Who owns Pimco Income Strategy Fund?

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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
Guggenheim Capital, LLC Managers 795k $6.8M -8% Sep 2025
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Morgan Stanley 454k $5.4M 100% Jun 2025
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Wells Fargo & Company 427k $3.6M 1437% Sep 2025
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LPL Financial 421k $3.6M 19% Sep 2025
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Centaurus Financial 354k $3.0M -1% Sep 2025
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Ameriprise Financial 334k $2.8M 42% Sep 2025
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Rivernorth Capital Management 332k $2.8M -74% Sep 2025
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Invesco 332k $2.8M 4% Sep 2025
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Commonwealth Equity Services 308k $2.6M -28% Sep 2025
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Stifel Financial 245k $2.1M 6% Sep 2025
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Royal Bank of Canada 202k $1.7M 9% Sep 2025
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Advisor Group Holdings 192k $1.6M 2% Sep 2025
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Cetera Investment Advisers 169k $1.4M 17% Sep 2025
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Cambridge Investment Research Advisors 129k $1.1M -3% Sep 2025
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Pinnacle Financial Partners 118k $1.0M 100% Sep 2025
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Horizon Kinetics Asset Management 94k $797k -31% Sep 2025
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Goss Wealth Management 93k $788k -2% Sep 2025
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Branch Banking & Trust Company 82k $694k -4% Sep 2025
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Janney Montgomery Scott 60k $508k 14% Sep 2025
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Cypress Capital Group 58k $496k 0% Sep 2025
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Raymond James Financial 56k $477k 31% Sep 2025
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J.w. Cole Advisors 54k $462k -6% Sep 2025
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Kestra Advisory Services 33k $283k 130% Sep 2025
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Geneos Wealth Management 33k $281k -3% Sep 2025
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Kingsview Wealth Management 29k $251k -10% Sep 2025
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Mariner Wealth Advisors 29k $245k -5% Sep 2025
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Elm3 Financial Group 28k $236k -1% Sep 2025
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TD Waterhouse Canada 25k $211k 0% Sep 2025
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Stratos Wealth Partners 24k $204k 3% Sep 2025
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Intl Fcstone 23k $197k -10% Sep 2025
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Shufro Rose & Co 23k $194k 0% Sep 2025
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Armor Investment Advisors 22k $188k 0% Sep 2025
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PFG Investments 22k $183k 0% Sep 2025
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Consolidated Portfolio Review Corp 20k $170k -10% Sep 2025
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Western Wealth Management 20k $168k -4% Sep 2025
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Lido Advisors 19k $162k -6% Sep 2025
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Moser Wealth Advisors 18k $154k -29% Jun 2025
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WealthPlan Investment Management 18k $155k 3% Sep 2025
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Ameriflex Group 18k $152k 100% Sep 2025
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UBS Group 18k $151k 2% Sep 2025
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Sowell Financial Services 17k $142k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 17k $141k 9% Sep 2025
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D.A. Davidson & Co. 16k $139k 45% Sep 2025
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Element Wealth 16k $135k 0% Sep 2025
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Tudor Financial 16k $134k 0% Sep 2025
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Jane Street 15k $131k -31% Sep 2025
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Synovus Financial Corp. 15k $129k -68% Sep 2025
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Integrity Alliance 15k $125k 30% Sep 2025
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Fortitude Advisory Group 14k $119k 0% Sep 2025
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Sonora Investment Management Group 14k $118k -45% Sep 2025
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Hohimer Wealth Management 12k $101k 100% Sep 2025
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National Bank Of Canada /fi/ 12k $97k 5% Sep 2025
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Apollon Wealth Management 11k $95k 0% Sep 2025
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CoreCap Advisors 11k $90k 19% Sep 2025
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Semus Wealth Partners 10k $87k -44% Sep 2025
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Anfield Capital Management 6.7k $57k 0% Sep 2025
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Hanson McClain Advisors 4.1k $35k 0% Sep 2025
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BlackRock 1.9k $17k -93% Sep 2025
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Costello Asset Management 1.9k $16k 2% Sep 2025
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Caldwell Trust 1.5k $13k 100% Sep 2025
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Strategic Wealth Partners 1.4k $12k 21% Sep 2025
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Bnp Paribas Arbitrage, Snc 1.3k $11k 100% Sep 2025
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Rockefeller Capital Management 1.0k $9.0k 100% Sep 2025
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Financial Freedom 875.00 $7.5k 100% Sep 2025
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Brian McDonald 730.00 $6.2k 0% Sep 2025
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J.Safra Asset Management 600.00 $5.1k 100% Sep 2025
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FNY Investment Advisers 500.00 $4.0k 0% Jun 2025
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Key FInancial 488.00 $4.2k 0% Sep 2025
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Advisory Services Network 448.00 $3.8k 100% Sep 2025
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Highline Wealth Partners 350.00 $3.0k 100% Sep 2025
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Who sold out of Pimco Income Strategy Fund?

Fund or Company Name Date Sold Shares Held Valued At
Atria Wealth Solutions Mar 2025 263k $2.3M
Shaker Financial Services Jun 2025 37k $312k
Balyasny Asset Management Jun 2025 35k $291k
Herold Advisors Jun 2025 29k $240k
Equitable Holdings Jun 2025 19k $156k
Creative Planning Jun 2025 15k $128k
Elequin Capital Jun 2025 15k $128k
Strategic Financial Concepts Jun 2025 10k $85k
Thurston, Springer, Miller, Herd & Titak Jun 2025 2.0k $17k
Trust Co Of Vermont Jun 2025 1.4k $12k
Harbour Investments Jun 2025 425.00 $3.5k