Purchases and Sales Made in Q2 2025 in Pimco California Municipal Income Fund Iii (PZC)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund Iii (PZC) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO CALIFORNIA MUNICIPAL INCOME FUND III.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
365K+ 2458.84% |
$2.24M - $2.41M
|
380K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
196KNew |
$1.2M - $1.29M
|
196K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
125K+ 14.81% |
$768K - $828K
|
971K
$6.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.6K+ 8.58% |
$212K - $229K
|
438K
$2.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27.2KNew |
$167K - $180K
|
27.2K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$155K - $167K
|
25.2K
$171K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
25.1KNew |
$154K - $166K
|
25.1K
$171K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 231.57% |
$106K - $115K
|
24.9K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 231.57% |
$106K - $115K
|
24.9K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 29.35% |
$79K - $85.2K
|
56.8K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.5KNew |
$76.8K - $82.8K
|
12.5K
$85.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$73.7K - $79.5K
|
12K
$81.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
9.18K+ 39.2% |
$56.3K - $60.7K
|
32.6K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5K+ 11.36% |
$30.7K - $33.1K
|
49K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.8K+ 9.76% |
$29.4K - $31.7K
|
54K
$367K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
759+ 1.39% |
$4.65K - $5.02K
|
55.2K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
500+ 4.35% |
$3.07K - $3.31K
|
12K
$81.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
283+ 0.3% |
$1.73K - $1.87K
|
96.1K
$654K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-177- 1.02% |
$1.09K - $1.17K
|
17.2K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-185- 0.53% |
$1.13K - $1.22K
|
34.7K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-438- 1.28% |
$2.68K - $2.9K
|
33.9K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.47K- 7.41% |
$51.9K - $56K
|
106K
$720K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8.7K- 41.96% |
$53.3K - $57.5K
|
12K
$81.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 5.63% |
$98.5K - $106K
|
269K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-37.3K- 19.47% |
$228K - $246K
|
154K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-38.7K- 9.39% |
$237K - $256K
|
373K
$2.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.3K- 17.87% |
$272K - $293K
|
204K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-112K- 66.41% |
$688K - $741K
|
56.7K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-160K- 28.03% |
$983K - $1.06M
|
412K
$2.8M
|
|