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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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 | 20% | Dec 2023 |
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| EverSource Wealth Advisors | 725k | $5.2M | 7% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 685k | $5.0M | 4% | Dec 2023 |
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| Penserra Capital Management | 477k | $3.4M | 7% | Dec 2023 |
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| Shaker Financial Services | 463k | $3.4M | 73% | Dec 2023 |
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| Consolidated Portfolio Review Corp | 378k | $2.7M | 3% | Dec 2023 |
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| Commonwealth Equity Services | 305k | $2.2M | -32% | Dec 2023 |
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| Horizon Kinetics Asset Management | 280k | $2.0M | 0% | Dec 2023 |
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| Wells Fargo & Company | 278k | $2.0M | 3051% | Dec 2023 |
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| Raymond James & Associates | 248k | $1.8M | -2% | Dec 2023 |
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| Moors & Cabot | 112k | $811k | 384% | Dec 2023 |
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| Bank of America Corporation | 112k | $807k | -5% | Dec 2023 |
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| UBS Group | 100k | $723k | -5% | Dec 2023 |
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| TCG Advisory Services | 100k | $721k | 2% | Dec 2023 |
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| Private Trust Co Na | 93k | $675k | 0% | Dec 2023 |
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| CoreCap Advisors | 86k | $624k | 7% | Dec 2023 |
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| Royal Bank of Canada | 84k | $607k | -5% | Dec 2023 |
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| Stratos Wealth Partners | 82k | $613k | 1% | Mar 2024 |
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| Semus Wealth Partners | 71k | $510k | -12% | Dec 2023 |
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| Clear Creek Financial Management | 71k | $510k | -1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 66k | $479k | -2% | Dec 2023 |
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| Landscape Capital Management | 63k | $459k | 369% | Dec 2023 |
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| Certified Advisory Corp | 58k | $419k | -54% | Dec 2023 |
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| Addison Capital | 57k | $415k | -10% | Dec 2023 |
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| Gail Mannix | 52k | $376k | -2% | Dec 2023 |
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| Advisor Group Holdings | 51k | $369k | -22% | Dec 2023 |
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| Apollon Wealth Management | 47k | $341k | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 44k | $319k | 0% | Dec 2023 |
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| Main Street Financial Solutions | 42k | $303k | 3% | Dec 2023 |
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| Stifel Financial | 40k | $287k | 1% | Dec 2023 |
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| Advisory Services Network | 39k | $282k | 9% | Dec 2023 |
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| Atomi Financial Group | 39k | $281k | -5% | Dec 2023 |
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| Raymond James Financial Services Advisors | 38k | $275k | 152% | Dec 2023 |
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| National Asset Management | 34k | $251k | -12% | Dec 2023 |
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| TNF | 34k | $255k | 0% | Dec 2023 |
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| Atria Wealth Solutions | 33k | $237k | -49% | Dec 2023 |
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| Lido Advisors | 32k | $233k | 68% | Dec 2023 |
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| D.A. Davidson & Co. | 32k | $231k | -26% | Dec 2023 |
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| Shufro Rose & Co | 31k | $207k | 0% | Dec 2023 |
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| Janney Montgomery Scott | 31k | $221k | 5% | Dec 2023 |
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| Vanguard Capital Wealth Advisors | 30k | $224k | 0% | Mar 2024 |
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| Focus Financial Network | 25k | $182k | 100% | Dec 2023 |
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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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| First Foundation Advisors | 20k | $142k | -20% | Dec 2023 |
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| Koshinski Asset Management | 18k | $128k | 51% | Dec 2023 |
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| Asset Allocation & Management Company | 18k | $131k | 0% | Mar 2024 |
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| Private Advisor | 17k | $123k | -1% | Dec 2023 |
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| Raymond James Trust | 16k | $115k | 0% | Dec 2023 |
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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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| Geneos Wealth Management | 14k | $104k | -74% | Dec 2023 |
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| Conning | 14k | $99k | 0% | Dec 2023 |
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| Bank Of Montreal | 13k | $96k | -43% | Dec 2023 |
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| Great Valley Advisor Group | 13k | $91k | 0% | Dec 2023 |
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| Wealth Alliance Advisory Group | 12k | $90k | 0% | Mar 2024 |
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| Amplius Wealth Advisors | 11k | $82k | 0% | Mar 2024 |
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| Wsfs Capital Management | 11k | $80k | 0% | Dec 2023 |
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| Keudell/Morrison Wealth Management | 11k | $76k | 100% | Dec 2023 |
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| Essex Financial Services | 10k | $75k | 0% | Dec 2023 |
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| Foundations Investment Advisors | 10k | $77k | 100% | Dec 2023 |
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| Citigroup | 7.1k | $52k | 100% | Dec 2023 |
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| Elequin Capital | 6.1k | $44k | 209% | Dec 2023 |
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| Pnc Financial Services | 5.7k | $41k | 0% | Dec 2023 |
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| Global Retirement Partners | 5.3k | $40k | 0% | Dec 2023 |
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| Hollencrest Securities | 5.1k | $37k | 0% | Dec 2023 |
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| Sound Income Strategies | 4.8k | $36k | 0% | Mar 2024 |
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| Spire Wealth Management | 4.5k | $33k | -16% | Dec 2023 |
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| GPS Wealth Strategies Group | 4.4k | $32k | 0% | Dec 2023 |
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| TD Waterhouse Canada | 4.3k | $31k | 2% | Dec 2023 |
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| Principal Securities | 2.3k | $17k | 100% | Dec 2023 |
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| Baystate Wealth Management | 2.0k | $15k | 100% | Dec 2023 |
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| Us Bancorp | 2.0k | $15k | 0% | Dec 2023 |
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| FNY Investment Advisers | 1.2k | $8.0k | 0% | Dec 2023 |
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| CWM | 1.0k | $7.0k | 0% | Mar 2024 |
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| Gs Investments | 1.0k | $7.2k | 0% | Dec 2023 |
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| Creative Financial Designs | 885.00 | $6.4k | 0% | Dec 2023 |
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| Concord Wealth Partners | 799.00 | $5.8k | 3% | Dec 2023 |
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| Key FInancial | 548.00 | $4.0k | 0% | Dec 2023 |
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| Focused Wealth Management | 466.00 | $3.4k | 3% | Dec 2023 |
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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% | Dec 2023 |
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| Jpmorgan Chase & Co | 107.00 | $773.995200 | -99% | Dec 2023 |
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Who sold out of Pimco Income Strategy Fund II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Sep 2023 | 48k | $314k |
| Ameritas Advisory Services | Sep 2023 | 25k | $150k |
| Stratos Wealth Advisors | Dec 2023 | 19k | $135k |
| Pine Valley Investments Ltd Liability | Sep 2023 | 11k | $75k |
| SeaCrest Wealth Management | Dec 2023 | 11k | $79k |
| MONECO Advisors | Sep 2023 | 10k | $66k |
| Cary Street Partner Investment Advisory | Sep 2023 | 3.1k | $20k |
| Albion Financial Group | Sep 2023 | 495.00 | $3.3k |