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 50 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,975,542
shares
|
$47.3 Million
0.01% of portfolio
|
Q1 2024
Added 1.36%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
977,581
shares
|
$15.6 Million
0.19% of portfolio
|
Q1 2024
Added 10.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
905,337
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
841,820
shares
|
$13.4 Million
0.03% of portfolio
|
Q1 2024
Added 0.96%
|
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
802,354
shares
|
$12.8 Million
1.59% of portfolio
|
Q1 2024
Added 24.07%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2024 Q1 2024 |
688,312
shares
|
$11 Million
0.56% of portfolio
|
Q1 2024
Reduced 45.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
686,358
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2024
Added 27.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
278,141
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
240,639
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2024
Added 1.03%
|
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
235,824
shares
|
$3.75 Million
2.18% of portfolio
|
Q1 2024
Added 1.03%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 09, 2024 Q1 2024 |
167,281
shares
|
$2.66 Million
2.05% of portfolio
|
Q1 2024
Reduced 5.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
141,199
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.52%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
133,082
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 13, 2024 Q1 2024 |
98,328
shares
|
$1.56 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
83,705
shares
|
$1.33 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
83,233
shares
|
$1.32 Million
0.34% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
71,919
shares
|
$1.14 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
57,091
shares
|
$908,317
0.0% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
50,000
shares
|
$795,500
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50,000
shares
|
$795,500
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
46,938
shares
|
$746,783
0.0% of portfolio
|
Q1 2024
Added 15.49%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
43,786
shares
|
$696,635
0.0% of portfolio
|
Q1 2024
Added 89.36%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
42,659
shares
|
$678,704
0.0% of portfolio
|
Q1 2024
Reduced 18.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
42,407
shares
|
$674,695
0.01% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Crumly & Associates Inc.
|
May 01, 2024 Q1 2024 |
39,750
shares
|
$632,422
0.18% of portfolio
|
Q4 2022
Reduced 58.28%
|
|