Purchases and Sales Made in Q3 2025 in Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.56M+ 191.92% |
$12.8M - $13.8M
|
2.38M
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.37MNew |
$11.2M - $12.1M
|
1.37M
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.08MNew |
$8.84M - $9.5M
|
1.08M
$9.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
769K+ 508.25% |
$6.3M - $6.77M
|
920K
$8.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
761K+ 1639.17% |
$6.23M - $6.7M
|
807K
$7.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
733K+ 171.92% |
$6.01M - $6.45M
|
1.16M
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
687K+ 183.97% |
$5.62M - $6.04M
|
1.06M
$9.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
575K+ 135.69% |
$4.71M - $5.06M
|
999K
$8.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
357K+ 250.77% |
$2.92M - $3.14M
|
499K
$4.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
304KNew |
$2.49M - $2.68M
|
304K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
219KNew |
$1.79M - $1.92M
|
219K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
202KNew |
$1.65M - $1.77M
|
202K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
188K+ 54.61% |
$1.54M - $1.66M
|
533K
$4.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
182K+ 91.92% |
$1.49M - $1.61M
|
381K
$3.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
168K+ 58.31% |
$1.38M - $1.48M
|
457K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
168K+ 1091.7% |
$1.38M - $1.48M
|
183K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
156KNew |
$1.28M - $1.37M
|
156K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
145KNew |
$1.19M - $1.28M
|
145K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 133.85% |
$1.14M - $1.23M
|
244K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
129K+ 371.78% |
$1.06M - $1.14M
|
164K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125K+ 744.68% |
$1.03M - $1.1M
|
142K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
101KNew |
$826K - $887K
|
101K
$897K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
96.1K+ 320.44% |
$787K - $846K
|
126K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90K+ 913.27% |
$737K - $792K
|
99.8K
$888K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
77.9K+ 352.6% |
$638K - $686K
|
100K
$889K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
75.4KNew |
$617K - $663K
|
75.4K
$670K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74.2K+ 734.86% |
$608K - $653K
|
84.3K
$750K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
71.6KNew |
$586K - $630K
|
71.6K
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.3KNew |
$486K - $522K
|
59.3K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
55.6KNew |
$455K - $489K
|
55.6K
$494K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.1K+ 289.88% |
$451K - $485K
|
74.1K
$658K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
43.3KNew |
$354K - $381K
|
43.3K
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
42KNew |
$344K - $369K
|
42K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
36.1KNew |
$295K - $317K
|
36.1K
$321K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32KNew |
$262K - $282K
|
32K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
31.9K+ 261.05% |
$261K - $281K
|
44.1K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31.3KNew |
$256K - $275K
|
31.3K
$278K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
30.8KNew |
$253K - $271K
|
30.8K
$274K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
30.1KNew |
$246K - $265K
|
30.1K
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
29.7KNew |
$243K - $261K
|
29.7K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29.2K+ 19.68% |
$239K - $257K
|
178K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
28.2KNew |
$231K - $248K
|
28.2K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.4K+ 213.77% |
$208K - $223K
|
37.3K
$331K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
24.6K+ 68.76% |
$202K - $217K
|
60.4K
$537K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.6K+ 411.94% |
$177K - $190K
|
26.9K
$239K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
20.4KNew |
$167K - $180K
|
20.4K
$182K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
19.5KNew |
$160K - $172K
|
19.5K
$174K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
18.4KNew |
$151K - $162K
|
18.4K
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.8KNew |
$145K - $156K
|
17.8K
$158K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.2K+ 143.7% |
$141K - $152K
|
29.2K
$260K
|
|