.2K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.8K- 10.96% |
$14.7K - $17.2K
|
14.6K
$98.4K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.73K- 4.71% |
$22.3K - $26K
|
55.3K
$372K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.59K- 18.78% |
$37.6K - $43.7K
|
19.9K
$133K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.18K- 11.82% |
$58.7K - $68.3K
|
53.5K
$360K
|