Purchases and Sales Made in Q2 2025 in Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO CALIFORNIA MUNICIPAL INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
189KNew |
$1.55M - $1.71M
|
189K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
110K+ 35.1% |
$901K - $996K
|
424K
$3.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
81.5K+ 39.32% |
$667K - $737K
|
289K
$2.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
77.9K+ 105.99% |
$637K - $704K
|
151K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
55.3K+ 7.28% |
$452K - $500K
|
815K
$7.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
46.4KNew |
$380K - $420K
|
46.4K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
45.6K+ 13.91% |
$373K - $412K
|
373K
$3.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
38.7KNew |
$317K - $350K
|
38.7K
$344K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
17KNew |
$139K - $154K
|
17K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$107K - $118K
|
13.1K
$116K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 14.05% |
$105K - $116K
|
104K
$927K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.6KNew |
$103K - $114K
|
12.6K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1KNew |
$98.7K - $109K
|
12.1K
$107K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12KNew |
$98.2K - $108K
|
12K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.9K+ 5.32% |
$88.9K - $98.3K
|
215K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1KNew |
$82.6K - $91.3K
|
10.1K
$89.8K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.41K+ 19.58% |
$52.4K - $57.9K
|
39.1K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.34K+ 477.03% |
$35.5K - $39.2K
|
5.25K
$46.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.72K+ 11.61% |
$30.4K - $33.6K
|
35.8K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3K+ 11.11% |
$24.5K - $27.1K
|
30K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.59K+ 8.61% |
$21.2K - $23.4K
|
32.7K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 13.5% |
$16.4K - $18.1K
|
16.8K
$150K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
629+ 4.02% |
$5.15K - $5.69K
|
16.3K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.14% |
$245 - $271
|
22.1K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.07% |
$65.4 - $72.3
|
11.9K
$106K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.07% |
$65.4 - $72.3
|
11.9K
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.12K- 0.56% |
$9.15K - $10.1K
|
198K
$1.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 11.13% |
$12.5K - $13.8K
|
12.2K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.9K- 9.09% |
$15.5K - $17.2K
|
19K
$169K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.2K- 6.68% |
$26.1K - $28.9K
|
44.7K
$397K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.14K- 1.47% |
$42K - $46.4K
|
345K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-6.65K- 18.13% |
$54.4K - $60.1K
|
30K
$267K
|
|
|
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 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.1K- 17.0% |
$82.5K - $91.2K
|
49.2K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.2K- 44.3% |
$100K - $111K
|
15.4K
$137K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.7K- 64.27% |
$145K - $160K
|
9.85K
$87.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21.7K- 64.13% |
$177K - $196K
|
12.1K
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-50.1K- 26.02% |
$409K - $452K
|
142K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-128K- 23.14% |
$1.05M - $1.16M
|
427K
$3.79M
|
|