PIMCO NY MUNI INC II FND (PNI) Institutional Ownership Changes & 13F Activity

PIMCO NY MUNI INC II FND (PNI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Whitebox Advisors Llc, Karpus Management, Inc., Thomas J. Herzfeld Advisors, Inc., Logan Stone Capital, Llc, and Robinson Capital Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+10,53110,531$74.67KQ2 2026Aug 18, 2026
Almitas Capital LlcSell-21,308-4.4%467,432$3.31MQ2 2026Aug 17, 2026
Whitebox Advisors LlcBuy+387,958387,958$2.75MQ2 2026Aug 14, 2026
Karpus Management, Inc.Buy+377,694+51.3%1,113,329$7.89MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcSell-155,959-43.9%199,597$1.42MQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Sell-64,753-14.9%369,392$2.62MQ2 2026Aug 14, 2026
Toronto Dominion BankSell-63,054-63.7%35,984$255.13KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+26,421+277.0%35,958$254.94KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+24,944+27.9%114,503$811.83KQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcSell-13,130-1.2%1,044,735$7.41MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-3,359-5.3%60,200$426.82KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,8481,848$13.10KQ2 2026Aug 14, 2026
Morse Asset Management, IncSell-17,602-28.5%44,223$313.54KQ2 2026Aug 13, 2026
Morgan StanleyBuy+15,540+9.8%173,414$1.23MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+15,000+143.9%25,427$180.28KQ2 2026Aug 13, 2026
Ubs Group AgSell-153-0.6%27,158$192.55KQ2 2026Aug 13, 2026
Robinson Capital Management, LlcBuy+103,844+36.3%389,726$3.09MQ2 2026Aug 12, 2026
Sit Investment Associates IncBuy+16,501+30.3%70,875$503.00KQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+15,700+3.2%512,473$3.63MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-3,065-6.3%45,492$322.54KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Sell-129-0.2%61,005$432.52KQ2 2026Aug 12, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+156,246+208.0%231,370$1.64MQ2 2026Aug 10, 2026
Dakota Wealth ManagementBuy+34,007+138.8%58,507$414.81KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-2,500-17.0%12,243$86.81KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+1,059+3.8%29,175$206.85KQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+3,365+2.2%158,266$1.12MQ2 2026Aug 06, 2026
United Financial Planning Group LlcBuy+1,5641,564$11.09KQ2 2026Aug 06, 2026
Envestnet Asset Management IncBuy+1,438+11.8%13,664$96.88KQ2 2026Aug 03, 2026
Commonwealth Equity Services, LlcBuy+11,636+11.8%110,396$782.71KQ2 2026Jul 29, 2026
Closed-End Fund Advisors, Inc.Sell-842-0.4%234,876$1.67MQ2 2026Jul 27, 2026
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Frequently asked questions about PNI activity

  • Which institutional owners are buying PNI?

    Institutional owners buying PNI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PNI activity?

    "Buy" means an investor increased their reported position in PNI compared to the prior reporting period. This reflects growing exposure to PIMCO NY MUNI INC II FND (PNI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PNI increasing?

    Institutional interest in PNI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.