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Get Institutions for : 
Pimco Access Income Fund (PAXS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    2
Total shares held : 
 10,082,038  
% of shares held : 
 22.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -618,700  
% of shares held change : 
   -1.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 81,484
 0.81%
 
Increased Positions :
13
 340,495
 3.38%
 
Unchanged Positions :
9
 1,001,830
 9.94%
 
Decreased Positions :
14
-965,757
-9.58%
 
Closed Positions :
6
-74,922
-0.74%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 776 - 2024-03-31 2,975,542 $46,805,000 39,849
   Penserra Capital Management LLC 93 - 2024-03-31 977,581 $15,377,000 91,812
   MORGAN STANLEY 3011 - 2024-03-31 905,337 $14,241,000 -26,949
   COHEN & STEERS INC 86 - 2024-03-31 841,820 $13,242,000 8,000
   SOL CAPITAL MANAGEMENT CO 14 - 2024-03-31 802,354 $12,621,000 155,648
   RIVERNORTH CAPITAL MANAGEMENT, INC. 51 - 2024-03-31 688,312 $10,827,000 -577,085
   WELLS FARGO & CO/MN 1484 - 2024-03-31 686,358 $10,796,000 149,833
   ROYAL BANK OF CANADA 1992 - 2024-03-31 278,141 $4,376,000 -66,451
   BANK OF AMERICA CORP /DE/ 3158 - 2024-03-31 240,639 $3,785,000 2,462
   Element Wealth LLC 10 - 2024-03-31 235,824 $3,710,000 2,410
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 12 - 2024-03-31 167,281 $2,631,000 -9,584
   LPL FINANCIAL CORP 2421 - 2024-03-31 141,199 $2,221,000 -20,200
   ENVESTNET ASSET MANAGEMENT INC 2525 *New 2024-03-31 133,082 $2,093,000 133,082
   THOMAS J. HERZFELD ADVISORS, INC. 55 *New 2024-03-31 98,328 $1,547,000 98,328
   PFG Investments LLC 274 *New 2024-03-31 83,705 $1,317,000 83,705
   Consolidated Portfolio Review Corp 80 - 2024-03-31 83,233 $1,309,000 549
   Bramshill Investments LLC 46 *New 2024-03-31 71,919 $1,131,000 71,919
   Advisor Group Holdings Inc. 2432 - 2024-03-31 57,091 $898,000 143
   HPM Partners LLC 1387 - 2024-03-31 50,000 $787,000 0
   INVESCO LTD 3047 - 2024-03-31 46,938 $738,000 6,294
   BB&T CORP 1768 - 2024-03-31 43,786 $689,000 20,663
   COMMONWEALTH EQUITY SERVICES LLC. 2535 - 2024-03-31 42,659 $671,000 -9,661
   FIXED INCOME SECURITIES INC 833 - 2024-03-31 42,407 $667,000 -365
   Crumly & Associates Inc. 77 - 2024-03-31 39,750 $625,000 0
   WEDBUSH MORGAN SECURITIES INC 573 - 2024-03-31 38,228 $601,000 4,352
   RSM US WEALTH MANAGEMENT LLC 429 *New 2024-03-31 32,263 $507,000 32,263
   Atria Wealth Solutions Inc. 1276 - 2024-03-31 30,575 $485,000 17,525
   U.S. Capital Wealth Advisors LLC 484 - 2024-03-31 28,208 $444,000 -16,215
   CI Private Wealth LLC 1689 *New 2024-03-31 28,825 $443,000 28,825
   JOURNEY STRATEGIC WEALTH LLC 146 - 2024-03-31 26,488 $417,000 -29,700
   Rockefeller Capital Management L.P. 1531 - 2024-03-31 24,065 $379,000 -41,059
   Chicago Partners Investment Group LLC 521 *New 2024-03-31 23,582 $363,000 23,582
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2566 - 2024-03-31 22,181 $349,000 5,639
   MATHES COMPANY INC 104 - 2024-03-31 22,000 $346,000 4,500
   STIFEL FINANCIAL CORP 2848 - 2024-03-31 20,914 $329,000 -2,264
   PRUDENT INVESTORS NETWORK 36 *New 2024-03-31 15,843 $249,000 15,843
   COMERICA BANK 2269 - 2024-03-31 14,000 $220,000 -2,500
   Capital Investment Advisors LLC 570 - 2024-03-31 13,300 $209,000 0
   HILTON CAPITAL MANAGEMENT, LLC 163 - 2024-03-31 12,000 $189,000 0
   Belpointe Asset Management LLC 747 - 2024-03-31 10,250 $161,000 0
   WILEY BROS.-AINTREE CAPITAL LLC 464 - 2024-03-31 10,199 $160,000 -3,000
   Continuum Advisory LLC 506 *New 2024-03-31 5,687 $89,000 5,687
   FNY Investment Advisers LLC 412 - 2024-03-31 800 $12,000 0
   TOMPKINS FINANCIAL CORP 493 - 2024-03-31 675 $11,000 0
   Larson Financial Group LLC 1031 - 2024-03-31 657 $10,000 307
   Creekmur Asset Management LLC 580 - 2024-03-31 244 $4,000 -1,673
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 754 *New 2024-03-31 133 $2,000 133
   Beverly Hills Private Wealth LLC 363 *Closed 2024-03-31 0 $0 -18,886
   PROEQUITIES INC. 3543 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2453 *Closed 2024-03-31 0 $0 -3,750
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3367 *Closed 2024-03-31 0 $0 -11,616
   LM Advisors LLC 403 *Closed 2024-03-31 0 $0 -51,485
   US BANCORP 3982 *Closed 2024-03-31 0 $0 -310
   CAPTRUST FINANCIAL ADVISORS 2560 *Closed 2024-03-31 0 $0 -23,415
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 189 *Closed 2024-03-31 0 $0 -56,737
  55 Records found
  1    
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