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 128 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,025
shares
|
$85,799
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,384
shares
|
$82,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
16,309
shares
|
$77,630
0.03% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
16,250
shares
|
$77,350
0.05% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
15,716
shares
|
$74,808
0.01% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,500
shares
|
$73,780
0.0% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
15,274
shares
|
$72,704
0.0% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
15,055
shares
|
$71,661
0.01% of portfolio
|
Q1 2025
Reduced 36.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,994
shares
|
$71,371
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
14,886
shares
|
$70,857
0.0% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,488
shares
|
$68,962
0.0% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
13,800
shares
|
$65,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,779
shares
|
$65,588
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
13,676
shares
|
$65,097
0.02% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
12,920
shares
|
$61,499
0.0% of portfolio
|
Q1 2025
Added 546.0%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
12,028
shares
|
$57,253
0.02% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
11,793
shares
|
$56,134
0.01% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
11,730
shares
|
$55,834
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
11,407
shares
|
$54,297
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,044
shares
|
$52,569
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,993
shares
|
$52,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
10,800
shares
|
$51,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,427
shares
|
$49,632
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
10,000
shares
|
$47,600
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
10,000
shares
|
$47,600
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|