Latest Institutional Transactions on Pimco California Municipal Income Fund (PCQ)
This table provides information on the latest institutional transactions involving Pimco California Municipal Income Fund (PCQ) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.8KNew |
$97.5K - $102K
|
10.8K
$90K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
15.4KNew |
$139K - $146K
|
15.4K
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2KNew |
$110K - $115K
|
12.2K
$102K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
357New |
$3.23K - $3.38K
|
357
$2.98K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-7.33K- 32.84% |
$66.2K - $69.5K
|
15K
$125K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-524- 35.99% |
$4.74K - $4.97K
|
932
$7.77K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11K- 21.23% |
$99.2K - $104K
|
40.7K
$339K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.78KNew |
$34.3K - $36.3K
|
3.78K
$31.5K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.8K- 76.57% |
$352K - $373K
|
11.9K
$99K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.3KNew |
$93.5K - $99.1K
|
10.3K
$86K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
11.1KNew |
$101K - $107K
|
11.1K
$92.6K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$15K - $17.5K
|
1.82K
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
108K+ 432.2% |
$888K - $1.04M
|
133K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
25.6KNew |
$211K - $247K
|
25.6K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$135K - $158K
|
16.4K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.14K- 36.66% |
$50.5K - $59.1K
|
10.6K
$88.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.8KNew |
$14.8K - $17.4K
|
1.8K
$15K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
215KNew |
$1.77M - $2.07M
|
215K
$1.79M
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$16.6K - $20.7K
|
2K
$16.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.2KNew |
$168K - $209K
|
20.2K
$168K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1KNew |
$8.31K - $10.4K
|
1K
$8.34K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.7KNew |
$30.7K - $38.3K
|
3.7K
$30.9K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-713- 4.98% |
$6.81K - $7.26K
|
13.6K
$114K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$122K - $130K
|
12.8K
$107K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 1.03% |
$109 - $169
|
1.07K
$8.96K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25KNew |
$248K - $383K
|
25K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.58K- 18.95% |
$45.3K - $70.1K
|
19.6K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
131KNew |
$1.29M - $2M
|
131K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
34.7KNew |
$344K - $532K
|
34.7K
$289K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
669New |
$6.63K - $10.2K
|
669
$5.58K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$26K - $31.6K
|
1.89K
$15.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.57K- 24.03% |
$62.8K - $76.6K
|
14.4K
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
20.1KNew |
$276K - $337K
|
20.1K
$168K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.53KNew |
$48.5K - $59.1K
|
3.53K
$29.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9.68KNew |
$133K - $162K
|
9.68K
$80.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.5KNew |
$155K - $183K
|
11.5K
$95.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.41KNew |
$19K - $22.5K
|
1.41K
$11.7K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.55KClosed |
$21.4K - $25.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12KClosed |
$180K - $226K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$265K - $333K
|
17.7K
$147K
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-12.1KClosed |
$182K - $228K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.32KClosed |
$19.9K - $24.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.6KClosed |
$29.6K - $31.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.6KClosed |
$196K - $211K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
24.9KNew |
$462K - $496K
|
24.9K
$208K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
5K+ 25.0% |
$92.5K - $99.5K
|
25K
$209K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-21.3KClosed |
$377K - $407K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5.46KClosed |
$96.7K - $104K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1KClosed |
$17.7K - $19.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-201Closed |
$3.39K - $3.7K
|
0
$0
|
|