Security Name: PIMCO ACCESS INCOME FUND
Ticker: PAXS
Security Type: OTHER
Exchange: US
CUSIP: 72203T100

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.16B - 49 -
2024-09-30 $0.16B +0.8% 56 +14.3%
2024-12-31 $0.13B -20.0% 57 +1.8%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ELEMENT WEALTH, LLC $3.5M 228K 1.8%
THOMAS J. HERZFELD ADVISORS, INC. $5.5M 358K 1.8%
CORRADO ADVISORS, LLC $1.9M 122K 1.2%
CONSOLIDATED PORTFOLIO REVIEW CORP $1.2M 77K 0.2%
CRUMLY & ASSOCIATES INC. $0.6M 39K 0.2%
SMITH, MOORE & CO. $1.5M 99K 0.1%
MATHES COMPANY, INC. $0.3M 22K 0.1%
BRAMSHILL INVESTMENTS, LLC $0.7M 44K 0.1%
VIRTU FINANCIAL LLC $1.9M 127K 0.1%
NOBLE WEALTH MANAGEMENT PBC $0.1M 7K 0.1%
WORLD INVESTMENT ADVISORS $2.1M 137K 0.1%
NOVEM GROUP $0.3M 20K 0.1%
XTX TOPCO LTD $0.4M 23K 0.0%
BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS $0.2M 11K 0.0%
COHEN & STEERS, INC. $13.6M 891K 0.0%
ANFIELD CAPITAL MANAGEMENT, LLC $0.1M 3K 0.0%
CHOREO, LLC $1.2M 82K 0.0%
JAFFETILCHIN INVESTMENT PARTNERS, LLC $0.3M 16K 0.0%
HILTON CAPITAL MANAGEMENT, LLC $0.2M 12K 0.0%
WEDBUSH SECURITIES INC $0.7M 44K 0.0%
CONTINUUM ADVISORY, LLC $0.0M 2K 0.0%
LINDBROOK CAPITAL, LLC $0.1M 5K 0.0%
UBS GROUP AG $34.1M 2,233K 0.0%
CREATIVEONE WEALTH, LLC $0.2M 12K 0.0%
ADVISORS ASSET MANAGEMENT, INC. $0.6M 40K 0.0%

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