PNI PIMCO New York Municipal Incom
PIMCO New York Municipal Incom (PNI) Institutional Ownership
What the institutions did with PNI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Karpus Management, Inc. | 1.1M | 13.8% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.0M | 13.0% |
| Matisse Capital | 618.7K | 7.7% |
| GUGGENHEIM CAPITAL LLC | 512.5K | 6.4% |
| Almitas Capital LLC | 467.4K | 5.8% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 389.7K | 4.8% |
| WHITEBOX ADVISORS LLC | 388.0K | 4.8% |
| Saba Capital Management, L.P. | 369.4K | 4.6% |
| Hennion & Walsh Asset Management, Inc. | 360.2K | 4.5% |
| Closed-End Fund Advisors, Inc. | 234.9K | 2.9% |
| Thomas J. Herzfeld Advisors, Inc. | 231.4K | 2.9% |
| RIVERBRIDGE PARTNERS LLC | 223.0K | 2.8% |
| Logan Stone Capital, LLC | 199.6K | 2.5% |
| Professional Financial Management, Inc. | 183.3K | 2.3% |
| MORGAN STANLEY | 173.4K | 2.2% |
| MELFA WEALTH MANAGEMENT, INC. | 169.5K | 2.1% |
| Bank of New York Mellon Corp | 158.3K | 2.0% |
| BANK OF AMERICA CORP /DE/ | 114.5K | 1.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 110.4K | 1.4% |
| Lido Advisors, LLC | 97.7K | 1.2% |
| Beckerman Institutional, LLC | 75.7K | 0.9% |
| SIT INVESTMENT ASSOCIATES INC | 70.9K | 0.9% |
| Baird Financial Group, Inc. | 61.0K | 0.8% |
| RAYMOND JAMES FINANCIAL INC | 60.2K | 0.7% |
| Dakota Wealth Management | 58.5K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Karpus Management, Inc. | Increased | 735.6K | 1.1M | +377.7K |
| Thomas J. Herzfeld Advisors, Inc. | Increased | 75.1K | 231.4K | +156.2K |
| Logan Stone Capital, LLC | Reduced | 355.6K | 199.6K | -156.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | Increased | 285.9K | 389.7K | +103.8K |
| Verition Fund Management LLC | Sold Out | 95.5K | 0 | -95.5K |
| Saba Capital Management, L.P. | Reduced | 434.1K | 369.4K | -64.8K |
| TORONTO DOMINION BANK | Reduced | 99.0K | 36.0K | -63.1K |
| Dakota Wealth Management | Increased | 24.5K | 58.5K | +34.0K |
| OSAIC HOLDINGS, INC. | Increased | 9.5K | 36.0K | +26.4K |
| BANK OF AMERICA CORP /DE/ | Increased | 89.6K | 114.5K | +24.9K |
| Noble Wealth Management PBC | New | 0 | 22.1K | +22.1K |
| Maltin Wealth Management, Inc. | Sold Out | 21.9K | 0 | -21.9K |
| Almitas Capital LLC | Reduced | 488.7K | 467.4K | -21.3K |
| Morse Asset Management, Inc | Reduced | 61.8K | 44.2K | -17.6K |
| SIT INVESTMENT ASSOCIATES INC | Increased | 54.4K | 70.9K | +16.5K |
| GUGGENHEIM CAPITAL LLC | Increased | 496.8K | 512.5K | +15.7K |
| MORGAN STANLEY | Increased | 157.9K | 173.4K | +15.5K |
| Rockefeller Capital Management L.P. | Increased | 10.4K | 25.4K | +15.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 14.5K | 0 | -14.5K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Reduced | 1.1M | 1.0M | -13.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 98.8K | 110.4K | +11.6K |
| Beacon Pointe Advisors, LLC | New | 0 | 10.5K | +10.5K |
| Professional Financial Management, Inc. | Reduced | 188.9K | 183.3K | -5.6K |
| Bank of New York Mellon Corp | Increased | 154.9K | 158.3K | +3.4K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 63.6K | 60.2K | -3.4K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 363.4K | 360.2K | -3.2K |
| Cetera Investment Advisers | Reduced | 48.6K | 45.5K | -3.1K |
| LPL Financial LLC | Reduced | 14.7K | 12.2K | -2.5K |
| IFG Advisory, LLC | New | 0 | 1.8K | +1.8K |
| United Financial Planning Group LLC | New | 0 | 1.6K | +1.6K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 12.2K | 13.7K | +1.4K |
| MML INVESTORS SERVICES, LLC | Increased | 28.1K | 29.2K | +1.1K |
| Closed-End Fund Advisors, Inc. | Reduced | 235.7K | 234.9K | -842 |
| Herold Advisors, Inc. | Increased | 11.4K | 11.9K | +486 |
| RIVERBRIDGE PARTNERS LLC | Reduced | 223.3K | 223.0K | -220 |
| UBS Group AG | Reduced | 27.3K | 27.2K | -153 |
| Baird Financial Group, Inc. | Reduced | 61.1K | 61.0K | -129 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.