Latest Institutional Transactions on Pimco High Income Fund (PHK)
This table provides information on the latest institutional transactions involving Pimco High Income Fund (PHK) 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, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.6K- 4.95% |
$41.7K - $44.4K
|
165K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
373K+ 84.08% |
$1.81M - $1.92M
|
816K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
57.3K+ 5.2% |
$278K - $296K
|
1.16M
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$53.3K - $56.7K
|
11K
$54K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.3KNew |
$98.7K - $105K
|
20.3K
$99.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.5K+ 59.78% |
$85K - $90.5K
|
46.9K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.25K+ 24.58% |
$20.6K - $21.9K
|
21.5K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
99.7K+ 10.34% |
$483K - $514K
|
1.06M
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10K+ 32.1% |
$48.7K - $51.8K
|
41.3K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103K+ 105.37% |
$498K - $530K
|
200K
$983K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74.7K+ 549.98% |
$362K - $385K
|
88.2K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.26K+ 0.29% |
$11K - $11.7K
|
779K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
3.83K+ 18.23% |
$18.6K - $19.8K
|
24.8K
$122K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
571K+ 54.26% |
$2.77M - $2.95M
|
1.62M
$7.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1KNew |
$4.85K - $5.16K
|
1K
$4.91K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.21K- 2.22% |
$10.7K - $11.4K
|
97.7K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.2K- 2.55% |
$93K - $99K
|
733K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
185K+ 88.07% |
$896K - $953K
|
394K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.8K+ 13.41% |
$67K - $71.3K
|
117K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.6K+ 74.34% |
$182K - $194K
|
88.1K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.25K- 14.97% |
$30.3K - $32.3K
|
35.5K
$174K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 13.44% |
$9.7K - $10.3K
|
16.9K
$82.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.9KNew |
$164K - $175K
|
33.9K
$166K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.36K+ 3.78% |
$11.5K - $12.2K
|
64.9K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 4.68% |
$83.4K - $88.7K
|
350K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 50.0% |
$9.7K - $10.3K
|
2K
$9.82K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
106New |
$514 - $547
|
106
$520
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
176KNew |
$853K - $907K
|
176K
$863K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
320KNew |
$1.55M - $1.65M
|
320K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$55.3K - $58.9K
|
11.4K
$56K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.5K- 56.39% |
$94.5K - $101K
|
15.1K
$74K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.8K- 10.4% |
$8.73K - $9.29K
|
15.5K
$76.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.88K- 18.38% |
$18.8K - $20K
|
17.2K
$84.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.77K- 3.31% |
$13.4K - $14.3K
|
81.1K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.2K+ 4.26% |
$59.1K - $62.9K
|
299K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
10.3KNew |
$49.8K - $52.9K
|
10.3K
$50.4K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
651+ 2.72% |
$3.16K - $3.36K
|
24.6K
$121K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
180K+ 40.49% |
$874K - $930K
|
626K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19.6KNew |
$95.1K - $101K
|
19.6K
$96.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.63K+ 2.67% |
$12.8K - $13.6K
|
101K
$498K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.9K+ 137.07% |
$81.8K - $87K
|
29.2K
$143K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.91K- 7.49% |
$9.28K - $9.87K
|
23.6K
$116K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-369- 1.56% |
$1.79K - $1.9K
|
23.3K
$114K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.8KNew |
$8.73K - $9.29K
|
1.8K
$8.84K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-667- 40.01% |
$3.23K - $3.44K
|
1K
$4.91K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.37K- 6.9% |
$21.2K - $22.6K
|
59K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850+ 40.48% |
$4.12K - $4.39K
|
2.95K
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
307+ 2.57% |
$1.49K - $1.58K
|
12.3K
$60.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.2KNew |
$93.1K - $99K
|
19.2K
$94.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
7.45KNew |
$36.1K - $38.4K
|
7.45K
$36.6K
|