PIMIX — PIMCO INCOME INSTL

Ownership history in PSI Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which PSI Advisors, LLC reported a position in PIMCO INCOME INSTL (PIMIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q2)
Avg. % of fund
0.05%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 18,217 -2,986 -14.1% 0.05% $198K $10.62
2025 Q2 ADDED 21,203 +11,246 +112.9% 0.11% $228K $10.35
2023 Q4 ADDED 9,957 +1,147 +13.0% 0.04% $106K $9.30
2023 Q3 ADDED 8,810 +2,950 +50.3% 0.04% $90K $8.78
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PIMIX price (monthly, adj. close)

Other funds also holding PIMIX

As of 2025 Q4 — sorted by position size

Redwood Wealth Management Group, LLC 3Y 0.23% Motiv8 Investments LLC 0.04% Oakworth Capital, Inc. 3Y 7Y 0.02% EVERETT HARRIS & CO /CA/ 3Y 7Y 0.01% FIRST MERCHANTS CORP 3Y 7Y 0.01%
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