Purchases and Sales Made in Q2 2025 in Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
501K+ 118.17% |
$7.08M - $8.07M
|
924K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
257KNew |
$3.64M - $4.15M
|
257K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
218K+ 16.14% |
$3.09M - $3.52M
|
1.57M
$24.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
70.4K+ 80.52% |
$996K - $1.13M
|
158K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.9K+ 19.88% |
$988K - $1.13M
|
421K
$6.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.3K+ 21.08% |
$924K - $1.05M
|
375K
$5.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
54.7K+ 14.37% |
$774K - $882K
|
435K
$6.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
52.6K+ 52.96% |
$745K - $849K
|
152K
$2.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.9K+ 4.76% |
$663K - $755K
|
1.03M
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.7K+ 2.71% |
$321K - $365K
|
859K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.7KNew |
$308K - $351K
|
21.7K
$339K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.2K+ 172.11% |
$285K - $325K
|
31.9K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
17K+ 1.19% |
$241K - $274K
|
1.45M
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
12KNew |
$170K - $193K
|
12K
$187K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$153K - $174K
|
10.8K
$168K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
10.5KNew |
$149K - $169K
|
10.5K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2K+ 48.55% |
$144K - $164K
|
31.1K
$486K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.49K+ 20.87% |
$134K - $153K
|
55K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.91K+ 17.31% |
$126K - $144K
|
60.4K
$942K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
8.74K+ 6.92% |
$124K - $141K
|
135K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.36K+ 4.57% |
$75.8K - $86.4K
|
123K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.28K+ 12.5% |
$60.5K - $68.9K
|
38.5K
$600K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.73K+ 3.26% |
$52.7K - $60.1K
|
118K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.61K+ 14.49% |
$51.1K - $58.2K
|
28.5K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.76K+ 21.27% |
$39.1K - $44.5K
|
15.7K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.35KNew |
$19.1K - $21.8K
|
1.35K
$21.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
766+ 2.91% |
$10.8K - $12.3K
|
27.1K
$422K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500New |
$7.08K - $8.06K
|
500
$7.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300+ 37.5% |
$4.25K - $4.84K
|
1.1K
$17.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
121+ 0.57% |
$1.71K - $1.95K
|
21.4K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115+ 0.91% |
$1.63K - $1.85K
|
12.8K
$199K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
86+ 0.22% |
$1.22K - $1.39K
|
38.5K
$600K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$708 - $806
|
50
$780
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
40+ 15.87% |
$566 - $645
|
292
$4.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-98- 0.22% |
$1.39K - $1.58K
|
44.7K
$697K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.3K- 12.21% |
$18.4K - $21K
|
9.35K
$146K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.65K- 3.66% |
$23.4K - $26.6K
|
43.5K
$678K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2K- 33.95% |
$28.3K - $32.2K
|
3.89K
$60.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.87K- 11.11% |
$69K - $78.6K
|
39K
$609K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-10.1K- 0.73% |
$142K - $162K
|
1.37M
$21.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-17.9K- 8.15% |
$254K - $289K
|
202K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-27.9K- 33.83% |
$395K - $450K
|
54.7K
$853K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-28.7K- 33.48% |
$406K - $463K
|
57.1K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-31.3K- 37.09% |
$442K - $504K
|
53K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 39.96% |
$490K - $558K
|
52K
$811K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-253K- 95.94% |
$3.58M - $4.08M
|
10.7K
$167K
|