We are live on ! Find out more
PAXS

PIMCO Access Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$324K +$26.8K +1,843 +9%
Invesco
27
Invesco
Georgia
$316K -$463K -31,896 -58%
SPC
28
Sigma Planning Corp
Michigan
$301K
Lido Advisors
29
Lido Advisors
California
$271K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$231K -$17.6K -1,215 -7%
CCP
31
Carmel Capital Partners
California
$226K +$236K +16,250 New
MC
32
Mathes Company
New York
$201K
CIA
33
Capital Investment Advisors
Georgia
$185K +$29K +2,000 +18%
AWS
34
Atria Wealth Solutions
New York
$181K
SPP
35
Single Point Partners
Massachusetts
$175K
HCM
36
Hilton Capital Management
New York
$167K
VCM
37
Versant Capital Management
Arizona
$69.4K
HNB
38
Huntington National Bank
Ohio
$55K -$28.5K -1,961 Closed
RCM
39
Raleigh Capital Management
North Carolina
$11.2K +$1.45K +100 +14%
FIA
40
FNY Investment Advisers
New York
$11K
TF
41
Tompkins Financial
New York
$9.37K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$28 +$29 +2 New
COLIM
43
City of London Investment Management
United Kingdom
-$1.11M -75,426 Closed
BBHC
44
Brown Brothers Harriman & Co
New York
-$369K -25,000 Closed
KWA
45
Kingswood Wealth Advisors
California
-$275K -18,653 Closed
ACIM
46
Azimuth Capital Investment Management
Michigan
-$148K -10,000 Closed
TIM
47
Tortoise Investment Management
New York
-$8.82K -598 Closed