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 |
|---|---|---|---|---|---|---|---|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-15KClosed |
$70.8K - $80.4K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75New |
$353 - $401
|
75
$369
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2K- 33.33% |
$9.42K - $10.7K
|
4K
$19.7K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16New |
$75.4 - $85.6
|
16
$78.7
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.25KNew |
$10.6K - $12K
|
2.25K
$11.1K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36+ 3.03% |
$170 - $193
|
1.22K
$6.02K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 95.43% |
$4.82K - $5.47K
|
49
$241
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
20.1KNew |
$94.5K - $107K
|
20.1K
$98.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-29- 0.24% |
$137 - $155
|
12.3K
$60.4K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.63KNew |
$7.46K - $8.23K
|
1.63K
$8.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35.8KNew |
$164K - $181K
|
35.8K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
32.3KNew |
$148K - $163K
|
32.3K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
35KNew |
$160K - $177K
|
35K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-9.86KClosed |
$45.1K - $49.8K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
750New |
$3.44K - $3.79K
|
750
$3.69K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
833New |
$3.82K - $4.21K
|
833
$4.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.6KNew |
$126K - $139K
|
27.6K
$136K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
612New |
$2.8K - $3.09K
|
612
$3.01K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1KNew |
$4.58K - $5.05K
|
1K
$4.92K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.6KNew |
$7.33K - $8.08K
|
1.6K
$7.87K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2K+ 8.18% |
$46.8K - $51.6K
|
135K
$665K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13.2K+ 113.18% |
$61.1K - $70.7K
|
24.8K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-48.5KClosed |
$225K - $260K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.37K- 30.23% |
$20.3K - $23.5K
|
10.1K
$49.6K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
7.57KNew |
$35.1K - $40.7K
|
7.57K
$37.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-20- 0.12% |
$92.8 - $107
|
16.6K
$81.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.7KNew |
$129K - $149K
|
27.7K
$136K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
15KNew |
$69.6K - $80.5K
|
15K
$73.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
40.6KNew |
$188K - $218K
|
40.6K
$200K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-465- 3.39% |
$2.16K - $2.5K
|
13.3K
$65.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.76K- 20.74% |
$12.8K - $14.8K
|
10.6K
$52K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
585KNew |
$2.72M - $3.14M
|
585K
$2.88M
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.61KNew |
$17.7K - $21.7K
|
3.61K
$17.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
183KNew |
$896K - $1.1M
|
183K
$900K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-51.1KClosed |
$250K - $306K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.7KClosed |
$91.5K - $112K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2KClosed |
$9.8K - $12K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.03KNew |
$9.93K - $12.2K
|
2.03K
$9.97K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1- 0.03% |
$4.9 - $6
|
3.41K
$16.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
300New |
$1.47K - $1.8K
|
300
$1.48K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
54New |
$265 - $324
|
54
$266
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-836- 86.54% |
$4.1K - $5.02K
|
130
$640
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-18.2KClosed |
$89.2K - $109K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-12.8KClosed |
$62.6K - $76.7K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.8KClosed |
$52.9K - $64.8K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-13KClosed |
$63.9K - $78.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$3.92K - $4.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.35KClosed |
$6.62K - $8.1K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
3.47KNew |
$17K - $20.8K
|
3.47K
$17.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16KNew |
$86.8K - $101K
|
16K
$78.8K
|
|