Purchases and Sales Made in Q4 2024 in Pimco Access Income Fund (PAXS)
This table provides information about the institutional ownership of Pimco Access Income Fund (PAXS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
255K+ 24.02% |
$3.85M - $4.37M
|
1.31M
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
234K+ 25.44% |
$3.54M - $4.02M
|
1.15M
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 59.88% |
$1.97M - $2.24M
|
348K
$5.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
127KNew |
$1.93M - $2.19M
|
127K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78.1KNew |
$1.18M - $1.34M
|
78.1K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55.5K+ 67.93% |
$840K - $953K
|
137K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
52.8K+ 17.27% |
$798K - $906K
|
358K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.8K+ 17.16% |
$648K - $736K
|
293K
$4.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
37.2KNew |
$563K - $639K
|
37.2K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
32.5K+ 91.7% |
$491K - $557K
|
67.8K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.2K+ 52.59% |
$381K - $432K
|
73.1K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.9KNew |
$361K - $410K
|
23.9K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
23.5KNew |
$356K - $404K
|
23.5K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23.3K+ 39.67% |
$353K - $400K
|
82K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
20.8KNew |
$314K - $356K
|
20.8K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.8KNew |
$253K - $288K
|
16.8K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$236K - $267K
|
15.6K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$191K - $216K
|
12.6K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 28.63% |
$154K - $174K
|
45.7K
$730K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
9.35KNew |
$141K - $161K
|
9.35K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.85K+ 2.72% |
$119K - $135K
|
296K
$4.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
7.5KNew |
$113K - $129K
|
7.5K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.6K+ 23.32% |
$99.9K - $113K
|
34.9K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.63K+ 22.09% |
$70.1K - $79.5K
|
25.6K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.66KNew |
$55.4K - $62.9K
|
3.66K
$58.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.38K+ 549.19% |
$51.2K - $58.1K
|
4K
$63.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3K+ 7.29% |
$45.4K - $51.5K
|
44.1K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.49K+ 13.39% |
$22.6K - $25.6K
|
12.6K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.37K+ 0.6% |
$20.7K - $23.5K
|
228K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.27K+ 1.29% |
$19.2K - $21.8K
|
100K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
881+ 1.15% |
$13.3K - $15.1K
|
77.8K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$10.6K - $12K
|
700
$11.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
565+ 5.19% |
$8.55K - $9.7K
|
11.4K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400New |
$6.05K - $6.87K
|
400
$6.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
387+ 0.31% |
$5.86K - $6.64K
|
124K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$3.03K - $3.43K
|
200
$3.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 2.75% |
$1.66K - $1.89K
|
4.11K
$65.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 16.13% |
$530 - $601
|
252
$4.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7+ 2.85% |
$106 - $120
|
253
$4.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 1.07% |
$106 - $120
|
650
$10.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-328- 0.81% |
$4.96K - $5.63K
|
40.1K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-505- 1.12% |
$7.64K - $8.67K
|
44.8K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-829- 1.86% |
$12.5K - $14.2K
|
43.9K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.78K- 51.69% |
$42.1K - $47.8K
|
2.6K
$41.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 0.34% |
$45.4K - $51.5K
|
892K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 21.47% |
$53K - $60.1K
|
12.8K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.15K- 15.07% |
$93K - $106K
|
34.7K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.34K- 20.4% |
$95.9K - $109K
|
24.7K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.02K- 40.97% |
$121K - $138K
|
11.6K
$185K
|