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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.6KNew |
$10.8K - $13K
|
2.6K
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.6KNew |
$6.67K - $8K
|
1.6K
$7.73K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
500New |
$2.08K - $2.5K
|
500
$2.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
160New |
$666 - $798
|
160
$771
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$4.16 - $4.99
|
15K
$72.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
61.4KNew |
$272K - $315K
|
61.4K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$55.8K - $64.8K
|
12.6K
$60.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.36KNew |
$32.5K - $37.8K
|
7.36K
$35.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.58KNew |
$24.7K - $28.6K
|
5.58K
$26.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
45+ 2.04% |
$199 - $231
|
2.25K
$10.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.11% |
$66.3 - $77
|
14K
$67.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$4.42 - $5.13
|
1
$4.82
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13.8KNew |
$64K - $69K
|
13.8K
$66.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$51.4K - $55.4K
|
11.1K
$53.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
137+ 2.39% |
$636 - $685
|
5.87K
$28.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
29+ 3.16% |
$135 - $145
|
946
$4.56K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
20.1KNew |
$94.5K - $107K
|
20.1K
$96.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.25KNew |
$10.6K - $12K
|
2.25K
$10.9K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75New |
$353 - $401
|
75
$362
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36+ 3.03% |
$170 - $193
|
1.22K
$5.9K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16New |
$75.4 - $85.6
|
16
$77.1
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35.8KNew |
$164K - $181K
|
35.8K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
35KNew |
$160K - $177K
|
35K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
32.3KNew |
$148K - $163K
|
32.3K
$156K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.6KNew |
$126K - $139K
|
27.6K
$133K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2K+ 8.18% |
$46.8K - $51.6K
|
135K
$652K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.63KNew |
$7.46K - $8.23K
|
1.63K
$7.85K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.6KNew |
$7.33K - $8.08K
|
1.6K
$7.71K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1KNew |
$4.58K - $5.05K
|
1K
$4.82K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
833New |
$3.82K - $4.21K
|
833
$4.02K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
750New |
$3.44K - $3.79K
|
750
$3.62K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
612New |
$2.8K - $3.09K
|
612
$2.95K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
585KNew |
$2.72M - $3.14M
|
585K
$2.82M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
40.6KNew |
$188K - $218K
|
40.6K
$196K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.7KNew |
$129K - $149K
|
27.7K
$134K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
15KNew |
$69.6K - $80.5K
|
15K
$72.3K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13.2K+ 113.18% |
$61.1K - $70.7K
|
24.8K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
7.57KNew |
$35.1K - $40.7K
|
7.57K
$36.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
183KNew |
$896K - $1.1M
|
183K
$881K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.61KNew |
$17.7K - $21.7K
|
3.61K
$17.4K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
3.47KNew |
$17K - $20.8K
|
3.47K
$16.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.03KNew |
$9.93K - $12.2K
|
2.03K
$9.77K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
300New |
$1.47K - $1.8K
|
300
$1.45K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
54New |
$265 - $324
|
54
$260
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
125K+ 25.14% |
$676K - $788K
|
621K
$2.99M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
25KNew |
$136K - $158K
|
25K
$121K
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
19KNew |
$103K - $120K
|
19K
$91.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
499New |
$2.7K - $3.15K
|
499
$2.41K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
50+ 0.04% |
$271 - $316
|
121K
$582K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.1KNew |
$6.58K - $7.11K
|
1.1K
$5.3K
|
|