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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-347- 6.05% |
$5.19K - $5.77K
|
5.38K
$89.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
172K+ 6.03% |
$2.57M - $2.85M
|
3.02M
$50M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.36MNew |
$20.3M - $22.6M
|
1.36M
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.2K+ 46.52% |
$228K - $253K
|
47.9K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
45K+ 5.3% |
$674K - $748K
|
895K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-509- 1.77% |
$7.62K - $8.46K
|
28.3K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.8K+ 19.52% |
$611K - $678K
|
250K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 15.93% |
$2.09M - $2.32M
|
1.01M
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.96K+ 49.72% |
$104K - $116K
|
21K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.96K- 2.67% |
$89.2K - $99.1K
|
217K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
75.3KNew |
$1.13M - $1.25M
|
75.3K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7+ 2.93% |
$105 - $116
|
246
$4.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.28K+ 5.39% |
$34.2K - $38K
|
44.7K
$740K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-23.8K- 34.5% |
$357K - $396K
|
45.3K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
543+ 5.13% |
$8.13K - $9.03K
|
11.1K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 15.1% |
$1.81M - $2.01M
|
920K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.99K+ 18.6% |
$105K - $116K
|
44.6K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.5K- 32.67% |
$142K - $158K
|
19.6K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
98.7KNew |
$1.48M - $1.64M
|
98.7K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42.8K+ 16.29% |
$641K - $712K
|
306K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.7K+ 15.32% |
$70.4K - $78.2K
|
35.4K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.22K- 28.03% |
$123K - $137K
|
21.1K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.41K+ 9.04% |
$51K - $56.7K
|
41.1K
$681K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 4.73% |
$21K - $23.3K
|
28.2K
$467K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.2K- 22.58% |
$541K - $601K
|
124K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.28K- 3.06% |
$19.1K - $21.2K
|
40.5K
$670K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.45K+ 19.18% |
$141K - $157K
|
58.7K
$973K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.1K+ 37.12% |
$1.17M - $1.3M
|
288K
$4.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-5.06K- 3.12% |
$75.8K - $84.2K
|
157K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5KNew |
$74.9K - $83.2K
|
5K
$82.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 66.27% |
$212K - $235K
|
35.5K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.26K+ 20.39% |
$78.8K - $87.5K
|
31.1K
$515K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$59.9K - $66.5K
|
4K
$66.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.9KNew |
$163K - $181K
|
10.9K
$180K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 31.52% |
$778 - $865
|
217
$3.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-7.6K- 3.24% |
$114K - $126K
|
227K
$3.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
425+ 0.56% |
$6.36K - $7.07K
|
76.9K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
116K+ 12.26% |
$1.73M - $1.92M
|
1.06M
$17.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1KNew |
$227K - $252K
|
15.1K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$12K - $13.3K
|
800
$13.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-809- 1.94% |
$12.1K - $13.5K
|
40.8K
$676K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
100New |
$1.5K - $1.66K
|
100
$1.66K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-270K- 39.28% |
$3.99M - $4.38M
|
418K
$6.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.2K+ 2.27% |
$328K - $360K
|
1M
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-243- 99.59% |
$3.58K - $3.94K
|
1
$16.6
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-72.3K- 86.37% |
$1.07M - $1.17M
|
11.4K
$189K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
40.3KNew |
$594K - $653K
|
40.3K
$668K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
17.8KNew |
$263K - $289K
|
17.8K
$295K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3K+ 29.41% |
$44.2K - $48.6K
|
13.2K
$219K
|
|