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PIMCO Corporate & Income Strategy Fund (PCN) Institutional Ownership

$13.50 -0.01 (-0.04%)
As of 01/21/2025 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Corporate & Income Strategy Fund (NYSE:PCN)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$64.10M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$19.34M
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PCN Institutional Buying and Selling by Quarter

PIMCO Corporate & Income Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Cyndeo Wealth Partners LLC143,313$1.92M0.1%-15.3%0.000%
1/17/2025 Janney Montgomery Scott LLC85,513$1.15M0.0%+3.3%0.000%
1/17/2025 Alpha Cubed Investments LLC10,707$144K0.0%N/A0.000%
1/16/2025 Mission Hills Financial Advisory LLC871,785$11.70M9.1%+9.8%0.000%
1/13/2025 Elevated Capital Advisors LLC393,107$5.28M1.4%-0.4%0.000%
1/8/2025 International Assets Investment Management LLC79,696$1.08M0.0%-93.4%0.000%
11/25/2024Wilmington Savings Fund Society FSB1,992$28K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC27,992$392K0.0%+20.0%0.000%
11/15/2024MML Investors Services LLC12,626$179K0.0%-31.5%0.000%
11/15/2024Insigneo Advisory Services LLC248,500$3.53M0.4%-0.4%0.000%
11/15/2024Stifel Financial Corp22,075$313K0.0%+17.0%0.000%
11/15/2024IHT Wealth Management LLC13,109$186K0.0%-6.0%0.000%
11/8/2024Prospera Financial Services Inc117,860$1.67M0.0%+6.8%0.000%
11/7/2024Semus Wealth Partners LLC16,822$239K0.2%-30.7%0.000%
11/6/2024GHE LLC456,055$6.47M2.7%+48.4%0.000%
11/4/2024Baker Avenue Asset Management LP21,102$299K0.0%N/A0.000%
11/4/2024Sigma Planning Corp27,662$393K0.0%+4.4%0.000%
10/30/2024Marks Group Wealth Management Inc92,300$1.31M0.1%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC82,813$1.18M0.0%+18.1%0.000%
10/29/2024Farther Finance Advisors LLC6,212$88K0.0%+715.2%0.000%
10/28/2024Principal Securities Inc.900,769$12.78M0.3%+9.6%0.000%
10/28/2024HM Payson & Co.3,679$52K0.0%N/A0.000%
10/24/2024Consolidated Portfolio Review Corp132,232$1.88M0.4%+2.0%0.000%
10/23/2024Allworth Financial LP27,601$392K0.0%-9.3%0.000%
10/22/2024 International Assets Investment Management LLC1,205,673$17.11M0.0%+1,356.2%0.000%
10/22/2024 Elevated Capital Advisors LLC394,614$5.60M1.5%-0.6%0.000%
10/22/2024Private Advisor Group LLC57,697$819K0.0%+10.0%0.000%
10/11/2024Creative Planning10,043$143K0.0%N/A0.000%
10/9/2024 LongView Wealth Management47,797$678K0.2%+9.8%0.000%
9/5/2024Sanctuary Advisors LLC23,326$295K0.0%N/A0.000%
8/22/2024Cetera Investment Advisers279,474$3.69M0.0%+2.0%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.393,996$5.21M0.0%+32.0%0.000%
8/14/2024Insigneo Advisory Services LLC249,620$3.27M0.3%N/A0.000%
8/7/2024PFG Investments LLC24,171$319K0.0%+5.7%0.000%
8/5/2024Private Advisor Group LLC52,466$693K0.0%+255.6%0.000%
8/5/2024Denver PWM LLC5,838$77K0.0%N/A0.000%
8/1/2024 Elevated Capital Advisors LLC396,818$5.24M1.5%+1.7%0.000%
8/1/2024Consolidated Portfolio Review Corp129,687$1.71M0.4%N/A0.000%
7/31/2024Semus Wealth Partners LLC24,258$320K0.2%-14.6%0.000%
7/31/2024Commonwealth Equity Services LLC210,138$2.78M0.0%+10.4%0.000%
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7/30/2024 International Assets Investment Management LLC82,798$1.09M0.1%+12.1%0.000%
7/22/2024 LongView Wealth Management43,534$575K0.2%+48.1%0.000%
5/24/2024Cetera Advisors LLC150,447$2.10M0.0%-7.9%0.000%
5/24/2024Cetera Investment Advisers273,987$3.83M0.0%+414.8%0.000%
5/15/2024Linscomb Wealth Inc.10,072$141K0.0%N/A0.000%
5/14/2024Axxcess Wealth Management LLC542,326$7.58M0.2%+10.9%0.000%
5/8/2024Semus Wealth Partners LLC28,408$397K0.3%-12.6%0.000%
5/1/2024 Janney Montgomery Scott LLC66,262$926K0.0%+4.1%0.000%
4/29/2024Commonwealth Equity Services LLC190,348$2.66M0.0%+9.1%0.000%
4/22/2024PFG Investments LLC22,868$319K0.0%N/A0.000%
4/18/2024Aviance Capital Partners LLC68,723$960K0.1%+5.6%0.000%
4/16/2024 LongView Wealth Management29,402$411K0.2%+19.2%0.000%
4/15/2024 Elevated Capital Advisors LLC390,062$5.45M1.6%+7.1%0.000%
3/27/2024Nomura Holdings Inc.16,416$204K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.8,784$109K0.0%+12.8%0.000%
2/12/2024Focus Financial Network Inc. ADV61,133$766K0.0%N/A0.000%
2/9/2024Advisory Services Network LLC17,861$222K0.0%+18.9%0.000%
2/8/2024 Janney Montgomery Scott LLC63,673$790K0.0%-80.3%0.000%
2/7/2024NBC Securities Inc.6,850$85K0.0%-13.7%0.000%
2/7/2024Principal Securities Inc.679,309$8.43M0.3%N/A0.000%
2/7/2024Arlington Capital Management Inc.48,964$608K0.6%N/A0.000%
2/6/2024Aviance Capital Partners LLC65,055$807K0.2%N/A0.000%
2/6/2024Axxcess Wealth Management LLC489,179$6.07M0.2%+321.0%0.000%
2/2/2024GHE LLC255,383$3.17M1.9%+19.2%0.000%
1/25/2024 International Assets Investment Management LLC73,904$917K0.0%N/A0.000%
1/24/2024Allworth Financial LP26,495$329K0.0%-11.0%0.000%
1/24/2024 International Assets Investment Management LLC917,152$11.38M0.0%N/A0.000%
1/17/2024Bridge Advisory LLC40,526$503K0.3%-93.1%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.10,473$130K0.0%-15.5%0.000%
1/16/2024Raymond James & Associates18,193$226K0.0%+71.7%0.000%
1/12/2024Cyndeo Wealth Partners LLC169,160$2.10M0.2%+10.6%0.000%
1/9/2024 Elevated Capital Advisors LLC364,179$4.52M1.4%+3.5%0.000%
11/15/2023Axxcess Wealth Management LLC116,185$1.41M0.0%N/A0.000%
11/13/2023LPL Financial LLC305,848$3.72M0.0%+16.3%0.000%
11/13/2023Kestra Advisory Services LLC45,363$552K0.0%-5.2%0.000%
11/8/2023 Janney Montgomery Scott LLC323,777$3.94M0.0%+10.8%0.000%
11/8/2023Atria Wealth Solutions Inc.42,930$527K0.0%-62.9%0.000%
11/8/2023Oppenheimer & Co. Inc.28,399$346K0.0%+8.1%0.000%
11/6/2023Sigma Planning Corp10,273$125K0.0%N/A0.000%
11/6/2023GHE LLC214,282$2.61M1.8%+0.9%0.000%
11/4/2023NBC Securities Inc.7,938$96K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC16,630$202K0.0%+44.9%0.000%
11/1/2023Nwam LLC43,284$527K0.1%-9.4%0.000%
10/31/2023Allworth Financial LP29,772$362K0.0%-9.0%0.000%
10/26/2023CENTRAL TRUST Co4,410$54K0.0%N/A0.000%
10/25/2023 Redmont Wealth Advisors LLC24,337$296K0.5%-26.7%0.000%
10/24/2023Stratos Wealth Partners LTD.40,453$492K0.0%+3.8%0.000%
10/24/2023Raymond James & Associates10,593$129K0.0%N/A0.000%
10/24/2023Cambridge Investment Research Advisors Inc.29,404$358K0.0%-10.0%0.000%
10/23/2023Commonwealth Equity Services LLC168,198$2.05M0.0%+1.0%0.000%
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10/20/2023Bridge Advisory LLC590,143$7.18M2.5%+2.8%0.000%
10/17/2023 Elevated Capital Advisors LLC351,752$4.28M1.5%-2.5%0.000%
8/24/2023Arlington Capital Management Inc.35,895$471K0.4%+11.5%0.000%
8/18/2023 Elevated Capital Advisors LLC360,809$4.73M1.6%-27.2%0.000%
8/11/2023Kestra Advisory Services LLC47,845$627K0.0%+17.8%0.000%
8/11/2023Guggenheim Capital LLC348,102$4.56M0.0%+35.3%0.000%
8/11/2023Penserra Capital Management LLC193,341$2.53M0.1%+6.6%0.000%
8/10/2023Nwam LLC47,795$627K0.1%N/A0.000%
8/10/2023Cetera Advisor Networks LLC77,490$1.02M0.0%+6.1%0.000%
8/8/2023BOK Financial Private Wealth Inc.3,412$45K0.0%-48.3%0.000%
(Data available from 1/1/2016 forward)

PCN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCN shares?

During the previous two years, 68 institutional investors and hedge funds held shares of PIMCO Corporate & Income Strategy Fund. The most heavily invested institutionals were Principal Securities Inc. ($12.78M), Mission Hills Financial Advisory LLC ($11.70M), Axxcess Wealth Management LLC ($7.58M), GHE LLC ($6.47M), Elevated Capital Advisors LLC ($5.28M), Northwestern Mutual Wealth Management Co. ($5.21M), and Guggenheim Capital LLC ($4.56M).Learn more on PCN's institutional investors.

Which institutional investors have been buying PIMCO Corporate & Income Strategy Fund stock?

Of the 59 institutional investors that purchased PIMCO Corporate & Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.18M), Principal Securities Inc. ($758.37K), Axxcess Wealth Management LLC ($542.33K), GHE LLC ($383.53K), Insigneo Advisory Services LLC ($249.62K), Cyndeo Wealth Partners LLC ($227.96K), and Cetera Investment Advisers ($226.25K).

How much institutional buying is happening at PIMCO Corporate & Income Strategy Fund?

Institutional investors have bought a total of 6,300,842 shares in the last 24 months. This purchase volume represents approximately $82.21M in transactions.

Which PIMCO Corporate & Income Strategy Fund major shareholders have been selling company stock?

Of the 26 institutional investors that sold PIMCO Corporate & Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($1.22M), Bridge Advisory LLC ($549.62K), Janney Montgomery Scott LLC ($260.10K), Elevated Capital Advisors LLC ($147.49K), Allworth Financial LP ($95.63K), Atria Wealth Solutions Inc. ($72.89K), and Redmont Wealth Advisors LLC ($50.72K).

How much institutional selling is happening at PIMCO Corporate & Income Strategy Fund?

Institutional investors have sold a total of 2,547,049 shares in the last 24 months. This volume of shares sold represents approximately $32.93M in transactions.


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This page (NYSE:PCN) was last updated on 1/22/2025 by MarketBeat.com Staff
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