PIMIX
PIMCO Income Fund
1W: -0.3%
1M: -3.5%
3M: -5.2%
YTD: -5.4%
1Y: -4.6%
3Y: +16.4%
5Y: +9.2%
$10.28
-0.02 (-0.19%)
Weekly Expected Move ±0.9%
$10
$10
$10
$10
$10
Institutional Ownership — PIMIX
12
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
4
New Positions
1
Increased
5
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LIBERTY WEALTH MANAGEMENT LLC | 470,399 | $5M | — | +0.0% | 2Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 225,648 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 3 | CONNORS INVESTOR SERVICES INC | 57,413 | $591K | +6,027 | +11.7% | 2Q | SEC ↗ |
| 4 | Redwood Wealth Management Group, LLC | 49,440 | $509K | +20 | +0.0% | 7Q | SEC ↗ |
| 5 | Ethos Financial Group, LLC NEW | 46,817 | $482K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Grey Ledge Advisors, LLC NEW | 24,536 | $253K | — | +0.0% | 1Q | SEC ↗ |
| 7 | FIRST MERCHANTS CORP | 14,698 | $151K | — | +0.0% | 9Q | SEC ↗ |
| 8 | Financial Gravity Companies, Inc. NEW | 6,057 | $62K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Financial Gravity Asset Management, In | 6,031 | $62K | +3,972 | +192.9% | 3Q | SEC ↗ |
| 10 | McIlrath & Eck, LLC NEW | 4,712 | $49K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Garton & Associates Financial Advisors | 0 | $0K | -65,019 | -100.0% | 2Q | SEC ↗ |
| 12 | OAKWORTH CAPITAL, INC. | 0 | $0K | -34,763 | -100.0% | 3Q | SEC ↗ |
| 13 | EVERETT HARRIS & CO /CA | 0 | $0K | -82,252 | -100.0% | 5Q | SEC ↗ |
| 14 | Estabrook Capital Management | 0 | $0K | -1,805 | -100.0% | 1Q | SEC ↗ |
| 15 | PSI Advisors, LLC | 0 | $0K | -15,332 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 225,648 | $2M |
| Ethos Financial Group, LLC | 46,817 | $482K |
| Grey Ledge Advisors, LLC | 24,536 | $253K |
| Financial Gravity Companies, Inc. | 6,057 | $62K |
| McIlrath & Eck, LLC | 4,712 | $49K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVERETT HARRIS & CO /CA | 82,252 | $847K |
| Garton & Associates Financial Advis | 65,019 | $670K |
| OAKWORTH CAPITAL, INC. | 34,763 | $358K |
| PSI Advisors, LLC | 15,332 | $158K |
| Estabrook Capital Management | 1,805 | $19K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CONNORS INVESTOR SERVICES INC | +6,027 | +11.7% | 57,413 |
| Financial Gravity Asset Management, | +3,972 | +192.9% | 6,031 |
| Redwood Wealth Management Group, LL | +20 | +0.0% | 49,440 |
Biggest Decreases (0)
None.