Pimco California Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.51 M | $21.55 M | 2.65% | 6.98% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 1.78 M | $15.26 M | 14.45% | 4.95% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.44 M | $12.38 M | 19.00% | 4.01% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.21 M | $10.41 M | 31.32% | 3.37% |
| TORONTO DOMINION BANK | 05/15/2026 | 1.14 M | $9.75 M | 100.00% | 3.16% |
| MATISSE CAPITAL | 05/08/2026 | 866.41 K | $7.43 M | -5.86% | 2.41% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 692.07 K | $5.94 M | -39.11% | 1.92% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 690.48 K | $5.92 M | -12.68% | 1.92% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 637.24 K | $5.47 M | -21.49% | 1.77% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 617.02 K | $5.29 M | -3.68% | 1.72% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 587.47 K | $5.16 M | 53.05% | 1.63% |
| MORGAN STANLEY | 05/15/2026 | 471.61 K | $4.05 M | -1.00% | 1.31% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 416.95 K | $3.58 M | 6.49% | 1.16% |
| WILLIAMS & NOVAK, LLC | 04/21/2026 | 403.58 K | $3.47 M | -3.53% | 1.12% |
| LPL FINANCIAL LLC | 05/06/2026 | 343.97 K | $2.95 M | 21.44% | 0.96% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 338.16 K | $2.90 M | -26.63% | 0.94% |
| ALTIUM CAPITAL MANAGEMENT LP | 05/01/2026 | 333.09 K | $2.86 M | 28.56% | 0.93% |
| WHITEBOX ADVISORS LLC | 05/15/2026 | 284.47 K | $2.44 M | 45.53% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 246.05 K | $2.11 M | 0.00% | 0.68% |
| FIRST FOUNDATION ADVISORS | 05/04/2026 | 224.27 K | $1.92 M | 7.22% | 0.62% |
| 05/12/2026 | 206.23 K | $1.77 M | 3.40% | 0.57% | |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 201.59 K | $1.73 M | 0.00% | 0.56% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 200.18 K | $1.72 M | 0.00% | 0.56% |
| FIERA CAPITAL CORP | 05/12/2026 | 181.21 K | $1.55 M | -46.28% | 0.50% |
| CORE WEALTH PARTNERS LLC | 05/08/2026 | 163.74 K | $1.40 M | 0.02% | 0.46% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 161.86 K | $1.39 M | 10.77% | 0.45% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 145.73 K | $1.25 M | 6.76% | 0.41% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 121.37 K | $1.04 M | -13.87% | 0.34% |
| 05/11/2026 | 109.26 K | $937.44 K | 13.39% | 0.30% | |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 109.22 K | $941.04 K | 249.29% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 101.67 K | $872.34 K | -5.53% | 0.28% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 82.14 K | $704.72 K | 100.00% | 0.23% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 79.23 K | $679.76 K | -64.18% | 0.22% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 78.95 K | $677.00 K | 28.64% | 0.22% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 78.60 K | $674.36 K | 100.00% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 77.40 K | $664.12 K | 3.50% | 0.22% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 71.70 K | $615.15 K | 19.00% | 0.20% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 71.58 K | $614.15 K | 0.00% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 68.47 K | $587.47 K | 1.81% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 59.93 K | $514.18 K | 5.98% | 0.17% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 57.85 K | $496.39 K | 51.82% | 0.16% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 55.65 K | $478.06 K | 0.06% | 0.15% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 50.89 K | $436.59 K | 42.59% | 0.14% |
| EVOKE WEALTH, LLC | 05/15/2026 | 45.48 K | $391.89 K | -1.30% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 36.58 K | $314.00 K | -19.49% | 0.10% |
| INTELLECTUS PARTNERS, LLC | 04/10/2026 | 36.07 K | $310.80 K | 0.00% | 0.10% |
| 05/11/2026 | 35.29 K | $302.77 K | 0.00% | 0.10% | |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 34.00 K | $291.72 K | 100.00% | 0.09% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 32.70 K | $280.57 K | 0.05% | 0.09% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 32.30 K | $277.09 K | -8.76% | 0.09% |
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Pimco California Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Pimco California Municipal Income Fund. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.51 M
Karpus Management, Inc.: 1.78 M
GUGGENHEIM CAPITAL LLC: 1.44 M
Advisors Asset Management, Inc.: 1.21 M
TORONTO DOMINION BANK: 1.14 M
Matisse Capital: 866,413
51.68% of Pimco California Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.54 M shares in the last 24 months. This purchase volume represents approximately $164.24 M in transactions.