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PIMCO High Income Fund (PHK) Institutional Ownership

PIMCO High Income Fund logo
$4.97 -0.01 (-0.20%)
(As of 11/20/2024 ET)
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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)
40
Total
Institutional Inflows
(last 12 months)
$14.44M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.14M
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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
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%
10/18/2024E&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%
8/19/2024B. 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%
7/31/2024Commonwealth 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%
5/16/2024B. 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%
5/9/2024 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%
4/29/2024Commonwealth 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%
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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%
2/9/2024 Founders Financial Alliance LLC54,259$271K0.1%+152.9%0.037%
2/8/2024 Kingsview Wealth Management LLC91,574$457K0.0%+2.7%0.063%
2/8/2024 Meridian Wealth Management LLC12,085$60K0.0%-71.9%0.008%
2/7/2024 Avantax 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%
2/6/2024 Private Advisor Group LLC13,675$68K0.0%+21.0%0.009%
2/2/2024 Bryn Mawr Capital Management LLC33,910$169K0.0%-10.6%0.023%
2/2/2024 Atria Wealth Solutions Inc.83,824$420K0.0%+22.3%0.057%
2/1/2024 Sigma Planning Corp100,141$500K0.0%-50.0%0.069%
1/30/2024 Carl 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%
1/18/2024 Good 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%
11/16/2023 Belpointe Asset Management LLC10,000$44K0.0%N/A0.007%
11/16/2023 Penserra 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%
11/13/2023 LPL Financial LLC796,450$3.52M0.0%+1.0%0.545%
11/13/2023 Kestra Advisory Services LLC42,136$186K0.0%-61.3%0.029%
11/8/2023 Atria Wealth Solutions Inc.68,556$305K0.0%+18.7%0.047%
11/8/2023 Avantax Advisory Services Inc.311,687$1.38M0.0%+2,878.9%0.213%
11/8/2023 Bryn 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%
10/24/2023Stratos 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%
10/17/2023 Meridian 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%
8/24/2023 Arlington Capital Management Inc.94,980$475K0.4%+9.7%0.065%
8/15/2023 Rivernorth Capital Management LLC3,860,586$19.30M1.0%-1.4%2.642%
8/15/2023 Cohen & Steers Inc.345,910$1.73M0.0%-62.8%0.237%
8/11/2023 Kestra Advisory Services LLC108,796$547K0.0%+284.4%0.074%
8/11/2023 Guggenheim Capital LLC497,712$2.49M0.0%-25.3%0.341%
8/11/2023 Penserra Capital Management LLC1,886,340$9.43M0.2%+6.6%1.291%
8/10/2023Commonwealth Equity Services LLC679,911$3.40M0.0%-1.1%0.465%
8/10/2023 Moors & Cabot Inc.26,750$134K0.0%N/A0.018%
8/10/2023Cetera Advisors LLC40,891$204K0.0%+15.1%0.028%
8/10/2023Cetera Advisor Networks LLC294,615$1.47M0.0%-47.2%0.202%
8/10/2023 Cetera Investment Advisers54,670$273K0.0%-15.3%0.037%
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8/4/2023 Parallel Advisors LLC13,803$69K0.0%N/A0.009%
8/4/2023 Envestnet Asset Management Inc.443,531$2.22M0.0%-1.4%0.304%
8/4/2023 Apollon Wealth Management LLC141,451$707K0.0%+119.1%0.097%
8/3/2023 Atria Wealth Solutions Inc.57,770$291K0.0%+9.9%0.040%
8/3/2023RFG Advisory LLC13,960$70K0.0%N/A0.010%
8/2/2023 Meridian Wealth Management LLC20,201$101K0.0%+13.5%0.014%
8/2/2023 Sigma Planning Corp198,680$993K0.0%-3.9%0.136%
7/31/2023 LPL Financial LLC788,270$3.94M0.0%+61.5%0.539%
7/31/2023 Integrated Capital Management Inc.37,627$188K0.2%+18.5%0.026%
7/31/2023 Mutual Advisors LLC10,777$54K0.0%N/A0.007%
(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, 78 institutional investors and hedge funds held shares of PIMCO High Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($24.41M), 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 Guggenheim Capital LLC ($2.49M).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 65 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), LPL Financial LLC ($308.42K), Avantax Advisory Services Inc. ($303.72K), Benjamin Edwards Inc. ($283.73K), Marks Group Wealth Management Inc ($280.67K), and Apollon Wealth Management LLC ($278.08K).

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

Institutional investors have bought a total of 5,288,677 shares in the last 24 months. This purchase volume represents approximately $25.78M in transactions.

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

Of the 36 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 2,531,568 shares in the last 24 months. This volume of shares sold represents approximately $12.37M in transactions.


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This page (NYSE:PHK) was last updated on 11/21/2024 by MarketBeat.com Staff
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