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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
156K+ 24.07% |
$2.23M - $2.45M
|
802K
$12.7M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150K+ 27.93% |
$2.15M - $2.36M
|
686K
$10.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
133KNew |
$1.91M - $2.1M
|
133K
$2.11M
|
|
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 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
91.8K+ 10.37% |
$1.31M - $1.45M
|
978K
$15.5M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
83.7KNew |
$1.2M - $1.32M
|
83.7K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
71.9KNew |
$1.03M - $1.13M
|
71.9K
$1.14M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 1.36% |
$571K - $628K
|
2.98M
$47.1M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32.3KNew |
$462K - $508K
|
32.3K
$510K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28.8KNew |
$413K - $454K
|
28.8K
$456K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.6KNew |
$338K - $371K
|
23.6K
$373K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
20.7K+ 89.36% |
$296K - $325K
|
43.8K
$693K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5K+ 134.29% |
$251K - $276K
|
30.6K
$484K
|
|
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
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
8K+ 0.96% |
$115K - $126K
|
842K
$13.3M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.29K+ 15.49% |
$90.1K - $99.1K
|
46.9K
$743K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.69KNew |
$81.4K - $89.6K
|
5.69K
$90K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.64K+ 34.09% |
$80.8K - $88.8K
|
22.2K
$351K
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
4.5K+ 25.71% |
$64.4K - $70.9K
|
22K
$348K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.35K+ 12.85% |
$62.3K - $68.5K
|
38.2K
$605K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.46K+ 1.03% |
$35.3K - $38.8K
|
241K
$3.81M
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.41K+ 1.03% |
$34.5K - $38K
|
236K
$3.73M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
549+ 0.66% |
$7.86K - $8.65K
|
83.2K
$1.32M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
307+ 87.71% |
$4.4K - $4.84K
|
657
$10.4K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143+ 0.25% |
$2.05K - $2.25K
|
57.1K
$903K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
133New |
$1.9K - $2.09K
|
133
$2.1K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
51.5KNew |
$652K - $746K
|
51.5K
$814K
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
21K+ 58.66% |
$266K - $304K
|
56.7K
$898K
|
|
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
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3KNew |
$130K - $148K
|
10.3K
$162K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.75KNew |
$47.5K - $54.3K
|
3.75K
$59.3K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
310New |
$3.92K - $4.49K
|
310
$4.9K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57+ 0.24% |
$722 - $825
|
23.4K
$370K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.3KNew |
$221K - $244K
|
16.3K
$257K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2K+ 101.99% |
$27.2K - $30K
|
3.96K
$62.7K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2K+ 17.7% |
$27.2K - $30K
|
13.3K
$210K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 14.08% |
$1.36K - $1.5K
|
810
$12.8K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
65.2K+ 639.47% |
$905K - $979K
|
75.4K
$1.19M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25KNew |
$347K - $375K
|
25K
$396K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$259K - $280K
|
18.7K
$295K
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10KNew |
$139K - $150K
|
10K
$158K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 5.35% |
$15.3K - $16.5K
|
21.7K
$343K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.3KNew |
$580K - $654K
|
41.3K
$653K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5KNew |
$70.3K - $79.2K
|
5K
$79.1K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$11.2K - $12.7K
|
800
$12.7K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.54M+ 6073.81% |
$22.6M - $25.9M
|
1.57M
$24.8M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
71.7KNew |
$1.05M - $1.21M
|
71.7K
$1.14M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50KNew |
$734K - $842K
|
50K
$791K
|