PIMCO CALIFORNIA MUNICIPAL INCOME FUND III - 72201C109
Detailed investor-level table based on 13F positions.
Early Q3 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 970,651 | 6,047 | 0.33% | — | 1 | +970,651 | New | Q2 2025 | Aug 14, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | New | 438,335 | 2,730 | 0.11% | — | 2 | +438,335 | New | Q2 2025 | Aug 07, 2025 |
| Advisors Asset Management, Inc. | History | Reduced | 411,887 | 2,566 | 0.05% | 0.07% | 3 | -160,395 | -28.03% | Q2 2025 | Aug 12, 2025 |
| Matisse Capital | History | New | 379,553 | 2,364 | 1.12% | — | 4 | +379,553 | New | Q2 2025 | Jul 23, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 373,143 | 2,324 | 0.02% | 0.02% | 5 | -38,669 | -9.39% | Q2 2025 | Aug 13, 2025 |
| UBS Group AG | History | Reduced | 269,448 | 1,678 | 0.0% | 0.0% | 6 | -16,073 | -5.63% | Q2 2025 | Aug 14, 2025 |
| MORGAN STANLEY | History | Reduced | 203,656 | 1,268 | 0.0% | 0.0% | 7 | -44,323 | -17.87% | Q2 2025 | Aug 14, 2025 |
| TORONTO DOMINION BANK | History | New | 195,831 | 1,220 | 0.0% | — | 8 | +195,831 | New | Q2 2025 | Aug 14, 2025 |
| Logan Stone Capital, LLC | History | New | 154,095 | 960 | 0.45% | — | 9 | +154,095 | New | Q2 2025 | Aug 14, 2025 |
| Bank of New York Mellon Corp | History | Added to | 107,799 | 671 | 0.0% | 0.0% | 10 | +29,212 | 37.17% | Q2 2025 | Aug 05, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 105,812 | 659 | 0.05% | — | 11 | +105,812 | New | Q2 2025 | Aug 12, 2025 |
| Core Wealth Partners LLC | History | New | 96,446 | 600 | 0.3% | — | 12 | +96,446 | New | Q2 2025 | Aug 11, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 96,143 | 598 | 0.0% | 0.0% | 13 | +283 | 0.3% | Q2 2025 | Aug 14, 2025 |
| Integrated Wealth Concepts LLC | History | No change | 69,971 | 435 | 0.0% | 0.01% | 14 | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 56,733 | 353 | 0.0% | 0.01% | 16 | -112,154 | -66.41% | Q2 2025 | Aug 04, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 56,783 | 353 | 0.0% | 0.0% | 15 | +12,885 | 29.35% | Q2 2025 | Aug 14, 2025 |
| Rockefeller Capital Management L.P. | History | Added to | 55,196 | 343 | 0.0% | 0.0% | 17 | +759 | 1.39% | Q2 2025 | Aug 14, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 54,000 | 336 | 0.0% | 0.0% | 18 | +4,800 | 9.76% | Q2 2025 | Aug 14, 2025 |
| Intellectus Partners, LLC | History | New | 49,000 | 306 | 0.07% | — | 19 | +49,000 | New | Q2 2025 | Aug 05, 2025 |
| Baird Financial Group, Inc. | History | Reduced | 34,743 | 216 | 0.0% | 0.0% | 20 | -185 | -0.53% | Q2 2025 | Aug 13, 2025 |
| Cetera Investment Advisers | History | Reduced | 33,897 | 211 | 0.0% | 0.0% | 21 | -438 | -1.28% | Q2 2025 | Aug 08, 2025 |
| Almitas Capital LLC | History | New | 32,594 | 203 | 0.05% | — | 22 | +32,594 | New | Q2 2025 | Aug 14, 2025 |
| Whipplewood Advisors, LLC | History | New | 27,190 | 169 | 0.09% | — | 23 | +27,190 | New | Q2 2025 | Jul 31, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 25,205 | 157 | 0.0% | — | 24 | +25,205 | New | Q2 2025 | Aug 14, 2025 |
| Catalina Capital Group, LLC | History | New | 25,076 | 156 | 0.1% | — | 25 | +25,076 | New | Q2 2025 | Jul 21, 2025 |
| ROYAL BANK OF CANADA | History | Added to | 24,861 | 155 | 0.0% | 0.0% | 26 | +17,363 | 231.57% | Q2 2025 | Nov 21, 2025 |
| Sowell Financial Services LLC | History | New | 17,204 | 107 | 0.0% | — | 27 | +17,204 | New | Q2 2025 | Jul 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,531 | 78 | 0.0% | — | 28 | +12,531 | New | Q2 2025 | Aug 14, 2025 |
| WEDBUSH SECURITIES INC | History | New | 12,034 | 75 | 0.0% | — | 29 | +12,034 | New | Q2 2025 | Aug 06, 2025 |
| HRT FINANCIAL LP | History | New | 12,030 | 74 | 0.0% | — | 30 | +12,030 | New | Q2 2025 | Aug 14, 2025 |
| Vanguard Capital Wealth Advisors | History | New | 12,000 | 74 | 0.07% | — | 31 | +12,000 | New | Q2 2025 | Jul 11, 2025 |
| MELFA WEALTH MANAGEMENT, INC. | History | New | 10,540 | 65 | 0.04% | — | 32 | +10,540 | New | Q2 2025 | Jul 17, 2025 |
| OSAIC HOLDINGS, INC. | History | No change | 8,142 | 50 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2025 | Sep 04, 2025 |
| Golden State Wealth Management, LLC | History | New | 4,158 | 25 | 0.0% | — | 34 | +4,158 | New | Q2 2025 | Aug 06, 2025 |
| JPMORGAN CHASE & CO | History | No change | 953 | 5 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2025 | Aug 12, 2025 |
| WHITTIER TRUST CO | History | No change | 722 | 4 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2025 | Jul 30, 2025 |
| Mascoma Wealth Management LLC | History | New | 343 | 2 | 0.0% | — | 37 | +343 | New | Q2 2025 | Jul 22, 2025 |
| FNY Investment Advisers, LLC | History | New | 300 | 1 | 0.0% | — | 38 | +300 | New | Q2 2025 | Jul 30, 2025 |