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PIMCO Access Income Fund (PAXS) Institutional Ownership

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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)
$45.59M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$13.37M
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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
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%
11/25/2024World 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%
10/29/2024 Chicago 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%
10/22/2024 SOL 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%
8/7/2024 Choreo LLC49,277$782K0.0%+52.7%0.000%
8/7/2024 PFG Investments LLC11,409$180K0.0%-86.4%0.000%
8/3/2024Nottingham 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%
7/12/2024 Capital 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%
5/2/2024 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%
3/1/2024Creekmur 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%
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2/13/2024Prevail 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%
2/9/2024Wells 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%
2/1/2024Element 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%
1/29/2024 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%
11/16/2023Penserra 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%
11/8/2023Element Wealth LLC231,004$3.21M2.3%+2.5%0.000%
11/8/2023 Journey Strategic Wealth LLC65,188$905K0.0%-3.0%0.000%
11/6/2023Corrado 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%
10/19/2023 SOL Capital Management CO648,620$9.00M1.4%+5.6%0.000%
10/16/2023 Capital 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%
8/15/2023 Journey 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%
8/7/2023Element 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%
7/25/2023Mathes Company Inc.14,500$214K0.1%N/A0.000%
7/11/2023 Capital 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%
5/12/2023 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%
5/8/2023Sigma Planning Corp20,570$305K0.0%N/A0.000%
5/3/2023Element 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%
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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%
2/8/2023Cambridge 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%
(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, 49 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), 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 45 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 ($774.99K), 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 7,034,459 shares in the last 24 months. This purchase volume represents approximately $100.97M in transactions.

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

Of the 21 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 1,180,899 shares in the last 24 months. This volume of shares sold represents approximately $15.05M in transactions.


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This page (NYSE:PAXS) was last updated on 1/30/2025 by MarketBeat.com Staff
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