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
Download as csv Download as ExcelTop 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 |
|
EverSource Wealth Advisors | 725k | $5.2M | 7% | Dec 2023 |
|
Guggenheim Capital, LLC Managers | 685k | $5.0M | 4% | Dec 2023 |
|
Penserra Capital Management | 477k | $3.4M | 7% | Dec 2023 |
|
Shaker Financial Services | 463k | $3.4M | 73% | Dec 2023 |
|
Consolidated Portfolio Review Corp | 378k | $2.7M | 3% | Dec 2023 |
|
PFG Investments | 377k | $2.8M | 100% | Mar 2024 |
|
Commonwealth Equity Services | 305k | $2.2M | -32% | Dec 2023 |
|
Raymond James & Associates | 282k | $2.1M | 14% | Mar 2024 |
|
Horizon Kinetics Asset Management | 280k | $2.0M | 0% | Dec 2023 |
|
Wells Fargo & Company | 278k | $2.0M | 3051% | Dec 2023 |
|
Moors & Cabot | 112k | $811k | 384% | Dec 2023 |
|
Bank of America Corporation | 112k | $807k | -5% | Dec 2023 |
|
Private Trust Co Na | 104k | $775k | 11% | Mar 2024 |
|
UBS Group | 100k | $723k | -5% | Dec 2023 |
|
TCG Advisory Services | 100k | $721k | 2% | Dec 2023 |
|
CoreCap Advisors | 86k | $624k | 7% | Dec 2023 |
|
Royal Bank of Canada | 84k | $607k | -5% | Dec 2023 |
|
Stratos Wealth Partners | 82k | $613k | 1% | Mar 2024 |
|
LifePro Asset Management | 80k | $600k | 100% | Mar 2024 |
|
Clear Creek Financial Management | 80k | $596k | 13% | Mar 2024 |
|
Cambridge Investment Research Advisors | 72k | $539k | 9% | Mar 2024 |
|
Semus Wealth Partners | 71k | $510k | -12% | Dec 2023 |
|
Landscape Capital Management | 63k | $459k | 369% | Dec 2023 |
|
Certified Advisory Corp | 58k | $419k | -54% | Dec 2023 |
|
Addison Capital | 57k | $415k | -10% | Dec 2023 |
|
Gail Mannix | 52k | $384k | -1% | Mar 2024 |
|
Advisor Group Holdings | 51k | $369k | -22% | Dec 2023 |
|
Apollon Wealth Management | 47k | $341k | 0% | Dec 2023 |
|
Branch Banking & Trust Company | 44k | $319k | 0% | Dec 2023 |
|
Main Street Financial Solutions | 44k | $326k | 4% | Mar 2024 |
|
Stifel Financial | 40k | $287k | 1% | Dec 2023 |
|
Advisory Services Network | 39k | $282k | 9% | Dec 2023 |
|
Atomi Financial Group | 39k | $281k | -5% | Dec 2023 |
|
Chas. P. Smith & Associates, PA, CPA's | 38k | $284k | 100% | Mar 2024 |
|
National Asset Management | 34k | $251k | -12% | Dec 2023 |
|
TNF | 34k | $248k | 0% | Mar 2024 |
|
Atria Wealth Solutions | 33k | $237k | -49% | Dec 2023 |
|
Lido Advisors | 32k | $233k | 68% | Dec 2023 |
|
D.A. Davidson & Co. | 32k | $231k | -26% | Dec 2023 |
|
Shufro Rose & Co | 31k | $207k | 0% | Dec 2023 |
|
Janney Montgomery Scott | 31k | $221k | 5% | Dec 2023 |
|
Vanguard Capital Wealth Advisors | 30k | $224k | 0% | Mar 2024 |
|
Raymond James Financial Services Advisors | 27k | $202k | -29% | Mar 2024 |
|
Focus Financial Network | 25k | $178k | 100% | Mar 2024 |
|
Focus Financial Network | 25k | $182k | 100% | Dec 2023 |
|
St. Louis Financial Planners Asset Management | 22k | $168k | 0% | Mar 2024 |
|
Edge Wealth Management | 20k | $148k | 0% | Mar 2024 |
|
First Foundation Advisors | 20k | $142k | -20% | Dec 2023 |
|
Koshinski Asset Management | 18k | $128k | 51% | Dec 2023 |
|
Asset Allocation & Management Company | 18k | $131k | 0% | Mar 2024 |
|
Private Advisor | 17k | $123k | -1% | Dec 2023 |
|
Raymond James Trust | 16k | $119k | 0% | Mar 2024 |
|
Wedbush Morgan Securities | 16k | $113k | 0% | Dec 2023 |
|
J.W. Burns & Company | 16k | $116k | 4% | Mar 2024 |
|
Geneos Wealth Management | 14k | $104k | -74% | Dec 2023 |
|
Conning | 14k | $102k | 0% | Mar 2024 |
|
Bank Of Montreal | 13k | $96k | -43% | Dec 2023 |
|
Great Valley Advisor Group | 13k | $91k | 0% | Dec 2023 |
|
Wealth Alliance Advisory Group | 12k | $90k | 0% | Mar 2024 |
|
Amplius Wealth Advisors | 11k | $82k | 0% | Mar 2024 |
|
Wsfs Capital Management | 11k | $80k | 0% | Dec 2023 |
|
Keudell/Morrison Wealth Management | 11k | $76k | 100% | Dec 2023 |
|
Foundations Investment Advisors | 10k | $77k | 100% | Dec 2023 |
|
Citigroup | 7.1k | $52k | 100% | Dec 2023 |
|
Elequin Capital | 6.1k | $44k | 209% | Dec 2023 |
|
Pnc Financial Services | 5.7k | $41k | 0% | Dec 2023 |
|
Global Retirement Partners | 5.3k | $39k | 0% | Mar 2024 |
|
Spire Wealth Management | 5.1k | $38k | 15% | Mar 2024 |
|
Hollencrest Securities | 5.1k | $37k | 0% | Dec 2023 |
|
Sound Income Strategies | 4.8k | $36k | 0% | Mar 2024 |
|
GPS Wealth Strategies Group | 4.4k | $32k | 0% | Dec 2023 |
|
TD Waterhouse Canada | 4.3k | $31k | 2% | Dec 2023 |
|
Principal Securities | 2.3k | $17k | 100% | Dec 2023 |
|
Baystate Wealth Management | 2.0k | $15k | 100% | Dec 2023 |
|
Us Bancorp | 2.0k | $15k | 0% | Dec 2023 |
|
FNY Investment Advisers | 1.2k | $8.0k | 0% | Dec 2023 |
|
CWM | 1.0k | $7.0k | 0% | Mar 2024 |
|
Gs Investments | 1.0k | $7.2k | 0% | Dec 2023 |
|
Creative Financial Designs | 885.00 | $6.4k | 0% | Dec 2023 |
|
Concord Wealth Partners | 799.00 | $5.8k | 3% | Dec 2023 |
|
Key FInancial | 548.00 | $4.0k | 0% | Dec 2023 |
|
Focused Wealth Management | 466.00 | $3.4k | 3% | Dec 2023 |
|
Highlander Capital Management | 327.00 | $2.4k | -51% | Dec 2023 |
|
Mark Sheptoff Financial Planning | 300.00 | $3.1k | 0% | Dec 2023 |
|
Jpmorgan Chase & Co | 107.00 | $773.995200 | -99% | Dec 2023 |
|
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 |
Essex Financial Services | Dec 2023 | 10k | $75k |
Cary Street Partner Investment Advisory | Sep 2023 | 3.1k | $20k |