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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
$3.17M -$25.5K -2,236 -0.8%
WS
2
Wedbush Securities
California
$1.35M +$22.8K +2,000 +2%
DADC
3
D.A. Davidson & Co
Montana
$1.14M +$141K +12,358 +14%
Morgan Stanley
4
Morgan Stanley
New York
$1.05M +$95.9K +8,420 +10%
UBS Group
5
UBS Group
Switzerland
$952K +$43.1K +3,785 +5%
C
6
Certuity
Florida
$941K +$940K +82,479 New
Wells Fargo
7
Wells Fargo
California
$708K
Invesco
8
Invesco
Georgia
$655K +$337K +29,568 +106%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$586K +$2.43K +213 +0.4%
Bank of America
10
Bank of America
North Carolina
$458K +$47.9K +4,201 +12%
LPL Financial
11
LPL Financial
California
$406K +$18.2K +1,600 +5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$272K
SWP
13
Stratos Wealth Partners
Ohio
$216K
HCM
14
Hollencrest Capital Management
California
$185K
EWF
15
Epstein & White Financial
California
$133K +$132K +11,622 New
GJIC
16
Gamble Jones Investment Counsel
California
$114K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$103K
AG
18
Advisor Group
Arizona
$82K
RFA
19
Reilly Financial Advisors
California
$68K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$36K -$18.2K -1,600 -34%
ETI
21
Enterprise Trust & Investment
California
$19K
RIA
22
Realta Investment Advisors
Delaware
$13K +$91 +8 +0.7%
FIA
23
FNY Investment Advisers
New York
$4K -$5.47K -480 -57%
TRCT
24
Tower Research Capital (TRC)
New York
$4K +$4.37K +384 New
GSWM
25
Golden State Wealth Management
California
-$712K -63,425 Closed