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PCM Fund (PCM) Institutional Ownership

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+0.03 (+0.34%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for PCM Fund (NYSE:PCM)

Current
Institutional Ownership
Percentage
10.26%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$4.67M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$866.65K
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PCM Institutional Buying and Selling by Quarter

PCM Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 SOL Capital Management CO42,750$354K0.0%-67.8%0.356%
2/12/2024Focus Financial Network Inc. ADV10,443$84K0.0%N/A0.088%
2/8/2024 Financial Advocates Investment Management152,553$1.21M0.1%+19.7%1.285%
2/8/2024Foundations Investment Advisors LLC364,632$2.94M0.1%+18.1%3.072%
1/25/2024 SOL Capital Management CO132,750$1.06M0.1%-4.8%1.118%
11/9/2023Atomi Financial Group Inc.28,710$256K0.1%N/A0.242%
10/27/2023 Financial Advocates Investment Management127,444$1.13M0.1%+9.6%1.074%
10/19/2023 SOL Capital Management CO139,400$1.24M0.2%-1.1%1.174%
10/5/2023Foundations Investment Advisors LLC308,860$2.75M0.1%+15.8%2.602%
7/25/2023 Raymond James & Associates24,937$240K0.0%-18.9%0.210%
7/19/2023Foundations Investment Advisors LLC266,772$2.57M0.1%N/A2.247%
6/14/2023Atria Wealth Solutions Inc.31,237$266K0.0%N/A0.263%
5/11/2023 Financial Advocates Investment Management109,252$920K0.1%+69.7%0.920%
1/24/2023 SOL Capital Management CO143,400$1.13M0.2%-4.7%1.231%
11/15/2022 Financial Advocates Investment Management50,093$400K0.0%+30.4%0.430%
10/25/2022 Janney Montgomery Scott LLC26,590$212K0.0%N/A0.228%
10/25/2022 Raymond James & Associates29,589$236K0.0%+5.7%0.254%
8/13/2022NewEdge Advisors LLC136,245$1.26M0.0%-2.6%1.169%
8/12/2022First Foundation Advisors30,877$286K0.0%-6.0%0.265%
8/12/2022 Financial Advocates Investment Management38,419$355K0.0%+68.2%0.330%
8/5/2022Horizon Kinetics Asset Management LLC25,095$232K0.0%-4.4%0.215%
8/2/2022 UMA Financial Services Inc.32,330$319K0.1%-6.3%0.278%
7/21/2022 SOL Capital Management CO150,400$1.39M0.3%-1.4%1.291%
5/11/2022 Financial Advocates Investment Management22,841$233K0.0%N/A0.196%
5/5/2022First Foundation Advisors32,845$334K0.0%-44.2%0.282%
5/4/2022Advisor Group Holdings Inc.46,444$473K0.0%-5.8%0.399%
4/29/2022CoreCap Advisors LLC14,615$149K0.0%+40.1%0.125%
4/18/2022 SOL Capital Management CO152,600$1.55M0.3%-0.7%1.310%
2/3/2022Advisor Group Holdings Inc.49,317$529K0.0%-4.4%0.425%
11/16/2021MML Investors Services LLC21,922$249K0.0%N/A0.189%
11/15/2021First Foundation Advisors63,456$720K0.0%-31.9%0.546%
11/5/2021Advisor Group Holdings Inc.51,594$585K0.0%+40.1%0.444%
11/2/2021 Raymond James & Associates28,922$328K0.0%+21.0%0.249%
8/13/2021First Foundation Advisors93,179$1.11M0.0%-4.1%0.802%
8/13/2021LPL Financial LLC19,163$227K0.0%+6.1%0.165%
8/11/2021Commonwealth Equity Services LLC73,107$867K0.0%-10.0%0.629%
8/10/2021Mid Atlantic Financial Management Inc. ADV105,490$1.25M0.1%-11.2%0.908%
8/2/2021Advisor Group Holdings Inc.36,825$437K0.0%+16.5%0.317%
7/20/2021 SOL Capital Management CO157,950$1.88M0.4%-8.5%1.360%
5/18/2021First Foundation Advisors97,182$1.11M0.0%-7.2%0.837%
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5/12/2021UBS Group AG2,236$26K0.0%+207.6%0.019%
5/11/2021Horizon Kinetics Asset Management LLC29,777$341K0.0%-4.7%0.256%
5/4/2021Commonwealth Equity Services LLC81,237$930K0.0%+41.1%0.699%
4/22/2021 SOL Capital Management CO172,700$1.98M0.4%-1.1%1.487%
2/12/2021LPL Financial LLC14,791$159K0.0%+8.8%0.127%
2/10/2021Mid Atlantic Financial Management Inc. ADV119,447$1.28M0.1%+1.6%1.028%
2/5/2021NEXT Financial Group Inc3,026$32K0.0%-24.5%0.026%
2/3/2021Ieq Capital LLC91,520$982K0.0%N/A0.788%
11/9/2020LPL Financial LLC13,595$138K0.0%+12.4%0.117%
11/9/2020Kestra Private Wealth Services LLC16,677$169K0.0%N/A0.144%
10/23/2020 SOL Capital Management CO174,637$1.77M0.5%+1.5%1.503%
10/22/2020NEXT Financial Group Inc4,010$41K0.0%N/A0.035%
10/19/2020 Capital Investment Advisory Services LLC10,000$101K0.0%N/A0.086%
8/14/2020Bank of America Corp DE57,335$540K0.0%+10.7%0.494%
8/14/2020Advisor Group Holdings Inc.36,472$344K0.0%-35.3%0.314%
8/11/2020 UMA Financial Services Inc.34,500$338K0.1%N/A0.297%
8/6/2020Mid Atlantic Financial Management Inc. ADV114,947$1.08M0.1%+7.0%0.989%
7/31/2020 SOL Capital Management CO172,137$1.62M0.5%+6.2%1.481%
7/31/2020UBS Group AG4,678$44K0.0%+53.0%0.040%
7/28/2020DAVENPORT & Co LLC25,250$238K0.0%N/A0.217%
5/18/2020RiverNorth Capital Management LLC34,461$274K0.0%N/A0.297%
5/18/2020Advisor Group Holdings Inc.56,410$449K0.0%N/A0.485%
5/15/2020Morgan Stanley15,695$125K0.0%+51.4%0.135%
5/14/2020Wells Fargo & Company MN10,527$84K0.0%-13.5%0.091%
5/13/2020Horizon Kinetics Asset Management LLC33,751$268K0.0%-15.9%0.291%
5/13/2020Lido Advisors LLC17,112$138K0.0%-37.2%0.147%
5/11/2020First Foundation Advisors109,293$868K0.1%-44.7%0.941%
5/11/2020Mid Atlantic Financial Management Inc. ADV107,397$853K0.1%+16.7%0.924%
5/1/2020Shaker Financial Services LLC14,200$113K0.1%N/A0.122%
4/21/2020 Raymond James & Associates23,555$187K0.0%-6.1%0.203%
(Data available from 1/1/2016 forward)

PCM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCM shares?

During the previous two years, 13 institutional investors and hedge funds held shares of PCM Fund. The most heavily invested institutionals were Foundations Investment Advisors LLC ($2.94M), NewEdge Advisors LLC ($1.26M), Financial Advocates Investment Management ($1.21M), Advisor Group Holdings Inc. ($473K), SOL Capital Management CO ($354K), UMA Financial Services Inc. ($319K), and First Foundation Advisors ($286K).Learn more on PCM's institutional investors.

What percentage of PCM Fund stock is owned by institutional investors?

10.26% of PCM Fund stock is owned by institutional investors. Learn more on PCM's institutional investor holdings.

Which institutional investors have been buying PCM Fund stock?

The following institutional investors have purchased PCM Fund stock in the last 24 months: Foundations Investment Advisors LLC ($364.63K), Financial Advocates Investment Management ($131.26K), Atria Wealth Solutions Inc. ($31.24K), Atomi Financial Group Inc. ($28.71K), Janney Montgomery Scott LLC ($26.59K), Focus Financial Network Inc. ADV ($10.44K), and Raymond James & Associates ($1.60K).

How much institutional buying is happening at PCM Fund?

Institutional investors have bought a total of 594,463 shares in the last 24 months. This purchase volume represents approximately $5.36M in transactions.

Which PCM Fund major shareholders have been selling company stock?

The following institutional investors have sold PCM Fund stock in the last 24 months: SOL Capital Management CO ($107.35K), First Foundation Advisors ($28.02K), Raymond James & Associates ($5.82K), NewEdge Advisors LLC ($3.60K), Advisor Group Holdings Inc. ($2.87K), UMA Financial Services Inc. ($2.17K), and Horizon Kinetics Asset Management LLC ($1.17K).

How much institutional selling is happening at PCM Fund?

Institutional investors have sold a total of 151,002 shares in the last 24 months. This volume of shares sold represents approximately $1.32M in transactions.


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This page (NYSE:PCM) was last updated on 5/4/2024 by MarketBeat.com Staff

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