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PIMCO Access Income Fund (PAXS) Institutional Ownership

PIMCO Access Income Fund logo
$15.80 +0.10 (+0.61%)
Closing price 08/22/2025 03:58 PM Eastern
Extended Trading
$15.80 0.00 (0.00%)
As of 08/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for PIMCO Access Income Fund (NYSE:PAXS)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$63.89M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.64M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/16/2025 Integrated Wealth Concepts LLC20,968$337K0.0%N/A0.000%
5/15/2025 Royal Bank of Canada423,621$6.80M0.0%+21.8%0.000%
5/14/2025 Ieq Capital LLC250,000$4.02M0.0%N/A0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.380,600$6.11M2.1%+6.2%0.000%
5/14/2025 Comerica Bank26,308$423K0.0%+2.8%0.000%
5/14/2025 SVB Wealth LLC1,721$28K0.0%N/A0.000%
5/12/2025 SouthState Corp10,650$171K0.0%+13.9%0.000%
5/9/2025 Atria Wealth Solutions Inc.29,875$484K0.0%+6.0%0.000%
5/8/2025 XTX Topco Ltd17,977$289K0.0%-23.5%0.000%
5/7/2025 LPL Financial LLC117,234$1.88M0.0%-5.7%0.000%
5/6/2025 Cetera Investment Advisers21,293$342K0.0%+36.7%0.000%
5/6/2025 Journey Strategic Wealth LLC82,588$1.33M0.0%+21.7%0.000%
5/6/2025 Choreo LLC85,800$1.39M0.0%+4.6%0.000%
5/5/2025 Private Advisor Group LLC45,118$725K0.0%N/A0.000%
5/1/2025 Corrado Advisors LLC126,208$2.03M1.4%+3.0%0.000%
4/30/2025 Cerity Partners LLC51,138$821K0.0%+2.3%0.000%
4/29/2025 Envestnet Asset Management Inc.351,375$5.64M0.0%+18.6%0.000%
4/29/2025 World Investment Advisors263,610$4.23M0.1%+92.1%0.000%
4/29/2025 Element Wealth LLC219,979$3.53M1.9%-3.6%0.000%
4/23/2025 SOL Capital Management CO1,381,535$22.19M2.4%+5.1%0.000%
4/23/2025 Consolidated Portfolio Review Corp99,391$1.60M0.3%+27.8%0.000%
4/22/2025 Tanglewood Legacy Advisors LLC2,747$44K0.0%N/A0.000%
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4/22/2025 PFG Investments LLC13,109$211K0.0%+14.9%0.000%
4/15/2025Noble Wealth Management PBC67,162$1.08M0.7%+795.5%0.000%
4/14/2025 Capital Investment Advisors LLC10,800$173K0.0%-15.6%0.000%
2/18/2025 Novem Group20,755$317K0.0%N/A0.000%
2/18/2025 Continuum Advisory LLC2,601$40K0.0%-51.7%0.000%
2/17/2025 Millennium Management LLC26,087$398K0.0%-65.3%0.000%
2/17/2025 Cetera Investment Advisers15,571$237K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE292,514$4.46M0.0%+17.2%0.000%
2/14/2025 Comerica Bank25,591$390K0.0%+22.1%0.000%
2/14/2025 Stifel Financial Corp34,901$532K0.0%+23.3%0.000%
2/14/2025 OneDigital Investment Advisors LLC23,868$364K0.0%N/A0.000%
2/14/2025 First Trust Advisors LP12,627$193K0.0%+13.4%0.000%
2/13/2025 XTX Topco Ltd23,504$358K0.0%N/A0.000%
2/13/2025 CreativeOne Wealth LLC12,600$192K0.0%N/A0.000%
2/13/2025 Cohen & Steers Inc.891,818$13.60M0.0%-0.3%0.000%
2/13/2025 Rockefeller Capital Management L.P.73,059$1.11M0.0%+52.6%0.000%
2/13/2025 Jaffetilchin Investment Partners LLC16,750$255K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.78,138$1.19M0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.296,340$4.52M0.0%+2.7%0.000%
2/13/2025 Wedbush Securities Inc.44,121$673K0.0%+7.3%0.000%
2/13/2025 Wells Fargo & Company MN1,154,608$17.61M0.0%+25.4%0.000%
2/13/2025 Smith Moore & CO.99,996$1.53M0.1%+1.3%0.000%
2/12/2025 World Investment Advisors137,200$2.09M0.1%+67.9%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.358,285$5.46M1.8%+17.3%0.000%
2/11/2025 Virtu Financial LLC127,339$1.94M0.1%N/A0.000%
2/10/2025 SouthState Corp9,350$143K0.0%N/A0.000%
2/10/2025 Corient Private Wealth LLC11,562$176K0.0%-41.0%0.000%
2/10/2025 Commonwealth Equity Services LLC34,664$529K0.0%-15.1%0.000%
2/6/2025 Raymond James Financial Inc.78,138$1.19M0.0%N/A0.000%
2/5/2025 Anfield Capital Management LLC3,664$56K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC7,500$114K0.1%N/A0.000%
2/5/2025 Corrado Advisors LLC122,473$1.87M1.2%-22.0%0.000%
2/4/2025 IFP Advisors Inc3,999$61K0.0%+549.2%0.000%
2/3/2025 Element Wealth LLC228,241$3.48M1.8%+0.6%0.000%
1/31/2025 Truist Financial Corp43,854$669K0.0%-1.9%0.000%
1/27/2025 Consolidated Portfolio Review Corp77,752$1.19M0.2%+1.1%0.000%
1/27/2025 Choreo LLC82,028$1.25M0.0%+39.7%0.000%
1/24/2025 Journey Strategic Wealth LLC67,838$1.04M0.0%+91.7%0.000%
1/24/2025 Chicago Partners Investment Group LLC24,736$389K0.0%-20.4%0.000%
1/23/2025 SOL Capital Management CO1,314,494$20.05M2.2%+24.0%0.000%
1/13/2025 Courier Capital LLC37,201$567K0.0%N/A0.000%
1/13/2025 Capital Investment Advisors LLC12,800$195K0.0%-21.5%0.000%
11/25/2024 World Investment Advisors LLC81,700$1.36M0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC32,319$536K0.0%-9.0%0.000%
11/15/2024 World Investment Advisors LLC1,358,671$22.60M0.1%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.47,880$796K0.0%+46.5%0.000%
11/8/2024 Advisors Asset Management Inc.40,451$673K0.0%-3.1%0.000%
11/1/2024 Corrado 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%
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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%
8/21/2024 Truist Financial Corp42,399$670K0.0%-3.2%0.000%
8/8/2024 Envestnet Asset Management Inc.210,389$3.33M0.0%+58.1%0.000%
8/7/2024 Choreo 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%
(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, 70 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 4,005,155 shares in the last 24 months. This purchase volume represents approximately $63.89M in transactions.

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

Of the 20 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 501,400 shares in the last 24 months. This volume of shares sold represents approximately $7.64M in transactions.


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This page (NYSE:PAXS) was last updated on 8/24/2025 by MarketBeat.com Staff
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