PIMCO California Municipal Income Fund III (NYSE:PZC)

7.08
Delayed Data
As of Dec 08
 -0.03 / -0.42%
Today’s Change
6.30
Today|||52-Week Range
8.70
-15.21%
Year-to-Date
Institutional investors control 11.27% of the outstanding shares in PZC. This represents a greater percentage of ownership than at almost any other company in the Investment Trusts/Mutual Funds industry. Additionally, during the quarter ended December 2018, these large investors purchased a net $129.8 thousand shares.
Mutual fund holders9.62%
Other institutional1.66%
Individual stakeholders1.55%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2023HENNION & WALSH ASSET MANAGEMENT...  Bought 45.0 Thousand shares of PIMCO California Municipa...
9/30/2023RAYMOND JAMES & ASSOCIATES, INC....  Bought 34.5 Thousand shares of PIMCO California Municipa...
9/30/2023ADVISORS ASSET MANAGEMENT, INC.  Bought 24.8 Thousand shares of PIMCO California Municipa...

Top 10 Owners of PIMCO California Municipal Income Fund III

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Advisors Asset Management, Inc.2.41%541,1393,495,758+24,809+4.80%
Hennion & Walsh Asset Management,...1.94%435,1342,810,966+44,969+11.53%
Guggenheim Partners Investment Ma...1.87%420,0852,713,749+18,136+4.51%
UBS Financial Services, Inc.0.94%210,5391,360,082-688-0.33%
RiverNorth Capital Management LLC0.75%169,1471,092,690-9,087-5.10%
Morgan Stanley Smith Barney LLC (...0.57%127,883826,124-16,719-11.56%
Core Wealth Partners LLC0.43%96,446623,04100.00%
Integrated Wealth Concepts LLC0.31%69,971452,01300.00%
Raymond James Financial Services ...0.23%50,796328,142+568+1.13%
Rockefeller & Co. LLC0.23%50,579326,740+583+1.17%

Top 10 Mutual Funds Holding PIMCO California Municipal Income Fund III

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
IA Wealth Balanced Portfolio3.49%784,2395,066,184+2,069+0.26%
IA Wealth Conservative Portfolio2.78%623,2514,026,201-21,948-3.40%
IA Wealth Moderate Portfolio1.57%353,1642,281,439-8,213-2.27%
IA Wealth Growth Portfolio.1.53%342,3162,211,361+7,575+2.26%
IA Wealth High Growth Portfolio0.25%56,085362,309+1,480+2.71%