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 130 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$48,900
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
10,000
shares
|
$48,900
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
7,448
shares
|
$36,420
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
7,360
shares
|
$35,990
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,873
shares
|
$28,718
0.0% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,577
shares
|
$27,271
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,209
shares
|
$25,472
0.0% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
4,100
shares
|
$20,049
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$19,560
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,550
shares
|
$17,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,950
shares
|
$14,425
0.01% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,854
shares
|
$13,956
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
2,600
shares
|
$12,714
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,254
shares
|
$11,022
0.02% of portfolio
|
Q3 2023
Added 2.04%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,027
shares
|
$9,912
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$9,780
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$9,780
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$8,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,110
shares
|
$5,427
0.0% of portfolio
|
Q4 2024
Reduced 90.55%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$4,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$4,890
0.0% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$4,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
833
shares
|
$4,073
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
700
shares
|
$3,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
700
shares
|
$3,423
0.0% of portfolio
|
Q4 2021
New holding
|