PONPX
PIMCO Income Fund
1W: -0.3%
1M: -3.5%
3M: -5.2%
YTD: -5.8%
1Y: -4.6%
3Y: +16.2%
5Y: +8.9%
$10.28
-0.02 (-0.19%)
Weekly Expected Move ±0.9%
$10
$10
$10
$10
$10
Institutional Ownership — PONPX
5
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
3
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 862,210 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 2 | NOTTINGHAM ADVISORS, INC. NEW | 527,140 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Private Capital Advisors, Inc. | 16,595 | 171K | — | +0.0% | 35Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 12,280 | 126K | — | +0.0% | 1Q | SEC ↗ |
| 5 | OAKWORTH CAPITAL, INC. | 4,806 | 50K | -1,282 | -21.1% | 4Q | SEC ↗ |
| 6 | Financial Gravity Asset Management, In | 4,005 | 41K | +54 | +1.4% | 3Q | SEC ↗ |
| 7 | Financial Gravity Companies, Inc. NEW | 282 | 3K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 862,210 | 9M |
| NOTTINGHAM ADVISORS, INC. | 527,140 | 5M |
| McIlrath & Eck, LLC | 12,280 | 126K |
| Financial Gravity Companies, Inc. | 282 | 3K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +54 | +1.4% | 4,005 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | -1,282 | -21.1% | 4,806 |