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 128 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
35,395
shares
|
$168,480
0.0% of portfolio
|
Q2 2024
Reduced 13.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,603
shares
|
$159,950
0.0% of portfolio
|
Q3 2024
Reduced 21.94%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,236
shares
|
$153,443
0.01% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
30,000
shares
|
$142,800
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,860
shares
|
$137,373
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
27,731
shares
|
$131,999
0.0% of portfolio
|
Q1 2025
Added 28.91%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
26,735
shares
|
$127,258
0.04% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
25,283
shares
|
$120,347
0.12% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
25,000
shares
|
$119,000
0.01% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
24,810
shares
|
$118,095
0.05% of portfolio
|
Q3 2022
Added 113.18%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
23,626
shares
|
$112,459
0.04% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
23,335
shares
|
$111,074
0.02% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
23,268
shares
|
$110,755
0.0% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
22,750
shares
|
$108,290
0.0% of portfolio
|
Q1 2024
Reduced 81.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
22,460
shares
|
$106,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
22,171
shares
|
$105,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
21,350
shares
|
$101,626
0.03% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
21,249
shares
|
$101,145
0.0% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
21,240
shares
|
$101,102
0.0% of portfolio
|
Q4 2023
Reduced 18.02%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
20,893
shares
|
$99,450
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
20,000
shares
|
$95,200
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
19,925
shares
|
$94,843
0.02% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,698
shares
|
$93,762
0.0% of portfolio
|
Q1 2025
Added 60.58%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
19,622
shares
|
$93,400
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
19,575
shares
|
$93,177
0.01% of portfolio
|
Q1 2025
New holding
|