Purchases and Sales Made in Q1 2025 in Pimco High Income Fund (PHK)
This table provides information about the institutional ownership of Pimco High Income Fund (PHK) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO HIGH INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505K+ 572.54% |
$2.45M - $2.52M
|
593K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
462K+ 56.63% |
$2.24M - $2.3M
|
1.28M
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
150K+ 74.9% |
$727K - $747K
|
350K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
120K+ 567.54% |
$583K - $599K
|
141K
$681K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.6K+ 12.66% |
$478K - $491K
|
878K
$4.23M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
85.7K+ 155.82% |
$416K - $427K
|
141K
$678K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
75.8KNew |
$368K - $377K
|
75.8K
$365K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.2KNew |
$234K - $240K
|
48.2K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
43.1K+ 212.02% |
$209K - $215K
|
63.5K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.4K+ 3.31% |
$186K - $191K
|
1.2M
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
35.1K+ 3.3% |
$170K - $175K
|
1.1M
$5.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.2KNew |
$161K - $166K
|
33.2K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 6.78% |
$115K - $118K
|
374K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.6KNew |
$94.9K - $97.5K
|
19.6K
$94.4K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18KNew |
$87.4K - $89.8K
|
18K
$86.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.4KNew |
$84.3K - $86.6K
|
17.4K
$83.8K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.3K+ 10.69% |
$79K - $81.1K
|
169K
$813K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
16.1K+ 24.71% |
$78.2K - $80.3K
|
81.4K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.7K+ 31.39% |
$71.3K - $73.3K
|
61.6K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 1.83% |
$65K - $66.7K
|
747K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 2.56% |
$60.2K - $61.8K
|
496K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11KNew |
$53.4K - $54.9K
|
11K
$53.1K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.9K+ 546.0% |
$53K - $54.4K
|
12.9K
$62.3K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.99K+ 5.68% |
$48.4K - $49.7K
|
186K
$896K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
9.95K+ 3.11% |
$48.3K - $49.6K
|
330K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.26K+ 10.51% |
$44.9K - $46.1K
|
97.4K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.43K+ 60.58% |
$36K - $37K
|
19.7K
$94.9K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.02K+ 10.82% |
$34K - $35K
|
71.9K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.22K+ 28.91% |
$30.2K - $31K
|
27.7K
$134K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.03K+ 10.22% |
$29.2K - $30K
|
65K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.74K+ 19.06% |
$18.1K - $18.6K
|
23.3K
$112K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.07KNew |
$14.9K - $15.3K
|
3.07K
$14.8K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3K+ 2.96% |
$14.5K - $14.9K
|
104K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 8.41% |
$12.1K - $12.5K
|
32.2K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
1.89K+ 7.6% |
$9.16K - $9.4K
|
26.7K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.8KNew |
$8.73K - $8.96K
|
1.8K
$8.68K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
789+ 1.99% |
$3.83K - $3.93K
|
40.5K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
771+ 727.36% |
$3.74K - $3.84K
|
877
$4.23K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
730+ 6.64% |
$3.54K - $3.64K
|
11.7K
$56.5K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
685+ 2.78% |
$3.32K - $3.41K
|
25.3K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
444+ 0.55% |
$2.15K - $2.21K
|
81.5K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
435+ 2.27% |
$2.11K - $2.17K
|
19.6K
$94.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
264+ 2.29% |
$1.28K - $1.31K
|
11.8K
$56.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
126New |
$611 - $627
|
126
$607
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
103+ 15.12% |
$500 - $513
|
784
$3.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
65+ 0.59% |
$315 - $324
|
11K
$53.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-350- 3.25% |
$1.7K - $1.74K
|
10.4K
$50.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.38K- 6.11% |
$6.7K - $6.88K
|
21.2K
$102K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.94K- 11.24% |
$9.38K - $9.64K
|
15.3K
$73.6K
|