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. | 08/14/2026 | 1.11 M | $7.89 M | 51.34% | 7.29% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.04 M | $7.41 M | -1.24% | 6.84% |
| MATISSE CAPITAL | 08/12/2026 | 618.73 K | $4.39 M | 0.00% | 4.05% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 512.47 K | $3.63 M | 3.16% | 3.35% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 467.43 K | $3.31 M | -4.36% | 3.06% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 389.73 K | $3.09 M | 36.32% | 2.55% |
| WHITEBOX ADVISORS LLC | 08/14/2026 | 387.96 K | $2.75 M | 0.00% | 2.54% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 369.39 K | $2.62 M | -14.92% | 2.42% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 360.15 K | $2.55 M | -0.89% | 2.36% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 234.88 K | $1.67 M | -0.36% | 1.54% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 231.37 K | $1.64 M | 207.98% | 1.51% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 223.04 K | $1.58 M | -0.10% | 1.46% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 199.60 K | $1.42 M | -43.86% | 1.31% |
| PROFESSIONAL FINANCIAL MANAGEMENT, INC. | 07/15/2026 | 183.26 K | $1.30 M | -2.96% | 1.20% |
| MORGAN STANLEY | 08/13/2026 | 173.41 K | $1.23 M | 9.84% | 1.14% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 169.51 K | $1.20 M | 0.00% | 1.11% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 158.27 K | $1.12 M | 2.17% | 1.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 114.50 K | $811.83 K | 27.85% | 0.75% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 110.40 K | $782.71 K | 11.78% | 0.72% |
| LIDO ADVISORS, LLC | 08/07/2026 | 97.69 K | $695.51 K | 0.00% | 0.64% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 75.71 K | $536.79 K | 0.00% | 0.50% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 70.88 K | $503.00 K | 30.35% | 0.46% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 61.01 K | $432.53 K | -0.21% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 60.20 K | $426.82 K | -5.28% | 0.39% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 58.51 K | $414.82 K | 138.80% | 0.38% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 45.49 K | $322.54 K | -6.31% | 0.30% |
| MORSE ASSET MANAGEMENT, INC | 08/13/2026 | 44.22 K | $313.54 K | -28.47% | 0.29% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 37.63 K | $266.83 K | 0.00% | 0.25% |
| TORONTO DOMINION BANK | 08/14/2026 | 35.98 K | $255.13 K | -63.67% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 35.96 K | $254.95 K | 277.04% | 0.24% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 33.49 K | $237.44 K | 0.00% | 0.22% |
| BUCKINGHAM STRATEGIC PARTNERS | 08/06/2026 | 29.20 K | $207.04 K | 0.00% | 0.19% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 29.18 K | $206.85 K | 3.77% | 0.19% |
| DOPKINS WEALTH MANAGEMENT, LLC | 07/14/2026 | 28.65 K | $203.10 K | 0.00% | 0.19% |
| UBS GROUP AG | 08/13/2026 | 27.16 K | $192.55 K | -0.56% | 0.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 25.43 K | $180.28 K | 143.86% | 0.17% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 23.50 K | $166.62 K | 0.00% | 0.15% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 22.13 K | $156.88 K | 100.00% | 0.14% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 17.25 K | $122.30 K | 0.00% | 0.11% |
| COMPASS FINANCIAL GROUP, INC/SD | 08/05/2026 | 16.30 K | $115.59 K | 0.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 13.66 K | $96.88 K | 11.76% | 0.09% |
| LPL FINANCIAL LLC | 08/07/2026 | 12.24 K | $86.81 K | -16.96% | 0.08% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 11.87 K | $85.00 K | 4.27% | 0.08% |
| COLONY GROUP, LLC | 08/12/2026 | 11.68 K | $82.84 K | 0.00% | 0.08% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 07/20/2026 | 11.06 K | $78.40 K | 0.00% | 0.07% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 10.53 K | $74.67 K | 100.00% | 0.07% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 9.73 K | $69.00 K | 0.00% | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 7.54 K | $53.52 K | 0.00% | 0.05% |
| IFP ADVISORS, INC | 07/20/2026 | 6.80 K | $48.21 K | 0.00% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 3.34 K | $23.70 K | 0.00% | 0.02% |
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Pimco New York Municipal Income Fund II institutional Ownership - FAQ's
During the previous two years, 68 institutional investors and hedge funds held shares of Pimco New York Municipal Income Fund II. The most heavily invested institutionals were:
Karpus Management, Inc.: 1.11 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.04 M
Matisse Capital: 618,726
GUGGENHEIM CAPITAL LLC: 512,473
Almitas Capital LLC: 467,432
ROBINSON CAPITAL MANAGEMENT, LLC: 389,726
52.64% of Pimco New York Municipal Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 8.47 M shares in the last 24 months. This purchase volume represents approximately $59.11 M in transactions.