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 | 08/14/2026 | 2.58 M | $23.10 M | 2.51% | 7.16% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 2.03 M | $18.22 M | 14.20% | 5.65% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.65 M | $14.82 M | 36.15% | 4.59% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.18 M | $10.59 M | -18.16% | 3.28% |
| TORONTO DOMINION BANK | 08/14/2026 | 1.16 M | $10.38 M | 1.83% | 3.22% |
| MATISSE CAPITAL | 08/12/2026 | 848.72 K | $7.61 M | -2.04% | 2.36% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 725.01 K | $6.50 M | 4.76% | 2.02% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 710.60 K | $6.37 M | 15.17% | 1.98% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 637.26 K | $5.72 M | 8.47% | 1.77% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 538.72 K | $4.83 M | -21.98% | 1.50% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 476.43 K | $4.27 M | -25.23% | 1.32% |
| MORGAN STANLEY | 08/13/2026 | 434.93 K | $3.90 M | -7.78% | 1.21% |
| LPL FINANCIAL LLC | 08/07/2026 | 422.81 K | $3.79 M | 22.92% | 1.18% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 421.95 K | $3.79 M | 1.20% | 1.17% |
| WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | 07/08/2026 | 365.20 K | $3.28 M | -9.51% | 1.02% |
| ALTIUM CAPITAL MANAGEMENT LLC | 08/12/2026 | 333.09 K | $2.99 M | 0.00% | 0.93% |
| WHITEBOX ADVISORS LLC | 08/14/2026 | 284.47 K | $2.55 M | 0.00% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 246.04 K | $2.21 M | 0.00% | 0.68% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 223.99 K | $2.01 M | -0.12% | 0.62% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 201.59 K | $1.81 M | 0.00% | 0.56% |
| PROFESSIONAL FINANCIAL MANAGEMENT, INC. | 07/15/2026 | 200.58 K | $1.80 M | -2.74% | 0.56% |
| MELFA WEALTH MANAGEMENT, INC. | 07/24/2026 | 193.42 K | $1.74 M | -3.37% | 0.54% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 185.47 K | $1.66 M | 134.10% | 0.52% |
| FIERA CAPITAL CORP | 08/07/2026 | 174.85 K | $1.57 M | -3.51% | 0.49% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 165.87 K | $1.49 M | 13.82% | 0.46% |
| CORE WEALTH PARTNERS LLC | 07/17/2026 | 163.76 K | $1.47 M | 0.02% | 0.46% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 161.37 K | $1.45 M | -0.30% | 0.45% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 125.37 K | $1.12 M | 3.29% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 114.18 K | $1.02 M | 12.30% | 0.32% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 104.58 K | $938.05 K | -4.29% | 0.29% |
| UBS GROUP AG | 08/13/2026 | 95.76 K | $858.93 K | 23.71% | 0.27% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 88.33 K | $792.00 K | 11.89% | 0.25% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 84.12 K | $754.51 K | 22.85% | 0.23% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 80.11 K | $721.64 K | -26.66% | 0.22% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 78.19 K | $701.36 K | -4.80% | 0.22% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 75.77 K | $679.62 K | -3.60% | 0.21% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 71.58 K | $642.06 K | 0.00% | 0.20% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 71.58 K | $644.00 K | 100.00% | 0.20% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 70.06 K | $628.41 K | 202.82% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 69.89 K | $626.95 K | 16.63% | 0.19% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 59.59 K | $534.48 K | 17.10% | 0.17% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 55.69 K | $478.38 K | 0.07% | 0.15% |
| JANE STREET GROUP, LLC | 08/14/2026 | 53.78 K | $482.37 K | 100.00% | 0.15% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 52.56 K | $471.44 K | -9.16% | 0.15% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 49.74 K | $446.12 K | -30.63% | 0.14% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 43.55 K | $391.52 K | 116.69% | 0.12% |
| XTX TOPCO LTD | 08/14/2026 | 43.03 K | $386.00 K | 100.00% | 0.12% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 42.03 K | $377.01 K | 100.00% | 0.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 37.76 K | $339.00 K | 19.44% | 0.11% |
| INTELLECTUS PARTNERS, LLC | 08/12/2026 | 36.07 K | $324.86 K | 0.00% | 0.10% |
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Pimco California Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of Pimco California Municipal Income Fund. The most heavily invested institutionals were:
Matisse Capital: 600,002
Hennion & Walsh Asset Management, Inc.: 505,534
Williams & Novak Wealth Management, LLC: 476,148
Altium Capital Management LLC: 333,093
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 201,590
Core Wealth Partners LLC: 163,790
52.32% of Pimco California Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.95 M shares in the last 24 months. This purchase volume represents approximately $167.88 M in transactions.