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 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3KNew |
$130K - $148K
|
10.3K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
21K+ 58.66% |
$266K - $304K
|
56.7K
$894K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
310New |
$3.92K - $4.49K
|
310
$4.88K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
18.9KNew |
$239K - $273K
|
18.9K
$297K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$147K - $168K
|
11.6K
$183K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 14.08% |
$1.36K - $1.5K
|
810
$12.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.3KNew |
$221K - $244K
|
16.3K
$256K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10KNew |
$139K - $150K
|
10K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
65.2K+ 639.47% |
$905K - $979K
|
75.4K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$259K - $280K
|
18.7K
$294K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25KNew |
$347K - $375K
|
25K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 5.35% |
$15.3K - $16.5K
|
21.7K
$341K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.3KNew |
$580K - $654K
|
41.3K
$651K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5KNew |
$70.3K - $79.2K
|
5K
$78.8K
|
|
| Q4 2022 | |||||||
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-55.5K- 58.28% |
$815K - $935K
|
39.8K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
71.7KNew |
$1.05M - $1.21M
|
71.7K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.54M+ 6073.81% |
$22.6M - $25.9M
|
1.57M
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-605- 4.84% |
$8.88K - $10.2K
|
11.9K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.5K- 11.36% |
$36.7K - $42.1K
|
19.5K
$307K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
675New |
$9.91K - $11.4K
|
675
$10.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.55KNew |
$84.4K - $95.5K
|
5.55K
$87.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
300New |
$4.56K - $5.16K
|
300
$4.73K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
598New |
$9.09K - $10.3K
|
598
$9.42K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.25KNew |
$19K - $21.5K
|
1.25K
$19.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
12.5KNew |
$190K - $215K
|
12.5K
$197K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-30.6K- 76.61% |
$464K - $573K
|
9.36K
$147K
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
646KNew |
$9.78M - $12.1M
|
646K
$10.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
713New |
$10.8K - $13.3K
|
713
$11.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
125New |
$1.89K - $2.34K
|
125
$1.97K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
50KNew |
$758K - $936K
|
50K
$788K
|
|