Latest Institutional Purchases of Pimco High Income Fund (PHK)
This list provides information on the latest institutional transactions involving Pimco High Income Fund (PHK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
457+ 2.33% |
$2.02K - $2.23K
|
20.1K
$99.2K
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
416+ 1.56% |
$1.84K - $2.03K
|
27.2K
$134K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
280+ 2.37% |
$1.24K - $1.37K
|
12.1K
$59.6K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
63+ 8.04% |
$279 - $307
|
847
$4.18K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 3.0% |
$239 - $264
|
1.85K
$9.16K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.06% |
$48.7 - $53.7
|
19.6K
$96.8K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
150K+ 74.9% |
$727K - $747K
|
350K
$1.73M
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
43.1K+ 212.02% |
$209K - $215K
|
63.5K
$314K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
9.95K+ 3.11% |
$48.3K - $49.6K
|
330K
$1.63M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.07KNew |
$14.9K - $15.3K
|
3.07K
$15.2K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 8.41% |
$12.1K - $12.5K
|
32.2K
$159K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
771+ 727.36% |
$3.74K - $3.84K
|
877
$4.33K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
730+ 6.64% |
$3.54K - $3.64K
|
11.7K
$57.9K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
126New |
$611 - $627
|
126
$622
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.9KNew |
$164K - $175K
|
33.9K
$167K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.5KNew |
$109K - $116K
|
22.5K
$111K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$88K - $93.6K
|
18.1K
$89.6K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.9K+ 137.07% |
$81.8K - $87K
|
29.2K
$144K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$55.3K - $58.9K
|
11.4K
$56.4K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$53.3K - $56.7K
|
11K
$54.3K
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
10.3KNew |
$49.8K - $52.9K
|
10.3K
$50.7K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
7.45KNew |
$36.1K - $38.4K
|
7.45K
$36.8K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.55KNew |
$17.2K - $18.3K
|
3.55K
$17.5K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.8KNew |
$8.73K - $9.29K
|
1.8K
$8.89K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$4.85K - $5.16K
|
1K
$4.94K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850+ 40.48% |
$4.12K - $4.39K
|
2.95K
$14.6K
|
|
Q3 2024 | |||||||
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
281KNew |
$1.34M - $1.4M
|
281K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
106K+ 417.32% |
$505K - $530K
|
131K
$649K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.1KNew |
$95.4K - $100K
|
20.1K
$99.1K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
19.8KNew |
$94.3K - $99.1K
|
19.8K
$97.9K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$62.3K - $65.4K
|
13.1K
$64.6K
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.2KNew |
$53.3K - $56K
|
11.2K
$55.3K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10.8KNew |
$51.4K - $54K
|
10.8K
$53.4K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.6KNew |
$12.4K - $13K
|
2.6K
$12.8K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
700New |
$3.33K - $3.5K
|
700
$3.46K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
152+ 0.53% |
$724 - $760
|
28.9K
$143K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.82% |
$47.6 - $50
|
364
$1.8K
|
|
Q2 2024 | |||||||
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
50KNew |
$232K - $250K
|
50K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31K+ 2.27% |
$143K - $155K
|
1.39M
$6.89M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
30KNew |
$139K - $150K
|
30K
$148K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63KNew |
$7.52K - $8.13K
|
1.63K
$8.03K
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
433+ 0.33% |
$2K - $2.17K
|
130K
$645K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
416New |
$1.93K - $2.08K
|
416
$2.06K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24.8KNew |
$119K - $124K
|
24.8K
$123K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 20.02% |
$107K - $112K
|
134K
$663K
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$86.2K - $90.2K
|
18K
$88.9K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10KNew |
$48K - $50.3K
|
10K
$49.6K
|