Purchases and Sales Made in Q3 2024 in Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS) during Q3 2024. The information is specifically focused on institutions that hold shares of PIMCO Access Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.36MNew |
$20.3M - $22.6M
|
1.36M
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
172K+ 6.03% |
$2.57M - $2.85M
|
3.02M
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 15.93% |
$2.09M - $2.32M
|
1.01M
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 15.1% |
$1.81M - $2.01M
|
920K
$14.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
116K+ 12.26% |
$1.73M - $1.92M
|
1.06M
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
98.7KNew |
$1.48M - $1.64M
|
98.7K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.1K+ 37.12% |
$1.17M - $1.3M
|
288K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
75.3KNew |
$1.13M - $1.25M
|
75.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
45K+ 5.3% |
$674K - $748K
|
895K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42.8K+ 16.29% |
$641K - $712K
|
306K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.8K+ 19.52% |
$611K - $678K
|
250K
$4.02M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.3KNew |
$484K - $537K
|
32.3K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.2K+ 46.52% |
$228K - $253K
|
47.9K
$771K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1KNew |
$227K - $252K
|
15.1K
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 66.27% |
$212K - $235K
|
35.5K
$572K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.9KNew |
$163K - $181K
|
10.9K
$175K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.45K+ 19.18% |
$141K - $157K
|
58.7K
$946K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.99K+ 18.6% |
$105K - $116K
|
44.6K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.96K+ 49.72% |
$104K - $116K
|
21K
$338K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.26K+ 20.39% |
$78.8K - $87.5K
|
31.1K
$501K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5KNew |
$74.9K - $83.2K
|
5K
$80.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.7K+ 15.32% |
$70.4K - $78.2K
|
35.4K
$570K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$59.9K - $66.5K
|
4K
$64.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.41K+ 9.04% |
$51K - $56.7K
|
41.1K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.28K+ 5.39% |
$34.2K - $38K
|
44.7K
$720K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$12K - $13.3K
|
800
$12.9K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
543+ 5.13% |
$8.13K - $9.03K
|
11.1K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
425+ 0.56% |
$6.36K - $7.07K
|
76.9K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
100New |
$1.5K - $1.66K
|
100
$1.61K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 31.52% |
$778 - $865
|
217
$3.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7+ 2.93% |
$105 - $116
|
246
$3.96K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-347- 6.05% |
$5.19K - $5.77K
|
5.38K
$86.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-509- 1.77% |
$7.62K - $8.46K
|
28.3K
$456K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-809- 1.94% |
$12.1K - $13.5K
|
40.8K
$658K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.28K- 3.06% |
$19.1K - $21.2K
|
40.5K
$652K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 4.73% |
$21K - $23.3K
|
28.2K
$454K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-5.06K- 3.12% |
$75.8K - $84.2K
|
157K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.96K- 2.67% |
$89.2K - $99.1K
|
217K
$3.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-7.6K- 3.24% |
$114K - $126K
|
227K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.22K- 28.03% |
$123K - $137K
|
21.1K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.5K- 32.67% |
$142K - $158K
|
19.6K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-23.8K- 34.5% |
$357K - $396K
|
45.3K
$729K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.2K- 22.58% |
$541K - $601K
|
124K
$2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28M- 93.99% |
$19.1M - $21.2M
|
81.7K
$1.32M
|