Who owns Pimco Income Strategy Fund?
- Ticker: PFL
- CUSIP Number: 72201H108
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco Income Strategy Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pimco Income Strategy Fund stock
Who bought or sold Pimco Income Strategy Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 403k | $6.4M | 48% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 392k | $3.3M | 14% | Dec 2023 |
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| Atria Wealth Solutions | 245k | $2.1M | 41% | Mar 2024 |
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| LPL Financial | 224k | $1.9M | 185% | Mar 2024 |
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| Stifel Financial | 219k | $1.9M | -3% | Mar 2024 |
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| Bank of America Corporation | 182k | $1.5M | 38% | Mar 2024 |
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| Shaker Financial Services | 163k | $1.4M | -35% | Mar 2024 |
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| Advisor Group Holdings | 155k | $1.3M | 1% | Mar 2024 |
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| Branch Banking & Trust Company | 125k | $1.1M | 13% | Mar 2024 |
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| Commonwealth Equity Services | 123k | $1.0M | 0% | Mar 2024 |
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| Royal Bank of Canada | 118k | $999k | 34% | Mar 2024 |
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| Horizon Kinetics Asset Management | 99k | $836k | 0% | Dec 2023 |
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| Goss Wealth Management | 99k | $837k | 5% | Mar 2024 |
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| Ameriprise Financial | 94k | $797k | 421% | Mar 2024 |
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| Centaurus Financial | 79k | $671k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 74k | $626k | 5% | Mar 2024 |
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| Semus Wealth Partners | 66k | $559k | -13% | Mar 2024 |
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| Apollon Wealth Management | 58k | $494k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 48k | $408k | 9% | Mar 2024 |
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| Western Wealth Management | 41k | $347k | -23% | Mar 2024 |
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| Wells Fargo & Company | 39k | $331k | 5% | Mar 2024 |
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| Mariner Wealth Advisors | 38k | $322k | -5% | Mar 2024 |
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| Moors & Cabot | 35k | $297k | 75% | Mar 2024 |
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| Armor Investment Advisors | 30k | $254k | -22% | Mar 2024 |
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| Kingsview Wealth Management | 28k | $240k | 3% | Mar 2024 |
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| Moser Wealth Advisors | 28k | $233k | 1% | Mar 2024 |
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| Creative Planning | 27k | $229k | 0% | Mar 2024 |
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| D.A. Davidson & Co. | 26k | $216k | 0% | Mar 2024 |
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| Sonora Investment Management Group | 25k | $213k | 0% | Mar 2024 |
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| TD Waterhouse Canada | 25k | $211k | 226% | Mar 2024 |
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| Shufro Rose & Co | 23k | $192k | -4% | Mar 2024 |
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| Virtu Financial | 21k | $178k | 100% | Dec 2023 |
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| Kestra Advisory Services | 21k | $177k | 19% | Dec 2023 |
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| PFG Investments | 21k | $175k | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 21k | $175k | 2% | Mar 2024 |
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| Lido Advisors | 20k | $171k | 0% | Mar 2024 |
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| UBS Group | 17k | $148k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 17k | $142k | 100% | Mar 2024 |
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| Susquehanna International | 15k | $123k | 100% | Mar 2024 |
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| Fortitude Advisory Group | 13k | $111k | 5% | Mar 2024 |
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| CoreCap Advisors | 12k | $105k | 0% | Dec 2023 |
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| Raymond James Trust | 12k | $103k | 0% | Mar 2024 |
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| Citadel Advisors | 11k | $92k | 100% | Mar 2024 |
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| Jane Street | 11k | $89k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 10k | $88k | -38% | Mar 2024 |
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| Gilliland Jeter Wealth Management | 8.8k | $75k | 100% | Mar 2024 |
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| Geneos Wealth Management | 4.6k | $39k | 732% | Mar 2024 |
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| Benjamin F. Edwards & Company | 1.6k | $13k | -35% | Mar 2024 |
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| Raleigh Capital Management | 1.3k | $11k | 0% | Mar 2024 |
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| Hollencrest Securities | 1.3k | $11k | 0% | Mar 2024 |
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| Atlantic Trust | 1.1k | $9.4k | 100% | Mar 2024 |
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| Sound Income Strategies | 955.00 | $8.1k | 100% | Mar 2024 |
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| Brian McDonald | 730.00 | $6.2k | 0% | Mar 2024 |
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| FNY Investment Advisers | 500.00 | $4.0k | 0% | Mar 2024 |
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| Key FInancial | 488.00 | $4.1k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 409.00 | $3.5k | -84% | Dec 2023 |
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| Farther Finance Advisors | 91.00 | $778.004500 | 0% | Mar 2024 |
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Who sold out of Pimco Income Strategy Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Andina Capital Management | Dec 2023 | 30k | $253k |
| Nomura Holdings | Dec 2023 | 13k | $113k |
| AE Wealth Management | Dec 2023 | 10k | $85k |
| Pnc Financial Services | Dec 2023 | 10k | $84k |
| Jpmorgan Chase & Co | Dec 2023 | 6.0k | $51k |
| Advisory Services Network | Dec 2023 | 5.7k | $48k |
| Tradition Wealth Management | Dec 2023 | 5.3k | $45k |
| Citigroup | Dec 2023 | 2.2k | $18k |
| Elequin Capital | Sep 2023 | 872.00 | $6.7k |
| Us Bancorp | Dec 2023 | 660.00 | $5.6k |