PIMCO California Municipal Income Fund III (NYSE:PZC)

8.28
Delayed Data
As of 12:59pm ET
 +0.04 / +0.49%
Today’s Change
7.85
Today|||52-Week Range
11.77
-25.41%
Year-to-Date
Institutional investors control 6.96% 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 $53.8 thousand shares.
Mutual fund holders28.65%
Individual stakeholders1.55%
Other institutional-21.69%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2022ACKERMAN CAPITAL ADVISORS LLC  Bought 56.0 Thousand shares of PIMCO California Municipa...
3/31/2022RIVERNORTH CAPITAL MANAGEMENT LL...  Bought 42.1 Thousand shares of PIMCO California Municipa...
3/31/2022ADVISORS ASSET MANAGEMENT, INC.  Bought 40.2 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
Guggenheim Partners Investment Ma...1.95%437,7573,712,179-32,841-6.98%
UBS Financial Services, Inc.0.93%207,7881,762,042-39,105-15.84%
Advisors Asset Management, Inc.0.67%150,4821,276,087+40,166+36.41%
Morgan Stanley Smith Barney LLC (...0.65%144,9641,229,295-10,386-6.69%
Ackerman Capital Advisors LLC0.39%86,365732,375+55,982+184.25%
Hennion & Walsh Asset Management,...0.34%76,772651,027+2,151+2.88%
Golden State Wealth Management LL...0.31%68,596581,694-4,719-6.44%
RiverNorth Capital Management LLC0.19%42,132357,279+42,132--
Merrill Lynch, Pierce, Fenner & S...0.19%41,399351,064-8,643-17.27%
WealthSource Partners LLC0.15%33,422283,419+1,065+3.29%

Top 10 Mutual Funds Holding PIMCO California Municipal Income Fund III

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
IA Focus Balanced Fund6.93%1,552,63513,166,345+24,198+1.58%
IA Focus Moderate Fund6.53%1,463,36012,409,293+2,422+0.17%
IA Focus Prudent Fund6.40%1,433,34112,154,732-19,774-1.36%
IA Wealth Balanced Portfolio3.56%797,7916,765,268-1,476-0.18%
IA Wealth Moderate Portfolio1.99%444,9093,772,828-669-0.15%
IA Focus Growth Fund1.47%330,3412,801,292+4,685+1.44%
IA Wealth Growth Portfolio.1.37%308,0352,612,137+3,544+1.16%
IA Wealth High Growth Portfolio0.22%48,104407,922+835+1.77%
IA Focus Aggressive Fund0.19%43,024364,844-506-1.16%