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PZC

PIMCO California Municipal Income Fund III

Delisted

PZC was delisted on the 1st of August, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.49M -$838K -76,406 -19%
LCM
2
Laurion Capital Management
New York
$1.11M +$1.12M +102,132 New
Morgan Stanley
3
Morgan Stanley
New York
$1.02M +$77.7K +7,078 +8%
SWP
4
Stratos Wealth Partners
Ohio
$614K
Bank of America
5
Bank of America
North Carolina
$496K -$295K -26,861 -37%
LPL Financial
6
LPL Financial
California
$426K -$10.5K -957 -2%
UBS Group
7
UBS Group
Switzerland
$413K +$5.27K +480 +1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$403K +$1.02K +93 +0.3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$332K -$32.4K -2,955 -9%
Wells Fargo
10
Wells Fargo
California
$228K +$85.5K +7,789 +59%
HCM
11
Hollencrest Capital Management
California
$153K
WAM
12
Wolverine Asset Management
Illinois
$133K +$135K +12,285 New
VF
13
Virtu Financial
New York
$118K +$119K +10,883 New
GBBWRPM
14
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$45K
WAS
15
WESPAC Advisors SoCal
California
$30K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24K
IA
17
IFP Advisors
Florida
$23K +$132 +12 +0.6%
MF
18
Magnetar Financial
Illinois
-$150K -11,940 Closed
Creative Planning
19
Creative Planning
Kansas
-$25K -2,000 Closed
DADC
20
D.A. Davidson & Co
Montana
-$12K -1,000 Closed