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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
20.4KNew |
$167K - $180K
|
20.4K
$182K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
24.6K+ 68.76% |
$202K - $217K
|
60.4K
$537K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$86.4K - $92.8K
|
10.5K
$93.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
13KNew |
$107K - $115K
|
13K
$116K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$103K - $110K
|
12.5K
$111K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
129K+ 371.78% |
$1.06M - $1.14M
|
164K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.06KNew |
$25.1K - $26.9K
|
3.06K
$27.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-259- 0.86% |
$2.12K - $2.28K
|
29.7K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
532New |
$4.36K - $4.68K
|
532
$4.73K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
769K+ 508.25% |
$6.3M - $6.77M
|
920K
$8.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
777New |
$6.36K - $6.84K
|
777
$6.91K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.2K+ 143.7% |
$141K - $152K
|
29.2K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
168K+ 58.31% |
$1.38M - $1.48M
|
457K
$4.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
42KNew |
$344K - $369K
|
42K
$373K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
722New |
$5.91K - $6.35K
|
722
$6.42K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
252New |
$2.06K - $2.22K
|
252
$2.24K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29.2K+ 19.68% |
$239K - $257K
|
178K
$1.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
17.2K+ 135.92% |
$141K - $151K
|
29.8K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.42KNew |
$19.8K - $21.3K
|
2.42K
$21.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32KNew |
$262K - $282K
|
32K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.6K+ 411.94% |
$177K - $190K
|
26.9K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
687K+ 183.97% |
$5.62M - $6.04M
|
1.06M
$9.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
31.9K+ 261.05% |
$261K - $281K
|
44.1K
$392K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.4KNew |
$118K - $126K
|
14.4K
$128K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
11KNew |
$90.1K - $96.8K
|
11K
$97.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.4KNew |
$101K - $109K
|
12.4K
$110K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
29.7KNew |
$243K - $261K
|
29.7K
$264K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 179.53% |
$16.4K - $17.6K
|
3.11K
$27.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
101KNew |
$826K - $887K
|
101K
$897K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.07% |
$65.4 - $72.3
|
11.9K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
189KNew |
$1.55M - $1.71M
|
189K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$107K - $118K
|
13.1K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-15.5K- 37.84% |
$126K - $140K
|
25.4K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.48K- 34.37% |
$69.4K - $76.7K
|
16.2K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1KNew |
$98.7K - $109K
|
12.1K
$107K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
38.7KNew |
$317K - $350K
|
38.7K
$344K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.9K- 55.85% |
$16.7K - $17.8K
|
1.51K
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$105K - $112K
|
12K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
760+ 5.69% |
$6.66K - $7.1K
|
14.1K
$125K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.59K+ 21.35% |
$66.5K - $70.9K
|
43.2K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-11.3K- 30.18% |
$99K - $106K
|
26.1K
$232K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
30KNew |
$269K - $305K
|
30K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1KNew |
$126K - $143K
|
14.1K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5.03K- 75.51% |
$45.1K - $51.2K
|
1.63K
$14.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
668New |
$5.99K - $6.8K
|
668
$5.94K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.1KNew |
$234K - $250K
|
25.1K
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.61KNew |
$15K - $16K
|
1.61K
$14.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$1.86K - $1.99K
|
200
$1.78K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
24.9KNew |
$232K - $248K
|
24.9K
$222K
|
|