Latest Institutional Transactions on Pimco Access Income Fund (PAXS)
This table provides information on the latest institutional transactions involving Pimco Access Income Fund (PAXS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
56+ 0.13% |
$857 - $917
|
44.8K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.9K+ 21.84% |
$1.16M - $1.24M
|
424K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.6K- 1.37% |
$209K - $223K
|
985K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.1K+ 5.85% |
$262K - $280K
|
310K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21KNew |
$321K - $343K
|
21K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-55K- 6.17% |
$842K - $900K
|
837K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
250KNew |
$3.83M - $4.09M
|
250K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.8KNew |
$349K - $373K
|
22.8K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 19.65% |
$220K - $235K
|
87.4K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
150+ 1.3% |
$2.3K - $2.46K
|
11.7K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.93K+ 48.73% |
$29.5K - $31.6K
|
5.89K
$89.2K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.5K+ 14.47% |
$222K - $237K
|
114K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
717+ 2.8% |
$11K - $11.7K
|
26.3K
$399K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
350+ 2.77% |
$5.36K - $5.73K
|
13K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$26.3K - $28.2K
|
1.72K
$26.1K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$15.3 - $16.4
|
1
$15.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22.3K+ 6.23% |
$342K - $365K
|
381K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
60+ 0.48% |
$919 - $982
|
12.7K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
197K+ 17.07% |
$3.02M - $3.23M
|
1.35M
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25KNew |
$19.1K - $20.5K
|
1.25K
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.16K+ 7.88% |
$94.2K - $101K
|
84.3K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-800K- 35.8% |
$12.2M - $13.1M
|
1.43M
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6K+ 47.46% |
$254K - $271K
|
51.5K
$780K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.3K+ 13.9% |
$19.9K - $21.3K
|
10.7K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-459- 1.32% |
$7.03K - $7.51K
|
34.2K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
187+ 0.76% |
$2.86K - $3.06K
|
24.9K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.7K+ 6.03% |
$26K - $27.8K
|
29.9K
$453K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.13K- 5.73% |
$109K - $117K
|
117K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.53K- 23.52% |
$84.6K - $90.5K
|
18K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.77K+ 4.6% |
$57.7K - $61.7K
|
85.8K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
446New |
$6.83K - $7.3K
|
446
$6.76K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.8K+ 21.74% |
$226K - $241K
|
82.6K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.72K+ 36.75% |
$87.6K - $93.7K
|
21.3K
$323K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-238- 0.54% |
$3.64K - $3.9K
|
43.9K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.1KNew |
$691K - $739K
|
45.1K
$684K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.38K- 84.6% |
$51.8K - $55.4K
|
616
$9.33K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.74K+ 3.05% |
$57.2K - $61.1K
|
126K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.14K+ 2.28% |
$17.4K - $18.6K
|
51.1K
$775K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-8.26K- 3.62% |
$126K - $135K
|
220K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.48K- 12.49% |
$83.9K - $89.7K
|
38.4K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55K+ 18.57% |
$843K - $901K
|
351K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
126K+ 92.14% |
$1.94M - $2.07M
|
264K
$3.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-620- 3.7% |
$9.49K - $10.1K
|
16.1K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
67K+ 5.1% |
$1.03M - $1.1M
|
1.38M
$20.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-172- 0.38% |
$2.63K - $2.82K
|
45.5K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.75KNew |
$42.1K - $45K
|
2.75K
$41.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.12K- 42.87% |
$17.1K - $18.3K
|
1.49K
$22.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21.6K+ 27.83% |
$331K - $354K
|
99.4K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.7K+ 14.9% |
$26K - $27.8K
|
13.1K
$199K
|