Purchases and Sales Made in Q1 2025 in Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS) during Q1 2025. 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 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
250KNew |
$3.83M - $4.09M
|
250K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
197K+ 17.07% |
$3.02M - $3.23M
|
1.35M
$20.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
126K+ 92.14% |
$1.94M - $2.07M
|
264K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.9K+ 21.84% |
$1.16M - $1.24M
|
424K
$6.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
67K+ 5.1% |
$1.03M - $1.1M
|
1.38M
$20.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
59.7K+ 795.49% |
$913K - $977K
|
67.2K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55K+ 18.57% |
$843K - $901K
|
351K
$5.32M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.1KNew |
$691K - $739K
|
45.1K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42K+ 94.25% |
$643K - $688K
|
86.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.8KNew |
$349K - $373K
|
22.8K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22.3K+ 6.23% |
$342K - $365K
|
381K
$5.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21.6K+ 27.83% |
$331K - $354K
|
99.4K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21KNew |
$321K - $343K
|
21K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.1K+ 5.85% |
$262K - $280K
|
310K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6K+ 47.46% |
$254K - $271K
|
51.5K
$780K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.8K+ 21.74% |
$226K - $241K
|
82.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.5K+ 14.47% |
$222K - $237K
|
114K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 19.65% |
$220K - $235K
|
87.4K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.16K+ 7.88% |
$94.2K - $101K
|
84.3K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.72K+ 36.75% |
$87.6K - $93.7K
|
21.3K
$323K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.77K+ 4.6% |
$57.7K - $61.7K
|
85.8K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.74K+ 3.05% |
$57.2K - $61.1K
|
126K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.75KNew |
$42.1K - $45K
|
2.75K
$41.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.93K+ 48.73% |
$29.5K - $31.6K
|
5.89K
$89.2K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$26.3K - $28.2K
|
1.72K
$26.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.7K+ 6.03% |
$26K - $27.8K
|
29.9K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.7K+ 14.9% |
$26K - $27.8K
|
13.1K
$199K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.3K+ 13.9% |
$19.9K - $21.3K
|
10.7K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25KNew |
$19.1K - $20.5K
|
1.25K
$18.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.14K+ 2.28% |
$17.4K - $18.6K
|
51.1K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
717+ 2.8% |
$11K - $11.7K
|
26.3K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
446New |
$6.83K - $7.3K
|
446
$6.76K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
350+ 2.77% |
$5.36K - $5.73K
|
13K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
187+ 0.76% |
$2.86K - $3.06K
|
24.9K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
150+ 1.3% |
$2.3K - $2.46K
|
11.7K
$177K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76+ 1.85% |
$1.16K - $1.24K
|
4.19K
$63.4K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
60+ 0.48% |
$919 - $982
|
12.7K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
56+ 0.13% |
$857 - $917
|
44.8K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$15.3 - $16.4
|
1
$15.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-172- 0.38% |
$2.63K - $2.82K
|
45.5K
$689K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-238- 0.54% |
$3.64K - $3.9K
|
43.9K
$665K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-459- 1.32% |
$7.03K - $7.51K
|
34.2K
$518K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-620- 3.7% |
$9.49K - $10.1K
|
16.1K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.12K- 42.87% |
$17.1K - $18.3K
|
1.49K
$22.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2K- 15.63% |
$30.6K - $32.7K
|
10.8K
$164K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.38K- 84.6% |
$51.8K - $55.4K
|
616
$9.33K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.48K- 12.49% |
$83.9K - $89.7K
|
38.4K
$581K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.53K- 23.52% |
$84.6K - $90.5K
|
18K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.13K- 5.73% |
$109K - $117K
|
117K
$1.78M
|