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PIMCO Access Income Fund (PAXS) Institutional Ownership

PIMCO Access Income Fund logo
$16.14 -0.12 (-0.74%)
As of 02:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Access Income Fund (NYSE:PAXS)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$63.32M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$7.72M
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PAXS Institutional Buying and Selling by Quarter

PIMCO Access Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025 NWF Advisory Services Inc.14,748$223K0.0%-11.8%0.000%
9/4/2025 Osaic Holdings Inc.83,260$1.26M0.0%-3.8%0.000%
8/15/2025 Corient Private Wealth LLC31,869$482K0.0%+172.1%0.000%
8/15/2025 Hilton Capital Management LLC12,000$181K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE374,892$5.67M0.0%+21.1%0.000%
8/14/2025 Raymond James Financial Inc.53,031$801K0.0%-37.1%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.435,309$6.58M2.3%+14.4%0.000%
8/13/2025 First Trust Advisors LP15,737$238K0.0%+21.3%0.000%
8/13/2025 Smith Moore & CO.118,196$1.79M0.1%+3.3%0.000%
8/13/2025 Choreo LLC57,078$865K0.0%-33.5%0.000%
8/12/2025 Journey Strategic Wealth LLC54,650$826K0.0%-33.8%0.000%
8/8/2025 Rockefeller Capital Management L.P.157,794$2.38M0.0%+80.5%0.000%
8/6/2025 Wedbush Securities Inc.39,009$589K0.0%-11.1%0.000%
8/6/2025 SouthState Corp9,350$141K0.0%-12.2%0.000%
8/4/2025 World Investment Advisors10,705$162K0.0%-95.9%0.000%
8/1/2025 Corrado Advisors LLC134,944$2.04M1.2%+6.9%0.000%
8/1/2025 Alexander Labrunerie & CO. Inc.10,500$159K0.1%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.421,232$6.37M0.0%+19.9%0.000%
7/29/2025 Chicago Partners Investment Group LLC28,535$432K0.0%+14.5%0.000%
7/18/2025 Consolidated Portfolio Review Corp152,030$2.30M0.3%+53.0%0.000%
5/16/2025Integrated Wealth Concepts LLC20,968$337K0.0%N/A0.000%
5/15/2025Royal Bank of Canada423,621$6.80M0.0%+21.8%0.000%
5/14/2025Ieq Capital LLC250,000$4.02M0.0%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.380,600$6.11M2.1%+6.2%0.000%
5/14/2025Comerica Bank26,308$423K0.0%+2.8%0.000%
5/14/2025SVB Wealth LLC1,721$28K0.0%N/A0.000%
5/12/2025SouthState Corp10,650$171K0.0%+13.9%0.000%
5/9/2025Atria Wealth Solutions Inc.29,875$484K0.0%+6.0%0.000%
5/8/2025XTX Topco Ltd17,977$289K0.0%-23.5%0.000%
5/7/2025LPL Financial LLC117,234$1.88M0.0%-5.7%0.000%
5/6/2025Cetera Investment Advisers21,293$342K0.0%+36.7%0.000%
5/6/2025Journey Strategic Wealth LLC82,588$1.33M0.0%+21.7%0.000%
5/6/2025Choreo LLC85,800$1.39M0.0%+4.6%0.000%
5/5/2025Private Advisor Group LLC45,118$725K0.0%N/A0.000%
5/1/2025Corrado Advisors LLC126,208$2.03M1.4%+3.0%0.000%
4/30/2025Cerity Partners LLC51,138$821K0.0%+2.3%0.000%
4/29/2025Envestnet Asset Management Inc.351,375$5.64M0.0%+18.6%0.000%
4/29/2025World Investment Advisors263,610$4.23M0.1%+92.1%0.000%
4/29/2025Element Wealth LLC219,979$3.53M1.9%-3.6%0.000%
4/23/2025SOL Capital Management CO1,381,535$22.19M2.4%+5.1%0.000%
4/23/2025Consolidated Portfolio Review Corp99,391$1.60M0.3%+27.8%0.000%
4/22/2025Tanglewood Legacy Advisors LLC2,747$44K0.0%N/A0.000%
4/22/2025PFG Investments LLC13,109$211K0.0%+14.9%0.000%
4/15/2025Noble Wealth Management PBC67,162$1.08M0.7%+795.5%0.000%
4/14/2025Capital Investment Advisors LLC10,800$173K0.0%-15.6%0.000%
2/18/2025Novem Group20,755$317K0.0%N/A0.000%
2/18/2025Continuum Advisory LLC2,601$40K0.0%-51.7%0.000%
2/17/2025Millennium Management LLC26,087$398K0.0%-65.3%0.000%
2/17/2025Cetera Investment Advisers15,571$237K0.0%N/A0.000%
2/17/2025Bank of America Corp DE292,514$4.46M0.0%+17.2%0.000%
2/14/2025Comerica Bank25,591$390K0.0%+22.1%0.000%
2/14/2025Stifel Financial Corp34,901$532K0.0%+23.3%0.000%
2/14/2025OneDigital Investment Advisors LLC23,868$364K0.0%N/A0.000%
2/14/2025First Trust Advisors LP12,627$193K0.0%+13.4%0.000%
2/13/2025XTX Topco Ltd23,504$358K0.0%N/A0.000%
2/13/2025CreativeOne Wealth LLC12,600$192K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.891,818$13.60M0.0%-0.3%0.000%
2/13/2025Rockefeller Capital Management L.P.73,059$1.11M0.0%+52.6%0.000%
2/13/2025Jaffetilchin Investment Partners LLC16,750$255K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.78,138$1.19M0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.296,340$4.52M0.0%+2.7%0.000%
2/13/2025Wedbush Securities Inc.44,121$673K0.0%+7.3%0.000%
2/13/2025Wells Fargo & Company MN1,154,608$17.61M0.0%+25.4%0.000%
2/13/2025Smith Moore & CO.99,996$1.53M0.1%+1.3%0.000%
2/12/2025World Investment Advisors137,200$2.09M0.1%+67.9%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.358,285$5.46M1.8%+17.3%0.000%
2/11/2025Virtu Financial LLC127,339$1.94M0.1%N/A0.000%
2/10/2025SouthState Corp9,350$143K0.0%N/A0.000%
2/10/2025Corient Private Wealth LLC11,562$176K0.0%-41.0%0.000%
2/10/2025Commonwealth Equity Services LLC34,664$529K0.0%-15.1%0.000%
2/6/2025Raymond James Financial Inc.78,138$1.19M0.0%N/A0.000%
2/5/2025Anfield Capital Management LLC3,664$56K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC7,500$114K0.1%N/A0.000%
2/5/2025Corrado Advisors LLC122,473$1.87M1.2%-22.0%0.000%
2/4/2025IFP Advisors Inc3,999$61K0.0%+549.2%0.000%
2/3/2025Element Wealth LLC228,241$3.48M1.8%+0.6%0.000%
1/31/2025Truist Financial Corp43,854$669K0.0%-1.9%0.000%
1/27/2025Consolidated Portfolio Review Corp77,752$1.19M0.2%+1.1%0.000%
1/27/2025Choreo LLC82,028$1.25M0.0%+39.7%0.000%
1/24/2025Journey Strategic Wealth LLC67,838$1.04M0.0%+91.7%0.000%
1/24/2025Chicago Partners Investment Group LLC24,736$389K0.0%-20.4%0.000%
1/23/2025SOL Capital Management CO1,314,494$20.05M2.2%+24.0%0.000%
1/13/2025Courier Capital LLC37,201$567K0.0%N/A0.000%
1/13/2025Capital Investment Advisors LLC12,800$195K0.0%-21.5%0.000%
11/25/2024World Investment Advisors LLC81,700$1.36M0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC32,319$536K0.0%-9.0%0.000%
11/15/2024World Investment Advisors LLC1,358,671$22.60M0.1%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.47,880$796K0.0%+46.5%0.000%
11/8/2024Advisors Asset Management Inc.40,451$673K0.0%-3.1%0.000%
11/1/2024Corrado Advisors LLC157,018$2.61M1.6%-3.1%0.000%
10/29/2024Chicago Partners Investment Group LLC31,076$506K0.0%+20.4%0.000%
10/29/2024Farther Finance Advisors LLC4,000$67K0.0%N/A0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,880$181K0.0%N/A0.000%
10/23/2024Element Wealth LLC226,874$3.77M2.0%-3.2%0.000%
10/22/2024SOL Capital Management CO1,059,880$17.63M2.0%+12.3%0.000%
10/22/2024Private 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%
(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, 72 institutional investors and hedge funds held shares of PIMCO Access Income Fund. The most heavily invested institutionals were UBS Group AG ($41.98M), SOL Capital Management CO ($22.19M), Wells Fargo & Company MN ($17.61M), Cohen & Steers Inc. ($13.60M), Penserra Capital Management LLC ($11.44M), Royal Bank of Canada ($6.80M), and Thomas J. Herzfeld Advisors Inc. ($6.58M).Learn more on PIMCO Access Income Fund's institutional investors.

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

Of the 62 institutional investors that purchased PIMCO Access Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: World Investment Advisors LLC ($1.44M), SOL Capital Management CO ($769.44K), Wells Fargo & Company MN ($386.09K), Ieq Capital LLC ($250K), Envestnet Asset Management Inc. ($210.05K), World Investment Advisors ($181.91K), and Raymond James Financial Inc. ($156.28K).

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

Institutional investors have bought a total of 3,969,655 shares in the last 24 months. This purchase volume represents approximately $63.32M in transactions.

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

Of the 22 institutional investors that sold PIMCO Access Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: World Investment Advisors ($252.91K), Millennium Management LLC ($49.19K), Corrado Advisors LLC ($39.61K), Raymond James Financial Inc. ($31.26K), Choreo LLC ($28.72K), Journey Strategic Wealth LLC ($27.94K), and Element Wealth LLC ($15.86K).

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

Institutional investors have sold a total of 506,698 shares in the last 24 months. This volume of shares sold represents approximately $7.72M in transactions.


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This page (NYSE:PAXS) was last updated on 9/15/2025 by MarketBeat.com Staff
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