PIMCO Income Fund-InsPIMIX

13F holders, Q4 2024 (December 31)
5holders +1
0new positions
0sold out
$10.53avg. 13F price*

At the end of Q4 2024, 5 institutions reported holding PIMCO Income Fund-Ins (PIMIX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Redwood Wealth Management Group, LLC ($582K), Tucker Asset Management LLC ($181K) and RiverFront Investment Group, LLC ($174K).

Company
PIMCO Income Fund-Ins
CUSIP
72201F490
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 4Q1 2025Q2 2025: 8Q2 2025Q3 2025: 8Q3 2025Q4 2025: 7Q4 2025Q1 2026: 11Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 14,342 shares bought and 5,831 shares sold, net +8,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Redwood Wealth Management Group, LLC 0.28% Reduce -8.3% 55,264 $582K
Tucker Asset Management LLC 0.04% Add +67.0% 17,218 $181K
RiverFront Investment Group, LLC 0.00% Reduce -4.6% 16,546 $174K
First Merchants Corp. 0.01% No change 14,698 $155K
Financial Gravity Companies, Inc. 0.02% Add +0.0% 7,431 $78K

"% of holder's portfolio" is PIMIX's weight in each manager's 13F, not the share of PIMCO Income Fund-Ins the manager owns.