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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 72200Y102

PIMCO NEW YORK MUN FD II

63 institutions · $37.2M total · 5,741,400 shares

#ManagerSharesValue% of TotalPeriod
1RIVERNORTH CAPITAL MANAGEMENT, LLC1,066,323$7.4M18.57%2025-09-30
2Karpus Management, Inc.654,456$4.5M11.39%2025-12-31
3Hennion & Walsh Asset Management, Inc.417,718$2.9M7.27%2025-09-30
4Saba Capital Management, L.P.384,989$2.6M6.70%2025-06-30
5Claybrook Capital, LLC281,593$1.8M4.90%2023-12-31
6Matisse Capital257,835$1.7M4.49%2025-06-30
7Lido Advisors, LLC225,628$1.6M3.92%2024-12-31
8GUGGENHEIM CAPITAL LLC238,432$1.6M4.15%2025-06-30
9Logan Stone Capital, LLC214,375$1.4M3.73%2025-06-30
10RIVERBRIDGE PARTNERS LLC202,579$1.4M3.52%2025-12-31
11Verition Fund Management LLC137,671$925.1K2.39%2025-06-30
12TORONTO DOMINION BANK99,635$669.5K1.73%2025-06-30
13Raymond James Financial Services Advisors, Inc.83,699$660.4K1.45%2024-09-30
14WOLVERINE ASSET MANAGEMENT LLC86,998$622.9K1.51%2024-12-31
15Robinson Capital Management, LLC69,694$524.1K1.21%2025-06-30
16Palumbo Wealth Management LLC61,780$487.4K1.07%2024-09-30
17Almitas Capital LLC71,558$480.9K1.24%2025-06-30
18Morse Asset Management, Inc65,160$437.9K1.13%2025-06-30
19MELFA WEALTH MANAGEMENT, LLC61,598$413.9K1.07%2025-06-30
20RAYMOND JAMES FINANCIAL INC60,970$409.7K1.06%2025-06-30
21UBS Group AG59,100$397.2K1.02%2025-06-30
22MORGAN STANLEY48,776$327.8K0.84%2025-06-30
23Thomas J. Herzfeld Advisors, Inc.48,376$325.1K0.84%2025-06-30
24WHITEBOX ADVISORS LLC46,192$310.4K0.80%2025-06-30
25HORIZON KINETICS ASSET MANAGEMENT LLC37,634$261.6K0.65%2025-09-30
26Bank of New York Mellon Corp35,038$235.5K0.61%2025-06-30
27Onyx Bridge Wealth Group LLC29,327$207.6K0.51%2025-03-31
28DOPKINS WEALTH MANAGEMENT, LLC28,646$199.1K0.49%2025-09-30
29BANK OF AMERICA CORP /DE/27,019$181.6K0.47%2025-06-30
30Noble Wealth Management PBC25,602$177.9K0.44%2025-12-31
31SUSQUEHANNA INTERNATIONAL GROUP, LLP20,414$137.2K0.35%2025-06-30
32Baird Financial Group, Inc.17,380$116.8K0.30%2025-06-30
33Herold Advisors, Inc.16,948$113.9K0.29%2025-06-30
34STIFEL FINANCIAL CORP14,051$111.7K0.24%2023-03-31
35NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO16,489$110.8K0.28%2025-06-30
36American Portfolios Advisors9,111$109.3K0.15%2023-03-31
37Buckingham Strategic Partners16,141$108.5K0.28%2025-06-30
38Ackerman Capital Advisors, LLC16,788$107.8K0.29%2023-12-31
39CITADEL ADVISORS LLC15,845$106.5K0.27%2025-06-30
40WELLS FARGO & COMPANY/MN15,000$100.8K0.26%2025-06-30
41Catalina Capital Group, LLC14,950$100.5K0.26%2025-06-30
42NewEdge Advisors, LLC12,400$95.5K0.21%2023-06-30
43ADVISOR GROUP HOLDINGS, INC.14,192$93.9K0.24%2025-09-30
44ENVESTNET ASSET MANAGEMENT INC11,821$79.4K0.20%2025-06-30
45LPL Financial LLC11,124$74.8K0.19%2025-06-30
46Baker Avenue Asset Management, LP11,183$71.8K0.19%2023-12-31
47Steward Partners Investment Advisory, LLC10,092$70.1K0.17%2025-09-30
48Geneos Wealth Management Inc.9,732$67.1K0.16%2025-12-31
49BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,063$60.9K0.15%2025-06-30
50LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,664$47.2K0.11%2025-03-31
51Focused Wealth Management, Inc3,264$21.0K0.05%2023-12-31
52CIBC Private Wealth Group, LLC1,785$13.4K0.03%2024-06-30
53Fortis Group Advisors, LLC582$4.4K0.01%2024-03-31
54PNC Financial Services Group, Inc.520$3.9K0.00%2024-03-31
55SIT INVESTMENT ASSOCIATES INC178,388$1.3K3.10%2025-03-31
56Scarborough Advisors, LLC80$5930.00%2024-06-30
57COMMONWEALTH EQUITY SERVICES, LLC67,231$4521.17%2025-06-30
58Beckerman Institutional, LLC57,744$3881.00%2025-06-30
59COHEN & STEERS, INC.22,957$1470.39%2023-12-31
60HRT FINANCIAL LP10,852$770.18%2024-12-31
61FNY Investment Advisers, LLC200$10.00%2025-12-31
62Rockefeller Capital Management L.P.8$00.00%2023-03-31
63CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30