Institutional Ownership Pimco High Income Fund (PHK)
This table provides information about the institutional ownership of Pimco High Income Fund (PHK). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $90.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
99,896
shares
|
$487,492
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
98,764
shares
|
$481,968
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
98,410
shares
|
$480,240
0.35% of portfolio
|
Q3 2024
Added 145.57%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
97,463
shares
|
$475,619
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
83,824
shares
|
$409,061
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
63,369
shares
|
$309,240
0.02% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
62,525
shares
|
$305,122
0.09% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
61,355
shares
|
$299,412
0.25% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
58,574
shares
|
$285,841
0.0% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
53,500
shares
|
$261,080
0.03% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
50,544
shares
|
$246,654
0.0% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
50,028
shares
|
$244,136
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
42,500
shares
|
$207,400
0.01% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
41,750
shares
|
$203,740
0.01% of portfolio
|
Q4 2023
Added 56.07%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
40,619
shares
|
$198,220
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
38,911
shares
|
$189,885
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
36,800
shares
|
$179,584
0.1% of portfolio
|
Q4 2023
Added 14.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
35,395
shares
|
$172,727
0.0% of portfolio
|
Q2 2024
Reduced 13.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
34,554
shares
|
$168,623
0.01% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,603
shares
|
$163,982
0.0% of portfolio
|
Q3 2024
Reduced 21.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
31,264
shares
|
$152,568
0.0% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
30,000
shares
|
$146,400
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
29,736
shares
|
$145,111
0.01% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,328
shares
|
$143,120
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,860
shares
|
$140,836
0.0% of portfolio
|
Q3 2024
Added 0.53%
|