PIMCO NEW YORK MUN FD II shareholder history

Current and past PIMCO NEW YORK MUN FD II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 37370.00%0.00%0.00%Q2 2013Q2 202237
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1870.00%0.00%0.00%Q2 2017Q3 202325
CITIGROUP INC 12120.00%0.00%0.00%Q2 2013Q2 202124
Claybrook Capital, LLC 940.72%1.52%2.31%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 1430.00%0.00%0.00%Q2 2019Q3 202317
Baker Avenue Asset Management, LP 1070.00%0.01%0.04%Q1 2019Q3 202317
Invesco Ltd. 1150.00%0.00%0.00%Q4 2017Q4 202116
FNY Investment Advisers, LLC 770.00%0.00%0.00%Q2 2018Q3 202314
COHEN & STEERS, INC. 940.00%0.00%0.00%Q2 2020Q3 202313
Thomas J. Herzfeld Advisors, Inc. 1120.01%0.12%0.23%Q3 2018Q4 202113
Onyx Bridge Wealth Group LLC 12120.04%0.06%0.10%Q4 2020Q3 202312
Hennion & Walsh Asset Management, Inc. 11110.03%0.10%0.14%Q1 2021Q3 202311
American Portfolios Advisors 10100.01%0.01%0.02%Q4 2017Q1 202010
Tidal Investments LLC 10100.01%0.04%0.11%Q2 2019Q3 202110
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q2 2017Q3 202310
ROBINSON CAPITAL MANAGEMENT, LLC 910.30%1.04%1.79%Q3 2019Q2 202310
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q3 2013Q1 202010
Ackerman Capital Advisors, LLC 320.02%0.05%0.12%Q1 2020Q3 202310
OSAIC HOLDINGS, INC. 550.00%0.00%0.00%Q1 2020Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Steward Partners Investment Advisory, LLC 990.00%0.00%0.00%Q1 2020Q1 20229
Herold Advisors, Inc. 990.02%0.04%0.05%Q3 2021Q3 20239
DOPKINS WEALTH MANAGEMENT, LLC 880.08%0.13%0.18%Q4 2021Q3 20238
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2016Q4 20177
RIVERNORTH CAPITAL MANAGEMENT, LLC 770.03%0.08%0.14%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.02%0.11%0.16%Q4 2017Q2 20217
LPL Financial LLC 320.00%0.00%0.00%Q4 2015Q3 20237
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
NewEdge Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
GOLDMAN SACHS GROUP INC 550.00%0.00%0.00%Q3 2020Q3 20215
Kestra Advisory Services, LLC 550.00%0.00%0.01%Q3 2020Q3 20215
Focused Wealth Management, Inc 440.00%0.01%0.03%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 440.04%0.04%0.05%Q4 2017Q3 20184
AMERIPRISE FINANCIAL INC 440.00%0.00%0.00%Q3 2018Q2 20194
Virtu KCG Holdings LLC 210.00%0.00%0.00%Q4 2013Q3 20164
Lindbrook Capital, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
MELFA WEALTH MANAGEMENT, INC. 440.42%0.47%0.51%Q4 2022Q3 20234
Logan Stone Capital, LLC 440.11%0.13%0.16%Q4 2022Q3 20234
ARROW FINANCIAL CORP 310.00%0.02%0.02%Q1 2016Q1 20184
Laurion Capital Management LP 210.00%0.00%0.01%Q3 2016Q2 20184
Family Management Corp 440.06%0.09%0.14%Q3 2019Q2 20204
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.01%0.01%0.01%Q4 2020Q3 20214
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2018Q3 20234
Cetera Investment Advisers 330.12%0.16%0.18%Q4 2015Q2 20163
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.01%0.01%0.01%Q1 2020Q3 20233
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2016Q1 20172
MSI Financial Services Inc 220.00%0.00%0.00%Q3 2016Q4 20162
Bank of New York Mellon Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Measured Wealth Private Client Group, LLC 220.08%0.41%0.74%Q2 2019Q3 20192
MARINER INVESTMENT GROUP LLC 220.38%0.88%1.39%Q4 2020Q1 20212
D'Orazio & Associates, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.01%Q4 2019Q1 20202
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2013Q4 20131
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Bouchey Financial Group Ltd 110.09%0.09%0.09%Q2 2017Q2 20171
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Tortoise Investment Management, LLC 110.03%0.03%0.03%Q4 2012Q4 20121
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
RMB Capital Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q1 20211
Moors & Cabot, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2015Q4 20151
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Maltin Wealth Management, Inc. 110.22%0.22%0.22%Q1 2020Q1 20201
Private Advisor Group, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
External links

This page lists all the filers that currently own PIMCO NEW YORK MUN FD II or have owned PIMCO NEW YORK MUN FD II in the past.