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PIMCO High Income Fund (PHK) Institutional Ownership

PIMCO High Income Fund logo
$4.76 -0.05 (-1.04%)
As of 03:53 PM Eastern
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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)
59
Total
Institutional Inflows
(last 12 months)
$23.98M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$2.87M
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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
5/20/2025 Belpointe Asset Management LLC20,000$98K0.0%-20.0%0.012%
5/20/2025 Integrity Alliance LLC.33,246$163K0.0%N/A0.019%
5/16/2025 NewEdge Advisors LLC144,725$708K0.0%-12.4%0.085%
5/15/2025 Royal Bank of Canada51,276$251K0.0%-13.1%0.030%
5/15/2025 Baird Financial Group Inc.168,584$824K0.0%+10.7%0.099%
5/14/2025 Walleye Capital LLC63,489$310K0.0%+212.0%0.037%
5/14/2025 Northwestern Mutual Wealth Management Co.88,890$435K0.0%-9.0%0.052%
5/14/2025 Kestra Advisory Services LLC380,667$1.86M0.0%-3.5%0.223%
5/13/2025 SFI Advisors LLC119,049$582K0.4%-5.2%0.070%
5/13/2025 Elequin Capital LP15,716$77K0.0%-17.8%0.009%
5/13/2025 Ethos Financial Group LLC19,575$96K0.0%N/A0.011%
5/12/2025 Invesco Ltd.1,198,453$5.86M0.0%+3.3%0.701%
5/12/2025 Benjamin Edwards Inc.217,035$1.06M0.0%-9.2%0.127%
5/12/2025 Founders Financial Alliance LLC71,907$352K0.1%+10.8%0.042%
5/9/2025 PNC Financial Services Group Inc.12,920$63K0.0%+546.0%0.008%
5/7/2025 Sheaff Brock Investment Advisors LLC32,236$158K0.0%+8.4%0.019%
5/7/2025 LPL Financial LLC1,620,897$7.93M0.0%-0.2%0.948%
5/6/2025 Cetera Investment Advisers496,351$2.43M0.0%+2.6%0.290%
5/6/2025 Avantax Advisory Services Inc.97,382$476K0.0%+10.5%0.057%
5/6/2025 Readystate Asset Management LP140,693$688K0.0%+155.8%0.082%
5/5/2025 Private Advisor Group LLC18,025$88K0.0%N/A0.011%
5/2/2025 Kingsview Wealth Management LLC104,396$510K0.0%+3.0%0.061%
5/2/2025 Apollon Wealth Management LLC372,644$1.82M0.0%-40.4%0.218%
4/30/2025 Moloney Securities Asset Management LLC23,335$114K0.0%+19.1%0.014%
4/29/2025 Envestnet Asset Management Inc.877,732$4.29M0.0%+12.7%0.513%
4/23/2025 KPP Advisory Services LLC15,055$74K0.0%-36.9%0.009%
4/22/2025 PFG Investments LLC65,025$318K0.0%+10.2%0.044%
4/18/2025 Lion Street Advisors LLC13,676$67K0.0%-17.5%0.009%
4/17/2025 Janney Montgomery Scott LLC19,698$96K0.0%+60.6%0.013%
4/16/2025 Wealth Enhancement Advisory Services LLC17,384$85K0.0%N/A0.012%
4/15/2025 Noble Wealth Management PBC329,705$1.61M1.1%+3.1%0.226%
4/9/2025 Integrated Capital Management Inc.81,406$398K0.3%+24.7%0.056%
2/18/2025 Western Wealth Management LLC18,140$88K0.0%N/A0.012%
2/18/2025 Elequin Capital LP19,130$93K0.0%N/A0.013%
2/17/2025 Millennium Management LLC152,512$741K0.0%+8.9%0.104%
2/17/2025 Cetera Investment Advisers483,948$2.35M0.0%-1.9%0.331%
2/17/2025 Citadel Advisors LLC22,171$108K0.0%N/A0.015%
2/17/2025 Bank of America Corp DE1,290,578$6.27M0.0%+7.1%0.883%
2/17/2025 Benjamin Edwards Inc.239,057$1.16M0.0%-15.7%0.164%
2/14/2025 Mercer Global Advisors Inc. ADV22,460$109K0.0%N/A0.015%
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2/14/2025 Valley Financial Group Inc.16,250$79K0.1%-18.1%0.011%
2/14/2025 Coppell Advisory Solutions LLC5,209$25K0.0%-30.3%0.004%
2/14/2025 Stifel Financial Corp41,300$201K0.0%+32.1%0.028%
2/13/2025 NewEdge Advisors LLC165,300$803K0.0%-4.9%0.113%
2/13/2025 Guggenheim Capital LLC815,826$3.97M0.0%+84.1%0.558%
2/13/2025 Walleye Capital LLC20,348$99K0.0%N/A0.014%
2/13/2025 CreativeOne Wealth LLC10,993$53K0.0%N/A0.008%
2/13/2025 Mariner LLC21,512$105K0.0%+24.6%0.015%
2/13/2025 Cohen & Steers Inc.1,063,601$5.17M0.0%+10.3%0.728%
2/13/2025 Raymond James Financial Inc.175,818$854K0.0%N/A0.120%
2/13/2025 Invesco Ltd.1,160,069$5.64M0.0%+5.2%0.794%
2/13/2025 Envestnet Asset Management Inc.779,132$3.79M0.0%+0.3%0.533%
2/13/2025 Wells Fargo & Company MN88,235$429K0.0%+550.0%0.060%
2/12/2025 Centric Wealth Management24,847$121K0.0%+18.2%0.017%
2/12/2025 Orion Portfolio Solutions LLC200,162$973K0.0%+105.4%0.137%
2/11/2025 LPL Financial LLC1,624,495$7.90M0.0%+54.3%1.112%
2/10/2025 Thrivent Financial for Lutherans116,815$568K0.0%+13.4%0.080%
2/10/2025 Commonwealth Equity Services LLC733,254$3.56M0.0%-2.5%0.502%
2/10/2025 Avantax Advisory Services Inc.88,118$428K0.0%+74.3%0.060%
2/7/2025 Moors & Cabot Inc.35,500$173K0.0%-15.0%0.024%
2/7/2025 Founders Financial Alliance LLC64,887$315K0.1%+3.8%0.044%
2/7/2025 Independent Advisor Alliance33,896$165K0.0%N/A0.023%
2/6/2025 Raymond James Financial Inc.175,818$854K0.0%N/A0.120%
2/5/2025 Anfield Capital Management LLC11,407$55K0.0%N/A0.008%
2/5/2025 Noble Wealth Management PBC319,755$1.55M1.1%N/A0.219%
2/5/2025 Bryn Mawr Capital Management LLC17,209$84K0.0%-18.4%0.012%
2/3/2025 Sigma Planning Corp15,070$73K0.0%-56.4%0.010%
2/3/2025 Bryn Mawr Capital Management LLC17,209$84K0.0%-18.4%0.012%
1/31/2025 Atria Wealth Solutions Inc.81,051$396K0.0%-3.3%0.055%
1/30/2025 Strategic Financial Concepts LLC29,160$142K0.0%+137.1%0.020%
1/30/2025 Principal Securities Inc.298,663$1.45M0.0%+4.3%0.204%
1/29/2025 Carnegie Lake Advisors LLC10,260$50K0.0%N/A0.007%
1/28/2025 Moloney Securities Asset Management LLC19,599$95K0.0%N/A0.013%
1/28/2025 Kingsview Wealth Management LLC101,398$493K0.0%+2.7%0.069%
1/28/2025 Apollon Wealth Management LLC625,563$3.04M0.1%+40.5%0.428%
1/28/2025 Strategic Financial Concepts LLC29,160$142K0.0%+137.1%0.020%
1/22/2025 PFG Investments LLC58,998$287K0.0%-6.9%0.040%
1/17/2025 Alpha Cubed Investments LLC19,187$93K0.0%N/A0.013%
1/16/2025 Sugar Maple Asset Management LLC7,448$36K0.0%N/A0.005%
1/14/2025 Park Avenue Securities LLC297,590$1.45M0.0%+5.0%0.204%
1/14/2025 Integrated Capital Management Inc.65,276$317K0.3%+6.4%0.045%
1/8/2025 International Assets Investment Management LLC10,700$52K0.0%-80.0%0.007%
12/3/2024 Rivernorth Capital Management LLC4,939,765$24.70M1.2%+6.5%3.380%
11/25/2024Sanctuary Advisors LLC17,300$86K0.0%N/A0.012%
11/15/2024 Orion Portfolio Solutions LLC97,463$487K0.0%N/A0.067%
11/15/2024 XTX Topco Ltd11,195$56K0.0%N/A0.008%
11/15/2024 Stifel Financial Corp31,264$156K0.0%-7.0%0.021%
11/15/2024 Rivernorth Capital Management LLC4,881,118$24.41M1.2%+5.2%3.340%
11/15/2024 HighTower Advisors LLC14,886$75K0.0%N/A0.010%
11/15/2024 Benjamin Edwards Inc.283,729$1.42M0.0%N/A0.194%
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11/14/2024 Centric Wealth Management21,016$106K0.0%N/A0.014%
11/7/2024 Thrivent Financial for Lutherans103,000$515K0.0%+11.3%0.070%
11/5/2024 Apollon Wealth Management LLC445,266$2.23M0.1%+82.4%0.305%
11/4/2024 Sigma Planning Corp34,554$173K0.0%-16.6%0.024%
10/30/2024 Marks Group Wealth Management Inc280,669$1.40M0.1%N/A0.192%
10/25/2024 Fortitude Family Office LLC11,744$59K0.0%N/A0.008%
10/24/2024 PFG Investments LLC63,369$317K0.0%+3.8%0.043%
10/22/2024 International Assets Investment Management LLC53,500$268K0.0%+400.0%0.037%
10/21/2024 Foundations Investment Advisors LLC13,086$65K0.0%N/A0.009%
10/18/2024 E&G Advisors LP10,800$54K0.0%N/A0.007%
(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, 102 institutional investors and hedge funds held shares of PIMCO High Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($24.70M), LPL Financial LLC ($7.93M), Penserra Capital Management LLC ($7.67M), Bank of America Corp DE ($6.27M), Invesco Ltd. ($5.86M), Cohen & Steers Inc. ($5.17M), and Envestnet Asset Management Inc. ($4.29M).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 86 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: LPL Financial LLC ($879.80K), Cetera Investment Advisers ($671.37K), Rivernorth Capital Management LLC ($544.77K), Apollon Wealth Management LLC ($458.38K), Guggenheim Capital LLC ($372.62K), Raymond James Financial Inc. ($351.64K), and Avantax Advisory Services Inc. ($350.56K).

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

Institutional investors have bought a total of 7,475,231 shares in the last 24 months. This purchase volume represents approximately $36.58M in transactions.

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

Of the 42 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), Avantax Advisory Services Inc. ($300.14K), Cetera Advisor Networks LLC ($263.47K), Apollon Wealth Management LLC ($252.92K), Stratos Wealth Partners LTD. ($185.23K), Guggenheim Capital LLC ($168.69K), and Penserra Capital Management LLC ($150.91K).

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

Institutional investors have sold a total of 2,825,682 shares in the last 24 months. This volume of shares sold represents approximately $13.82M in transactions.


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This page (NYSE:PHK) was last updated on 6/12/2025 by MarketBeat.com Staff
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