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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
255+ 2.31% |
$1.21K - $1.28K
|
11.3K
$55.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
152+ 0.53% |
$724 - $760
|
28.9K
$143K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
104+ 18.02% |
$495 - $520
|
681
$3.38K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42+ 0.31% |
$200 - $210
|
13.7K
$68.1K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
20+ 0.18% |
$95.2 - $100
|
11K
$54.4K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.05% |
$52.4 - $55
|
23.6K
$117K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.82% |
$47.6 - $50
|
364
$1.81K
|
|
Q2 2024 | |||||||
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
50KNew |
$232K - $250K
|
50K
$248K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31K+ 2.27% |
$143K - $155K
|
1.39M
$6.92M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
30KNew |
$139K - $150K
|
30K
$149K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
19.9K+ 56.52% |
$92.1K - $99.5K
|
55.1K
$273K
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
19.9KNew |
$91.9K - $99.3K
|
19.9K
$98.5K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63KNew |
$7.52K - $8.13K
|
1.63K
$8.06K
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
433+ 0.33% |
$2K - $2.17K
|
130K
$647K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
416New |
$1.93K - $2.08K
|
416
$2.06K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
300+ 1.45% |
$1.39K - $1.5K
|
21K
$104K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35KNew |
$168K - $176K
|
35K
$174K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24.8KNew |
$119K - $124K
|
24.8K
$123K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$113K - $118K
|
23.6K
$117K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 20.02% |
$107K - $112K
|
134K
$665K
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$86.2K - $90.2K
|
18K
$89.3K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10KNew |
$48K - $50.3K
|
10K
$49.8K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5K+ 25.0% |
$24K - $25.1K
|
25K
$124K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.1KNew |
$19.6K - $20.5K
|
4.1K
$20.3K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11K+ 110900.0% |
$5.31K - $5.56K
|
1.11K
$5.51K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$2.4K - $2.51K
|
500
$2.48K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
44.9K+ 139.91% |
$187K - $224K
|
76.9K
$381K
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
21.3KNew |
$88.4K - $106K
|
21.3K
$105K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20.8KNew |
$86.4K - $104K
|
20.8K
$103K
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
20KNew |
$83.2K - $99.8K
|
20K
$99.2K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15K+ 56.07% |
$62.4K - $74.9K
|
41.8K
$207K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7KNew |
$53K - $63.6K
|
12.7K
$63.2K
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10KNew |
$41.6K - $49.9K
|
10K
$49.6K
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.7K+ 14.64% |
$19.6K - $23.5K
|
36.8K
$183K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.6KNew |
$10.8K - $13K
|
2.6K
$12.9K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.6KNew |
$6.67K - $8K
|
1.6K
$7.96K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.55KNew |
$6.45K - $7.73K
|
1.55K
$7.69K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
500New |
$2.08K - $2.5K
|
500
$2.48K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
160New |
$666 - $798
|
160
$794
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$4.16 - $4.99
|
15K
$74.5K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
61.4KNew |
$272K - $315K
|
61.4K
$305K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31KNew |
$137K - $159K
|
31K
$154K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.2KNew |
$133K - $155K
|
30.2K
$150K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$55.8K - $64.8K
|
12.6K
$62.7K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.36KNew |
$32.5K - $37.8K
|
7.36K
$36.5K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.58KNew |
$24.7K - $28.6K
|
5.58K
$27.7K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
989New |
$4.37K - $5.07K
|
989
$4.91K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
45+ 2.04% |
$199 - $231
|
2.25K
$11.2K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.11% |
$66.3 - $77
|
14K
$69.3K
|