
8.28 Delayed Data As of 12:59pm ET | ![]() Today’s Change | 7.85 Today|||52-Week Range 11.77 | -25.41% Year-to-Date |
Mutual fund holders | 28.65% |
Individual stakeholders | 1.55% |
Other institutional | -21.69% |
3/31/2022 | ACKERMAN CAPITAL ADVISORS LLC Bought 56.0 Thousand shares of PIMCO California Municipa... |
3/31/2022 | RIVERNORTH CAPITAL MANAGEMENT LL... Bought 42.1 Thousand shares of PIMCO California Municipa... |
3/31/2022 | ADVISORS ASSET MANAGEMENT, INC. Bought 40.2 Thousand shares of PIMCO California Municipa... |
Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
---|---|---|---|---|---|
Guggenheim Partners Investment Ma... | 1.95% | 437,757 | 3,712,179 | -32,841 | -6.98% |
UBS Financial Services, Inc. | 0.93% | 207,788 | 1,762,042 | -39,105 | -15.84% |
Advisors Asset Management, Inc. | 0.67% | 150,482 | 1,276,087 | +40,166 | +36.41% |
Morgan Stanley Smith Barney LLC (... | 0.65% | 144,964 | 1,229,295 | -10,386 | -6.69% |
Ackerman Capital Advisors LLC | 0.39% | 86,365 | 732,375 | +55,982 | +184.25% |
Hennion & Walsh Asset Management,... | 0.34% | 76,772 | 651,027 | +2,151 | +2.88% |
Golden State Wealth Management LL... | 0.31% | 68,596 | 581,694 | -4,719 | -6.44% |
RiverNorth Capital Management LLC | 0.19% | 42,132 | 357,279 | +42,132 | -- |
Merrill Lynch, Pierce, Fenner & S... | 0.19% | 41,399 | 351,064 | -8,643 | -17.27% |
WealthSource Partners LLC | 0.15% | 33,422 | 283,419 | +1,065 | +3.29% |
Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
---|---|---|---|---|---|
IA Focus Balanced Fund | 6.93% | 1,552,635 | 13,166,345 | +24,198 | +1.58% |
IA Focus Moderate Fund | 6.53% | 1,463,360 | 12,409,293 | +2,422 | +0.17% |
IA Focus Prudent Fund | 6.40% | 1,433,341 | 12,154,732 | -19,774 | -1.36% |
IA Wealth Balanced Portfolio | 3.56% | 797,791 | 6,765,268 | -1,476 | -0.18% |
IA Wealth Moderate Portfolio | 1.99% | 444,909 | 3,772,828 | -669 | -0.15% |
IA Focus Growth Fund | 1.47% | 330,341 | 2,801,292 | +4,685 | +1.44% |
IA Wealth Growth Portfolio. | 1.37% | 308,035 | 2,612,137 | +3,544 | +1.16% |
IA Wealth High Growth Portfolio | 0.22% | 48,104 | 407,922 | +835 | +1.77% |
IA Focus Aggressive Fund | 0.19% | 43,024 | 364,844 | -506 | -1.16% |