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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
$2.47M +$189K +17,775 +9%
WS
2
Wedbush Securities
California
$1.29M -$10.6K -1,000 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$1.1M +$55.1K +5,194 +5%
UBS Group
4
UBS Group
Switzerland
$1.09M +$348K +32,820 +50%
GSWM
5
Golden State Wealth Management
California
$685K +$659K +62,085 New
DADC
6
D.A. Davidson & Co
Montana
$548K +$108K +10,203 +26%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$415K +$2.6K +245 +0.7%
LPL Financial
8
LPL Financial
California
$389K -$18.6K -1,754 -5%
SWP
9
Stratos Wealth Partners
Ohio
$290K -$21K -1,975 -7%
Bank of America
10
Bank of America
North Carolina
$278K +$26.8K +2,526 +11%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$264K
Wells Fargo
12
Wells Fargo
California
$195K
HCM
13
Hollencrest Capital Management
California
$179K
RJA
14
Raymond James & Associates
Florida
$149K +$143K +13,497 New
AG
15
Advisor Group
Arizona
$125K +$584 +55 +0.5%
GJIC
16
Gamble Jones Investment Counsel
California
$110K
IP
17
Intellectus Partners
California
$84K +$80.2K +7,559 New
RFA
18
Reilly Financial Advisors
California
$66K
WAS
19
WESPAC Advisors SoCal
California
$30K +$29.7K +2,795 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26K -$151K -14,264 -86%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$22K -$74.3K -7,000 -78%
FIA
22
FNY Investment Advisers
New York
$3K +$1.1K +104 +58%
Invesco
23
Invesco
Georgia
-$708K -74,285 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$263K -27,561 Closed
TJHA
25
Thomas J. Herzfeld Advisors
Florida
-$229K -24,028 Closed