Purchases and Sales Made in Q4 2024 in Pimco High Income Fund (PHK)
This table provides information about the institutional ownership of Pimco High Income Fund (PHK) during Q4 2024. The information is specifically focused on institutions that hold shares of PIMCO HIGH INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
571K+ 54.26% |
$2.77M - $2.95M
|
1.62M
$7.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
373K+ 84.08% |
$1.81M - $1.92M
|
816K
$4.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
320KNew |
$1.55M - $1.65M
|
320K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
185K+ 88.07% |
$896K - $953K
|
394K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
180K+ 40.49% |
$874K - $930K
|
626K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
176KNew |
$853K - $907K
|
176K
$863K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103K+ 105.37% |
$498K - $530K
|
200K
$983K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
99.7K+ 10.34% |
$483K - $514K
|
1.06M
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74.7K+ 549.98% |
$362K - $385K
|
88.2K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
57.3K+ 5.2% |
$278K - $296K
|
1.16M
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.6K+ 74.34% |
$182K - $194K
|
88.1K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.9KNew |
$164K - $175K
|
33.9K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.3KNew |
$98.7K - $105K
|
20.3K
$99.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19.6KNew |
$95.1K - $101K
|
19.6K
$96.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.2KNew |
$93.1K - $99K
|
19.2K
$94.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.5K+ 59.78% |
$85K - $90.5K
|
46.9K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.9K+ 137.07% |
$81.8K - $87K
|
29.2K
$143K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 4.97% |
$68.3K - $72.6K
|
298K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.8K+ 13.41% |
$67K - $71.3K
|
117K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.2K+ 4.26% |
$59.1K - $62.9K
|
299K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$55.3K - $58.9K
|
11.4K
$56K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$53.3K - $56.7K
|
11K
$54K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
10.3KNew |
$49.8K - $52.9K
|
10.3K
$50.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10K+ 32.1% |
$48.7K - $51.8K
|
41.3K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
7.45KNew |
$36.1K - $38.4K
|
7.45K
$36.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.25K+ 24.58% |
$20.6K - $21.9K
|
21.5K
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.92K+ 6.39% |
$19K - $20.2K
|
65.3K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
3.83K+ 18.23% |
$18.6K - $19.8K
|
24.8K
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.63K+ 2.67% |
$12.8K - $13.6K
|
101K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.36K+ 3.78% |
$11.5K - $12.2K
|
64.9K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.26K+ 0.29% |
$11K - $11.7K
|
779K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 13.44% |
$9.7K - $10.3K
|
16.9K
$82.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.8KNew |
$8.73K - $9.29K
|
1.8K
$8.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$4.85K - $5.16K
|
1K
$4.91K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1KNew |
$4.85K - $5.16K
|
1K
$4.91K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850+ 40.48% |
$4.12K - $4.39K
|
2.95K
$14.5K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
651+ 2.72% |
$3.16K - $3.36K
|
24.6K
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
475+ 3.39% |
$2.3K - $2.45K
|
14.5K
$71.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
307+ 2.57% |
$1.49K - $1.58K
|
12.3K
$60.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
253+ 2.24% |
$1.23K - $1.31K
|
11.5K
$56.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
106New |
$514 - $547
|
106
$520
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
20+ 0.18% |
$97 - $103
|
11K
$53.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-369- 1.56% |
$1.79K - $1.9K
|
23.3K
$114K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-667- 40.01% |
$3.23K - $3.44K
|
1K
$4.91K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 5.09% |
$5.18K - $5.51K
|
19.9K
$97.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.8K- 10.4% |
$8.73K - $9.29K
|
15.5K
$76.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.91K- 7.49% |
$9.28K - $9.87K
|
23.6K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 50.0% |
$9.7K - $10.3K
|
2K
$9.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.21K- 2.22% |
$10.7K - $11.4K
|
97.7K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.77K- 3.31% |
$13.4K - $14.3K
|
81.1K
$398K
|