Latest Institutional Transactions on Pimco Access Income Fund (PAXS)
This table provides information on the latest institutional transactions involving Pimco Access Income Fund (PAXS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-505- 1.12% |
$7.64K - $8.67K
|
44.8K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 28.63% |
$154K - $174K
|
45.7K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.8K+ 17.16% |
$648K - $736K
|
293K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-786K- 26.02% |
$11.9M - $13.5M
|
2.23M
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 59.88% |
$1.97M - $2.24M
|
348K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.1K- 1.59% |
$244K - $277K
|
999K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
20.8KNew |
$314K - $356K
|
20.8K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.78K- 51.69% |
$42.1K - $47.8K
|
2.6K
$42.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$3.03K - $3.43K
|
200
$3.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-49.2K- 65.35% |
$744K - $845K
|
26.1K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.63K+ 22.09% |
$70.1K - $79.5K
|
25.6K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.9KNew |
$361K - $410K
|
23.9K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$191K - $216K
|
12.6K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.2K+ 52.59% |
$381K - $432K
|
73.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
23.5KNew |
$356K - $404K
|
23.5K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.49K+ 13.39% |
$22.6K - $25.6K
|
12.6K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 0.34% |
$45.4K - $51.5K
|
892K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.6K+ 23.32% |
$99.9K - $113K
|
34.9K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.8KNew |
$253K - $288K
|
16.8K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$236K - $267K
|
15.6K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55.5K+ 67.93% |
$840K - $953K
|
137K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.27K+ 1.29% |
$19.2K - $21.8K
|
100K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7+ 2.85% |
$106 - $120
|
253
$4.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
234K+ 25.44% |
$3.54M - $4.02M
|
1.15M
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3K+ 7.29% |
$45.4K - $51.5K
|
44.1K
$713K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.85K+ 2.72% |
$119K - $135K
|
296K
$4.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
52.8K+ 17.27% |
$798K - $906K
|
358K
$5.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
387+ 0.31% |
$5.86K - $6.64K
|
124K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
127KNew |
$1.93M - $2.19M
|
127K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.15K- 15.07% |
$93K - $106K
|
34.7K
$561K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400New |
$6.05K - $6.87K
|
400
$6.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.02K- 40.97% |
$121K - $138K
|
11.6K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-328- 0.81% |
$4.96K - $5.63K
|
40.1K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
9.35KNew |
$141K - $161K
|
9.35K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 2.75% |
$1.66K - $1.89K
|
4.11K
$66.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 1.07% |
$106 - $120
|
650
$10.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
565+ 5.19% |
$8.55K - $9.7K
|
11.4K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78.1KNew |
$1.18M - $1.34M
|
78.1K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.66KNew |
$55.4K - $62.9K
|
3.66K
$59.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
7.5KNew |
$113K - $129K
|
7.5K
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.38K+ 549.19% |
$51.2K - $58.1K
|
4K
$64.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-34.5K- 22.0% |
$523K - $593K
|
122K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.37K+ 0.6% |
$20.7K - $23.5K
|
228K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-829- 1.86% |
$12.5K - $14.2K
|
43.9K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
881+ 1.15% |
$13.3K - $15.1K
|
77.8K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23.3K+ 39.67% |
$353K - $400K
|
82K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
32.5K+ 91.7% |
$491K - $557K
|
67.8K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.34K- 20.4% |
$95.9K - $109K
|
24.7K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
255K+ 24.02% |
$3.85M - $4.37M
|
1.31M
$21.3M
|