Latest Institutional Transactions on Pimco High Income Fund (PHK)
This table provides information on the latest institutional transactions involving Pimco High Income Fund (PHK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3K+ 2.96% |
$14.5K - $14.9K
|
104K
$503K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-253K- 40.43% |
$1.23M - $1.26M
|
373K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.74K+ 19.06% |
$18.1K - $18.6K
|
23.3K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.38K- 6.11% |
$6.7K - $6.88K
|
21.2K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
65+ 0.59% |
$315 - $324
|
11K
$53.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.6K+ 12.66% |
$478K - $491K
|
878K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
435+ 2.27% |
$2.11K - $2.17K
|
19.6K
$94.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-350- 3.25% |
$1.7K - $1.74K
|
10.4K
$50.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.07KNew |
$14.9K - $15.3K
|
3.07K
$14.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-8.79K- 36.86% |
$42.6K - $43.8K
|
15.1K
$72.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.7K- 6.05% |
$134K - $138K
|
430K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.03K+ 10.22% |
$29.2K - $30K
|
65K
$313K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.91K- 17.53% |
$14.1K - $14.5K
|
13.7K
$65.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.43K+ 60.58% |
$36K - $37K
|
19.7K
$94.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.4KNew |
$84.3K - $86.6K
|
17.4K
$83.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
9.95K+ 3.11% |
$48.3K - $49.6K
|
330K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
685+ 2.78% |
$3.32K - $3.41K
|
25.3K
$122K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
103+ 15.12% |
$500 - $513
|
784
$3.78K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
16.1K+ 24.71% |
$78.2K - $80.3K
|
81.4K
$392K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
126New |
$611 - $627
|
126
$607
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 28.43% |
$515K - $548K
|
480K
$2.31M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42+ 0.31% |
$204 - $217
|
13.8K
$66.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$88K - $93.6K
|
18.1K
$87.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.26K- 30.26% |
$11K - $11.7K
|
5.21K
$25.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.55KNew |
$17.2K - $18.3K
|
3.55K
$17.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.5KNew |
$109K - $116K
|
22.5K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-3.6K- 18.14% |
$17.5K - $18.6K
|
16.3K
$78.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.14K- 2.68% |
$5.53K - $5.88K
|
41.4K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$53.3K - $56.7K
|
11K
$53K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1KNew |
$4.85K - $5.16K
|
1K
$4.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.8K+ 13.41% |
$67K - $71.3K
|
117K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.9KNew |
$164K - $175K
|
33.9K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.25K- 14.97% |
$30.3K - $32.3K
|
35.5K
$171K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$55.3K - $58.9K
|
11.4K
$55K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.5K- 56.39% |
$94.5K - $101K
|
15.1K
$72.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.8K- 10.4% |
$8.73K - $9.29K
|
15.5K
$74.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.2K+ 4.26% |
$59.1K - $62.9K
|
299K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
10.3KNew |
$49.8K - $52.9K
|
10.3K
$49.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.9K+ 137.07% |
$81.8K - $87K
|
29.2K
$141K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.91K- 7.49% |
$9.28K - $9.87K
|
23.6K
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-369- 1.56% |
$1.79K - $1.9K
|
23.3K
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.8KNew |
$8.73K - $9.29K
|
1.8K
$8.68K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-667- 40.01% |
$3.23K - $3.44K
|
1K
$4.82K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850+ 40.48% |
$4.12K - $4.39K
|
2.95K
$14.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
7.45KNew |
$36.1K - $38.4K
|
7.45K
$35.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
475+ 3.39% |
$2.3K - $2.45K
|
14.5K
$69.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 4.97% |
$68.3K - $72.6K
|
298K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$4.85K - $5.16K
|
1K
$4.82K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 5.09% |
$5.18K - $5.51K
|
19.9K
$96K
|
|