Latest Institutional Purchases of Pimco Access Income Fund (PAXS)
This list provides information on the latest institutional transactions involving Pimco Access Income Fund (PAXS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
255K+ 24.02% |
$3.85M - $4.37M
|
1.31M
$21M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
37.2KNew |
$563K - $639K
|
37.2K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
32.5K+ 91.7% |
$491K - $557K
|
67.8K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23.3K+ 39.67% |
$353K - $400K
|
82K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
881+ 1.15% |
$13.3K - $15.1K
|
77.8K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$10.6K - $12K
|
700
$11.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 16.13% |
$530 - $601
|
252
$4.03K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
172K+ 6.03% |
$2.57M - $2.85M
|
3.02M
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 15.93% |
$2.09M - $2.32M
|
1.01M
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 15.1% |
$1.81M - $2.01M
|
920K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
98.7KNew |
$1.48M - $1.64M
|
98.7K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.1K+ 37.12% |
$1.17M - $1.3M
|
288K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
75.3KNew |
$1.13M - $1.25M
|
75.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
45K+ 5.3% |
$674K - $748K
|
895K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42.8K+ 16.29% |
$641K - $712K
|
306K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.8K+ 19.52% |
$611K - $678K
|
250K
$4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.3KNew |
$484K - $537K
|
32.3K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.2K+ 46.52% |
$228K - $253K
|
47.9K
$767K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1KNew |
$227K - $252K
|
15.1K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 66.27% |
$212K - $235K
|
35.5K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.9KNew |
$163K - $181K
|
10.9K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.99K+ 18.6% |
$105K - $116K
|
44.6K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.96K+ 49.72% |
$104K - $116K
|
21K
$336K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5KNew |
$74.9K - $83.2K
|
5K
$80.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$59.9K - $66.5K
|
4K
$64K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.41K+ 9.04% |
$51K - $56.7K
|
41.1K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.28K+ 5.39% |
$34.2K - $38K
|
44.7K
$715K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$12K - $13.3K
|
800
$12.8K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
543+ 5.13% |
$8.13K - $9.03K
|
11.1K
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
100New |
$1.5K - $1.66K
|
100
$1.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7+ 2.93% |
$105 - $116
|
246
$3.94K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
40.3KNew |
$594K - $653K
|
40.3K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.2K+ 2.27% |
$328K - $360K
|
1M
$16M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
17.8KNew |
$263K - $289K
|
17.8K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3K+ 29.41% |
$44.2K - $48.6K
|
13.2K
$211K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15.8KNew |
$227K - $250K
|
15.8K
$254K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
4.5K+ 25.71% |
$64.4K - $70.9K
|
22K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
307+ 87.71% |
$4.4K - $4.84K
|
657
$10.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
51.5KNew |
$652K - $746K
|
51.5K
$824K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
21K+ 58.66% |
$266K - $304K
|
56.7K
$908K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
18.9KNew |
$239K - $273K
|
18.9K
$302K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$147K - $168K
|
11.6K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3KNew |
$130K - $148K
|
10.3K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.75KNew |
$47.5K - $54.3K
|
3.75K
$60K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
310New |
$3.92K - $4.49K
|
310
$4.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57+ 0.24% |
$722 - $825
|
23.4K
$375K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.3KNew |
$221K - $244K
|
16.3K
$260K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2K+ 101.99% |
$27.2K - $30K
|
3.96K
$63.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 14.08% |
$1.36K - $1.5K
|
810
$13K
|
|