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PIMCO Access Income Fund (PAXS) Institutional Ownership

PIMCO Access Income Fund logo
$15.88 -0.24 (-1.50%)
Closing price 04/3/2025 03:58 PM Eastern
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$15.47 -0.41 (-2.58%)
As of 08:16 AM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Access Income Fund (NYSE:PAXS)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$54.60M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.71M
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PAXS Institutional Buying and Selling by Quarter

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PIMCO Access Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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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%
8/7/2024PFG Investments LLC11,409$180K0.0%-86.4%0.000%
8/3/2024Nottingham Advisors Inc.40,301$637K0.1%N/A0.000%
8/1/2024Consolidated Portfolio Review Corp76,446$1.21M0.3%-8.2%0.000%
7/31/2024Commonwealth Equity Services LLC41,623$658K0.0%-2.4%0.000%
7/23/2024SOL 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%
5/16/2024Prudent 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%
4/24/2024SOL Capital Management CO802,354$12.62M1.6%+24.1%0.000%
4/22/2024PFG Investments LLC83,705$1.32M0.1%N/A0.000%
4/11/2024&PARTNERS10,199$160K0.0%-22.7%0.000%
3/1/2024Creekmur 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%
2/6/2024U.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%
2/1/2024Element Wealth LLC233,414$3.34M2.1%+1.0%0.000%
1/30/2024Mathes Company Inc.17,500$250K0.1%+20.7%0.000%
1/30/2024Beverly Hills Private Wealth LLC18,886$270K0.1%N/A0.000%
1/29/2024Consolidated Portfolio Review Corp82,684$1.18M0.3%+5.2%0.000%
1/25/2024SOL 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%
11/16/2023Penserra 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%
11/13/2023Consolidated 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%
11/8/2023Element Wealth LLC231,004$3.21M2.3%+2.5%0.000%
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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%
10/24/2023Cambridge 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%
10/19/2023SOL 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%
(Data available from 1/1/2016 forward)

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PAXS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PAXS shares?

During the previous two years, 69 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 ($20.05M), Wells Fargo & Company MN ($17.61M), Cohen & Steers Inc. ($13.60M), Penserra Capital Management LLC ($11.44M), and Thomas J. Herzfeld Advisors Inc. ($5.46M).Learn more on PAXS's institutional investors.

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

Of the 62 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 ($2.87M), World Investment Advisors LLC ($1.44M), SOL Capital Management CO ($774.99K), Wells Fargo & Company MN ($386.09K), Cohen & Steers Inc. ($251.83K), Raymond James Financial Inc. ($156.28K), and Penserra Capital Management LLC ($155.39K).

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

Institutional investors have bought a total of 7,440,914 shares in the last 24 months. This purchase volume represents approximately $114.05M in transactions.

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

Of the 23 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), Corrado Advisors LLC ($73.41K), PFG Investments LLC ($72.30K), Rivernorth Capital Management LLC ($50.45K), Millennium Management LLC ($49.19K), Journey Strategic Wealth LLC ($18.35K), and Commonwealth Equity Services LLC ($16.85K).

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

Institutional investors have sold a total of 1,140,364 shares in the last 24 months. This volume of shares sold represents approximately $16.64M in transactions.



This page (NYSE:PAXS) was last updated on 4/4/2025 by MarketBeat.com Staff
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