PIMCO California Municipal Income Fund III Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PZC?
Owner Type	Number of Shares	Ownership Percentage
General Public	8,398,771	37.3%
Institutions	14,138,585	62.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 62.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
30.4%	Charles Schwab Investment Management, Inc.	6,840,088	US$44.0m	6%	0.01%
10.2%	FMR LLC	2,307,825	US$14.8m	10.5%	no data
5.88%	Wells Fargo & Company, Private Banking and Investment Banking Arm	1,324,311	US$8.5m	0%	0.01%
3.11%	RiverNorth Capital Management, LLC	700,259	US$4.5m	495%	0.22%
2.37%	Advisors Asset Management, Inc.	534,209	US$3.4m	5.39%	0.07%
2.07%	Guggenheim Partners, LLC	466,383	US$3.0m	-14.5%	0.03%
1.79%	Hennion & Walsh Asset Management, Inc.	403,691	US$2.6m	2.15%	0.12%
1.38%	UBS Asset Management AG	311,734	US$2.0m	-6.41%	no data
1.01%	Morgan Stanley, Investment Banking and Brokerage Investments	226,611	US$1.5m	45.3%	no data
0.55%	Wolverine Asset Management, LLC	124,818	US$802.6k	40%	0.06%
0.51%	Logan Stone Capital, LLC	115,841	US$744.9k	332%	0.26%
0.43%	Core Wealth Partners LLC	96,446	US$620.2k	0%	0.37%
0.36%	Merrill Lynch & Co. Inc., Banking Investments	82,188	US$528.5k	-10.1%	no data
0.35%	BNY Asset Management	78,587	US$505.3k	117%	no data
0.31%	Integrated Wealth Concepts LLC	69,971	US$449.9k	0%	0.01%
0.31%	Landscape Capital Management, LLC	69,261	US$445.4k	-31.3%	0.05%
0.24%	Rockefeller & Co. LLC	53,743	US$345.6k	1.2%	no data
0.22%	Raymond James Financial Inc., Asset Management Arm	49,200	US$316.3k	1.03%	no data
0.2%	Intellectus Partners, LLC	44,000	US$282.9k	0%	0.07%
0.17%	Wells Fargo & Company, Securities and Brokerage Investments	38,979	US$250.6k	45.2%	no data
0.15%	Cetera Investment Advisers LLC	34,335	US$220.8k	14.9%	no data
0.092%	Wedbush Asset Management, LLC	20,734	US$133.3k	0%	no data
0.091%	Beta Wealth Group, Inc, Asset Management Arm	20,604	US$132.5k	0%	0.06%
0.077%	Sowell Financial Services, LLC	17,381	US$111.8k	0%	0.01%
0.072%	Susquehanna International Group, LLP, Asset Management Arm	16,338	US$105.0k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/11 16:48
End of Day Share Price	2025/05/09 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

PIMCO California Municipal Income Fund III is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.