Institutional Ownership Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
29,244
shares
|
$259,979
0.0% of portfolio
|
Q3 2025
Added 143.7%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
28,233
shares
|
$250,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
26,882
shares
|
$238,980
0.04% of portfolio
|
Q3 2025
Added 411.94%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
26,140
shares
|
$232,384
0.1% of portfolio
|
Q1 2025
Reduced 30.18%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
25,000
shares
|
$222,250
0.03% of portfolio
|
Q4 2021
Added 25.0%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
24,946
shares
|
$221,769
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
21,804
shares
|
$193,837
0.01% of portfolio
|
Q3 2025
Added 79.93%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
20,432
shares
|
$181,640
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
18,404
shares
|
$163,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,762
shares
|
$157,904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,830
shares
|
$131,838
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
14,364
shares
|
$127,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,379
shares
|
$118,939
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
13,036
shares
|
$115,890
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,524
shares
|
$111,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,379
shares
|
$110,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
12,100
shares
|
$107,569
0.0% of portfolio
|
Q3 2025
Added 137.25%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
10,998
shares
|
$97,772
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
10,787
shares
|
$95,896
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,548
shares
|
$93,771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,305
shares
|
$91,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
9,600
shares
|
$85,344
0.02% of portfolio
|
Q3 2025
Reduced 43.69%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,264
shares
|
$55,686
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,114
shares
|
$27,683
0.0% of portfolio
|
Q3 2025
Added 179.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,061
shares
|
$27,212
0.0% of portfolio
|
Q3 2025
New holding
|
|