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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$14.2K - $16.1K
|
1K
$15.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.2K+ 172.11% |
$285K - $325K
|
31.9K
$497K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.9K+ 4.76% |
$663K - $755K
|
1.03M
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.3K+ 21.08% |
$924K - $1.05M
|
375K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.7K+ 2.71% |
$321K - $365K
|
859K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-98- 0.22% |
$1.39K - $1.58K
|
44.7K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
17K+ 1.19% |
$241K - $274K
|
1.45M
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
218K+ 16.14% |
$3.09M - $3.52M
|
1.57M
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2K+ 48.55% |
$144K - $164K
|
31.1K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.91K+ 17.31% |
$126K - $144K
|
60.4K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-31.3K- 37.09% |
$442K - $504K
|
53K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
12KNew |
$170K - $193K
|
12K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
501K+ 118.17% |
$7.08M - $8.07M
|
924K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
257KNew |
$3.64M - $4.15M
|
257K
$4.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.73K+ 3.26% |
$52.7K - $60.1K
|
118K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 39.96% |
$490K - $558K
|
52K
$811K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.76K+ 21.27% |
$39.1K - $44.5K
|
15.7K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
54.7K+ 14.37% |
$774K - $882K
|
435K
$6.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
766+ 2.91% |
$10.8K - $12.3K
|
27.1K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-28.7K- 33.48% |
$406K - $463K
|
57.1K
$890K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.7KNew |
$308K - $351K
|
21.7K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.36K+ 4.57% |
$75.8K - $86.4K
|
123K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115+ 0.91% |
$1.63K - $1.85K
|
12.8K
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-27.9K- 33.83% |
$395K - $450K
|
54.7K
$853K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$708 - $806
|
50
$780
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.65K- 3.66% |
$23.4K - $26.6K
|
43.5K
$678K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
70.4K+ 80.52% |
$996K - $1.13M
|
158K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
121+ 0.57% |
$1.71K - $1.95K
|
21.4K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.35KNew |
$19.1K - $21.8K
|
1.35K
$21.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.87K- 11.11% |
$69K - $78.6K
|
39K
$609K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.3K- 12.21% |
$18.4K - $21K
|
9.35K
$146K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.28K+ 12.5% |
$60.5K - $68.9K
|
38.5K
$600K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500New |
$7.08K - $8.06K
|
500
$7.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2K- 33.95% |
$28.3K - $32.2K
|
3.89K
$60.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-253K- 95.94% |
$3.58M - $4.08M
|
10.7K
$167K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
8.74K+ 6.92% |
$124K - $141K
|
135K
$2.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
10.5KNew |
$149K - $169K
|
10.5K
$164K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.9K+ 19.88% |
$988K - $1.13M
|
421K
$6.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.49K+ 20.87% |
$134K - $153K
|
55K
$858K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300+ 37.5% |
$4.25K - $4.84K
|
1.1K
$17.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.61K+ 14.49% |
$51.1K - $58.2K
|
28.5K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-17.9K- 8.15% |
$254K - $289K
|
202K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-10.1K- 0.73% |
$142K - $162K
|
1.37M
$21.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
86+ 0.22% |
$1.22K - $1.39K
|
38.5K
$600K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$153K - $174K
|
10.8K
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
52.6K+ 52.96% |
$745K - $849K
|
152K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
40+ 15.87% |
$566 - $645
|
292
$4.56K
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-6.29K- 27.33% |
$96.3K - $103K
|
16.7K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$15.3 - $16.4
|
1
$15.6
|
|