Purchases and Sales Made in Q1 2023 in Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO Access Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.87M+ 194.96% |
$40.3M - $45.4M
|
4.34M
$67.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
199K+ 170.55% |
$2.79M - $3.14M
|
315K
$4.9M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
125K+ 30.18% |
$1.76M - $1.98M
|
541K
$8.41M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 25.87% |
$1.55M - $1.75M
|
537K
$8.35M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.6K+ 8.12% |
$1.03M - $1.16M
|
980K
$15.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
72.6K+ 14.88% |
$1.02M - $1.15M
|
560K
$8.72M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.2K+ 85.13% |
$916K - $1.03M
|
142K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65K+ 33.54% |
$913K - $1.03M
|
259K
$4.03M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
60.1KNew |
$845K - $952K
|
60.1K
$936K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
56.1KNew |
$788K - $888K
|
56.1K
$872K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
44.1K+ 6.59% |
$619K - $698K
|
713K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.3KNew |
$580K - $654K
|
41.3K
$643K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34KNew |
$477K - $538K
|
34K
$529K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.6KNew |
$289K - $326K
|
20.6K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 74.49% |
$243K - $273K
|
40.4K
$629K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.1K+ 47.31% |
$213K - $240K
|
47.1K
$733K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$183K - $207K
|
13.1K
$203K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5KNew |
$70.3K - $79.2K
|
5K
$77.8K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.77K+ 1.75% |
$52.9K - $59.6K
|
219K
$3.4M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.87K+ 2.57% |
$26.2K - $29.6K
|
74.5K
$1.16M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.28K+ 27.18% |
$18K - $20.2K
|
5.98K
$93.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$11.2K - $12.7K
|
800
$12.4K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
100+ 0.77% |
$1.41K - $1.58K
|
13.1K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-113- 0.31% |
$1.59K - $1.79K
|
36.9K
$574K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-440- 1.32% |
$6.18K - $6.97K
|
33K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-786- 3.19% |
$11K - $12.4K
|
23.9K
$372K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.46K- 12.18% |
$34.6K - $38.9K
|
17.7K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-5.22K- 0.28% |
$73.3K - $82.6K
|
1.83M
$28.4M
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-6.8K- 40.0% |
$95.5K - $108K
|
10.2K
$159K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-18.4K- 9.37% |
$259K - $292K
|
178K
$2.77M
|