IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pimco California Muni FD III (PZC)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
UNCHANGED
Shares8,142 from 8,142
Change0 (0%)
Value$49.4K (-$1.3K)
Filed 2025-11-14
Rivernorth Capital Management, LLC
CLOSED
Shares0 from 970,651
Change-970,651 (-100%)
Value$0 (-$6.0M)
Filed 2025-11-14
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 438,335
Change-438,335 (-100%)
Value$0 (-$2.7M)
Filed 2025-10-22
Advisors Asset Management, Inc.
CLOSED
Shares0 from 411,887
Change-411,887 (-100%)
Value$0 (-$2.6M)
Filed 2026-08-26
Matisse Capital
CLOSED
Shares0 from 379,553
Change-379,553 (-100%)
Value$0 (-$2.4M)
Filed 2025-10-29
Guggenheim Capital LLC
CLOSED
Shares0 from 373,143
Change-373,143 (-100%)
Value$0 (-$2.3M)
Filed 2025-11-13
UBS Group AG
CLOSED
Shares0 from 269,448
Change-269,448 (-100%)
Value$0 (-$1.7M)
Filed 2025-11-13
Morgan Stanley
CLOSED
Shares0 from 203,656
Change-203,656 (-100%)
Value$0 (-$1.3M)
Filed 2026-05-27
Toronto Dominion Bank
CLOSED
Shares0 from 195,831
Change-195,831 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-14
Logan Stone Capital, LLC
CLOSED
Shares0 from 154,095
Change-154,095 (-100%)
Value$0 (-$960.0K)
Filed 2025-11-14
Bank of New York Mellon Corp
CLOSED
Shares0 from 107,799
Change-107,799 (-100%)
Value$0 (-$671.6K)
Filed 2025-11-03
Landscape Capital Management, L.L.C.
CLOSED
Shares0 from 105,812
Change-105,812 (-100%)
Value$0 (-$659.2K)
Filed 2025-11-13
Core Wealth Partners LLC
CLOSED
Shares0 from 96,446
Change-96,446 (-100%)
Value$0 (-$600.9K)
Filed 2025-11-04
Bank of America Corp
CLOSED
Shares0 from 96,143
Change-96,143 (-100%)
Value$0 (-$599.0K)
Filed 2026-02-03
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 69,971
Change-69,971 (-100%)
Value$0 (-$435.9K)
Filed 2025-11-14
Wells Fargo & Company
CLOSED
Shares0 from 56,783
Change-56,783 (-100%)
Value$0 (-$353.8K)
Filed 2025-11-13
Wolverine Asset Management LLC
CLOSED
Shares0 from 56,733
Change-56,733 (-100%)
Value$0 (-$353.4K)
Filed 2025-10-28
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 55,196
Change-55,196 (-100%)
Value$0 (-$343.9K)
Filed 2025-11-14
Raymond James Financial Inc
CLOSED
Shares0 from 54,000
Change-54,000 (-100%)
Value$0 (-$336.4K)
Filed 2025-11-14
Intellectus Partners, LLC
CLOSED
Shares0 from 49,000
Change-49,000 (-100%)
Value$0 (-$306.7K)
Filed 2025-11-12
Baird Financial Group, Inc.
CLOSED
Shares0 from 34,743
Change-34,743 (-100%)
Value$0 (-$216.4K)
Filed 2025-11-13
Cetera Investment Advisers
CLOSED
Shares0 from 33,897
Change-33,897 (-100%)
Value$0 (-$211.2K)
Filed 2025-11-14
Almitas Capital LLC
CLOSED
Shares0 from 32,594
Change-32,594 (-100%)
Value$0 (-$203.1K)
Filed 2025-11-17
Whipplewood Advisors, LLC
CLOSED
Shares0 from 27,190
Change-27,190 (-100%)
Value$0 (-$169.4K)
Filed 2025-11-06
Balyasny Asset Management L.P.
CLOSED
Shares0 from 25,205
Change-25,205 (-100%)
Value$0 (-$157.0K)
Filed 2025-11-14
Catalina Capital Group, LLC
CLOSED
Shares0 from 25,076
Change-25,076 (-100%)
Value$0 (-$156.2K)
Filed 2025-10-24
Royal Bank of Canada
CLOSED
Shares0 from 24,861
Change-24,861 (-100%)
Value$0 (-$155.0K)
Filed 2025-11-14
Sowell Financial Services LLC
CLOSED
Shares0 from 17,204
Change-17,204 (-100%)
Value$0 (-$107.2K)
Filed 2025-10-17
Susquehanna International Group, LLP
CLOSED
Shares0 from 12,531
Change-12,531 (-100%)
Value$0 (-$78.1K)
Filed 2025-11-14
Wedbush Securities Inc
CLOSED
Shares0 from 12,034
Change-12,034 (-100%)
Value$0 (-$75)
Filed 2025-11-06
HRT Financial LP
CLOSED
Shares0 from 12,030
Change-12,030 (-100%)
Value$0 (-$74)
Filed 2025-11-14
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$74.8K)
Filed 2025-10-30
Melfa Wealth Management, Inc.
CLOSED
Shares0 from 10,540
Change-10,540 (-100%)
Value$0 (-$65.7K)
Filed 2025-10-28
Golden State Wealth Management, LLC
CLOSED
Shares0 from 4,158
Change-4,158 (-100%)
Value$0 (-$25.9K)
Filed 2025-11-03
Hurricane Capital Advisors LLC
CLOSED
Shares0 from 4,078
Change-4,078 (-100%)
Value$0 (-$25.4K)
Filed 2026-11-03
JPMorgan Chase & Co
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$5.9K)
Filed 2025-11-26
Whittier Trust Co
CLOSED
Shares0 from 722
Change-722 (-100%)
Value$0 (-$4.5K)
Filed 2025-10-31
Mascoma Wealth Management LLC
CLOSED
Shares0 from 343
Change-343 (-100%)
Value$0 (-$2.1K)
Filed 2025-10-28
FNY Investment Advisers, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$1)
Filed 2025-12-15
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
UNCHANGED8,1428,14200%$50.7K$49.4K-$1.3K2025-11-14
Rivernorth Capital Management, LLC
CLOSED0970,651-970,651-100%$6.0M$0-$6.0M2025-11-14
Hennion & Walsh Asset Management, Inc.
CLOSED0438,335-438,335-100%$2.7M$0-$2.7M2025-10-22
Advisors Asset Management, Inc.
CLOSED0411,887-411,887-100%$2.6M$0-$2.6M2026-08-26
Matisse Capital
CLOSED0379,553-379,553-100%$2.4M$0-$2.4M2025-10-29
Guggenheim Capital LLC
CLOSED0373,143-373,143-100%$2.3M$0-$2.3M2025-11-13
UBS Group AG
CLOSED0269,448-269,448-100%$1.7M$0-$1.7M2025-11-13
Morgan Stanley
CLOSED0203,656-203,656-100%$1.3M$0-$1.3M2026-05-27
Toronto Dominion Bank
CLOSED0195,831-195,831-100%$1.2M$0-$1.2M2025-11-14
Logan Stone Capital, LLC
CLOSED0154,095-154,095-100%$960.0K$0-$960.0K2025-11-14
Bank of New York Mellon Corp
CLOSED0107,799-107,799-100%$671.6K$0-$671.6K2025-11-03
Landscape Capital Management, L.L.C.
CLOSED0105,812-105,812-100%$659.2K$0-$659.2K2025-11-13
Core Wealth Partners LLC
CLOSED096,446-96,446-100%$600.9K$0-$600.9K2025-11-04
Bank of America Corp
CLOSED096,143-96,143-100%$599.0K$0-$599.0K2026-02-03
Integrated Wealth Concepts LLC
CLOSED069,971-69,971-100%$435.9K$0-$435.9K2025-11-14
Wells Fargo & Company
CLOSED056,783-56,783-100%$353.8K$0-$353.8K2025-11-13
Wolverine Asset Management LLC
CLOSED056,733-56,733-100%$353.4K$0-$353.4K2025-10-28
Rockefeller Capital Management L.P.
CLOSED055,196-55,196-100%$343.9K$0-$343.9K2025-11-14
Raymond James Financial Inc
CLOSED054,000-54,000-100%$336.4K$0-$336.4K2025-11-14
Intellectus Partners, LLC
CLOSED049,000-49,000-100%$306.7K$0-$306.7K2025-11-12
Baird Financial Group, Inc.
CLOSED034,743-34,743-100%$216.4K$0-$216.4K2025-11-13
Cetera Investment Advisers
CLOSED033,897-33,897-100%$211.2K$0-$211.2K2025-11-14
Almitas Capital LLC
CLOSED032,594-32,594-100%$203.1K$0-$203.1K2025-11-17
Whipplewood Advisors, LLC
CLOSED027,190-27,190-100%$169.4K$0-$169.4K2025-11-06
Balyasny Asset Management L.P.
CLOSED025,205-25,205-100%$157.0K$0-$157.0K2025-11-14
Catalina Capital Group, LLC
CLOSED025,076-25,076-100%$156.2K$0-$156.2K2025-10-24
Royal Bank of Canada
CLOSED024,861-24,861-100%$155.0K$0-$155.0K2025-11-14
Sowell Financial Services LLC
CLOSED017,204-17,204-100%$107.2K$0-$107.2K2025-10-17
Susquehanna International Group, LLP
CLOSED012,531-12,531-100%$78.1K$0-$78.1K2025-11-14
Wedbush Securities Inc
CLOSED012,034-12,034-100%$75$0-$752025-11-06
HRT Financial LP
CLOSED012,030-12,030-100%$74$0-$742025-11-14
Vanguard Capital Wealth Advisors
CLOSED012,000-12,000-100%$74.8K$0-$74.8K2025-10-30
Melfa Wealth Management, Inc.
CLOSED010,540-10,540-100%$65.7K$0-$65.7K2025-10-28
Golden State Wealth Management, LLC
CLOSED04,158-4,158-100%$25.9K$0-$25.9K2025-11-03
Hurricane Capital Advisors LLC
CLOSED04,078-4,078-100%$25.4K$0-$25.4K2026-11-03
JPMorgan Chase & Co
CLOSED0953-953-100%$5.9K$0-$5.9K2025-11-26
Whittier Trust Co
CLOSED0722-722-100%$4.5K$0-$4.5K2025-10-31
Mascoma Wealth Management LLC
CLOSED0343-343-100%$2.1K$0-$2.1K2025-10-28
FNY Investment Advisers, LLC
CLOSED0300-300-100%$1$0-$12025-12-15
Proequities, Inc.
N/A—00—$0———
Showing 40 of 40 institutions