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 55 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,019,542
shares
|
$49.5 Million
0.01% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
1,358,671
shares
|
$22.3 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
1,059,880
shares
|
$17.4 Million
1.96% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,014,699
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
920,480
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Added 15.1%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
894,818
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
305,530
shares
|
$5.01 Million
1.69% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
288,490
shares
|
$4.73 Million
0.0% of portfolio
|
Q3 2024
Added 37.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
249,676
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2024
Added 19.52%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
226,874
shares
|
$3.72 Million
2.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
217,459
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
157,018
shares
|
$2.57 Million
1.97% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
123,979
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
98,726
shares
|
$1.62 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
76,871
shares
|
$1.26 Million
0.29% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
75,277
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
58,729
shares
|
$962,568
0.01% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50,000
shares
|
$819,500
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
50,000
shares
|
$819,500
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,880
shares
|
$784,753
0.0% of portfolio
|
Q3 2024
Added 46.52%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
45,256
shares
|
$741,745
0.08% of portfolio
|
Q3 2024
Reduced 34.5%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
44,683
shares
|
$732,354
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
44,573
shares
|
$730,551
0.0% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
41,122
shares
|
$673,989
0.03% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
40,814
shares
|
$668,941
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|