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 $161 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
38,228
shares
|
$604,766
0.02% of portfolio
|
Q1 2024
Added 12.85%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
32,263
shares
|
$510,400
0.01% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
30,575
shares
|
$483,696
0.01% of portfolio
|
Q1 2024
Added 134.29%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
28,825
shares
|
$456,011
0.0% of portfolio
|
Q1 2024
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
28,208
shares
|
$446,250
0.02% of portfolio
|
Q1 2024
Reduced 36.5%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
26,488
shares
|
$419,040
0.02% of portfolio
|
Q1 2024
Reduced 52.86%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
24,065
shares
|
$380,708
0.0% of portfolio
|
Q1 2024
Reduced 63.05%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
23,582
shares
|
$373,067
0.02% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
22,181
shares
|
$350,903
0.0% of portfolio
|
Q1 2024
Added 34.09%
|
|
Mathes Company, Inc.
|
May 02, 2024 Q1 2024 |
22,000
shares
|
$348,040
0.13% of portfolio
|
Q1 2024
Added 25.71%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
20,914
shares
|
$330,859
0.0% of portfolio
|
Q1 2024
Reduced 9.77%
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 16, 2024 Q1 2024 |
15,843
shares
|
$250,636
0.09% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
14,000
shares
|
$221,480
0.0% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
13,300
shares
|
$210,406
0.0% of portfolio
|
Q3 2023
Added 17.7%
|
|
Hilton Capital Management, LLC
|
May 10, 2024 Q1 2024 |
12,000
shares
|
$189,840
0.02% of portfolio
|
Q2 2022
New holding
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
10,250
shares
|
$162,155
0.01% of portfolio
|
Q4 2023
New holding
|
|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
10,199
shares
|
$161,348
0.02% of portfolio
|
Q1 2024
Reduced 22.73%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
5,687
shares
|
$89,968
0.01% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
3,961
shares
|
$62,663
0.0% of portfolio
|
Q3 2023
Added 101.99%
|
|
Fny Investment Advisers, LLC
|
May 02, 2024 Q1 2024 |
800
shares
|
$12,656
0.01% of portfolio
|
Q1 2023
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
675
shares
|
$10,678
0.0% of portfolio
|
Q4 2022
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
657
shares
|
$10,393
0.0% of portfolio
|
Q1 2024
Added 87.71%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
244
shares
|
$3,860
0.0% of portfolio
|
Q1 2024
Reduced 87.27%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
133
shares
|
$2,104
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|