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PIMCO High Income Fund (PHK) Institutional Ownership

PIMCO High Income Fund logo
$4.79 +0.02 (+0.42%)
Closing price 03:59 PM Eastern
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$4.78 -0.01 (-0.21%)
As of 06:44 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)
55
Total
Institutional Inflows
(last 12 months)
$25.51M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$2.51M
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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
5/2/2025Kingsview Wealth Management LLC104,396$510K0.0%+3.0%0.061%
5/2/2025Apollon 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%
2/18/2025Elequin Capital LP19,130$93K0.0%N/A0.013%
2/17/2025Millennium Management LLC152,512$741K0.0%+8.9%0.104%
2/17/2025Cetera Investment Advisers483,948$2.35M0.0%-1.9%0.331%
2/17/2025Citadel Advisors LLC22,171$108K0.0%N/A0.015%
2/17/2025Bank of America Corp DE1,290,578$6.27M0.0%+7.1%0.883%
2/17/2025Benjamin Edwards Inc.239,057$1.16M0.0%-15.7%0.164%
2/14/2025Mercer Global Advisors Inc. ADV22,460$109K0.0%N/A0.015%
2/14/2025Valley Financial Group Inc.16,250$79K0.1%-18.1%0.011%
2/14/2025Coppell Advisory Solutions LLC5,209$25K0.0%-30.3%0.004%
2/14/2025Stifel Financial Corp41,300$201K0.0%+32.1%0.028%
2/13/2025NewEdge Advisors LLC165,300$803K0.0%-4.9%0.113%
2/13/2025Guggenheim Capital LLC815,826$3.97M0.0%+84.1%0.558%
2/13/2025Walleye Capital LLC20,348$99K0.0%N/A0.014%
2/13/2025CreativeOne Wealth LLC10,993$53K0.0%N/A0.008%
2/13/2025Mariner LLC21,512$105K0.0%+24.6%0.015%
2/13/2025Cohen & Steers Inc.1,063,601$5.17M0.0%+10.3%0.728%
2/13/2025Raymond James Financial Inc.175,818$854K0.0%N/A0.120%
2/13/2025Invesco 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%
2/13/2025Wells Fargo & Company MN88,235$429K0.0%+550.0%0.060%
2/12/2025Centric Wealth Management24,847$121K0.0%+18.2%0.017%
2/12/2025Orion Portfolio Solutions LLC200,162$973K0.0%+105.4%0.137%
2/11/2025LPL Financial LLC1,624,495$7.90M0.0%+54.3%1.112%
2/10/2025Thrivent Financial for Lutherans116,815$568K0.0%+13.4%0.080%
2/10/2025Commonwealth Equity Services LLC733,254$3.56M0.0%-2.5%0.502%
2/10/2025Avantax Advisory Services Inc.88,118$428K0.0%+74.3%0.060%
2/7/2025Moors & Cabot Inc.35,500$173K0.0%-15.0%0.024%
2/7/2025Founders Financial Alliance LLC64,887$315K0.1%+3.8%0.044%
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2/7/2025Independent Advisor Alliance33,896$165K0.0%N/A0.023%
2/6/2025Raymond James Financial Inc.175,818$854K0.0%N/A0.120%
2/5/2025Anfield Capital Management LLC11,407$55K0.0%N/A0.008%
2/5/2025 Noble Wealth Management PBC319,755$1.55M1.1%N/A0.219%
2/5/2025Bryn Mawr Capital Management LLC17,209$84K0.0%-18.4%0.012%
2/3/2025Sigma Planning Corp15,070$73K0.0%-56.4%0.010%
2/3/2025Bryn Mawr Capital Management LLC17,209$84K0.0%-18.4%0.012%
1/31/2025Atria 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%
1/29/2025Carnegie Lake Advisors LLC10,260$50K0.0%N/A0.007%
1/28/2025 Moloney Securities Asset Management LLC19,599$95K0.0%N/A0.013%
1/28/2025Kingsview Wealth Management LLC101,398$493K0.0%+2.7%0.069%
1/28/2025Apollon 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%
12/3/2024Rivernorth Capital Management LLC4,939,765$24.70M1.2%+6.5%3.380%
11/25/2024Sanctuary Advisors LLC17,300$86K0.0%N/A0.012%
11/15/2024Orion Portfolio Solutions LLC97,463$487K0.0%N/A0.067%
11/15/2024XTX Topco Ltd11,195$56K0.0%N/A0.008%
11/15/2024Stifel Financial Corp31,264$156K0.0%-7.0%0.021%
11/15/2024Rivernorth Capital Management LLC4,881,118$24.41M1.2%+5.2%3.340%
11/15/2024HighTower Advisors LLC14,886$75K0.0%N/A0.010%
11/15/2024Benjamin Edwards Inc.283,729$1.42M0.0%N/A0.194%
11/14/2024Centric Wealth Management21,016$106K0.0%N/A0.014%
11/7/2024Thrivent Financial for Lutherans103,000$515K0.0%+11.3%0.070%
11/5/2024Apollon Wealth Management LLC445,266$2.23M0.1%+82.4%0.305%
11/4/2024Sigma 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%
10/21/2024Foundations Investment Advisors LLC13,086$65K0.0%N/A0.009%
10/18/2024 E&G Advisors LP10,800$54K0.0%N/A0.007%
10/8/2024 Integrated Capital Management Inc.61,355$307K0.2%+3.4%0.042%
10/3/2024 Park Avenue Securities LLC283,512$1.42M0.0%+3.1%0.194%
8/30/2024Creekside Partners50,028$241K0.1%N/A0.034%
8/27/2024 KPP Advisory Services LLC23,845$115K0.0%-23.7%0.016%
8/26/2024Founders Financial Alliance LLC52,091$251K0.1%+37.9%0.036%
8/22/2024Cetera Investment Advisers837,359$4.04M0.0%+15.3%0.573%
8/19/2024B. Riley Wealth Advisors Inc.13,695$67K0.0%-14.8%0.009%
8/8/2024 Envestnet Asset Management Inc.712,629$3.44M0.0%+8.1%0.488%
7/31/2024Commonwealth Equity Services LLC769,240$3.71M0.0%+1.2%0.526%
7/30/2024Bryn Mawr Capital Management LLC21,085$101K0.0%-37.8%0.014%
7/18/2024 Brookstone Capital Management10,939$53K0.0%N/A0.007%
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Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
7/12/2024 Integrated Capital Management Inc.59,324$286K0.2%+32.9%0.041%
7/12/2024 Lion Street Advisors LLC16,583$80K0.0%-66.0%0.011%
7/9/2024 Park Avenue Securities LLC275,113$1.33M0.0%+4.2%0.188%
5/24/2024Cetera Advisors LLC134,142$663K0.0%+20.0%0.092%
5/24/2024Cetera Investment Advisers726,061$3.59M0.0%+307.0%0.497%
5/22/2024 Livelsberger Financial Advisory130,047$620K7.3%-11.6%0.089%
5/16/2024B. Riley Wealth Advisors Inc.16,074$79K0.0%N/A0.011%
5/9/2024Kingsview Wealth Management LLC94,349$466K0.0%+3.0%0.065%
5/9/2024Charles Schwab Investment Advisory Inc.10,031$50K0.0%N/A0.007%
5/8/2024Avantax Advisory Services Inc.14,051$69K0.0%+21.6%0.010%
(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, 95 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 ($7.90M), Penserra Capital Management LLC ($7.67M), Bank of America Corp DE ($6.27M), Invesco Ltd. ($5.64M), 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 82 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 ($658.97K), 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. ($341.30K).

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

Institutional investors have bought a total of 7,295,641 shares in the last 24 months. This purchase volume represents approximately $35.69M in transactions.

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

Of the 38 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), Guggenheim Capital LLC ($246.05K), Stratos Wealth Partners LTD. ($185.23K), 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 2,868,305 shares in the last 24 months. This volume of shares sold represents approximately $14.02M in transactions.


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This page (NYSE:PHK) was last updated on 5/2/2025 by MarketBeat.com Staff
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