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PIMCO High Income Fund (PHK) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PIMCO High Income Fund (NYSE:PHK)

Current
Institutional Ownership
Percentage
11.75%
Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$10.19M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$11.50M
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PHK Institutional Buying and Selling by Quarter

PIMCO High Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Commonwealth Equity Services LLC760,010$3.75M0.0%-12.8%0.520%
4/22/2024 PFG Investments LLC59,790$295K0.0%N/A0.041%
4/19/2024 Tempus Wealth Planning LLC25,539$126K0.1%-8.7%0.017%
4/17/2024 Cornerstone Wealth Group LLC24,810$123K0.0%N/A0.017%
4/11/2024 Integrated Capital Management Inc.44,631$220K0.2%+9.5%0.031%
4/10/2024 Park Avenue Securities LLC264,095$1.31M0.0%-1.0%0.181%
3/27/2024Nomura Holdings Inc.20,770$104K0.0%N/A0.014%
3/22/2024Livelsberger Financial Advisory147,117$734K0.7%N/A0.101%
2/17/2024Madison Wealth Partners Inc23,258$116K0.0%N/A0.016%
2/13/2024Belpointe Asset Management LLC20,000$100K0.0%+100.0%0.014%
2/12/2024Scotia Capital Inc.124,927$623K0.0%+449.1%0.085%
2/9/2024Founders Financial Alliance LLC54,259$271K0.1%+152.9%0.037%
2/8/2024Kingsview Wealth Management LLC91,574$457K0.0%+2.7%0.063%
2/8/2024 Meridian Wealth Management LLC12,085$60K0.0%-71.9%0.008%
2/7/2024Avantax Advisory Services Inc.11,551$58K0.0%-96.3%0.008%
2/7/2024Principal Securities Inc.229,955$1.15M0.0%N/A0.157%
2/6/2024Private Advisor Group LLC13,675$68K0.0%+21.0%0.009%
2/2/2024Bryn Mawr Capital Management LLC33,910$169K0.0%-10.6%0.023%
2/2/2024Atria Wealth Solutions Inc.83,824$420K0.0%+22.3%0.057%
2/1/2024Sigma Planning Corp100,141$500K0.0%-50.0%0.069%
1/30/2024Carl P. Sherr & Co. LLC36,800$184K0.1%+14.6%0.025%
1/24/2024 International Assets Investment Management LLC53,393$266K0.0%+263.2%0.037%
1/18/2024 Future Financial Wealth Managment LLC10,000$50K0.0%N/A0.007%
1/18/2024Good Life Advisors LLC40,102$200K0.0%N/A0.027%
1/12/2024Mutual Advisors LLC17,477$87K0.0%+62.2%0.012%
1/10/2024 Integrated Capital Management Inc.40,765$203K0.2%+6.7%0.028%
11/16/2023Belpointe Asset Management LLC10,000$44K0.0%N/A0.007%
11/16/2023Penserra Capital Management LLC1,735,432$7.67M0.2%-8.0%1.188%
11/15/2023KPP Advisory Services LLC43,475$192K0.1%N/A0.030%
11/13/2023LPL Financial LLC796,450$3.52M0.0%+1.0%0.545%
11/13/2023Kestra Advisory Services LLC42,136$186K0.0%-61.3%0.029%
11/8/2023Atria Wealth Solutions Inc.68,556$305K0.0%+18.7%0.047%
11/8/2023Avantax Advisory Services Inc.311,687$1.38M0.0%+2,878.9%0.213%
11/8/2023Bryn Mawr Capital Management LLC37,910$168K0.0%N/A0.026%
11/7/2023 Cornerstone Wealth Management LLC10,401$46K0.0%N/A0.007%
11/1/2023 180 Wealth Advisors LLC20,693$91K0.0%-13.4%0.014%
10/26/2023 Park Avenue Securities LLC234,011$1.03M0.0%+7.6%0.160%
10/24/2023 Stratos Wealth Partners LTD.12,055$53K0.0%-57.1%0.008%
10/23/2023Commonwealth Equity Services LLC692,977$3.06M0.0%+1.9%0.474%
10/17/2023 Meridian Wealth Management LLC43,040$190K0.0%+113.1%0.029%
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10/13/2023Arkadios Wealth Advisors10,350$46K0.0%-48.9%0.007%
10/10/2023 Procyon Advisors LLC537,885$2.38M0.2%-18.2%0.368%
8/24/2023 Arlington Capital Management Inc.94,980$475K0.4%+9.7%0.065%
8/15/2023Rivernorth Capital Management LLC3,860,586$19.30M1.0%-1.4%2.642%
8/15/2023Cohen & Steers Inc.345,910$1.73M0.0%-62.8%0.237%
8/11/2023Kestra Advisory Services LLC108,796$547K0.0%+284.4%0.074%
8/11/2023Guggenheim Capital LLC497,712$2.49M0.0%-25.3%0.341%
8/11/2023Penserra Capital Management LLC1,886,340$9.43M0.2%+6.6%1.291%
8/10/2023Commonwealth Equity Services LLC679,911$3.40M0.0%-1.1%0.465%
8/10/2023Moors & Cabot Inc.26,750$134K0.0%N/A0.018%
8/10/2023Cetera Advisors LLC40,891$204K0.0%+15.1%0.028%
8/10/2023Cetera Advisor Networks LLC294,615$1.47M0.0%-47.2%0.202%
8/10/2023Cetera Investment Advisers54,670$273K0.0%-15.3%0.037%
8/4/2023Parallel Advisors LLC13,803$69K0.0%N/A0.009%
8/4/2023Envestnet Asset Management Inc.443,531$2.22M0.0%-1.4%0.304%
8/4/2023Apollon Wealth Management LLC141,451$707K0.0%+119.1%0.097%
8/3/2023Atria Wealth Solutions Inc.57,770$291K0.0%+9.9%0.040%
8/3/2023 RFG Advisory LLC13,960$70K0.0%N/A0.010%
8/2/2023 Meridian Wealth Management LLC20,201$101K0.0%+13.5%0.014%
8/2/2023Sigma Planning Corp198,680$993K0.0%-3.9%0.136%
7/31/2023LPL Financial LLC788,270$3.94M0.0%+61.5%0.539%
7/31/2023 Integrated Capital Management Inc.37,627$188K0.2%+18.5%0.026%
7/31/2023Mutual Advisors LLC10,777$54K0.0%N/A0.007%
7/28/2023 Wagner Wealth Management LLC17,729$89K0.0%-10.1%0.012%
7/26/2023Janney Montgomery Scott LLC12,646$63K0.0%N/A0.009%
7/25/2023 Raymond James Financial Services Advisors Inc.32,529$163K0.0%-16.3%0.022%
7/25/2023 Raymond James & Associates28,448$142K0.0%-27.9%0.019%
7/21/2023Creative Planning26,858$134K0.0%N/A0.018%
7/20/2023 International Assets Investment Management LLC13,000$65K0.0%-32.3%0.009%
7/18/2023 Stratos Wealth Partners LTD.28,079$140K0.0%-85.8%0.019%
7/14/2023 Park Avenue Securities LLC217,418$1.09M0.0%+3.2%0.149%
7/12/2023 180 Wealth Advisors LLC23,895$121K0.0%+34.7%0.016%
7/11/2023 Worth Asset Management LLC11,070$55K0.0%N/A0.008%
5/12/2023NewEdge Advisors LLC231,419$1.10M0.0%-5.3%0.171%
5/11/2023Commonwealth Equity Services LLC687,795$3.28M0.0%+7.9%0.507%
5/11/2023Scotia Capital Inc.22,750$109K0.0%N/A0.017%
5/11/2023Guggenheim Capital LLC666,398$3.18M0.0%-10.4%0.492%
5/10/2023Resources Investment Advisors LLC.15,938$76K0.0%+19.5%0.012%
5/9/2023BDO Wealth Advisors LLC5,736$27K0.0%-78.1%0.004%
5/8/2023Good Life Advisors LLC20,323$97K0.0%-46.9%0.015%
5/8/2023Sigma Planning Corp206,729$986K0.0%+4.7%0.153%
5/2/2023Carl P. Sherr & Co. LLC32,100$153K0.1%N/A0.024%
5/2/2023Arkadios Wealth Advisors21,657$103K0.0%-19.4%0.016%
4/26/2023 Integrated Capital Management Inc.31,753$146K0.1%-8.1%0.023%
4/24/2023Penserra Capital Management LLC1,768,753$8.44M0.2%+41.3%1.305%
4/19/2023 International Assets Investment Management LLC19,200$92K0.0%-24.4%0.014%
4/18/2023 Park Avenue Securities LLC210,710$1.01M0.0%-3.9%0.155%
4/17/2023 MGO Private Wealth LLC20,063$96K0.1%N/A0.015%
4/14/2023 Raymond James Financial Services Advisors Inc.38,843$185K0.0%-14.2%0.029%
4/14/2023 Raymond James & Associates39,446$188K0.0%-10.9%0.029%
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4/13/2023 Lion Street Advisors LLC71,733$342K0.1%N/A0.053%
4/10/2023 Procyon Advisors LLC655,462$3.13M0.5%+2.4%0.484%
3/15/2023B. Riley Wealth Advisors Inc.24,926$119K0.0%+28.7%0.018%
3/6/2023Rockefeller Capital Management L.P.203,998$964K0.0%-12.5%0.150%
2/14/2023Penserra Capital Management LLC1,252,072$5.92M0.1%+9.9%0.924%
2/13/2023Kingsview Wealth Management LLC81,537$386K0.0%-15.1%0.060%
2/9/2023Elequin Securities LLC33,388$158K0.0%N/A0.025%
2/8/2023Belpointe Asset Management LLC8,880$42K0.0%N/A0.007%
2/8/2023Thrivent Financial for Lutherans177,815$841K0.0%+10.6%0.131%
2/7/2023LPL Financial LLC485,477$2.30M0.0%-2.5%0.358%
(Data available from 1/1/2016 forward)

PHK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHK shares?

During the previous two years, 85 institutional investors and hedge funds held shares of PIMCO High Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($19.30M), Penserra Capital Management LLC ($7.67M), Commonwealth Equity Services LLC ($3.75M), LPL Financial LLC ($3.52M), Mayflower Financial Advisors LLC ($2.72M), Guggenheim Capital LLC ($2.49M), and Procyon Advisors LLC ($2.38M).Learn more on PHK's institutional investors.

What percentage of PIMCO High Income Fund stock is owned by institutional investors?

11.75% of PIMCO High Income Fund stock is owned by institutional investors. Learn more on PHK's institutional investor holdings.

Which institutional investors have been buying PIMCO High Income Fund stock?

Of the 73 institutional investors that purchased PIMCO High Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($746.76K), Procyon Advisors LLC ($694.32K), Mayflower Financial Advisors LLC ($585.15K), Avantax Advisory Services Inc. ($313.38K), LPL Financial LLC ($308.42K), Merit Financial Group LLC ($263.33K), and Principal Securities Inc. ($229.96K).

How much institutional buying is happening at PIMCO High Income Fund?

Institutional investors have bought a total of 5,330,959 shares in the last 24 months. This purchase volume represents approximately $26.33M in transactions.

Which PIMCO High Income Fund major shareholders have been selling company stock?

Of the 37 institutional investors that sold PIMCO High Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($584.29K), Penserra Capital Management LLC ($391.10K), Avantax Advisory Services Inc. ($300.14K), Cetera Advisor Networks LLC ($263.47K), Commonwealth Equity Services LLC ($257.16K), Guggenheim Capital LLC ($246.05K), and Stratos Wealth Partners LTD. ($201.92K).

How much institutional selling is happening at PIMCO High Income Fund?

Institutional investors have sold a total of 3,170,328 shares in the last 24 months. This volume of shares sold represents approximately $15.52M in transactions.


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This page (NYSE:PHK) was last updated on 4/30/2024 by MarketBeat.com Staff

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