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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
59.7K+ 795.49% |
$913K - $977K
|
67.2K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2K- 15.63% |
$30.6K - $32.7K
|
10.8K
$164K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76+ 1.85% |
$1.16K - $1.24K
|
4.19K
$63.4K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.9K- 37.98% |
$498K - $565K
|
53.7K
$813K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
23KNew |
$348K - $395K
|
23K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
20.8KNew |
$314K - $356K
|
20.8K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$3.03K - $3.43K
|
200
$3.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-49.2K- 65.35% |
$744K - $845K
|
26.1K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.9KNew |
$361K - $410K
|
23.9K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7+ 2.85% |
$106 - $120
|
253
$3.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
127KNew |
$1.93M - $2.19M
|
127K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-328- 0.81% |
$4.96K - $5.63K
|
40.1K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400New |
$6.05K - $6.87K
|
400
$6.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 1.07% |
$106 - $120
|
650
$9.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
565+ 5.19% |
$8.55K - $9.7K
|
11.4K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.66KNew |
$55.4K - $62.9K
|
3.66K
$55.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 16.13% |
$530 - $601
|
252
$3.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$10.6K - $12K
|
700
$10.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
37.2KNew |
$563K - $639K
|
37.2K
$564K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.3KNew |
$484K - $537K
|
32.3K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.22K- 28.03% |
$123K - $137K
|
21.1K
$320K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5KNew |
$74.9K - $83.2K
|
5K
$75.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$12K - $13.3K
|
800
$12.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
100New |
$1.5K - $1.66K
|
100
$1.52K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-270K- 39.28% |
$3.99M - $4.38M
|
418K
$6.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.2K+ 2.27% |
$328K - $360K
|
1M
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-243- 99.59% |
$3.58K - $3.94K
|
1
$15.2
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
40.3KNew |
$594K - $653K
|
40.3K
$611K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
17.8KNew |
$263K - $289K
|
17.8K
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3K+ 29.41% |
$44.2K - $48.6K
|
13.2K
$200K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15.8KNew |
$227K - $250K
|
15.8K
$240K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.2K- 36.5% |
$232K - $255K
|
28.2K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
4.5K+ 25.71% |
$64.4K - $70.9K
|
22K
$333K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
51.5KNew |
$652K - $746K
|
51.5K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57+ 0.24% |
$722 - $825
|
23.4K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3KNew |
$130K - $148K
|
10.3K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
21K+ 58.66% |
$266K - $304K
|
56.7K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.75KNew |
$47.5K - $54.3K
|
3.75K
$56.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
310New |
$3.92K - $4.49K
|
310
$4.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
18.9KNew |
$239K - $273K
|
18.9K
$286K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$147K - $168K
|
11.6K
$176K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 14.08% |
$1.36K - $1.5K
|
810
$12.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.3KNew |
$221K - $244K
|
16.3K
$246K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10KNew |
$139K - $150K
|
10K
$152K
|
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
65.2K+ 639.47% |
$905K - $979K
|
75.4K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$259K - $280K
|
18.7K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25KNew |
$347K - $375K
|
25K
$379K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 5.35% |
$15.3K - $16.5K
|
21.7K
$328K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.3KNew |
$580K - $654K
|
41.3K
$626K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5KNew |
$70.3K - $79.2K
|
5K
$75.8K
|
|