Who owns Pimco Income Strategy Fund?
- Ticker: PFL
- CUSIP Number: 72201H108
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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 |
|---|---|---|---|---|---|
| Rivernorth Capital Management | 1.2M | $11M | 142% | Sep 2024 |
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| Morgan Stanley | 410k | $6.1M | 2% | Jun 2024 |
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| Guggenheim Capital, LLC Managers | 369k | $3.2M | -16% | Sep 2024 |
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| Invesco | 288k | $2.5M | 12% | Sep 2024 |
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| Atria Wealth Solutions | 253k | $2.2M | 0% | Sep 2024 |
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| LPL Financial | 246k | $2.1M | 12% | Sep 2024 |
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| Stifel Financial | 235k | $1.9M | 7% | Jun 2024 |
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| Centaurus Financial | 230k | $2.0M | 53% | Sep 2024 |
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| Advisor Group Holdings | 213k | $1.8M | 38% | Sep 2024 |
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| Cetera Investment Advisers | 185k | $1.5M | 3% | Jun 2024 |
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| Bank of America Corporation | 175k | $1.5M | -9% | Sep 2024 |
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| Branch Banking & Trust Company | 134k | $1.1M | 7% | Jun 2024 |
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| Royal Bank of Canada | 128k | $1.1M | 11% | Sep 2024 |
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| Commonwealth Equity Services | 114k | $980k | -8% | Sep 2024 |
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| Horizon Kinetics Asset Management | 99k | $808k | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 97k | $828k | 31% | Sep 2024 |
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| Synovus Financial Corp. | 96k | $820k | 101% | Sep 2024 |
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| Goss Wealth Management | 90k | $734k | -9% | Jun 2024 |
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| Apollon Wealth Management | 58k | $499k | 0% | Sep 2024 |
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| Janney Montgomery Scott | 54k | $462k | 100% | Sep 2024 |
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| Semus Wealth Partners | 36k | $306k | -25% | Sep 2024 |
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| Mariner Wealth Advisors | 34k | $289k | -3% | Sep 2024 |
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| Sanctuary Advisors | 33k | $272k | 100% | Jun 2024 |
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| Kingsview Wealth Management | 30k | $257k | 3% | Sep 2024 |
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| Wells Fargo & Company | 30k | $254k | -22% | Sep 2024 |
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| Moser Wealth Advisors | 28k | $241k | 1% | Sep 2024 |
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| International Assets Investment Management | 25k | $3.0M | 783% | Sep 2024 |
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| Sonora Investment Management Group | 25k | $215k | 0% | Sep 2024 |
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| TD Waterhouse Canada | 25k | $212k | 0% | Sep 2024 |
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| Shaker Financial Services | 23k | $200k | -59% | Sep 2024 |
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| Armor Investment Advisors | 23k | $197k | -3% | Sep 2024 |
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| Western Wealth Management | 23k | $194k | -28% | Sep 2024 |
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| Shufro Rose & Co | 23k | $184k | 0% | Sep 2024 |
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| D.A. Davidson & Co. | 22k | $183k | -12% | Jun 2024 |
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| Consolidated Portfolio Review Corp | 20k | $166k | -1% | Jun 2024 |
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| Lido Advisors | 20k | $165k | 0% | Jun 2024 |
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| WealthPlan Investment Management | 16k | $140k | 100% | Sep 2024 |
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| Creative Planning | 15k | $132k | 0% | Sep 2024 |
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| Fortitude Advisory Group | 13k | $112k | 0% | Sep 2024 |
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| Geneos Wealth Management | 13k | $105k | 178% | Jun 2024 |
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| Financial Advocates Investment Management | 13k | $110k | 100% | Sep 2024 |
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| Raymond James Trust | 12k | $104k | 0% | Sep 2024 |
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| CoreCap Advisors | 12k | $103k | 18% | Sep 2024 |
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| Kestra Advisory Services | 11k | $95k | -19% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 10k | $88k | -1% | Sep 2024 |
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| Gilliland Jeter Wealth Management | 8.8k | $75k | 0% | Sep 2024 |
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| National Bank Of Canada /fi/ | 2.5k | $22k | 87% | Sep 2024 |
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| Thurston, Springer, Miller, Herd & Titak | 2.0k | $17k | 100% | Sep 2024 |
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| Financial Gravity Wealth | 1.7k | $14k | -71% | Jun 2024 |
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| Benjamin F. Edwards & Company | 1.6k | $13k | -2% | Jun 2024 |
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| Raleigh Capital Management | 1.3k | $11k | 0% | Sep 2024 |
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| Hollencrest Securities | 1.3k | $11k | 0% | Sep 2024 |
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| Independence Bank of Kentucky | 1.2k | $10k | 100% | Sep 2024 |
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| Sound Income Strategies | 1.0k | $8.7k | 3% | Sep 2024 |
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| NBT Bank | 1.0k | $8.6k | 100% | Sep 2024 |
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| Financial Gravity Companies | 894.00 | $7.7k | 100% | Sep 2024 |
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| Brian McDonald | 730.00 | $6.3k | 0% | Sep 2024 |
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| FNY Investment Advisers | 500.00 | $4.0k | 100% | Sep 2024 |
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| Key FInancial | 488.00 | $4.2k | 0% | Sep 2024 |
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Who sold out of Pimco Income Strategy Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| One Capital Management | Jun 2024 | 121k | $990k |
| Strategic Financial Concepts | Jun 2024 | 54k | $6.5M |
| PFG Investments | Mar 2024 | 21k | $175k |
| Great Lakes Retirement | Jun 2024 | 730.00 | $6.0k |