Institutional Ownership Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 9.97 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,434,139
shares
|
$21.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.8%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
1,381,535
shares
|
$21 Million
2.45% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,351,738
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
984,922
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
836,818
shares
|
$12.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
423,621
shares
|
$6.45 Million
0.0% of portfolio
|
Q1 2025
Added 21.84%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
380,600
shares
|
$5.79 Million
2.08% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
351,375
shares
|
$5.35 Million
0.0% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
309,626
shares
|
$4.71 Million
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
263,610
shares
|
$4.01 Million
0.11% of portfolio
|
Q1 2025
Added 92.14%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
250,000
shares
|
$3.81 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
219,979
shares
|
$3.35 Million
1.95% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
126,208
shares
|
$1.92 Million
1.84% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
117,234
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
114,470
shares
|
$1.74 Million
0.18% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
99,391
shares
|
$1.51 Million
0.26% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
87,412
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
86,583
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 94.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
85,800
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
84,293
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
82,588
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
Added 21.74%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
67,162
shares
|
$1.02 Million
0.95% of portfolio
|
Q1 2025
Added 795.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
51,464
shares
|
$783,282
0.0% of portfolio
|
Q1 2025
Added 47.46%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
51,138
shares
|
$778,320
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50,000
shares
|
$761,000
0.0% of portfolio
|
Q2 2022
New holding
|