Who owns Pimco Income Strategy Fund II?
- Ticker: PFN
- CUSIP Number: 72201J104
Tip: Access positions for across all investors
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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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 |
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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 |