Pimco New York Municipal Income Fund II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | 02/13/2026 | 654.46 K | $4.51 M | 23.83% | 5.84% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 202.58 K | $1.40 M | 50.07% | 1.81% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 9.73 K | $67.05 K | 0.00% | 0.09% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 200 | $1.00 K | 0.00% | 0.00% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 0 | $0 | -100.00% | 0.00% |
| DOPKINS WEALTH MANAGEMENT, LLC | 01/09/2026 | 0 | $0 | -100.00% | 0.00% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Pimco New York Municipal Income Fund II institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of Pimco New York Municipal Income Fund II. The most heavily invested institutionals were:
RIVERBRIDGE PARTNERS LLC: 223,261
MELFA WEALTH MANAGEMENT, LLC: 169,509
Bank of New York Mellon Corp: 154,901
COMMONWEALTH EQUITY SERVICES, LLC: 98,760
Beckerman Institutional, LLC: 75,711
DOPKINS WEALTH MANAGEMENT, LLC: 28,646
7.73% of Pimco New York Municipal Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 1.99 M shares in the last 24 months. This purchase volume represents approximately $13.92 M in transactions.