PIMCO California Municipal Income Fund
PCQ- Exchange
- NYSE
- SEC CIK
- 0001140411
No open-market purchases or sales by PIMCO California Municipal Income Fund insiders were filed in the last 90 days; 82 institutions reported holding it in 13F filings for Q2 2026, worth $168.8M in total; no superinvestor holds it.
Q1 2023 vs. Q4 2022
How the institutions holding PIMCO California Municipal Income Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 33 | 1 | 36 | +4 |
| Shares | 1.74M | 25.0K | 2.89M | +1.18M (+68.6%) |
| Value | $26.2M | $376.8K | $30.0M | +$4.16M (+16.1%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held PIMCO California Municipal Income Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 477,162 | $4.81M | 0.23% |
| Ackerman Capital Advisors, LLC | 298,885 | $3.01M | 0.78% |
| Robinson Capital Management, LLC | 180,508 | $1.80M | 0.84% |
| StoneX Group Inc. | 130,629 | $1.32M | 0.14% |
| Wolverine Asset Management LLC | 63,600 | $641.1K | 0.01% |
| Core Wealth Partners LLC | 34,695 | $349.7K | 0.35% |
| Cerity Partners LLC | 25,000 | $252.0K | 0.00% |
| Creative Planning | 19,891 | $200.5K | 0.00% |
| Melfa Wealth Management, LLC | 14,898 | $150.2K | 0.15% |
| Ameritas Advisory Services, LLC | 669 | $6.63K | 0.00% |
| FNY Investment Advisers, LLC | 274 | $2.00K | 0.00% |
Sold out (7)
Institutions that held PIMCO California Municipal Income Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Lincoln National Corp | 20,093 | $302.8K |
| Evoke Wealth, LLC | 14,434 | $218.5K |
| EWG Elevate Inc. | 9,679 | $145.9K |
| U.S. Capital Wealth Advisors, LLC | 3,527 | $53.2K |
| Resurgent Financial Advisors LLC | 1,887 | $28.4K |
| Allworth Financial LP | 1,408 | $21.2K |
| JPMorgan Chase & Co | 1,408 | $21.0K |
Not filed for Q1 2023 yet (1)
Institutions that held PIMCO California Municipal Income Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Gamble Jones Investment Counsel | 25,000 | $376.8K |