S&P 500   4,283.85
DOW   33,573.28
QQQ   354.84
High Dividend REITs: Are They an Ideal Way to Diversify?
Famous Wall Street Crash System Flashes RED (Ad)
Dollar General May Create an Opportunity for Patient Investors
Is Frontline's 20% Dividend Too Good To Be True?
The single greatest medical breakthrough of all time? (Ad)
3 Reasons The Wayfair Rally Is Way Overdone
Wheat prices jump following collapse of major dam in southern Ukraine
The single greatest medical breakthrough of all time? (Ad)
Here’s What’s Driving the Price of Carvana Higher
Stock market today: Asian stocks mixed as Wall St inches toward bull market
S&P 500   4,283.85
DOW   33,573.28
QQQ   354.84
High Dividend REITs: Are They an Ideal Way to Diversify?
Famous Wall Street Crash System Flashes RED (Ad)
Dollar General May Create an Opportunity for Patient Investors
Is Frontline's 20% Dividend Too Good To Be True?
The single greatest medical breakthrough of all time? (Ad)
3 Reasons The Wayfair Rally Is Way Overdone
Wheat prices jump following collapse of major dam in southern Ukraine
The single greatest medical breakthrough of all time? (Ad)
Here’s What’s Driving the Price of Carvana Higher
Stock market today: Asian stocks mixed as Wall St inches toward bull market
S&P 500   4,283.85
DOW   33,573.28
QQQ   354.84
High Dividend REITs: Are They an Ideal Way to Diversify?
Famous Wall Street Crash System Flashes RED (Ad)
Dollar General May Create an Opportunity for Patient Investors
Is Frontline's 20% Dividend Too Good To Be True?
The single greatest medical breakthrough of all time? (Ad)
3 Reasons The Wayfair Rally Is Way Overdone
Wheat prices jump following collapse of major dam in southern Ukraine
The single greatest medical breakthrough of all time? (Ad)
Here’s What’s Driving the Price of Carvana Higher
Stock market today: Asian stocks mixed as Wall St inches toward bull market
S&P 500   4,283.85
DOW   33,573.28
QQQ   354.84
High Dividend REITs: Are They an Ideal Way to Diversify?
Famous Wall Street Crash System Flashes RED (Ad)
Dollar General May Create an Opportunity for Patient Investors
Is Frontline's 20% Dividend Too Good To Be True?
The single greatest medical breakthrough of all time? (Ad)
3 Reasons The Wayfair Rally Is Way Overdone
Wheat prices jump following collapse of major dam in southern Ukraine
The single greatest medical breakthrough of all time? (Ad)
Here’s What’s Driving the Price of Carvana Higher
Stock market today: Asian stocks mixed as Wall St inches toward bull market
NYSE:PHK

PIMCO High Income Fund (PHK) Institutional Ownership

$4.77
+0.01 (+0.21%)
(As of 06/6/2023 ET)
Compare
Today's Range
$4.76
▼
$4.80
50-Day Range
$4.64
▼
$4.88
52-Week Range
$4.50
▼
$5.78
Volume
397,242 shs
Average Volume
407,334 shs
Market Capitalization
$697.04 million
P/E Ratio
N/A
Dividend Yield
12.16%
Price Target
N/A
ProfileChartCompetitorsDividendFinancialsInsider TradesInstitutional OwnershipHeadlinesSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
9.80%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$24.90 M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$5.88 M
Skip Chart & View Institutional Buying and Selling Data

PHK Institutional Buying and Selling by Quarter

Get PHK Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO High Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.


PIMCO High Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2023B. Riley Wealth Advisors Inc.17,416$84K0.0%-30.1%0.013%
5/17/2023Rockefeller Capital Management L.P.84,164$0.40M0.0%-58.7%0.062%
5/17/2023Wagner Wealth Management LLC19,729$94K0.0%-27.5%0.015%
5/17/2023Thrivent Financial for Lutherans191,031$0.91M0.0%+7.4%0.141%
5/16/2023Apollon Wealth Management LLC64,568$0.31M0.0%N/A0.048%
5/16/2023Belpointe Asset Management LLC21,150$0.10M0.0%+138.2%0.016%
5/15/2023Arlington Capital Management Inc.86,546$0.41M0.4%N/A0.064%
5/15/2023Two Sigma Securities LLC13,299$63K0.0%N/A0.010%
5/15/2023Cetera Investment Advisers64,583$0.31M0.0%+9.9%0.048%
5/12/2023MML Investors Services LLC50,534$0.24M0.0%-13.9%0.037%
5/12/2023Bank of America Corp DE366,787$1.75M0.0%+66.4%0.271%
5/12/2023UBS Group AG253,154$1.21M0.0%+5.2%0.187%
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$0.11M0.0%N/A0.017%
5/11/2023Guggenheim Capital LLC666,398$3.18M0.0%-10.4%0.492%
5/10/2023Private Advisor Group LLC11,420$54K0.0%N/A0.008%
5/10/2023Resources Investment Advisors LLC.15,938$76K0.0%+19.5%0.012%
5/10/2023LPL Financial LLC488,030$2.33M0.0%+0.5%0.360%
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$0.99M0.0%+4.7%0.153%
5/2/2023Carl P. Sherr & Co. LLC32,100$0.15M0.1%N/A0.024%
5/2/2023Arkadios Wealth Advisors21,657$0.10M0.0%-19.4%0.016%
4/26/2023Integrated Capital Management Inc.31,753$0.15M0.1%-8.1%0.023%
4/24/2023Penserra Capital Management LLC1,768,753$8.44M0.2%+41.3%1.305%
4/19/2023International Assets Investment Management LLC19,200$92K0.0%-24.4%0.014%
4/18/2023Park Avenue Securities LLC210,710$1.01M0.0%-3.9%0.155%
4/17/2023MGO Private Wealth LLC20,063$96K0.1%N/A0.015%
4/14/2023Raymond James Financial Services Advisors Inc.38,843$0.19M0.0%-14.2%0.029%
4/14/2023Raymond James & Associates39,446$0.19M0.0%-10.9%0.029%
4/13/2023Lion Street Advisors LLC71,733$0.34M0.1%N/A0.053%
4/10/2023Procyon Advisors LLC655,462$3.13M0.5%+2.4%0.484%
3/15/2023B. Riley Wealth Advisors Inc.24,926$0.12M0.0%+28.7%0.018%
3/6/2023Rockefeller Capital Management L.P.203,998$0.96M0.0%-12.5%0.150%
2/21/2023Northwestern Mutual Wealth Management Co.121,977$0.58M0.0%-4.9%0.090%
2/21/2023B. Riley Wealth Advisors Inc.24,926$0.12M0.0%+28.7%0.018%
2/15/2023RMR Wealth Builders10,398$49K0.0%N/A0.008%
2/15/2023Captrust Financial Advisors35,803$0.17M0.0%N/A0.026%
2/15/2023Jane Street Group LLC11,047$52K0.0%N/A0.008%
2/15/2023Millennium Management LLC302,834$1.43M0.0%+524.1%0.223%
2/15/2023Money Concepts Capital Corp20,411$97K0.0%N/A0.015%
2/15/2023Morgan Stanley1,172,498$5.55M0.0%+91.3%0.865%
2/14/2023Susquehanna International Group LLP38,604$0.18M0.0%N/A0.028%
2/14/2023Cetera Advisor Networks LLC514,874$2.44M0.0%+64.4%0.380%
2/14/2023Cetera Investment Advisers58,757$0.28M0.0%+8.8%0.043%
2/14/2023Cetera Advisors LLC23,690$0.11M0.0%-13.0%0.017%
2/14/2023Penserra Capital Management LLC1,252,072$5.92M0.1%+9.9%0.924%
2/13/2023Baird Financial Group Inc.141,554$0.67M0.0%N/A0.104%
2/13/2023Kingsview Wealth Management LLC81,537$0.39M0.0%-15.1%0.060%
2/13/2023Wells Fargo & Company MN55,128$0.26M0.0%-3.9%0.041%
2/13/2023Atria Wealth Solutions Inc.52,551$0.25M0.0%+5.2%0.039%
2/10/2023Bank of America Corp DE220,409$1.04M0.0%-42.7%0.163%
2/10/2023Advisor Group Holdings Inc.295,740$1.40M0.0%-4.1%0.218%
2/9/2023Elequin Securities LLC33,388$0.16M0.0%N/A0.025%
2/8/2023Raymond James Financial Services Advisors Inc.45,279$0.21M0.0%+17.0%0.033%
2/8/2023UBS Group AG240,733$1.14M0.0%-3.7%0.178%
2/8/2023Belpointe Asset Management LLC8,880$42K0.0%N/A0.007%
2/8/2023Thrivent Financial for Lutherans177,815$0.84M0.0%+10.6%0.131%
2/7/2023LPL Financial LLC485,477$2.30M0.0%-2.5%0.358%
2/7/2023Envestnet Asset Management Inc.450,578$2.13M0.0%+39.6%0.332%
2/3/2023Shaker Financial Services LLC27,552$0.13M0.1%N/A0.020%
2/2/2023RMR Wealth Builders10,398$49K0.0%N/A0.008%
2/2/2023Resources Investment Advisors LLC.13,339$63K0.0%-35.4%0.010%
1/31/2023Kestra Advisory Services LLC28,165$0.13M0.0%-14.2%0.021%
1/30/2023International Assets Investment Management LLC25,413$0.12M0.0%+72.9%0.019%
1/27/2023BDO Wealth Advisors LLC26,233$0.12M0.0%-7.0%0.019%
1/24/2023Sigma Planning Corp197,439$0.93M0.0%+1.4%0.146%
1/19/2023Procyon Advisors LLC640,204$3.03M0.6%+9.4%0.472%
1/13/2023Merit Financial Group LLC135,227$0.64M0.0%+8.2%0.100%
1/11/2023Platform Technology Partners12,303$58K0.0%N/A0.009%
11/16/2022Kingsview Wealth Management LLC96,085$0.45M0.0%+2.8%0.071%
11/15/2022First Manhattan Co.7,572$35K0.0%N/A0.006%
11/15/2022Citadel Advisors LLC20,387$95K0.0%N/A0.015%
11/15/2022Commonwealth Equity Services LLC637,276$2.96M0.0%+3.1%0.470%
11/14/2022Guggenheim Capital LLC704,564$3.28M0.0%+19.3%0.520%
11/14/2022Penserra Capital Management LLC1,139,582$5.30M0.2%-17.4%0.841%
11/14/2022MML Investors Services LLC54,899$0.26M0.0%+24.0%0.040%
11/10/2022Envestnet Asset Management Inc.322,872$1.50M0.0%+5.5%0.238%
11/10/2022UBS Group AG249,984$1.16M0.0%+8.0%0.184%
11/7/2022Virtu Financial LLC27,709$0.13M0.0%N/A0.020%
11/2/2022Rockefeller Capital Management L.P.233,261$1.08M0.0%+1.5%0.172%
11/1/2022Kestra Advisory Services LLC32,841$0.15M0.0%-25.6%0.024%
11/1/2022Park Avenue Securities LLC218,161$1.01M0.0%+2.8%0.161%
10/31/2022Merit Financial Group LLC125,000$0.58M0.0%-50.6%0.092%
10/31/2022International Assets Investment Management LLC14,700$68K0.0%-13.0%0.011%
10/31/2022Raymond James Trust N.A.14,994$70K0.0%N/A0.011%
10/28/2022Bell Rock Capital LLC40,619$0.19M0.2%N/A0.030%
10/25/2022Raymond James Financial Services Advisors Inc.38,707$0.18M0.0%-8.4%0.029%
10/24/2022Stratos Wealth Partners LTD.18,268$85K0.0%-47.7%0.013%
10/21/2022Arkadios Wealth Advisors26,865$0.13M0.0%+58.4%0.020%
10/19/2022Mayflower Financial Advisors LLC585,145$2.72M0.4%N/A0.432%
10/18/2022Institute for Wealth Management LLC.10,559$49K0.0%-20.7%0.008%
10/17/2022Procyon Advisors LLC585,145$2.72M0.7%-6.2%0.432%
10/14/2022Private Advisor Group LLC12,698$59K0.0%N/A0.009%
10/13/2022Good Life Advisors LLC38,280$0.18M0.0%+88.4%0.028%
8/17/2022Nomura Holdings Inc.19,076$99K0.0%N/A0.014%
8/16/2022Kingsview Wealth Management LLC93,502$0.48M0.0%N/A0.071%
8/16/2022Thrivent Financial for Lutherans161,537$0.83M0.0%+1.3%0.000%
8/15/2022Atria Wealth Solutions Inc.43,997$0.23M0.0%-41.0%0.033%
(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, 114 institutional investors and hedge funds held shares of PIMCO High Income Fund. The most heavily invested institutionals were Penserra Capital Management LLC ($8.44M), Cohen & Steers Inc. ($7.17M), Morgan Stanley ($5.55M), Invesco Ltd. ($5.36M), Vident Investment Advisory LLC ($3.59M), Commonwealth Equity Services LLC ($3.28M), and Guggenheim Capital LLC ($3.18M).Learn more on PHK's institutional investors.

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

9.80% 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 104 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 ($2.03M), Procyon Advisors LLC ($0.69M), Bank of America Corp DE ($0.61M), Mayflower Financial Advisors LLC ($0.59M), Morgan Stanley ($0.56M), Guggenheim Capital LLC ($0.43M), and Cetera Advisor Networks LLC ($0.27M).

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

Institutional investors have bought a total of 9,055,867 shares in the last 24 months. This purchase volume represents approximately $49.35M in transactions.

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

Of the 48 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: Advisor Group Holdings Inc. ($0.45M), Penserra Capital Management LLC ($0.24M), Bank of America Corp DE ($0.16M), Rockefeller Capital Management L.P. ($0.16M), Sigma Planning Corp ($0.15M), Commonwealth Equity Services LLC ($0.14M), and Merit Financial Group LLC ($0.13M).

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

Institutional investors have sold a total of 2,403,342 shares in the last 24 months. This volume of shares sold represents approximately $13.17M in transactions.


Related Companies:
This page (NYSE:PHK) was last updated on 6/7/2023 by MarketBeat.com Staff

My Account -