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 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15.8KNew |
$227K - $250K
|
15.8K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.46K+ 1.03% |
$35.3K - $38.8K
|
241K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
71.9KNew |
$1.03M - $1.13M
|
71.9K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.9K- 2.89% |
$386K - $424K
|
905K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
91.8K+ 10.37% |
$1.31M - $1.45M
|
978K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
8K+ 0.96% |
$115K - $126K
|
842K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66.5K- 19.28% |
$952K - $1.05M
|
278K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-577K- 45.61% |
$8.26M - $9.09M
|
688K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.5K- 15.15% |
$35.8K - $39.4K
|
14K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.67K- 87.27% |
$24K - $26.3K
|
244
$3.86K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.35K+ 12.85% |
$62.3K - $68.5K
|
38.2K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.29K+ 15.49% |
$90.1K - $99.1K
|
46.9K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41.1K- 63.05% |
$588K - $647K
|
24.1K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-365- 0.85% |
$5.23K - $5.75K
|
42.4K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 1.36% |
$571K - $628K
|
2.98M
$47.1M
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
98.3KNew |
$1.41M - $1.55M
|
98.3K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
133KNew |
$1.91M - $2.1M
|
133K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5K+ 134.29% |
$251K - $276K
|
30.6K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-29.7K- 52.86% |
$425K - $468K
|
26.5K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.26K- 9.77% |
$32.4K - $35.7K
|
20.9K
$331K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150K+ 27.93% |
$2.15M - $2.36M
|
686K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.2K- 12.52% |
$289K - $318K
|
141K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.2K- 36.5% |
$232K - $255K
|
28.2K
$446K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143+ 0.25% |
$2.05K - $2.25K
|
57.1K
$903K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
20.7K+ 89.36% |
$296K - $325K
|
43.8K
$693K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.69KNew |
$81.4K - $89.6K
|
5.69K
$90K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-9.58K- 5.42% |
$137K - $151K
|
167K
$2.65M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28.8KNew |
$413K - $454K
|
28.8K
$456K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.41K+ 1.03% |
$34.5K - $38K
|
236K
$3.73M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
307+ 87.71% |
$4.4K - $4.84K
|
657
$10.4K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
4.5K+ 25.71% |
$64.4K - $70.9K
|
22K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32.3KNew |
$462K - $508K
|
32.3K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
549+ 0.66% |
$7.86K - $8.65K
|
83.2K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.66K- 18.47% |
$138K - $152K
|
42.7K
$675K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.6KNew |
$338K - $371K
|
23.6K
$373K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
156K+ 24.07% |
$2.23M - $2.45M
|
802K
$12.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.64K+ 34.09% |
$80.8K - $88.8K
|
22.2K
$351K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
83.7KNew |
$1.2M - $1.32M
|
83.7K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
133New |
$1.9K - $2.09K
|
133
$2.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3K- 22.73% |
$43K - $47.3K
|
10.2K
$161K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
51.5KNew |
$652K - $746K
|
51.5K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57+ 0.24% |
$722 - $825
|
23.4K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3KNew |
$130K - $148K
|
10.3K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
21K+ 58.66% |
$266K - $304K
|
56.7K
$898K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
310New |
$3.92K - $4.49K
|
310
$4.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.75KNew |
$47.5K - $54.3K
|
3.75K
$59.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
18.9KNew |
$239K - $273K
|
18.9K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$147K - $168K
|
11.6K
$184K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 14.08% |
$1.36K - $1.5K
|
810
$12.8K
|
|