PIMCO California Muni Inc. FDXPCQX
13F holders, Q3 2024 (September 30)50holders +3
9new positions
6sold out
$9.96avg. 13F price*
At the end of Q3 2024, 50 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, up 3 from Q2 2024. 9 opened new positions and 6 sold out. The largest holders were Guggenheim Capital LLC ($4.2M), Advisors Asset Management, Inc. ($4.0M) and Morgan Stanley ($3.4M).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.8M |
| Exits | 6 | $2.8M |
All 13F filers, Q2 2024 → Q3 2024: 418,374 shares bought and 471,195 shares sold, net −52,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Guggenheim Capital LLC | 0.03% | Add +3.1% | 419,757 | $4.2M |
| Advisors Asset Management, Inc. | 0.07% | Add +5.8% | 404,092 | $4.0M |
| Morgan Stanley | 0.00% | Add +3.7% | 340,469 | $3.4M |
| Rivernorth Capital Management, LLC | 0.16% | Add +40.3% | 330,170 | $3.3M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +22.0% | 227,241 | $2.3M |
| Williams & Novak, LLC | 2.00% | No change | 214,755 | $2.1M |
| Fiera Capital Corp | 0.01% | Reduce -3.8% | 211,499 | $2.1M |
| Melfa Wealth Management, Inc. | 0.98% | Reduce -0.1% | 148,541 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 138,259 | $1.4M |
| Logan Stone Capital, LLC | 0.26% | Reduce -15.1% | 103,859 | $1.0M |
| Wolverine Asset Management LLC | 0.10% | Reduce -20.4% | 99,459 | $991K |
| LPL Financial LLC | 0.00% | Add +67.0% | 96,878 | $965K |
| First Foundation Advisors | 0.03% | Add +1.4% | 74,004 | $737K |
| Matisse Capital | 0.35% | New | 71,705 | $714K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 50,717 | $505K |
| PFG Investments, LLC | 0.03% | Reduce -4.4% | 44,579 | $444K |
| Bank of America Corp. | 0.00% | Add +21.7% | 43,680 | $435K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.4% | 39,614 | $395K |
| Davidson Trust Co. | 0.19% | No change | 37,440 | $373K |
| Core Wealth Partners LLC | 0.21% | No change | 34,695 | $346K |
| UBS Group AG | 0.00% | Add +2.5% | 29,098 | $290K |
| Rockefeller Capital Management L.P. | 0.00% | New | 27,000 | $269K |
| Wedbush Securities Inc. | 0.01% | Add +18.4% | 25,852 | $257K |
| Virtu Financial LLC | 0.01% | New | 25,075 | $250K |
| Norden Group LLC | 0.03% | New | 24,946 | $248K |
| Townsquare Capital LLC | 0.00% | No change | 24,946 | $248K |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 23,597 | $235K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 21,878 | $218K |
| Robinson Capital Management, LLC | 0.06% | Reduce -62.5% | 17,825 | $179K |
| Beta Wealth Group, Inc. | 0.07% | No change | 15,409 | $153K |
| Regatta Capital Group, LLC | 0.03% | No change | 14,988 | $149K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +7.2% | 14,919 | $149K |
| Bank of Montreal | 0.00% | Add +1.1% | 14,978 | $149K |
| Morse Asset Management, Inc | 0.03% | New | 13,684 | $136K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -68.1% | 13,241 | $132K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -33.4% | 12,859 | $128K |
| Royal Bank of Canada | 0.00% | No change | 11,872 | $118K |
| Susquehanna International Group, LLP | 0.00% | New | 11,286 | $112K |
| Mechanics Bank Trust Department | 0.01% | No change | 11,100 | $111K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -52.2% | 11,000 | $110K |
| Northwest Financial Advisors | 0.09% | No change | 10,787 | $107K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.4% | 10,231 | $102K |
| Hollencrest Capital Management | 0.00% | No change | 6,655 | $66K |
| Capital Analysts, LLC | 0.00% | Reduce -84.7% | 6,424 | $64K |
| Cwm, LLC | 0.00% | No change | 2,000 | $20K |
| Whittier Trust Co. | 0.00% | New | 2,000 | $20K |
| Earned Wealth Advisors, LLC | 0.00% | New | 1,607 | $16K |
| UMB Bank, n.a. | 0.00% | No change | 932 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 357 | $4K |
| FNY Investment Advisers, LLC | 0.00% | New | 200 | $1K |
"% of holder's portfolio" is XPCQX's weight in each manager's 13F, not the share of PIMCO California Muni Inc. FD the manager owns.