Institutional Ownership Pimco High Income Fund (PHK)
This table provides information about the institutional ownership of Pimco High Income Fund (PHK). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $90.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$122,000
0.01% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
24,810
shares
|
$121,072
0.05% of portfolio
|
Q3 2022
Added 113.18%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
23,947
shares
|
$116,861
0.18% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
23,845
shares
|
$116,363
0.03% of portfolio
|
Q2 2024
Reduced 23.66%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
23,637
shares
|
$115,348
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
22,750
shares
|
$111,020
0.0% of portfolio
|
Q1 2024
Reduced 81.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
22,631
shares
|
$110,439
0.0% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
21,350
shares
|
$104,188
0.03% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
21,240
shares
|
$103,651
0.0% of portfolio
|
Q4 2023
Reduced 18.02%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
21,085
shares
|
$102,894
0.01% of portfolio
|
Q2 2024
Reduced 37.82%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
21,016
shares
|
$102,558
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
20,993
shares
|
$102,445
0.02% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
20,893
shares
|
$101,957
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
20,052
shares
|
$97,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
20,000
shares
|
$97,600
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
19,850
shares
|
$96,868
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
19,816
shares
|
$96,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,000
shares
|
$87,840
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
17,300
shares
|
$84,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,267
shares
|
$84,262
0.0% of portfolio
|
Q3 2024
Reduced 53.02%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,583
shares
|
$80,925
0.03% of portfolio
|
Q2 2024
Reduced 66.04%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
16,309
shares
|
$79,587
0.03% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,994
shares
|
$73,170
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,886
shares
|
$72,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
14,013
shares
|
$68,383
0.0% of portfolio
|
Q3 2024
Added 2.77%
|