PCM FUND INC shareholder history

Current and past PCM FUND INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 40400.01%0.41%1.78%Q2 2013Q1 202340
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
ROYAL BANK OF CANADA 1710.00%0.00%0.00%Q2 2013Q3 202330
RAYMOND JAMES & ASSOCIATES 29290.00%0.00%0.00%Q3 2016Q3 202329
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
SOL Capital Management CO 2310.19%0.42%0.96%Q2 2013Q3 202324
Horizon Kinetics 23230.02%0.06%0.08%Q2 2013Q4 201823
LPL Financial LLC 2210.00%0.00%0.00%Q1 2016Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
NEXT Financial Group, Inc 860.00%0.00%0.01%Q4 2015Q4 202121
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
LADENBURG THALMANN FINANCIAL SERVICES INC. 1310.00%0.00%0.01%Q2 2013Q4 201920
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
GUGGENHEIM CAPITAL LLC 19190.00%0.00%0.01%Q2 2013Q4 201719
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.02%0.03%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.03%0.07%Q2 2016Q4 201915
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q1 2015Q4 202014
NATIONAL PLANNING CORP 14140.02%0.05%0.16%Q2 2013Q3 201614
Physician Wealth Advisors, Inc. 14140.07%0.10%0.14%Q2 2020Q3 202314
FNY Investment Advisers, LLC 770.00%0.00%0.01%Q2 2018Q3 202314
North Star Investment Management Corp. 1210.00%0.00%0.01%Q2 2016Q3 201913
IFP Advisors, Inc 810.00%0.00%0.00%Q4 2015Q4 202213
Creative Planning 810.00%0.00%0.00%Q2 2013Q2 201712
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.08%0.10%0.12%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
Benchmark Capital Advisors 11110.09%0.10%0.11%Q2 2013Q4 201511
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q4 2017Q3 202311
Saturna Capital CORP 11110.00%0.00%0.00%Q2 2013Q4 201511
Commonwealth Equity Services, Inc 820.00%0.00%0.00%Q1 2015Q3 201710
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q3 202310
CITIGROUP INC 310.00%0.00%0.00%Q4 2013Q4 20179
MML INVESTORS SERVICES, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
BESSEMER GROUP INC 990.00%0.00%0.00%Q1 2016Q1 20189
Invesco Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
WHITTIER TRUST CO 990.00%0.00%0.00%Q2 2013Q2 20159
NewEdge Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Lido Advisors, LLC 880.00%0.01%0.02%Q3 2019Q2 20218
Financial Advocates Investment Management 770.02%0.05%0.08%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
KESTRA PRIVATE WEALTH SERVICES, LLC 770.01%0.01%0.02%Q3 2020Q1 20227
BARCLAYS PLC 410.00%0.00%0.00%Q2 2013Q1 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BOKF, NA 330.00%0.00%0.00%Q1 2019Q4 20206
Capital Investment Advisory Services, LLC 550.01%0.02%0.02%Q3 2020Q3 20215
BB&T SECURITIES, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
FMR LLC 310.00%0.00%0.00%Q2 2019Q1 20225
SouthState Corp 550.01%0.01%0.01%Q4 2021Q4 20225
Edge Wealth Management LLC 550.02%0.03%0.08%Q1 2015Q1 20165
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
US BANCORP \DE\ 550.00%0.00%0.00%Q2 2014Q2 20155
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2021Q1 20234
Integrated Wealth Management 440.00%0.00%0.00%Q1 2015Q4 20154
RIVERNORTH CAPITAL MANAGEMENT, LLC 210.02%0.02%0.04%Q2 2013Q1 20204
Thomas J. Herzfeld Advisors, Inc. 440.01%0.02%0.03%Q2 2015Q1 20164
Windsor Capital Management, LLC 310.01%0.01%0.01%Q2 2013Q3 20154
MARINER INVESTMENT GROUP LLC 330.10%0.14%0.18%Q2 2015Q4 20153
Glassman Wealth Services 330.01%0.01%0.01%Q4 2014Q2 20153
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q2 2016Q1 20173
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WINTRUST INVESTMENTS LLC 330.02%0.02%0.02%Q3 2019Q1 20203
Parallel Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q1 2016Q2 20162
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q2 2015Q3 20162
HOLLENCREST CAPITAL MANAGEMENT 220.00%0.00%0.00%Q1 2023Q2 20232
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2018Q3 20182
Parkside Financial Bank & Trust 220.02%0.02%0.03%Q2 2016Q3 20162
CX Institutional 110.00%0.00%0.00%Q3 2021Q2 20222
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
Foundations Investment Advisors, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
AFT, FORSYTH & COMPANY, INC. 220.07%0.08%0.08%Q2 2013Q3 20132
Laurion Capital Management LP 110.01%0.01%0.01%Q2 2018Q2 20181
IEQ CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
AQR Capital Management 110.00%0.00%0.00%Q3 2014Q3 20141
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DAVENPORT & Co LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Lindbrook Capital, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Apriem Advisors 110.00%0.00%0.00%Q4 2014Q4 20141
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.02%0.02%Q1 2020Q1 20201
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Fiduciary Trust Co International of Pennsylvania 110.01%0.01%0.01%Q3 2018Q3 20181
Virtu Financial LLC 110.01%0.01%0.01%Q3 2021Q3 20211
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Shaker Financial Services, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Atomi Financial Group, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
ROBINSON CAPITAL MANAGEMENT, LLC 110.14%0.14%0.14%Q2 2016Q2 20161
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
DOLIVER ADVISORS, LP 110.09%0.09%0.09%Q2 2015Q2 20151
External links

This page lists all the filers that currently own PCM FUND INC or have owned PCM FUND INC in the past.