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 |
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
7,360
shares
|
$35,033
0.01% of portfolio
|
Q3 2023
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,873
shares
|
$27,955
0.0% of portfolio
|
Q2 2023
Added 2.39%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
5,577
shares
|
$26,546
0.0% of portfolio
|
Q3 2023
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,209
shares
|
$24,794
0.0% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
4,100
shares
|
$19,516
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,550
shares
|
$16,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
3,067
shares
|
$14,598
0.01% of portfolio
|
Q1 2025
New holding
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,854
shares
|
$13,585
0.0% of portfolio
|
Q1 2020
New holding
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,600
shares
|
$12,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,254
shares
|
$10,729
0.02% of portfolio
|
Q3 2023
Added 2.04%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,027
shares
|
$9,648
0.0% of portfolio
|
Q2 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,000
shares
|
$9,520
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,800
shares
|
$8,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,110
shares
|
$5,283
0.0% of portfolio
|
Q4 2024
Reduced 90.55%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,000
shares
|
$4,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$4,760
0.0% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$4,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
877
shares
|
$4,174
0.0% of portfolio
|
Q1 2025
Added 727.36%
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
833
shares
|
$3,965
0.0% of portfolio
|
Q4 2022
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
784
shares
|
$3,731
0.0% of portfolio
|
Q1 2025
Added 15.12%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
700
shares
|
$3,332
0.0% of portfolio
|
Q4 2021
New holding
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
700
shares
|
$3,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
160
shares
|
$761
0.0% of portfolio
|
Q4 2023
New holding
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
130
shares
|
$618
0.0% of portfolio
|
Q2 2022
Reduced 86.54%
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
126
shares
|
$599
0.0% of portfolio
|
Q1 2025
New holding
|