Institutional Ownership Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,233,785
shares
|
$33.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.02%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
1,314,494
shares
|
$19.6 Million
2.23% of portfolio
|
Q4 2024
Added 24.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,154,608
shares
|
$17.2 Million
0.0% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
998,562
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
891,818
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
358,285
shares
|
$5.35 Million
1.75% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
347,681
shares
|
$5.19 Million
0.0% of portfolio
|
Q4 2024
Added 59.88%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
296,340
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
292,514
shares
|
$4.37 Million
0.0% of portfolio
|
Q4 2024
Added 17.16%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
228,241
shares
|
$3.41 Million
1.86% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
137,200
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Added 67.93%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
127,339
shares
|
$1.9 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
124,366
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
122,473
shares
|
$1.83 Million
1.57% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
99,996
shares
|
$1.49 Million
0.14% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
82,028
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Added 39.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
78,138
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
77,752
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
73,059
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
67,838
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 91.7%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
67,162
shares
|
$1 Million
0.95% of portfolio
|
Q1 2025
Added 795.49%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
50,000
shares
|
$747,000
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50,000
shares
|
$747,000
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
45,660
shares
|
$682,160
0.0% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
44,751
shares
|
$668,579
0.11% of portfolio
|
Q4 2024
Reduced 1.12%
|