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PIMCO Access Income Fund (PAXS) Institutional Ownership

PIMCO Access Income Fund logo
$15.78
+0.05 (+0.32%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for PIMCO Access Income Fund (NYSE:PAXS)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$17.31M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$13.60M
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PAXS Institutional Buying and Selling by Quarter

PIMCO Access Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Corrado Advisors LLC157,018$2.61M1.6%-3.1%0.000%
10/29/2024 Chicago Partners Investment Group LLC31,076$506K0.0%+20.4%0.000%
10/29/2024 Farther Finance Advisors LLC4,000$67K0.0%N/A0.000%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,880$181K0.0%N/A0.000%
10/23/2024 Element Wealth LLC226,874$3.77M2.0%-3.2%0.000%
10/22/2024 SOL Capital Management CO1,059,880$17.63M2.0%+12.3%0.000%
10/22/2024 Private Advisor Group LLC15,142$252K0.0%N/A0.000%
9/5/2024Sanctuary Advisors LLC35,500$544K0.0%N/A0.000%
8/21/2024Truist Financial Corp42,399$670K0.0%-3.2%0.000%
8/8/2024Envestnet Asset Management Inc.210,389$3.33M0.0%+58.1%0.000%
8/7/2024Choreo LLC49,277$782K0.0%+52.7%0.000%
8/7/2024 PFG Investments LLC11,409$180K0.0%-86.4%0.000%
8/3/2024 Nottingham Advisors Inc.40,301$637K0.1%N/A0.000%
8/1/2024 Consolidated Portfolio Review Corp76,446$1.21M0.3%-8.2%0.000%
7/31/2024Commonwealth Equity Services LLC41,623$658K0.0%-2.4%0.000%
7/23/2024 SOL Capital Management CO944,169$14.93M1.8%+17.7%0.000%
7/12/2024Capital Investment Advisors LLC16,300$258K0.0%+22.6%0.000%
5/17/2024Comerica Bank14,000$220K0.0%-15.2%0.000%
5/16/2024 Prudent Investors Network Inc.15,843$249K0.1%N/A0.000%
5/9/2024Corrado Advisors LLC167,281$2.63M1.7%-5.4%0.000%
5/2/2024Choreo LLC32,263$507K0.0%N/A0.000%
4/30/2024Commonwealth Equity Services LLC42,659$671K0.0%-18.5%0.000%
4/24/2024 SOL Capital Management CO802,354$12.62M1.6%+24.1%0.000%
4/22/2024 PFG Investments LLC83,705$1.32M0.1%N/A0.000%
4/11/2024&PARTNERS10,199$160K0.0%-22.7%0.000%
3/1/2024 Creekmur Asset Management LLC1,917$27K0.0%N/A0.000%
2/14/2024LM Advisors LLC51,485$736K0.1%N/A0.000%
2/13/2024Belpointe Asset Management LLC10,250$147K0.0%N/A0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC56,737$811K0.4%+58.7%0.000%
2/9/2024Journey Strategic Wealth LLC56,188$803K0.0%-13.8%0.000%
2/9/2024Wells Fargo & Company MN536,525$7.67M0.0%+39.5%0.000%
2/9/2024UBS Group AG2,935,693$41.98M0.0%-20.6%0.000%
2/6/2024 U.S. Capital Wealth Advisors LLC44,423$635K0.0%-18.8%0.000%
2/2/2024Truist Financial Corp23,123$331K0.0%N/A0.000%
2/1/2024Corrado Advisors LLC176,865$2.53M2.1%-3.2%0.000%
2/1/2024 Element Wealth LLC233,414$3.34M2.1%+1.0%0.000%
1/30/2024 Mathes Company Inc.17,500$250K0.1%+20.7%0.000%
1/30/2024Beverly Hills Private Wealth LLC18,886$270K0.1%N/A0.000%
1/29/2024 Consolidated Portfolio Review Corp82,684$1.18M0.3%+5.2%0.000%
1/25/2024 SOL Capital Management CO646,706$9.25M1.3%-0.3%0.000%
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1/16/2024Raymond James Financial Services Advisors Inc.11,616$166K0.0%N/A0.000%
11/16/2023Penserra Capital Management LLC824,464$11.44M0.2%+8.4%0.000%
11/15/2023Advisors Asset Management Inc.43,609$605K0.0%+6.3%0.000%
11/13/2023 Consolidated Portfolio Review Corp78,586$1.09M0.3%-2.3%0.000%
11/9/2023UBS Group AG3,697,544$51.32M0.0%-0.7%0.000%
11/8/2023 Element Wealth LLC231,004$3.21M2.3%+2.5%0.000%
11/8/2023Journey Strategic Wealth LLC65,188$905K0.0%-3.0%0.000%
11/6/2023Corrado Advisors LLC182,662$2.54M1.7%+0.5%0.000%
10/27/2023Carmel Capital Partners LLC16,250$226K0.1%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.16,610$231K0.0%-6.8%0.000%
10/23/2023Commonwealth Equity Services LLC52,294$726K0.0%+38.4%0.000%
10/19/2023 SOL Capital Management CO648,620$9.00M1.4%+5.6%0.000%
10/16/2023Capital Investment Advisors LLC13,300$185K0.0%+17.7%0.000%
8/15/2023Prevail Innovative Wealth Advisors LLC21,035$310K0.2%N/A0.000%
8/15/2023Rivernorth Capital Management LLC1,774,709$26.18M1.3%-2.8%0.000%
8/15/2023Journey Strategic Wealth LLC67,188$991K0.0%-9.9%0.000%
8/15/2023Cohen & Steers Inc.792,500$11.69M0.0%+46.6%0.000%
8/14/2023Azimuth Capital Investment Management LLC10,000$148K0.0%N/A0.000%
8/11/2023City of London Investment Management Co. Ltd.75,426$1.11M0.1%+639.5%0.000%
8/11/2023Penserra Capital Management LLC760,539$11.22M0.2%+6.6%0.000%
8/10/2023Corrado Advisors LLC181,699$2.68M1.9%+1.9%0.000%
8/9/2023 Kingswood Wealth Advisors LLC18,653$275K0.1%N/A0.000%
8/7/2023 Element Wealth LLC225,455$3.33M2.3%+3.1%0.000%
8/7/2023Brown Brothers Harriman & Co.25,000$369K0.0%N/A0.000%
8/4/2023 U.S. Capital Wealth Advisors LLC54,513$804K0.0%+15.7%0.000%
8/2/2023Sigma Planning Corp21,670$320K0.0%+5.3%0.000%
7/31/2023LPL Financial LLC136,546$2.01M0.0%-3.7%0.000%
7/25/2023 Mathes Company Inc.14,500$214K0.1%N/A0.000%
7/11/2023Capital Investment Advisors LLC11,300$167K0.0%N/A0.000%
6/14/2023Atria Wealth Solutions Inc.13,050$195K0.0%N/A0.000%
5/12/2023UBS Group AG4,336,524$64.40M0.0%+195.0%0.000%
5/12/2023Journey Strategic Wealth LLC74,538$1.11M0.1%+2.6%0.000%
5/11/2023 Consolidated Portfolio Review Corp60,130$893K0.2%N/A0.000%
5/11/2023 U.S. Capital Wealth Advisors LLC47,123$700K0.0%+47.3%0.000%
5/8/2023Sigma Planning Corp20,570$305K0.0%N/A0.000%
5/3/2023 Element Wealth LLC218,634$3.25M2.4%+1.8%0.000%
5/3/2023Corrado Advisors LLC178,253$2.65M1.8%-9.4%0.000%
4/24/2023Penserra Capital Management LLC713,138$10.59M0.2%+6.6%0.000%
4/19/2023 SOL Capital Management CO560,485$8.32M1.4%+14.9%0.000%
4/10/2023 Versant Capital Management Inc5,000$74K0.0%N/A0.000%
3/3/2023Crumly & Associates Inc.39,750$588K0.2%-58.3%0.000%
2/14/2023Penserra Capital Management LLC669,073$9.90M0.2%+13.3%0.000%
2/10/2023City of London Investment Management Co. Ltd.17,000$251K0.0%-84.0%0.000%
2/8/2023UBS Group AG1,470,186$21.74M0.0%+21.4%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.20,195$299K0.0%+6.1%0.000%
2/7/2023Commonwealth Equity Services LLC36,975$546K0.0%+5.6%0.000%
2/7/2023LPL Financial LLC76,563$1.13M0.0%N/A0.000%
2/3/2023 U.S. Capital Wealth Advisors LLC31,988$473K0.0%N/A0.000%
1/31/2023Wedbush Securities Inc.33,410$494K0.0%+4.4%0.000%
1/24/2023 SOL Capital Management CO487,890$7.22M1.3%+60.8%0.000%
Sell NVDA Now? (Ad)

Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's what that means for your money. Billionaire Wall Street investors are quietly offloading millions of shares. What do they know that you don't? It's arguably the most popular stock in the world. Now, one 50-year Wall Street legend says its day in the sun could finally be coming to an end. Last year, he warned of two stocks that went on to crash 60%.

Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
(Data available from 1/1/2016 forward)

PAXS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PAXS shares?

During the previous two years, 46 institutional investors and hedge funds held shares of PIMCO Access Income Fund. The most heavily invested institutionals were UBS Group AG ($41.98M), Rivernorth Capital Management LLC ($26.18M), SOL Capital Management CO ($17.63M), Cohen & Steers Inc. ($11.69M), Penserra Capital Management LLC ($11.44M), Wells Fargo & Company MN ($7.67M), and Element Wealth LLC ($3.77M).Learn more on PAXS's institutional investors.

Which institutional investors have been buying PIMCO Access Income Fund stock?

Of the 42 institutional investors that purchased PIMCO Access Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($3.13M), SOL Capital Management CO ($704.79K), Cohen & Steers Inc. ($251.83K), Penserra Capital Management LLC ($233.75K), Wells Fargo & Company MN ($151.97K), PFG Investments LLC ($83.71K), and Envestnet Asset Management Inc. ($77.31K).

How much institutional buying is happening at PIMCO Access Income Fund?

Institutional investors have bought a total of 5,414,857 shares in the last 24 months. This purchase volume represents approximately $71.45M in transactions.

Which PIMCO Access Income Fund major shareholders have been selling company stock?

Of the 17 institutional investors that sold PIMCO Access Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($789.15K), City of London Investment Management Co. Ltd. ($89.53K), PFG Investments LLC ($72.30K), Crumly & Associates Inc. ($55.53K), Rivernorth Capital Management LLC ($50.45K), Corrado Advisors LLC ($38.87K), and Journey Strategic Wealth LLC ($18.35K).

How much institutional selling is happening at PIMCO Access Income Fund?

Institutional investors have sold a total of 1,166,602 shares in the last 24 months. This volume of shares sold represents approximately $14.82M in transactions.



This page (NYSE:PAXS) was last updated on 11/2/2024 by MarketBeat.com Staff
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