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 |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
40,451
shares
|
$662,991
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
40,301
shares
|
$660,533
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
39,750
shares
|
$651,502
0.21% of portfolio
|
Q4 2022
Reduced 58.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
35,498
shares
|
$581,812
0.0% of portfolio
|
Q3 2024
Added 66.27%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
35,388
shares
|
$580,009
0.02% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
31,076
shares
|
$509,335
0.02% of portfolio
|
Q3 2024
Added 20.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
28,301
shares
|
$463,853
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
28,175
shares
|
$461,788
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
22,000
shares
|
$360,580
0.13% of portfolio
|
Q1 2024
Added 25.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
21,112
shares
|
$346,025
0.0% of portfolio
|
Q3 2024
Reduced 28.03%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
20,961
shares
|
$343,550
0.0% of portfolio
|
Q3 2024
Added 49.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
19,585
shares
|
$320,998
0.0% of portfolio
|
Q3 2024
Reduced 32.67%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
17,818
shares
|
$292,037
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,300
shares
|
$267,157
0.01% of portfolio
|
Q2 2024
Added 22.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
15,142
shares
|
$248,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
12,000
shares
|
$196,680
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,409
shares
|
$186,993
0.01% of portfolio
|
Q2 2024
Reduced 86.37%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
11,136
shares
|
$182,519
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,880
shares
|
$178,323
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,384
shares
|
$88,243
0.01% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,000
shares
|
$81,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,000
shares
|
$65,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,961
shares
|
$64,920
0.0% of portfolio
|
Q3 2023
Added 101.99%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
800
shares
|
$13,112
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
657
shares
|
$10,768
0.0% of portfolio
|
Q1 2024
Added 87.71%
|