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PIMCO Access Income Fund (PAXS) Institutional Ownership

$15.63 -0.07 (-0.45%)
(As of 12/26/2024 05:11 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$40.50M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$13.24M
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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
11/25/2024 World Investment Advisors LLC81,700$1.36M0.0%N/A0.000%
11/25/2024 Sanctuary 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%
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%
9/5/2024 Sanctuary 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%
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%
5/17/2024 Comerica Bank14,000$220K0.0%-15.2%0.000%
5/16/2024 Prudent Investors Network Inc.15,843$249K0.1%N/A0.000%
5/9/2024 Corrado Advisors LLC167,281$2.63M1.7%-5.4%0.000%
5/2/2024 Choreo 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%
2/14/2024 LM Advisors LLC51,485$736K0.1%N/A0.000%
2/13/2024 Belpointe Asset Management LLC10,250$147K0.0%N/A0.000%
2/13/2024 Prevail Innovative Wealth Advisors LLC56,737$811K0.4%+58.7%0.000%
2/9/2024 Journey Strategic Wealth LLC56,188$803K0.0%-13.8%0.000%
2/9/2024 Wells Fargo & Company MN536,525$7.67M0.0%+39.5%0.000%
2/9/2024 UBS 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%
2/2/2024 Truist Financial Corp23,123$331K0.0%N/A0.000%
2/1/2024 Corrado Advisors LLC176,865$2.53M2.1%-3.2%0.000%
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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%
1/30/2024 Beverly 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%
1/16/2024Raymond James Financial Services Advisors Inc.11,616$166K0.0%N/A0.000%
11/16/2023 Penserra Capital Management LLC824,464$11.44M0.2%+8.4%0.000%
11/15/2023 Advisors 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%
11/9/2023 UBS 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%
11/8/2023 Journey Strategic Wealth LLC65,188$905K0.0%-3.0%0.000%
11/6/2023 Corrado Advisors LLC182,662$2.54M1.7%+0.5%0.000%
10/27/2023 Carmel 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%
8/15/2023 Prevail Innovative Wealth Advisors LLC21,035$310K0.2%N/A0.000%
8/15/2023 Rivernorth Capital Management LLC1,774,709$26.18M1.3%-2.8%0.000%
8/15/2023 Journey Strategic Wealth LLC67,188$991K0.0%-9.9%0.000%
8/15/2023 Cohen & Steers Inc.792,500$11.69M0.0%+46.6%0.000%
8/14/2023 Azimuth Capital Investment Management LLC10,000$148K0.0%N/A0.000%
8/11/2023 City of London Investment Management Co. Ltd.75,426$1.11M0.1%+639.5%0.000%
8/11/2023 Penserra Capital Management LLC760,539$11.22M0.2%+6.6%0.000%
8/10/2023 Corrado 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%
8/7/2023 Brown 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%
8/2/2023 Sigma Planning Corp21,670$320K0.0%+5.3%0.000%
7/31/2023 LPL 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%
6/14/2023 Atria Wealth Solutions Inc.13,050$195K0.0%N/A0.000%
5/12/2023 UBS Group AG4,336,524$64.40M0.0%+195.0%0.000%
5/12/2023 Journey 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%
5/8/2023 Sigma Planning Corp20,570$305K0.0%N/A0.000%
5/3/2023 Element Wealth LLC218,634$3.25M2.4%+1.8%0.000%
5/3/2023 Corrado Advisors LLC178,253$2.65M1.8%-9.4%0.000%
4/24/2023 Penserra 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%
3/3/2023 Crumly & Associates Inc.39,750$588K0.2%-58.3%0.000%
2/14/2023 Penserra Capital Management LLC669,073$9.90M0.2%+13.3%0.000%
2/10/2023 City of London Investment Management Co. Ltd.17,000$251K0.0%-84.0%0.000%
2/8/2023 UBS 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%
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2/7/2023Commonwealth Equity Services LLC36,975$546K0.0%+5.6%0.000%
2/7/2023 LPL Financial LLC76,563$1.13M0.0%N/A0.000%
2/3/2023 U.S. Capital Wealth Advisors LLC31,988$473K0.0%N/A0.000%
1/31/2023 Wedbush 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%
(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, 48 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 44 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), World Investment Advisors LLC ($1.44M), SOL Capital Management CO ($704.79K), Cohen & Steers Inc. ($251.83K), Penserra Capital Management LLC ($233.75K), Wells Fargo & Company MN ($151.97K), and PFG Investments LLC ($83.71K).

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

Institutional investors have bought a total of 6,870,429 shares in the last 24 months. This purchase volume represents approximately $95.66M in transactions.

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

Of the 19 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 1,171,059 shares in the last 24 months. This volume of shares sold represents approximately $14.90M in transactions.


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This page (NYSE:PAXS) was last updated on 12/27/2024 by MarketBeat.com Staff
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