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

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Osaic Holdings, Inc.

DECREASED

Shares2,000 from 3,500

Change-1,500 (-43%)

Value$10.2K (-$8.1K)

Filed 2025-11-14

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 227,453

Change-227,453 (-100%)

Value$0 (-$1.2M)

Filed 2025-11-14

Saba Capital Management, L.P.A

CLOSED

Shares0 from 164,840

Change-164,840 (-100%)

Value$0 (-$863.8K)

Filed 2025-11-14

Matisse Capital

CLOSED

Shares0 from 147,857

Change-147,857 (-100%)

Value$0 (-$774.8K)

Filed 2025-10-29

Logan Stone Capital, LLC

CLOSED

Shares0 from 124,391

Change-124,391 (-100%)

Value$0 (-$651.8K)

Filed 2025-11-14

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 110,531

Change-110,531 (-100%)

Value$0 (-$579.2K)

Filed 2025-10-22

Maltin Wealth Management, Inc.

CLOSED

Shares0 from 95,475

Change-95,475 (-100%)

Value$0 (-$500.3K)

Filed 2025-10-24

Karpus Management, Inc.

CLOSED

Shares0 from 85,987

Change-85,987 (-100%)

Value$0 (-$450.6K)

Filed 2025-11-14

Guggenheim Capital LLC

CLOSED

Shares0 from 70,106

Change-70,106 (-100%)

Value$0 (-$367.4K)

Filed 2025-11-13

Thomas J. Herzfeld Advisors, Inc.

CLOSED

Shares0 from 60,500

Change-60,500 (-100%)

Value$0 (-$317.0K)

Filed 2025-11-12

Almitas Capital LLC

CLOSED

Shares0 from 60,219

Change-60,219 (-100%)

Value$0 (-$315.5K)

Filed 2025-11-17

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 41,500

Change-41,500 (-100%)

Value$0 (-$217)

Filed 2025-10-22

Baird Financial Group, Inc.

CLOSED

Shares0 from 39,389

Change-39,389 (-100%)

Value$0 (-$206.4K)

Filed 2025-11-13

MML Investors Services, LLC

CLOSED

Shares0 from 36,773

Change-36,773 (-100%)

Value$0 (-$193)

Filed 2025-11-14

Melfa Wealth Management, Inc.

CLOSED

Shares0 from 34,749

Change-34,749 (-100%)

Value$0 (-$182.1K)

Filed 2025-10-28

Whitebox Advisors LLC

CLOSED

Shares0 from 33,371

Change-33,371 (-100%)

Value$0 (-$174.9K)

Filed 2026-08-26

Susquehanna International Group, LLP

CLOSED

Shares0 from 28,598

Change-28,598 (-100%)

Value$0 (-$149.9K)

Filed 2025-11-14

Blue Bell Private Wealth Management, LLC

CLOSED

Shares0 from 24,235

Change-24,235 (-100%)

Value$0 (-$127.0K)

Filed 2025-10-22

Dopkins Wealth Management, LLC

CLOSED

Shares0 from 16,575

Change-16,575 (-100%)

Value$0 (-$86.9K)

Filed 2025-10-14

Focus Partners Advisor Solutions, LLC

CLOSED

Shares0 from 16,575

Change-16,575 (-100%)

Value$0 (-$86.9K)

Filed 2025-11-12

Morgan Stanley

CLOSED

Shares0 from 15,139

Change-15,139 (-100%)

Value$0 (-$79.3K)

Filed 2026-05-27

Bank of New York Mellon Corp

CLOSED

Shares0 from 10,621

Change-10,621 (-100%)

Value$0 (-$55.7K)

Filed 2025-11-03

Horizon Kinetics Asset Management LLC

CLOSED

Shares0 from 10,355

Change-10,355 (-100%)

Value$0 (-$54.3K)

Filed 2025-11-14

Herold Advisors, Inc.

CLOSED

Shares0 from 10,258

Change-10,258 (-100%)

Value$0 (-$53.8K)

Filed 2025-11-13

Geneos Wealth Management Inc.

CLOSED

Shares0 from 7,779

Change-7,779 (-100%)

Value$0 (-$40.8K)

Filed 2025-10-22

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 4,124

Change-4,124 (-100%)

Value$0 (-$21.6K)

Filed 2025-11-12

Toronto Dominion Bank

CLOSED

Shares0 from 3,243

Change-3,243 (-100%)

Value$0 (-$17.0K)

Filed 2025-11-14

Wolverine Asset Management LLC

CLOSED

Shares0 from 2,129

Change-2,129 (-100%)

Value$0 (-$11.2K)

Filed 2025-10-28

UBS Group AG

CLOSED

Shares0 from 1,974

Change-1,974 (-100%)

Value$0 (-$10.3K)

Filed 2025-11-13

Royal Bank of Canada

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$8.0K)

Filed 2025-11-14

FNY Investment Advisers, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 ($0)

Filed 2025-12-15

Wells Fargo & Company

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$5)

Filed 2025-11-13

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Osaic Holdings, Inc.	DECREASED	2,000	3,500	-1,500	-43%	$18.3K	$10.2K	-$8.1K	2025-11-14
Rivernorth Capital Management, LLC	CLOSED	0	227,453	-227,453	-100%	$1.2M	$0	-$1.2M	2025-11-14
Saba Capital Management, L.P.A	CLOSED	0	164,840	-164,840	-100%	$863.8K	$0	-$863.8K	2025-11-14
Matisse Capital	CLOSED	0	147,857	-147,857	-100%	$774.8K	$0	-$774.8K	2025-10-29
Logan Stone Capital, LLC	CLOSED	0	124,391	-124,391	-100%	$651.8K	$0	-$651.8K	2025-11-14
Hennion & Walsh Asset Management, Inc.	CLOSED	0	110,531	-110,531	-100%	$579.2K	$0	-$579.2K	2025-10-22
Maltin Wealth Management, Inc.	CLOSED	0	95,475	-95,475	-100%	$500.3K	$0	-$500.3K	2025-10-24
Karpus Management, Inc.	CLOSED	0	85,987	-85,987	-100%	$450.6K	$0	-$450.6K	2025-11-14
Guggenheim Capital LLC	CLOSED	0	70,106	-70,106	-100%	$367.4K	$0	-$367.4K	2025-11-13
Thomas J. Herzfeld Advisors, Inc.	CLOSED	0	60,500	-60,500	-100%	$317.0K	$0	-$317.0K	2025-11-12
Almitas Capital LLC	CLOSED	0	60,219	-60,219	-100%	$315.5K	$0	-$315.5K	2025-11-17
Commonwealth Equity Services, LLC	CLOSED	0	41,500	-41,500	-100%	$217	$0	-$217	2025-10-22
Baird Financial Group, Inc.	CLOSED	0	39,389	-39,389	-100%	$206.4K	$0	-$206.4K	2025-11-13
MML Investors Services, LLC	CLOSED	0	36,773	-36,773	-100%	$193	$0	-$193	2025-11-14
Melfa Wealth Management, Inc.	CLOSED	0	34,749	-34,749	-100%	$182.1K	$0	-$182.1K	2025-10-28
Whitebox Advisors LLC	CLOSED	0	33,371	-33,371	-100%	$174.9K	$0	-$174.9K	2026-08-26
Susquehanna International Group, LLP	CLOSED	0	28,598	-28,598	-100%	$149.9K	$0	-$149.9K	2025-11-14
Blue Bell Private Wealth Management, LLC	CLOSED	0	24,235	-24,235	-100%	$127.0K	$0	-$127.0K	2025-10-22
Dopkins Wealth Management, LLC	CLOSED	0	16,575	-16,575	-100%	$86.9K	$0	-$86.9K	2025-10-14
Focus Partners Advisor Solutions, LLC	CLOSED	0	16,575	-16,575	-100%	$86.9K	$0	-$86.9K	2025-11-12
Morgan Stanley	CLOSED	0	15,139	-15,139	-100%	$79.3K	$0	-$79.3K	2026-05-27
Bank of New York Mellon Corp	CLOSED	0	10,621	-10,621	-100%	$55.7K	$0	-$55.7K	2025-11-03
Horizon Kinetics Asset Management LLC	CLOSED	0	10,355	-10,355	-100%	$54.3K	$0	-$54.3K	2025-11-14
Herold Advisors, Inc.	CLOSED	0	10,258	-10,258	-100%	$53.8K	$0	-$53.8K	2025-11-13
Geneos Wealth Management Inc.	CLOSED	0	7,779	-7,779	-100%	$40.8K	$0	-$40.8K	2025-10-22
Steward Partners Investment Advisory, LLC	CLOSED	0	4,124	-4,124	-100%	$21.6K	$0	-$21.6K	2025-11-12
Toronto Dominion Bank	CLOSED	0	3,243	-3,243	-100%	$17.0K	$0	-$17.0K	2025-11-14
Wolverine Asset Management LLC	CLOSED	0	2,129	-2,129	-100%	$11.2K	$0	-$11.2K	2025-10-28
UBS Group AG	CLOSED	0	1,974	-1,974	-100%	$10.3K	$0	-$10.3K	2025-11-13
Royal Bank of Canada	CLOSED	0	1,500	-1,500	-100%	$8.0K	$0	-$8.0K	2025-11-14
FNY Investment Advisers, LLC	CLOSED	0	100	-100	-100%	$0	$0	$0	2025-12-15
Wells Fargo & Company	CLOSED	0	1	-1	-100%	$5	$0	-$5	2025-11-13
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 33 of 33 institutions