Pimco New York MUN Income FD

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Osaic Holdings, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$6.7K (-$250)

Filed 2025-11-14

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 306,922

Change-306,922 (-100%)

Value$0 (-$2.1M)

Filed 2025-11-14

Matisse Capital

CLOSED

Shares0 from 236,000

Change-236,000 (-100%)

Value$0 (-$1.6M)

Filed 2025-10-29

Guggenheim Capital LLC

CLOSED

Shares0 from 189,232

Change-189,232 (-100%)

Value$0 (-$1.3M)

Filed 2025-11-13

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 158,014

Change-158,014 (-100%)

Value$0 (-$1.1M)

Filed 2025-10-22

Morgan Stanley

CLOSED

Shares0 from 130,937

Change-130,937 (-100%)

Value$0 (-$915.3K)

Filed 2026-05-27

Lido Advisors, LLC

CLOSED

Shares0 from 94,344

Change-94,344 (-100%)

Value$0 (-$662.6K)

Filed 2025-11-14

UBS Group AG

CLOSED

Shares0 from 65,700

Change-65,700 (-100%)

Value$0 (-$459.2K)

Filed 2025-11-13

Melfa Wealth Management, Inc.

CLOSED

Shares0 from 64,718

Change-64,718 (-100%)

Value$0 (-$452.4K)

Filed 2025-10-28

Horizon Kinetics Asset Management LLC

CLOSED

Shares0 from 58,956

Change-58,956 (-100%)

Value$0 (-$412.1K)

Filed 2025-11-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 56,622

Change-56,622 (-100%)

Value$0 (-$395.8K)

Filed 2025-11-03

Logan Stone Capital, LLC

CLOSED

Shares0 from 53,268

Change-53,268 (-100%)

Value$0 (-$372.3K)

Filed 2025-11-14

Cetera Investment Advisers

CLOSED

Shares0 from 47,983

Change-47,983 (-100%)

Value$0 (-$335.4K)

Filed 2025-11-14

Thomas J. Herzfeld Advisors, Inc.

CLOSED

Shares0 from 45,917

Change-45,917 (-100%)

Value$0 (-$321.0K)

Filed 2025-11-12

Whitebox Advisors LLC

CLOSED

Shares0 from 45,163

Change-45,163 (-100%)

Value$0 (-$315.7K)

Filed 2026-08-26

Toronto Dominion Bank

CLOSED

Shares0 from 37,202

Change-37,202 (-100%)

Value$0 (-$260.0K)

Filed 2025-11-14

Wolverine Asset Management LLC

CLOSED

Shares0 from 34,157

Change-34,157 (-100%)

Value$0 (-$238.8K)

Filed 2025-10-28

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 27,255

Change-27,255 (-100%)

Value$0 (-$191)

Filed 2025-10-22

LPL Financial LLC

CLOSED

Shares0 from 25,927

Change-25,927 (-100%)

Value$0 (-$181.2K)

Filed 2025-11-12

Morse Asset Management, Inc

CLOSED

Shares0 from 18,000

Change-18,000 (-100%)

Value$0 (-$125.8K)

Filed 2025-11-14

Landscape Capital Management, L.L.C.

CLOSED

Shares0 from 16,350

Change-16,350 (-100%)

Value$0 (-$114.3K)

Filed 2025-11-13

Compass Financial Group, Inc

CLOSED

Shares0 from 15,745

Change-15,745 (-100%)

Value$0 (-$110.1K)

Filed 2025-10-23

International Assets Investment Management, LLC

CLOSED

Shares0 from 13,552

Change-13,552 (-100%)

Value$0 (-$94.7K)

Filed 2025-10-31

Bank of America Corp

CLOSED

Shares0 from 12,096

Change-12,096 (-100%)

Value$0 (-$84.6K)

Filed 2026-02-03

Citadel Advisors LLC

CLOSED

Shares0 from 11,336

Change-11,336 (-100%)

Value$0 (-$79.2K)

Filed 2025-11-14

Almitas Capital LLC

CLOSED

Shares0 from 10,814

Change-10,814 (-100%)

Value$0 (-$75.6K)

Filed 2025-11-17

PFG Investments, LLC

CLOSED

Shares0 from 10,333

Change-10,333 (-100%)

Value$0 (-$72.2K)

Filed 2025-10-31

Raymond James Financial Inc

CLOSED

Shares0 from 8,525

Change-8,525 (-100%)

Value$0 (-$59.6K)

Filed 2025-11-14

Wells Fargo & Company

CLOSED

Shares0 from 8,501

Change-8,501 (-100%)

Value$0 (-$59.4K)

Filed 2025-11-13

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 3,197

Change-3,197 (-100%)

Value$0 (-$22.3K)

Filed 2025-11-14

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 3,095

Change-3,095 (-100%)

Value$0 (-$21.6K)

Filed 2025-11-12

Blue Bell Private Wealth Management, LLC

CLOSED

Shares0 from 2,626

Change-2,626 (-100%)

Value$0 (-$18.4K)

Filed 2025-10-22

Berthel, Fisher & Company Financial Services, Inc.

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$14.0K)

Filed 2026-10-30

CoreCap Advisors, LLC

CLOSED

Shares0 from 1,700

Change-1,700 (-100%)

Value$0 (-$11.9K)

Filed 2025-10-22

Nfsg Corp

CLOSED

Shares0 from 432

Change-432 (-100%)

Value$0 (-$3.0K)

Filed 2025-11-13

FNY Investment Advisers, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 ($0)

Filed 2025-12-15

TD Private Client Wealth LLC

CLOSED

Shares0 from 0

Change0

Value$0 (-$2)

Filed 2025-10-27

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Osaic Holdings, Inc.	UNCHANGED	1,000	1,000	0	0%	$7.0K	$6.7K	-$250	2025-11-14
Rivernorth Capital Management, LLC	CLOSED	0	306,922	-306,922	-100%	$2.1M	$0	-$2.1M	2025-11-14
Matisse Capital	CLOSED	0	236,000	-236,000	-100%	$1.6M	$0	-$1.6M	2025-10-29
Guggenheim Capital LLC	CLOSED	0	189,232	-189,232	-100%	$1.3M	$0	-$1.3M	2025-11-13
Hennion & Walsh Asset Management, Inc.	CLOSED	0	158,014	-158,014	-100%	$1.1M	$0	-$1.1M	2025-10-22
Morgan Stanley	CLOSED	0	130,937	-130,937	-100%	$915.3K	$0	-$915.3K	2026-05-27
Lido Advisors, LLC	CLOSED	0	94,344	-94,344	-100%	$662.6K	$0	-$662.6K	2025-11-14
UBS Group AG	CLOSED	0	65,700	-65,700	-100%	$459.2K	$0	-$459.2K	2025-11-13
Melfa Wealth Management, Inc.	CLOSED	0	64,718	-64,718	-100%	$452.4K	$0	-$452.4K	2025-10-28
Horizon Kinetics Asset Management LLC	CLOSED	0	58,956	-58,956	-100%	$412.1K	$0	-$412.1K	2025-11-14
Bank of New York Mellon Corp	CLOSED	0	56,622	-56,622	-100%	$395.8K	$0	-$395.8K	2025-11-03
Logan Stone Capital, LLC	CLOSED	0	53,268	-53,268	-100%	$372.3K	$0	-$372.3K	2025-11-14
Cetera Investment Advisers	CLOSED	0	47,983	-47,983	-100%	$335.4K	$0	-$335.4K	2025-11-14
Thomas J. Herzfeld Advisors, Inc.	CLOSED	0	45,917	-45,917	-100%	$321.0K	$0	-$321.0K	2025-11-12
Whitebox Advisors LLC	CLOSED	0	45,163	-45,163	-100%	$315.7K	$0	-$315.7K	2026-08-26
Toronto Dominion Bank	CLOSED	0	37,202	-37,202	-100%	$260.0K	$0	-$260.0K	2025-11-14
Wolverine Asset Management LLC	CLOSED	0	34,157	-34,157	-100%	$238.8K	$0	-$238.8K	2025-10-28
Commonwealth Equity Services, LLC	CLOSED	0	27,255	-27,255	-100%	$191	$0	-$191	2025-10-22
LPL Financial LLC	CLOSED	0	25,927	-25,927	-100%	$181.2K	$0	-$181.2K	2025-11-12
Morse Asset Management, Inc	CLOSED	0	18,000	-18,000	-100%	$125.8K	$0	-$125.8K	2025-11-14
Landscape Capital Management, L.L.C.	CLOSED	0	16,350	-16,350	-100%	$114.3K	$0	-$114.3K	2025-11-13
Compass Financial Group, Inc	CLOSED	0	15,745	-15,745	-100%	$110.1K	$0	-$110.1K	2025-10-23
International Assets Investment Management, LLC	CLOSED	0	13,552	-13,552	-100%	$94.7K	$0	-$94.7K	2025-10-31
Bank of America Corp	CLOSED	0	12,096	-12,096	-100%	$84.6K	$0	-$84.6K	2026-02-03
Citadel Advisors LLC	CLOSED	0	11,336	-11,336	-100%	$79.2K	$0	-$79.2K	2025-11-14
Almitas Capital LLC	CLOSED	0	10,814	-10,814	-100%	$75.6K	$0	-$75.6K	2025-11-17
PFG Investments, LLC	CLOSED	0	10,333	-10,333	-100%	$72.2K	$0	-$72.2K	2025-10-31
Raymond James Financial Inc	CLOSED	0	8,525	-8,525	-100%	$59.6K	$0	-$59.6K	2025-11-14
Wells Fargo & Company	CLOSED	0	8,501	-8,501	-100%	$59.4K	$0	-$59.4K	2025-11-13
Northwestern Mutual Wealth Management Co	CLOSED	0	3,197	-3,197	-100%	$22.3K	$0	-$22.3K	2025-11-14
Steward Partners Investment Advisory, LLC	CLOSED	0	3,095	-3,095	-100%	$21.6K	$0	-$21.6K	2025-11-12
Blue Bell Private Wealth Management, LLC	CLOSED	0	2,626	-2,626	-100%	$18.4K	$0	-$18.4K	2025-10-22
Berthel, Fisher & Company Financial Services, Inc.	CLOSED	0	2,000	-2,000	-100%	$14.0K	$0	-$14.0K	2026-10-30
CoreCap Advisors, LLC	CLOSED	0	1,700	-1,700	-100%	$11.9K	$0	-$11.9K	2025-10-22
Nfsg Corp	CLOSED	0	432	-432	-100%	$3.0K	$0	-$3.0K	2025-11-13
FNY Investment Advisers, LLC	CLOSED	0	100	-100	-100%	$0	$0	$0	2025-12-15
TD Private Client Wealth LLC	CLOSED	0	0	0	—	$2	$0	-$2	2025-10-27
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 38 of 38 institutions