Pimco New York Municipal Income Fund II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.06 M | $7.25 M | 100.00% | 6.92% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 735.64 K | $5.04 M | 12.40% | 4.81% |
| MATISSE CAPITAL | 05/08/2026 | 618.73 K | $4.24 M | 100.00% | 4.05% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 496.77 K | $3.40 M | 100.00% | 3.25% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 488.74 K | $3.35 M | 100.00% | 3.20% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 434.15 K | $2.97 M | 100.00% | 2.84% |
| WHITEBOX ADVISORS LLC | 05/15/2026 | 387.96 K | $2.66 M | 100.00% | 2.54% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 363.39 K | $2.49 M | 100.00% | 2.38% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 355.56 K | $2.44 M | 100.00% | 2.33% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 285.88 K | $2.24 M | 100.00% | 1.87% |
| 05/11/2026 | 235.72 K | $1.61 M | 100.00% | 1.54% | |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 223.26 K | $1.53 M | 10.21% | 1.46% |
| 05/12/2026 | 188.85 K | $1.29 M | 3.35% | 1.24% | |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 169.51 K | $1.16 M | 100.00% | 1.11% |
| MORGAN STANLEY | 05/15/2026 | 157.87 K | $1.08 M | 100.00% | 1.03% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 154.90 K | $1.06 M | 100.00% | 1.01% |
| TORONTO DOMINION BANK | 05/15/2026 | 99.04 K | $678.41 K | 100.00% | 0.65% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 98.76 K | $676.50 K | 100.00% | 0.65% |
| LIDO ADVISORS, LLC | 05/13/2026 | 97.69 K | $672.07 K | 100.00% | 0.64% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 95.52 K | $654.32 K | 100.00% | 0.63% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 89.56 K | $613.48 K | 100.00% | 0.59% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 75.71 K | $518.62 K | 100.00% | 0.50% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 75.12 K | $514.60 K | 100.00% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 63.56 K | $435.38 K | 100.00% | 0.42% |
| MORSE ASSET MANAGEMENT, INC | 05/14/2026 | 61.83 K | $423.50 K | 100.00% | 0.40% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 61.13 K | $418.77 K | 100.00% | 0.40% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 54.37 K | $372.00 K | 100.00% | 0.36% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 48.56 K | $332.62 K | 100.00% | 0.32% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 37.63 K | $257.79 K | 100.00% | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 33.49 K | $229.40 K | 100.00% | 0.22% |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 29.20 K | $200.03 K | 100.00% | 0.19% |
| DOPKINS WEALTH MANAGEMENT, LLC | 04/20/2026 | 28.65 K | $196.23 K | 100.00% | 0.19% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 28.12 K | $192.60 K | 100.00% | 0.18% |
| UBS GROUP AG | 05/05/2026 | 27.31 K | $187.08 K | 100.00% | 0.18% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 26.21 K | $179.51 K | 100.00% | 0.17% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 24.50 K | $167.83 K | 100.00% | 0.16% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 23.50 K | $160.98 K | 100.00% | 0.15% |
| MALTIN WEALTH MANAGEMENT, INC. | 04/21/2026 | 21.92 K | $150.18 K | 100.00% | 0.14% |
| 04/30/2026 | 17.25 K | $118.16 K | 100.00% | 0.11% | |
| COMPASS FINANCIAL GROUP, INC/SD | 04/29/2026 | 16.30 K | $111.68 K | 100.00% | 0.11% |
| LPL FINANCIAL LLC | 05/06/2026 | 14.74 K | $100.99 K | 100.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 14.50 K | $99.32 K | 100.00% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 12.23 K | $83.75 K | 100.00% | 0.08% |
| COLONY GROUP, LLC | 05/15/2026 | 11.68 K | $80.04 K | 100.00% | 0.08% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 11.39 K | $77.98 K | 100.00% | 0.07% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 05/15/2026 | 11.06 K | $75.75 K | 100.00% | 0.07% |
| 04/22/2026 | 10.53 K | $72.14 K | 100.00% | 0.07% | |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 10.43 K | $71.43 K | 100.00% | 0.07% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 9.73 K | $66.66 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 9.54 K | $65.33 K | 100.00% | 0.06% |
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Pimco New York Municipal Income Fund II institutional Ownership - FAQ's
During the previous two years, 60 institutional investors and hedge funds held shares of Pimco New York Municipal Income Fund II. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.06 M
Karpus Management, Inc.: 735,635
Matisse Capital: 618,726
GUGGENHEIM CAPITAL LLC: 496,773
Almitas Capital LLC: 488,740
Saba Capital Management, L.P.: 434,145
50.57% of Pimco New York Municipal Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 7.67 M shares in the last 24 months. This purchase volume represents approximately $53.54 M in transactions.