Wells Fargo Municipal Capital Strategies, LLC
SEC CIK 1585457 · EDGAR
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| PML | PIMCO MUNICIPAL INCOME FUND II | 10% | 998 | — | — | 1 | 2025-08-01 | 2025-08-01 |
| NAC | Nuveen California Quality Municipal Income Fund | 10% | 2,570 | — | — | 2 | 2024-02-21 | 2025-07-28 |
| NAD | Nuveen Quality Municipal Income Fund | 10% | 4,338 | — | — | 1 | 2024-05-03 | 2024-05-03 |
| MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | 10% | 5,264 | — | — | 1 | 2024-05-03 | 2024-05-03 |
Most active insiders at PML, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Morris Sonya | Dir | $74.9K | — |
| 2 | Rappaport Alan | Dir | $21.6K | — |
| 3 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% | $503.10 | $495.95 |
| 4 | JPMorgan Chase Bank, N.A. | 10% | — | — |
Wells Fargo Municipal Capital Strategies, LLC made no open-market trades at PML in the last 12 months.
Transactions 5
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I | 2025-08-05 | 2025-08-01 | PML | PIMCO MUNICIPAL INCOME FUND II | Wells Fargo Municipal Capital Strategies, LLC | 10% | J - Other | — | +443 | 998 | +80% | — |
| I | 2025-07-30 | 2025-07-28 | NAC | Nuveen California Quality Municipal Income Fund | Wells Fargo Municipal Capital Strategies, LLC | 10% | J - Other | — | -180 | 2,570 | -7% | — |
| MI | 2024-05-07 | 2024-05-03 | NAD | Nuveen Quality Municipal Income Fund | Wells Fargo Municipal Capital Strategies, LLC | 10% | J - Other | — | 0 | 4,338 | New | — |
| MI | 2024-05-07 | 2024-05-03 | MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | Wells Fargo Municipal Capital Strategies, LLC | 10% | J - Other | — | 0 | 5,264 | New | — |
| I | 2024-02-23 | 2024-02-21 | NAC | Nuveen California Quality Municipal Income Fund | Wells Fargo Municipal Capital Strategies, LLC | 10% | J - Other | — | -450 | 2,750 | -14% | — |
Purchase Sale Sale after option exercise All abbreviations