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PIMCO CALIFORNIA MUNICIPAL INCOME FUND III (PZC)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Advisors Asset Management, Inc.
| 516,330 | 58,590 | 3,975,741,000 | 0.08 | |
Hist
| 06/30/2023 |
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GUGGENHEIM CAPITAL LLC
| 401,949 | 26,503 | 3,095,007,000 | 0.02 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 211,227 | -32,001 | 1,626,448,000 | 0.00 | |
Hist
| 06/30/2023 |
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RIVERNORTH CAPITAL MANAGEMENT, LLC
| 172,798 | -5,436 | 1,330,545,000 | 0.07 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 144,602 | -33,053 | 1,113,435,000 | 0.00 | |
Hist
| 06/30/2023 |
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Core Wealth Partners LLC
| 96,446 | 96,446 | 742,634,000 | 0.69 | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 69,971 | 69,971 | 538,777,000 | 0.01 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 49,996 | 12,522 | 384,975,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 43,737 | 23,981 | 365,204,000 | 0.00 | |
Hist
| 12/31/2022 |
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BANK OF AMERICA CORP /DE/
| 41,635 | 19 | 320,590,000 | 0.00 | |
Hist
| 06/30/2023 |
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Sowell Financial Services LLC
| 43,368 | 22,921 | 303,000,000 | 0.02 | |
Hist
| 06/30/2023 |
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Intellectus Partners, LLC
| 33,323 | 6,757 | 259,452,000 | 0.08 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 28,891 | 0 | 222,461,000 | | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 28,587 | -2,150 | 221,835,000 | 0.00 | |
Hist
| 03/31/2023 |
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Cerity Partners LLC
| 25,000 | 0 | 192,500,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 22,374 | 0 | 172,279,000 | 0.00 | |
Hist
| 06/30/2023 |
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GAMBLE JONES INVESTMENT COUNSEL
| 20,000 | 0 | 167,000,000 | 0.01 | |
Hist
| 12/31/2022 |
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TriaGen Wealth Management LLC
| 13,400 | 13,400 | 103,180,000 | 0.05 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 11,548 | 2,150 | 89,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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MELFA WEALTH MANAGEMENT, LLC
| 10,540 | 10,540 | 88,009,000 | 0.09 | |
Hist
| 12/31/2022 |
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Steward Partners Investment Advisory, LLC
| 11,300 | 5,800 | 87,010,000 | 0.00 | |
Hist
| 06/30/2023 |
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HOLLENCREST CAPITAL MANAGEMENT
| 1,200 | 0 | 9,240,000 | 0.00 | |
Hist
| 06/30/2023 |
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Hennion & Walsh Asset Management, Inc.
| 390,165 | 114,377 | 3,004,000 | 0.18 | |
Hist
| 06/30/2023 |
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Mascoma Wealth Management LLC
| 343 | 0 | 2,682,000 | 0.00 | |
Hist
| 06/30/2023 |
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Golden State Wealth Management, LLC
| 68,596 | -4,719 | 613,000 | | |
Hist
| 03/31/2022 |
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REILLY FINANCIAL ADVISORS, LLC
| 6,000 | 0 | 67,000 | 0.00 | |
Hist
| 12/31/2021 |
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BOURGEON CAPITAL MANAGEMENT LLC
| 5,000 | 5,000 | 41,000 | 0.01 | |
Hist
| 06/30/2022 |
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Covington Capital Management
| 5,000 | 0 | 36,000 | 0.00 | |
Hist
| 09/30/2022 |
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FNY Investment Advisers, LLC
| 300 | 0 | 2,000 | 0.00 | |
Hist
| 09/30/2023 |
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