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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.14K- 2.68% |
$5.53K - $5.88K
|
41.4K
$203K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.26K- 30.26% |
$11K - $11.7K
|
5.21K
$25.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.77K- 3.31% |
$13.4K - $14.3K
|
81.1K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.88K- 18.38% |
$18.8K - $20K
|
17.2K
$84.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.37K- 6.9% |
$21.2K - $22.6K
|
59K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.25K- 14.97% |
$30.3K - $32.3K
|
35.5K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.6K- 4.95% |
$41.7K - $44.4K
|
165K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.38K- 1.9% |
$45.5K - $48.4K
|
484K
$2.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10.6K- 90.55% |
$51.6K - $54.9K
|
1.11K
$5.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 4.68% |
$83.4K - $88.7K
|
350K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5K- 3.68% |
$84.9K - $90.3K
|
458K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.2K- 2.55% |
$93K - $99K
|
733K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.5K- 56.39% |
$94.5K - $101K
|
15.1K
$74K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-42.8K- 80.0% |
$208K - $221K
|
10.7K
$52.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-44.7K- 15.74% |
$217K - $231K
|
239K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-91.2K- 33.51% |
$442K - $471K
|
181K
$889K
|