Purchases and Sales Made in Q3 2023 in Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
63.9K+ 8.41% |
$869K - $960K
|
824K
$12.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.8K+ 6.24% |
$826K - $913K
|
1.04M
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.5K+ 18.66% |
$822K - $908K
|
385K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
41.3K+ 5.21% |
$562K - $620K
|
834K
$13M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
34.6K+ 5.64% |
$470K - $519K
|
649K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33K+ 75.63% |
$449K - $496K
|
76.7K
$1.19M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
25KNew |
$340K - $375K
|
25K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.9K+ 37.69% |
$257K - $284K
|
69.1K
$1.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.3KNew |
$221K - $244K
|
16.3K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
14.7K+ 70.0% |
$200K - $221K
|
35.8K
$556K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 38.4% |
$197K - $218K
|
52.3K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 7.73% |
$143K - $158K
|
147K
$2.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
5.55K+ 2.46% |
$75.4K - $83.3K
|
231K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.94K+ 16.56% |
$67.1K - $74.1K
|
34.8K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.43K+ 1.21% |
$60.1K - $66.4K
|
370K
$5.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2K+ 17.7% |
$27.2K - $30K
|
13.3K
$207K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2K+ 101.99% |
$27.2K - $30K
|
3.96K
$61.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.84K+ 8.57% |
$25K - $27.7K
|
23.4K
$363K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
963+ 0.53% |
$13.1K - $14.5K
|
183K
$2.84M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
225+ 0.41% |
$3.06K - $3.38K
|
54.7K
$852K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 14.08% |
$1.36K - $1.5K
|
810
$12.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-282- 0.76% |
$3.83K - $4.23K
|
37K
$576K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.22K- 6.82% |
$16.5K - $18.2K
|
16.6K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.82K- 2.27% |
$24.8K - $27.4K
|
78.6K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2K- 2.98% |
$27.2K - $30K
|
65.2K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.3K- 0.73% |
$371K - $410K
|
3.7M
$57.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-31.9K- 58.34% |
$433K - $479K
|
22.8K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-570K- 32.12% |
$7.75M - $8.56M
|
1.2M
$18.7M
|