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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +10,531 | — | 10,531 | $74.67K | Q2 2026 | Aug 18, 2026 |
| Almitas Capital Llc | Sell | -21,308 | -4.4% | 467,432 | $3.31M | Q2 2026 | Aug 17, 2026 |
| Whitebox Advisors Llc | Buy | +387,958 | — | 387,958 | $2.75M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Buy | +377,694 | +51.3% | 1,113,329 | $7.89M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Sell | -155,959 | -43.9% | 199,597 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | Sell | -64,753 | -14.9% | 369,392 | $2.62M | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Sell | -63,054 | -63.7% | 35,984 | $255.13K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +26,421 | +277.0% | 35,958 | $254.94K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +24,944 | +27.9% | 114,503 | $811.83K | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Sell | -13,130 | -1.2% | 1,044,735 | $7.41M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -3,359 | -5.3% | 60,200 | $426.82K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,848 | — | 1,848 | $13.10K | Q2 2026 | Aug 14, 2026 |
| Morse Asset Management, Inc | Sell | -17,602 | -28.5% | 44,223 | $313.54K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +15,540 | +9.8% | 173,414 | $1.23M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +15,000 | +143.9% | 25,427 | $180.28K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -153 | -0.6% | 27,158 | $192.55K | Q2 2026 | Aug 13, 2026 |
| Robinson Capital Management, Llc | Buy | +103,844 | +36.3% | 389,726 | $3.09M | Q2 2026 | Aug 12, 2026 |
| Sit Investment Associates Inc | Buy | +16,501 | +30.3% | 70,875 | $503.00K | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +15,700 | +3.2% | 512,473 | $3.63M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -3,065 | -6.3% | 45,492 | $322.54K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -129 | -0.2% | 61,005 | $432.52K | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +156,246 | +208.0% | 231,370 | $1.64M | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | Buy | +34,007 | +138.8% | 58,507 | $414.81K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -2,500 | -17.0% | 12,243 | $86.81K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,059 | +3.8% | 29,175 | $206.85K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +3,365 | +2.2% | 158,266 | $1.12M | Q2 2026 | Aug 06, 2026 |
| United Financial Planning Group Llc | Buy | +1,564 | — | 1,564 | $11.09K | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Buy | +1,438 | +11.8% | 13,664 | $96.88K | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Buy | +11,636 | +11.8% | 110,396 | $782.71K | Q2 2026 | Jul 29, 2026 |
| Closed-End Fund Advisors, Inc. | Sell | -842 | -0.4% | 234,876 | $1.67M | Q2 2026 | Jul 27, 2026 |
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.
Related PNI Institutional Insights
- PNI Overview
- PNI 13F Institutional Holders
- PNI Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PNI Insider Trading & SEC Form 4 Activity
- PNI Articles
- Top Institutional Investor Stock Rankings