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PIMCO High Income Fund (PHK) Institutional Ownership

PIMCO High Income Fund logo
$4.93 +0.01 (+0.10%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$4.94 +0.01 (+0.10%)
As of 01/31/2025 07:43 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 High Income Fund (NYSE:PHK)

Current
Institutional Ownership
Percentage
11.75%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$17.00M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.38M
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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
1/31/2025Atria 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%
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%
12/3/2024Rivernorth Capital Management LLC4,939,765$24.70M1.2%+6.5%3.380%
11/25/2024Sanctuary Advisors LLC17,300$86K0.0%N/A0.012%
11/15/2024Orion Portfolio Solutions LLC97,463$487K0.0%N/A0.067%
11/15/2024XTX Topco Ltd11,195$56K0.0%N/A0.008%
11/15/2024Stifel Financial Corp31,264$156K0.0%-7.0%0.021%
11/15/2024Rivernorth Capital Management LLC4,881,118$24.41M1.2%+5.2%3.340%
11/15/2024HighTower Advisors LLC14,886$75K0.0%N/A0.010%
11/15/2024Benjamin Edwards Inc.283,729$1.42M0.0%N/A0.194%
11/14/2024Centric Wealth Management21,016$106K0.0%N/A0.014%
11/7/2024Thrivent 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%
11/4/2024Sigma 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%
8/30/2024Creekside Partners50,028$241K0.1%N/A0.034%
8/27/2024 KPP Advisory Services LLC23,845$115K0.0%-23.7%0.016%
8/26/2024Founders Financial Alliance LLC52,091$251K0.1%+37.9%0.036%
8/22/2024Cetera Investment Advisers837,359$4.04M0.0%+15.3%0.573%
8/19/2024B. Riley Wealth Advisors Inc.13,695$67K0.0%-14.8%0.009%
8/8/2024Envestnet Asset Management Inc.712,629$3.44M0.0%+8.1%0.488%
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7/31/2024Commonwealth Equity Services LLC769,240$3.71M0.0%+1.2%0.526%
7/30/2024Bryn 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%
5/24/2024Cetera Investment Advisers726,061$3.59M0.0%+307.0%0.497%
5/22/2024 Livelsberger Financial Advisory130,047$620K7.3%-11.6%0.089%
5/16/2024B. 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%
5/9/2024Charles Schwab Investment Advisory Inc.10,031$50K0.0%N/A0.007%
5/8/2024Avantax Advisory Services Inc.14,051$69K0.0%+21.6%0.010%
4/29/2024Commonwealth Equity Services LLC760,010$3.75M0.0%-12.8%0.520%
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%
3/27/2024Nomura Holdings Inc.20,770$104K0.0%N/A0.014%
3/22/2024 Livelsberger Financial Advisory147,117$734K0.7%N/A0.101%
2/17/2024Madison Wealth Partners Inc23,258$116K0.0%N/A0.016%
2/13/2024Belpointe Asset Management LLC20,000$100K0.0%+100.0%0.014%
2/12/2024Scotia Capital Inc.124,927$623K0.0%+449.1%0.085%
2/9/2024Founders Financial Alliance LLC54,259$271K0.1%+152.9%0.037%
2/8/2024 Kingsview Wealth Management LLC91,574$457K0.0%+2.7%0.063%
2/8/2024Meridian Wealth Management LLC12,085$60K0.0%-71.9%0.008%
2/7/2024Avantax Advisory Services Inc.11,551$58K0.0%-96.3%0.008%
2/7/2024 Principal Securities Inc.229,955$1.15M0.0%N/A0.157%
2/6/2024Private Advisor Group LLC13,675$68K0.0%+21.0%0.009%
2/2/2024Bryn Mawr Capital Management LLC33,910$169K0.0%-10.6%0.023%
2/2/2024Atria Wealth Solutions Inc.83,824$420K0.0%+22.3%0.057%
2/1/2024Sigma Planning Corp100,141$500K0.0%-50.0%0.069%
1/30/2024Carl P. Sherr & Co. LLC36,800$184K0.1%+14.6%0.025%
1/24/2024 International Assets Investment Management LLC53,393$266K0.0%+263.2%0.037%
1/18/2024 Future Financial Wealth Managment LLC10,000$50K0.0%N/A0.007%
1/18/2024Good Life Advisors LLC40,102$200K0.0%N/A0.027%
1/12/2024 Mutual Advisors LLC17,477$87K0.0%+62.2%0.012%
1/10/2024 Integrated Capital Management Inc.40,765$203K0.2%+6.7%0.028%
11/16/2023Belpointe Asset Management LLC10,000$44K0.0%N/A0.007%
11/16/2023Penserra Capital Management LLC1,735,432$7.67M0.2%-8.0%1.188%
11/15/2023 KPP Advisory Services LLC43,475$192K0.1%N/A0.030%
11/13/2023LPL Financial LLC796,450$3.52M0.0%+1.0%0.545%
11/13/2023Kestra Advisory Services LLC42,136$186K0.0%-61.3%0.029%
11/8/2023Atria Wealth Solutions Inc.68,556$305K0.0%+18.7%0.047%
11/8/2023Avantax Advisory Services Inc.311,687$1.38M0.0%+2,878.9%0.213%
11/8/2023Bryn Mawr Capital Management LLC37,910$168K0.0%N/A0.026%
11/7/2023 Cornerstone Wealth Management LLC10,401$46K0.0%N/A0.007%
11/1/2023 180 Wealth Advisors LLC20,693$91K0.0%-13.4%0.014%
10/26/2023 Park Avenue Securities LLC234,011$1.03M0.0%+7.6%0.160%
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10/24/2023 Stratos Wealth Partners LTD.12,055$53K0.0%-57.1%0.008%
10/23/2023Commonwealth Equity Services LLC692,977$3.06M0.0%+1.9%0.474%
10/17/2023Meridian Wealth Management LLC43,040$190K0.0%+113.1%0.029%
10/13/2023 Arkadios Wealth Advisors10,350$46K0.0%-48.9%0.007%
10/10/2023 Procyon Advisors LLC537,885$2.38M0.2%-18.2%0.368%
8/24/2023Arlington Capital Management Inc.94,980$475K0.4%+9.7%0.065%
8/15/2023Rivernorth Capital Management LLC3,860,586$19.30M1.0%-1.4%2.642%
8/15/2023Cohen & Steers Inc.345,910$1.73M0.0%-62.8%0.237%
8/11/2023Kestra Advisory Services LLC108,796$547K0.0%+284.4%0.074%
8/11/2023Guggenheim Capital LLC497,712$2.49M0.0%-25.3%0.341%
(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, 82 institutional investors and hedge funds held shares of PIMCO High Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($24.70M), Penserra Capital Management LLC ($7.67M), Cetera Investment Advisers ($4.04M), Commonwealth Equity Services LLC ($3.71M), LPL Financial LLC ($3.52M), Envestnet Asset Management Inc. ($3.44M), and Apollon Wealth Management LLC ($3.04M).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 69 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: Penserra Capital Management LLC ($746.76K), Cetera Investment Advisers ($658.97K), Rivernorth Capital Management LLC ($544.77K), Apollon Wealth Management LLC ($458.38K), LPL Financial LLC ($308.42K), Avantax Advisory Services Inc. ($303.72K), and Benjamin Edwards Inc. ($283.73K).

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

Institutional investors have bought a total of 5,819,990 shares in the last 24 months. This purchase volume represents approximately $28.42M in transactions.

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

Of the 38 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 ($119.42K).

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

Institutional investors have sold a total of 2,574,856 shares in the last 24 months. This volume of shares sold represents approximately $12.58M in transactions.


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This page (NYSE:PHK) was last updated on 2/1/2025 by MarketBeat.com Staff
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