Pimco Municipal Income Fund II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 7.58 M | $57.36 M | 19.39% | 6.04% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 4.25 M | $32.18 M | -15.48% | 3.39% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 2.60 M | $19.70 M | -7.59% | 2.07% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 2.58 M | $19.55 M | 10.39% | 2.06% |
| MORGAN STANLEY | 05/15/2026 | 1.70 M | $12.89 M | -1.98% | 1.36% |
| TORONTO DOMINION BANK | 05/15/2026 | 1.68 M | $12.69 M | 100.00% | 1.34% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.40 M | $10.56 M | -0.98% | 1.11% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 1.09 M | $8.24 M | 100.00% | 0.87% |
| WAGNER WEALTH MANAGEMENT, LLC | 04/24/2026 | 1.08 M | $8.19 M | 11.19% | 0.86% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.04 M | $7.85 M | 35.78% | 0.83% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 880.65 K | $6.67 M | 0.00% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 830.28 K | $6.29 M | 155.61% | 0.66% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 789.36 K | $5.98 M | 18.49% | 0.63% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 750.16 K | $5.68 M | 3.46% | 0.60% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 637.27 K | $4.82 M | -8.39% | 0.51% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 597.59 K | $4.52 M | 3.59% | 0.48% |
| UBS GROUP AG | 05/05/2026 | 576.06 K | $4.36 M | 29.08% | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 563.27 K | $4.26 M | 17.83% | 0.45% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 541.29 K | $4.10 M | 0.63% | 0.43% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 510.05 K | $3.80 M | 74.21% | 0.41% |
| GENTRUST, LLC | 04/27/2026 | 507.76 K | $3.86 M | 0.04% | 0.40% |
| LPL FINANCIAL LLC | 05/06/2026 | 470.77 K | $3.56 M | 16.12% | 0.38% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 461.35 K | $3.49 M | 0.00% | 0.37% |
| WILLIAMS & NOVAK, LLC | 04/21/2026 | 371.14 K | $2.82 M | 9.27% | 0.30% |
| FIERA CAPITAL CORP | 05/12/2026 | 334.67 K | $2.53 M | -45.56% | 0.27% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 308.10 K | $2.33 M | 8.77% | 0.25% |
| GILL CAPITAL PARTNERS, LLC | 04/13/2026 | 264.16 K | $2.00 M | 8.48% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 244.92 K | $1.85 M | 42.08% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 244.67 K | $1.85 M | -2.44% | 0.20% |
| LIDO ADVISORS, LLC | 05/13/2026 | 235.79 K | $1.79 M | 0.99% | 0.19% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 233.50 K | $1.77 M | 8.82% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 230.27 K | $1.74 M | -20.16% | 0.18% |
| ELLIS INVESTMENT PARTNERS, LLC | 05/12/2026 | 218.54 K | $1.65 M | 2.36% | 0.17% |
| ROYAL BANK OF CANADA | 05/15/2026 | 215.85 K | $1.63 M | 10.31% | 0.17% |
| 04/21/2026 | 199.15 K | $1.51 M | -0.61% | 0.16% | |
| TRUIST FINANCIAL CORP | 04/27/2026 | 182.82 K | $1.38 M | 5.28% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 168.94 K | $1.26 M | -23.23% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 155.26 K | $1.18 M | 16.03% | 0.12% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 153.69 K | $1.16 M | 0.00% | 0.12% |
| COVE PRIVATE WEALTH, LLC | 05/14/2026 | 148.39 K | $1.12 M | 0.00% | 0.12% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 144.82 K | $1.10 M | 921.51% | 0.12% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 110.38 K | $835.57 K | 24.73% | 0.09% |
| ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 04/13/2026 | 104.22 K | $788.97 K | -35.06% | 0.08% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 102.82 K | $778.31 K | 0.00% | 0.08% |
| CYPRESS CAPITAL GROUP | 05/15/2026 | 102.72 K | $777.59 K | 8.22% | 0.08% |
| SEI INVESTMENTS CO | 05/13/2026 | 87.55 K | $662.78 K | 5.03% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 85.90 K | $650.29 K | 7.06% | 0.07% |
| JANE STREET GROUP, LLC | 05/12/2026 | 84.62 K | $640.58 K | -75.74% | 0.07% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 79.09 K | $598.68 K | 21.71% | 0.06% |
| DUNCKER STREETT & CO INC | 04/29/2026 | 74.77 K | $566.04 K | 0.00% | 0.06% |
Pimco Municipal Income Fund II institutional Ownership - FAQ's
During the previous two years, 242 institutional investors and hedge funds held shares of Pimco Municipal Income Fund II. The most heavily invested institutionals were:
Bramshill Investments, LLC: 7.58 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 4.25 M
Hennion & Walsh Asset Management, Inc.: 2.6 M
GUGGENHEIM CAPITAL LLC: 2.58 M
MORGAN STANLEY: 1.7 M
TORONTO DOMINION BANK: 1.68 M
32.20% of Pimco Municipal Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 43.61 M shares in the last 24 months. This purchase volume represents approximately $334.47 M in transactions.