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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,854
shares
|
$13,927
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
2,600
shares
|
$12,688
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,254
shares
|
$10,999
0.02% of portfolio
|
Q3 2023
Added 2.04%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
2,100
shares
|
$10,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,027
shares
|
$9,891
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$9,760
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,667
shares
|
$8,134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
833
shares
|
$4,065
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
700
shares
|
$3,416
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
700
shares
|
$3,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
681
shares
|
$3,323
0.0% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
416
shares
|
$2,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
364
shares
|
$1,776
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
160
shares
|
$780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$634
0.0% of portfolio
|
Q2 2022
Reduced 86.54%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
49
shares
|
$239
0.0% of portfolio
|
Q4 2019
New holding
|