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PIMCO High Income Fund (PHK) Institutional Ownership

PIMCO High Income Fund logo
$4.93 +0.02 (+0.30%)
Closing price 03:59 PM Eastern
Extended Trading
$4.94 +0.01 (+0.10%)
As of 07:28 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO High Income Fund (NYSE:PHK)

Current
Institutional Ownership
Percentage
11.75%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$25.99M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$1.80M
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PHK Institutional Buying and Selling by Quarter

PIMCO High Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Western Wealth Management LLC18,140$88K0.0%N/A0.012%
2/18/2025 Elequin Capital LP19,130$93K0.0%N/A0.013%
2/17/2025 Millennium Management LLC152,512$741K0.0%+8.9%0.104%
2/17/2025 Cetera Investment Advisers483,948$2.35M0.0%-1.9%0.331%
2/17/2025 Citadel Advisors LLC22,171$108K0.0%N/A0.015%
2/17/2025 Bank of America Corp DE1,290,578$6.27M0.0%+7.1%0.883%
2/17/2025 Benjamin Edwards Inc.239,057$1.16M0.0%-15.7%0.164%
2/14/2025 Mercer Global Advisors Inc. ADV22,460$109K0.0%N/A0.015%
2/14/2025 Valley Financial Group Inc.16,250$79K0.1%-18.1%0.011%
2/14/2025 Coppell Advisory Solutions LLC5,209$25K0.0%-30.3%0.004%
2/14/2025 Stifel Financial Corp41,300$201K0.0%+32.1%0.028%
2/13/2025 NewEdge Advisors LLC165,300$803K0.0%-4.9%0.113%
2/13/2025 Guggenheim Capital LLC815,826$3.97M0.0%+84.1%0.558%
2/13/2025 Walleye Capital LLC20,348$99K0.0%N/A0.014%
2/13/2025 CreativeOne Wealth LLC10,993$53K0.0%N/A0.008%
2/13/2025 Mariner LLC21,512$105K0.0%+24.6%0.015%
2/13/2025 Cohen & Steers Inc.1,063,601$5.17M0.0%+10.3%0.728%
2/13/2025 Raymond James Financial Inc.175,818$854K0.0%N/A0.120%
2/13/2025 Invesco Ltd.1,160,069$5.64M0.0%+5.2%0.794%
2/13/2025 Envestnet Asset Management Inc.779,132$3.79M0.0%+0.3%0.533%
2/13/2025 Wells Fargo & Company MN88,235$429K0.0%+550.0%0.060%
2/12/2025 Centric Wealth Management24,847$121K0.0%+18.2%0.017%
2/12/2025 Orion Portfolio Solutions LLC200,162$973K0.0%+105.4%0.137%
2/11/2025 LPL Financial LLC1,624,495$7.90M0.0%+54.3%1.112%
2/10/2025 Thrivent Financial for Lutherans116,815$568K0.0%+13.4%0.080%
2/10/2025 Commonwealth Equity Services LLC733,254$3.56M0.0%-2.5%0.502%
2/10/2025 Avantax Advisory Services Inc.88,118$428K0.0%+74.3%0.060%
2/7/2025 Moors & Cabot Inc.35,500$173K0.0%-15.0%0.024%
2/7/2025 Founders Financial Alliance LLC64,887$315K0.1%+3.8%0.044%
2/7/2025 Independent Advisor Alliance33,896$165K0.0%N/A0.023%
2/6/2025 Raymond James Financial Inc.175,818$854K0.0%N/A0.120%
2/5/2025 Anfield Capital Management LLC11,407$55K0.0%N/A0.008%
2/5/2025 Noble Wealth Management PBC319,755$1.55M1.1%N/A0.219%
2/5/2025 Bryn Mawr Capital Management LLC17,209$84K0.0%-18.4%0.012%
2/3/2025 Sigma Planning Corp15,070$73K0.0%-56.4%0.010%
2/3/2025 Bryn Mawr Capital Management LLC17,209$84K0.0%-18.4%0.012%
1/31/2025 Atria Wealth Solutions Inc.81,051$396K0.0%-3.3%0.055%
1/30/2025 Strategic Financial Concepts LLC29,160$142K0.0%+137.1%0.020%
1/30/2025 Principal Securities Inc.298,663$1.45M0.0%+4.3%0.204%
1/29/2025 Carnegie Lake Advisors LLC10,260$50K0.0%N/A0.007%
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1/28/2025 Moloney Securities Asset Management LLC19,599$95K0.0%N/A0.013%
1/28/2025 Kingsview Wealth Management LLC101,398$493K0.0%+2.7%0.069%
1/28/2025 Apollon Wealth Management LLC625,563$3.04M0.1%+40.5%0.428%
1/28/2025 Strategic Financial Concepts LLC29,160$142K0.0%+137.1%0.020%
1/22/2025 PFG Investments LLC58,998$287K0.0%-6.9%0.040%
1/17/2025 Alpha Cubed Investments LLC19,187$93K0.0%N/A0.013%
1/16/2025 Sugar Maple Asset Management LLC7,448$36K0.0%N/A0.005%
1/14/2025 Park Avenue Securities LLC297,590$1.45M0.0%+5.0%0.204%
1/14/2025 Integrated Capital Management Inc.65,276$317K0.3%+6.4%0.045%
1/8/2025 International Assets Investment Management LLC10,700$52K0.0%-80.0%0.007%
12/3/2024 Rivernorth Capital Management LLC4,939,765$24.70M1.2%+6.5%3.380%
11/25/2024 Sanctuary Advisors LLC17,300$86K0.0%N/A0.012%
11/15/2024 Orion Portfolio Solutions LLC97,463$487K0.0%N/A0.067%
11/15/2024 XTX Topco Ltd11,195$56K0.0%N/A0.008%
11/15/2024 Stifel Financial Corp31,264$156K0.0%-7.0%0.021%
11/15/2024 Rivernorth Capital Management LLC4,881,118$24.41M1.2%+5.2%3.340%
11/15/2024 HighTower Advisors LLC14,886$75K0.0%N/A0.010%
11/15/2024 Benjamin Edwards Inc.283,729$1.42M0.0%N/A0.194%
11/14/2024 Centric Wealth Management21,016$106K0.0%N/A0.014%
11/7/2024 Thrivent Financial for Lutherans103,000$515K0.0%+11.3%0.070%
11/5/2024 Apollon Wealth Management LLC445,266$2.23M0.1%+82.4%0.305%
11/4/2024 Sigma Planning Corp34,554$173K0.0%-16.6%0.024%
10/30/2024 Marks Group Wealth Management Inc280,669$1.40M0.1%N/A0.192%
10/25/2024 Fortitude Family Office LLC11,744$59K0.0%N/A0.008%
10/24/2024 PFG Investments LLC63,369$317K0.0%+3.8%0.043%
10/22/2024 International Assets Investment Management LLC53,500$268K0.0%+400.0%0.037%
10/21/2024 Foundations Investment Advisors LLC13,086$65K0.0%N/A0.009%
10/18/2024 E&G Advisors LP10,800$54K0.0%N/A0.007%
10/8/2024 Integrated Capital Management Inc.61,355$307K0.2%+3.4%0.042%
10/3/2024 Park Avenue Securities LLC283,512$1.42M0.0%+3.1%0.194%
8/30/2024 Creekside Partners50,028$241K0.1%N/A0.034%
8/27/2024 KPP Advisory Services LLC23,845$115K0.0%-23.7%0.016%
8/26/2024 Founders Financial Alliance LLC52,091$251K0.1%+37.9%0.036%
8/22/2024 Cetera Investment Advisers837,359$4.04M0.0%+15.3%0.573%
8/19/2024 B. Riley Wealth Advisors Inc.13,695$67K0.0%-14.8%0.009%
8/8/2024 Envestnet Asset Management Inc.712,629$3.44M0.0%+8.1%0.488%
7/31/2024 Commonwealth Equity Services LLC769,240$3.71M0.0%+1.2%0.526%
7/30/2024 Bryn Mawr Capital Management LLC21,085$101K0.0%-37.8%0.014%
7/18/2024 Brookstone Capital Management10,939$53K0.0%N/A0.007%
7/12/2024 Integrated Capital Management Inc.59,324$286K0.2%+32.9%0.041%
7/12/2024 Lion Street Advisors LLC16,583$80K0.0%-66.0%0.011%
7/9/2024 Park Avenue Securities LLC275,113$1.33M0.0%+4.2%0.188%
5/24/2024Cetera Advisors LLC134,142$663K0.0%+20.0%0.092%
5/24/2024 Cetera Investment Advisers726,061$3.59M0.0%+307.0%0.497%
5/22/2024 Livelsberger Financial Advisory130,047$620K7.3%-11.6%0.089%
5/16/2024 B. Riley Wealth Advisors Inc.16,074$79K0.0%N/A0.011%
5/9/2024 Kingsview Wealth Management LLC94,349$466K0.0%+3.0%0.065%
5/9/2024 Charles Schwab Investment Advisory Inc.10,031$50K0.0%N/A0.007%
5/8/2024 Avantax Advisory Services Inc.14,051$69K0.0%+21.6%0.010%
4/29/2024 Commonwealth Equity Services LLC760,010$3.75M0.0%-12.8%0.520%
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4/22/2024 PFG Investments LLC59,790$295K0.0%N/A0.041%
4/19/2024 Tempus Wealth Planning LLC25,539$126K0.1%-8.7%0.017%
4/17/2024 Cornerstone Wealth Group LLC24,810$123K0.0%N/A0.017%
4/11/2024 Integrated Capital Management Inc.44,631$220K0.2%+9.5%0.031%
4/10/2024 Park Avenue Securities LLC264,095$1.31M0.0%-1.0%0.181%
3/27/2024 Nomura Holdings Inc.20,770$104K0.0%N/A0.014%
3/22/2024 Livelsberger Financial Advisory147,117$734K0.7%N/A0.101%
2/17/2024 Madison Wealth Partners Inc23,258$116K0.0%N/A0.016%
2/13/2024 Belpointe Asset Management LLC20,000$100K0.0%+100.0%0.014%
2/12/2024 Scotia Capital Inc.124,927$623K0.0%+449.1%0.085%
(Data available from 1/1/2016 forward)

PHK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHK shares?

During the previous two years, 96 institutional investors and hedge funds held shares of PIMCO High Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($24.70M), LPL Financial LLC ($7.90M), Penserra Capital Management LLC ($7.67M), Bank of America Corp DE ($6.27M), Invesco Ltd. ($5.64M), Cohen & Steers Inc. ($5.17M), and Guggenheim Capital LLC ($3.97M).Learn more on PHK's institutional investors.

What percentage of PIMCO High Income Fund stock is owned by institutional investors?

11.75% of PIMCO High Income Fund stock is owned by institutional investors. Learn more on PHK's institutional investor holdings.

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

Of the 84 institutional investors that purchased PIMCO High Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($879.80K), Cetera Investment Advisers ($658.97K), Penserra Capital Management LLC ($634.27K), Rivernorth Capital Management LLC ($544.77K), Apollon Wealth Management LLC ($458.38K), Guggenheim Capital LLC ($372.62K), and Raymond James Financial Inc. ($351.64K).

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

Institutional investors have bought a total of 7,762,671 shares in the last 24 months. This purchase volume represents approximately $37.91M in transactions.

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

Of the 39 institutional investors that sold PIMCO High Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($584.29K), Avantax Advisory Services Inc. ($300.14K), Cetera Advisor Networks LLC ($263.47K), Guggenheim Capital LLC ($246.05K), Stratos Wealth Partners LTD. ($185.23K), Penserra Capital Management LLC ($150.91K), and Commonwealth Equity Services LLC ($138.60K).

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

Institutional investors have sold a total of 2,661,675 shares in the last 24 months. This volume of shares sold represents approximately $13.00M in transactions.


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This page (NYSE:PHK) was last updated on 3/3/2025 by MarketBeat.com Staff
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