Who owns Pimco Income Strategy Fund?
- Ticker: PFL
- CUSIP Number: 72201H108
Tip: Access positions for across all investors
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 | 392k | $3.3M | 14% | Dec 2023 |
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| Shaker Financial Services | 250k | $2.1M | 53% | Dec 2023 |
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| Stifel Financial | 225k | $1.9M | 15% | Dec 2023 |
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| Atria Wealth Solutions | 173k | $1.5M | 21% | Dec 2023 |
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| Advisor Group Holdings | 152k | $1.3M | -7% | Dec 2023 |
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| Bank of America Corporation | 132k | $1.1M | 15% | Dec 2023 |
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| Commonwealth Equity Services | 123k | $1.0M | -4% | Dec 2023 |
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| Branch Banking & Trust Company | 111k | $935k | 0% | Dec 2023 |
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| Horizon Kinetics Asset Management | 99k | $836k | 0% | Dec 2023 |
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| Royal Bank of Canada | 88k | $740k | 11% | Dec 2023 |
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| Semus Wealth Partners | 76k | $639k | -10% | Dec 2023 |
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| Cambridge Investment Research Advisors | 74k | $626k | 5% | Mar 2024 |
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| Apollon Wealth Management | 58k | $491k | 0% | Dec 2023 |
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| Western Wealth Management | 54k | $451k | -1% | Dec 2023 |
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| Janney Montgomery Scott | 44k | $371k | -10% | Dec 2023 |
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| Mariner Wealth Advisors | 40k | $337k | -6% | Dec 2023 |
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| Wells Fargo & Company | 37k | $312k | 13% | Dec 2023 |
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| Armor Investment Advisors | 30k | $254k | -22% | Mar 2024 |
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| Kingsview Wealth Management | 28k | $232k | 3% | Dec 2023 |
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| Moser Wealth Advisors | 27k | $230k | 1% | Dec 2023 |
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| Creative Planning | 27k | $228k | -68% | Dec 2023 |
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| D.A. Davidson & Co. | 26k | $215k | -15% | Dec 2023 |
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| Shufro Rose & Co | 24k | $181k | 0% | Dec 2023 |
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| Virtu Financial | 21k | $178k | 100% | Dec 2023 |
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| Kestra Advisory Services | 21k | $177k | 19% | Dec 2023 |
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| PFG Investments | 21k | $175k | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 20k | $172k | 16% | Dec 2023 |
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| Lido Advisors | 20k | $170k | 0% | Dec 2023 |
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| Moors & Cabot | 20k | $169k | 100% | Dec 2023 |
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| UBS Group | 17k | $147k | -11% | Dec 2023 |
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| Nomura Holdings | 13k | $113k | 100% | Dec 2023 |
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| Fortitude Advisory Group | 13k | $106k | 0% | Dec 2023 |
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| CoreCap Advisors | 12k | $105k | 0% | Dec 2023 |
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| Raymond James Trust | 12k | $103k | 0% | Mar 2024 |
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| AE Wealth Management | 10k | $85k | 100% | Dec 2023 |
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| Pnc Financial Services | 10k | $84k | 0% | Dec 2023 |
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| TD Waterhouse Canada | 7.6k | $65k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 6.0k | $51k | 1099% | Dec 2023 |
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| Advisory Services Network | 5.7k | $48k | 100% | Dec 2023 |
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| Tradition Wealth Management | 5.3k | $45k | 27% | Dec 2023 |
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| Benjamin F. Edwards & Company | 2.4k | $21k | -16% | Dec 2023 |
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| Citigroup | 2.2k | $18k | 0% | Dec 2023 |
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| Raleigh Capital Management | 1.3k | $11k | 16% | Dec 2023 |
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| Hollencrest Securities | 1.3k | $11k | 0% | Dec 2023 |
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| Sound Income Strategies | 955.00 | $8.1k | 100% | Mar 2024 |
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| Us Bancorp | 660.00 | $5.6k | 0% | Dec 2023 |
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| Geneos Wealth Management | 558.00 | $4.7k | 100% | Dec 2023 |
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| FNY Investment Advisers | 500.00 | $4.0k | 0% | Dec 2023 |
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| Key FInancial | 488.00 | $4.1k | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 409.00 | $3.5k | -84% | Dec 2023 |
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| Farther Finance Advisors | 91.00 | $768.003600 | 0% | Dec 2023 |
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Who sold out of Pimco Income Strategy Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Andina Capital Management | Dec 2023 | 30k | $253k |
| Elequin Capital | Sep 2023 | 872.00 | $6.7k |