Latest Institutional Purchases of Pimco High Income Fund (PHK)
This list provides information on the latest institutional transactions involving Pimco High Income Fund (PHK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.8KNew |
$8.73K - $9.29K
|
1.8K
$8.1K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1KNew |
$4.85K - $5.16K
|
1K
$4.5K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$4.85K - $5.16K
|
1K
$4.5K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850+ 40.48% |
$4.12K - $4.39K
|
2.95K
$13.3K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
815+ 2.09% |
$3.95K - $4.21K
|
39.7K
$179K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
475+ 3.39% |
$2.3K - $2.45K
|
14.5K
$65.2K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
402+ 0.69% |
$1.95K - $2.07K
|
59K
$265K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
106New |
$514 - $547
|
106
$477
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42+ 0.31% |
$204 - $217
|
13.8K
$62K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
20+ 0.18% |
$97 - $103
|
11K
$49.4K
|
|
Q3 2024 | |||||||
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
281KNew |
$1.34M - $1.4M
|
281K
$1.26M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
106K+ 417.32% |
$505K - $530K
|
131K
$591K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.1KNew |
$95.4K - $100K
|
20.1K
$90.2K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
19.8KNew |
$94.3K - $99.1K
|
19.8K
$89.2K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.8KNew |
$65.7K - $69K
|
13.8K
$62.1K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$62.3K - $65.4K
|
13.1K
$58.9K
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.2KNew |
$53.3K - $56K
|
11.2K
$50.4K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10.8KNew |
$51.4K - $54K
|
10.8K
$48.6K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.6KNew |
$12.4K - $13K
|
2.6K
$11.7K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.38K+ 6.5% |
$6.58K - $6.91K
|
22.6K
$102K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
700New |
$3.33K - $3.5K
|
700
$3.15K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
152+ 0.53% |
$724 - $760
|
28.9K
$130K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.82% |
$47.6 - $50
|
364
$1.64K
|
|
Q2 2024 | |||||||
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
50KNew |
$232K - $250K
|
50K
$225K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31K+ 2.27% |
$143K - $155K
|
1.39M
$6.27M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
30KNew |
$139K - $150K
|
30K
$135K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
19.9K+ 56.52% |
$92.1K - $99.5K
|
55.1K
$248K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63KNew |
$7.52K - $8.13K
|
1.63K
$7.31K
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
433+ 0.33% |
$2K - $2.17K
|
130K
$587K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
416New |
$1.93K - $2.08K
|
416
$1.87K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24.8KNew |
$119K - $124K
|
24.8K
$112K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$113K - $118K
|
23.6K
$106K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 20.02% |
$107K - $112K
|
134K
$604K
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$86.2K - $90.2K
|
18K
$81K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10KNew |
$48K - $50.3K
|
10K
$45.1K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5K+ 25.0% |
$24K - $25.1K
|
25K
$113K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.1KNew |
$19.6K - $20.5K
|
4.1K
$18.5K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11K+ 110900.0% |
$5.31K - $5.56K
|
1.11K
$5K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$2.4K - $2.51K
|
500
$2.25K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
44.9K+ 139.91% |
$187K - $224K
|
76.9K
$346K
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
21.3KNew |
$88.4K - $106K
|
21.3K
$95.6K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20.8KNew |
$86.4K - $104K
|
20.8K
$93.5K
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
20KNew |
$83.2K - $99.8K
|
20K
$90K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7KNew |
$53K - $63.6K
|
12.7K
$57.3K
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10KNew |
$41.6K - $49.9K
|
10K
$45K
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.7K+ 14.64% |
$19.6K - $23.5K
|
36.8K
$166K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.6KNew |
$10.8K - $13K
|
2.6K
$11.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.6KNew |
$6.67K - $8K
|
1.6K
$7.22K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
500New |
$2.08K - $2.5K
|
500
$2.25K
|