Who owns Pimco Income Strategy Fund II?

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Analyze quarterly positions in Pimco Income Strategy Fund II with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Pimco Income Strategy Fund II stock

Who bought or sold Pimco Income Strategy Fund II this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Rivernorth Capital Management 1.5M $11M -3% Mar 2024
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LPL Financial 1.1M $7.9M 70% Mar 2024
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Penserra Capital Management 1.0M $7.6M 114% Mar 2024
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EverSource Wealth Advisors 725k $5.2M 0% Mar 2024
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Cohen & Steers Capital Management 696k $5.2M 0% Mar 2024
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Guggenheim Capital, LLC Managers 685k $5.0M 4% Dec 2023
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Northwestern Mutual Wealth Management Company 474k $3.5M 8% Mar 2024
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PFG Investments 377k $2.8M 100% Mar 2024
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Consolidated Portfolio Review Corp 377k $2.8M 0% Mar 2024
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Ameriprise Financial 363k $2.7M -15% Mar 2024
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Morgan Stanley 344k $2.6M 5% Mar 2024
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Commonwealth Equity Services 291k $2.2M -5% Mar 2024
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Wells Fargo & Company 283k $2.1M 2% Mar 2024
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Raymond James & Associates 282k $2.1M 14% Mar 2024
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Horizon Kinetics Asset Management 280k $2.0M 0% Dec 2023
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Envestnet Asset Management 269k $2.0M 1569% Mar 2024
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Thomas J. Herzfeld Advisors 194k $1.4M 100% Mar 2024
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Moors & Cabot 115k $856k 2% Mar 2024
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UBS Group 111k $824k 10% Mar 2024
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Private Trust Co Na 104k $775k 11% Mar 2024
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Bank of America Corporation 103k $770k -8% Mar 2024
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TCG Advisory Services 102k $759k 2% Mar 2024
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Goss Wealth Management 98k $733k 8% Mar 2024
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Royal Bank of Canada 90k $675k 8% Mar 2024
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CoreCap Advisors 86k $624k 7% Dec 2023
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Stratos Wealth Partners 82k $613k 1% Mar 2024
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LifePro Asset Management 80k $600k 100% Mar 2024
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Clear Creek Financial Management 80k $596k 13% Mar 2024
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Cambridge Investment Research Advisors 72k $539k 9% Mar 2024
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Rsm Us Wealth Management 65k $483k 100% Mar 2024
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Semus Wealth Partners 62k $459k -13% Mar 2024
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Branch Banking & Trust Company 61k $453k 38% Mar 2024
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Addison Capital 57k $424k -1% Mar 2024
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Advisor Group Holdings 55k $412k 8% Mar 2024
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Gail Mannix 52k $384k -1% Mar 2024
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Jane Street 51k $380k 100% Mar 2024
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Certified Advisory Corp 49k $368k -15% Mar 2024
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Apollon Wealth Management 47k $352k 0% Mar 2024
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Main Street Financial Solutions 44k $326k 4% Mar 2024
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Atomi Financial Group 42k $313k 8% Mar 2024
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National Asset Management 39k $259k 13% Mar 2024
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Chas. P. Smith & Associates, PA, CPA's 38k $284k 100% Mar 2024
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Stifel Financial 37k $274k -8% Mar 2024
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TNF 34k $248k 0% Mar 2024
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D.A. Davidson & Co. 32k $238k 0% Mar 2024
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Janney Montgomery Scott 31k $228k 0% Mar 2024
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Vanguard Capital Wealth Advisors 30k $224k 0% Mar 2024
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Atria Wealth Solutions 30k $224k -8% Mar 2024
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Sonora Investment Management Group 29k $214k 0% Mar 2024
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Walled Lake Planning & Wealth Management 28k $207k 0% Mar 2024
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Advisory Services Network 28k $206k -29% Mar 2024
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Shufro Rose & Co 27k $204k -13% Mar 2024
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Raymond James Financial Services Advisors 27k $202k -29% Mar 2024
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Financial Alternatives 27k $201k -54% Mar 2024
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Focus Financial Network 25k $178k 100% Mar 2024
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Focus Financial Network 25k $182k 100% Dec 2023
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J.w. Cole Advisors 25k $183k 100% Mar 2024
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Aptus Capital Advisors 23k $174k 100% Mar 2024
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St. Louis Financial Planners Asset Management 22k $168k 0% Mar 2024
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Edge Wealth Management 20k $148k 0% Mar 2024
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Lido Advisors 20k $148k -38% Mar 2024
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Shaker Financial Services 19k $146k -96% Mar 2024
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First Foundation Advisors 18k $131k -10% Mar 2024
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Asset Allocation & Management Company 18k $131k 0% Mar 2024
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Hrt Financial 17k $124k 100% Mar 2024
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Raymond James Trust 16k $119k 0% Mar 2024
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Wedbush Morgan Securities 16k $113k 0% Dec 2023
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J.W. Burns & Company 16k $116k 4% Mar 2024
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Capstone Financial Advisors 15k $108k 40% Mar 2024
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Conning 14k $102k 0% Mar 2024
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Geneos Wealth Management 13k $100k -7% Mar 2024
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Bank Of Montreal 13k $99k 0% Mar 2024
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Great Valley Advisor Group 12k $92k -2% Mar 2024
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Wealth Alliance Advisory Group 12k $90k 0% Mar 2024
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Private Advisor 12k $88k -30% Mar 2024
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Koshinski Asset Management 12k $87k -34% Mar 2024
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Amplius Wealth Advisors 11k $82k 0% Mar 2024
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White Bay PT 9.0k $67k 100% Mar 2024
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Elequin Capital 6.1k $44k 209% Dec 2023
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Global Retirement Partners 5.3k $39k 0% Mar 2024
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Spire Wealth Management 5.1k $38k 15% Mar 2024
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Hollencrest Securities 5.1k $38k 0% Mar 2024
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Sound Income Strategies 4.8k $36k 0% Mar 2024
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Brian McDonald 3.6k $27k 0% Mar 2024
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Principal Securities 2.3k $18k 0% Mar 2024
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TD Waterhouse Canada 2.1k $16k -51% Mar 2024
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Baystate Wealth Management 2.0k $15k 100% Dec 2023
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Us Bancorp 2.0k $15k 0% Mar 2024
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GPS Wealth Strategies Group 1.9k $14k -57% Mar 2024
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Salomon & Ludwin 1.5k $11k 100% Mar 2024
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FNY Investment Advisers 1.2k $8.0k 0% Mar 2024
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CWM 1.0k $7.0k 0% Mar 2024
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Gs Investments 1.0k $7.5k 0% Mar 2024
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First Manhattan 1.0k $7.5k 100% Mar 2024
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Creative Financial Designs 885.00 $6.6k 0% Mar 2024
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Concord Wealth Partners 823.00 $6.1k 3% Mar 2024
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Pnc Financial Services 700.00 $5.2k -88% Mar 2024
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Key FInancial 548.00 $4.1k 0% Mar 2024
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Highlander Capital Management 327.00 $2.4k -51% Dec 2023
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Mark Sheptoff Financial Planning 300.00 $3.1k 0% Mar 2024
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Atlantic Trust 31.00 $232.000900 100% Mar 2024
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GeoWealth Management 0 $0 -100% Mar 2024
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Who sold out of Pimco Income Strategy Fund II?

Fund or Company Name Date Sold Shares Held Valued At
Landscape Capital Management Dec 2023 63k $459k
Ameritas Advisory Services Sep 2023 25k $150k
Susquehanna International Sep 2023 20k $132k
Stratos Wealth Advisors Dec 2023 19k $135k
Wsfs Capital Management Dec 2023 11k $80k
SeaCrest Wealth Management Dec 2023 11k $79k
Keudell/Morrison Wealth Management Dec 2023 11k $76k
Essex Financial Services Dec 2023 10k $75k
Foundations Investment Advisors Dec 2023 10k $77k
Citigroup Dec 2023 7.1k $52k
Focused Wealth Management Dec 2023 466.00 $3.4k
Jpmorgan Chase & Co Dec 2023 107.00 $773.995200