Purchases and Sales Made in Q1 2023 in Pimco New York Municipal Income Fund (PNF)
This table provides information about the institutional ownership of Pimco New York Municipal Income Fund (PNF) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO NEW YORK MUNICIPAL INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
31.6K+ 19.58% |
$273K - $321K
|
193K
$1.5M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.9K+ 19.83% |
$258K - $304K
|
181K
$1.4M
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.6K+ 26.76% |
$108K - $128K
|
59.6K
$462K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.75K+ 24.43% |
$58.1K - $68.5K
|
34.4K
$266K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.56K+ 27.38% |
$48K - $56.5K
|
25.9K
$201K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.72K+ 6.38% |
$23.4K - $27.6K
|
45.3K
$351K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.86KNew |
$16K - $18.8K
|
1.86K
$14.4K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1K+ 0.45% |
$8.62K - $10.2K
|
225K
$1.74M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
514+ 2.9% |
$4.43K - $5.22K
|
18.2K
$141K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
102New |
$879 - $1.04K
|
102
$791
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31+ 0.07% |
$267 - $315
|
45.3K
$351K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25+ 0.16% |
$215 - $254
|
16K
$124K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 1.21% |
$129 - $152
|
1.26K
$9.73K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29- 8.81% |
$250 - $294
|
300
$2.33K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31- 0.07% |
$267 - $315
|
45.3K
$351K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 5.66% |
$39.1K - $46.1K
|
75.6K
$586K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.92K- 28.02% |
$59.7K - $70.2K
|
17.8K
$138K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.14K- 8.77% |
$78.8K - $92.7K
|
95.1K
$737K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 30.31% |
$88.1K - $104K
|
23.5K
$182K
|