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PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$8.43 +0.03 (+0.36%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund (NYSE:PFL)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$14.11M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.69M
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PFL Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025 Strategic Financial Concepts LLC72,906$611K0.0%N/A0.000%
1/28/2025 Moser Wealth Advisors LLC25,733$216K0.1%-8.4%0.000%
1/28/2025 Apollon Wealth Management LLC69,413$582K0.0%+19.2%0.000%
1/28/2025 Strategic Financial Concepts LLC72,906$611K0.0%N/A0.000%
1/27/2025 Consolidated Portfolio Review Corp22,540$189K0.0%+8.8%0.000%
1/27/2025 Elm3 Financial Group LLC25,083$210K0.2%N/A0.000%
1/27/2025 Financial Advocates Investment Management23,033$193K0.0%+79.9%0.000%
1/21/2025 Geneos Wealth Management Inc.13,793$116K0.0%+11.6%0.000%
1/17/2025 Janney Montgomery Scott LLC62,641$525K0.0%+16.3%0.000%
1/16/2025 Tudor Financial Inc.15,531$130K0.1%N/A0.000%
11/25/2024Synovus Financial Corp95,650$820K0.0%+100.8%0.000%
11/25/2024Sanctuary Advisors LLC36,239$305K0.0%+10.0%0.000%
11/20/2024Virtu Financial LLC12,575$108K0.0%N/A0.000%
11/15/2024Stifel Financial Corp240,860$2.06M0.0%+2.5%0.000%
11/15/2024Rivernorth Capital Management LLC1,248,835$10.70M0.5%+141.8%0.000%
11/13/2024D.A. Davidson & CO.24,637$211K0.0%+9.8%0.000%
11/13/2024Horizon Kinetics Asset Management LLC135,486$1.16M0.0%+36.7%0.000%
11/12/2024Centaurus Financial Inc.229,619$1.97M0.1%+52.9%0.000%
11/7/2024Semus Wealth Partners LLC35,741$306K0.2%-25.0%0.000%
11/5/2024WealthPlan Investment Management LLC16,350$140K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC23,082$200K0.1%-59.3%0.000%
10/25/2024 Financial Advocates Investment Management12,800$110K0.0%N/A0.000%
10/22/2024 International Assets Investment Management LLC25,425$218K0.0%+782.5%0.000%
9/23/2024Centaurus Financial Inc.150,161$1.22M0.1%+89.7%0.000%
9/5/2024Sanctuary Advisors LLC32,937$272K0.0%N/A0.000%
8/22/2024Cetera Investment Advisers185,296$1.51M0.0%+3.1%0.000%
8/21/2024Truist Financial Corp133,700$1.09M0.0%+6.9%0.000%
8/9/2024One Capital Management LLC121,420$990K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC56,763$467K0.2%-65.1%0.000%
7/31/2024Semus Wealth Partners LLC47,659$388K0.3%-27.7%0.000%
7/31/2024Commonwealth Equity Services LLC124,640$1.02M0.0%+1.3%0.000%
7/22/2024Atria Wealth Solutions Inc.252,397$2.06M0.0%+3.1%0.000%
7/19/2024Western Wealth Management LLC31,367$256K0.0%-23.4%0.000%
5/8/2024Semus Wealth Partners LLC65,900$559K0.5%-12.9%0.000%
5/4/2024 Geneos Wealth Management Inc.4,641$39K0.0%+731.7%0.000%
5/1/2024 Janney Montgomery Scott LLC48,154$408K0.0%+9.4%0.000%
4/30/2024J.W. Cole Advisors Inc.16,751$142K0.0%N/A0.000%
4/25/2024 Armor Investment Advisors LLC30,003$254K0.1%-22.1%0.000%
4/22/2024 PFG Investments LLC20,675$175K0.0%N/A0.000%
3/27/2024Nomura Holdings Inc.13,405$113K0.0%N/A0.000%
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2/26/2024Virtu Financial LLC21,079$178K0.0%N/A0.000%
2/9/2024D.A. Davidson & CO.25,475$215K0.0%-15.2%0.000%
2/7/2024Shaker Financial Services LLC250,269$2.13M0.9%+53.0%0.000%
2/5/2024 Andina Capital Management LLC29,934$253K0.2%N/A0.000%
2/2/2024Atria Wealth Solutions Inc.173,340$1.46M0.0%+20.8%0.000%
1/29/2024 Consolidated Portfolio Review Corp20,335$172K0.0%+15.7%0.000%
1/24/2024 International Assets Investment Management LLC22,953$194K0.0%+771.1%0.000%
1/23/2024Semus Wealth Partners LLC75,682$639K0.5%-9.6%0.000%
1/19/2024 Armor Investment Advisors LLC38,527$325K0.2%-17.2%0.000%
11/14/2023Synovus Financial Corp52,599$403K0.0%+34.9%0.000%
11/13/2023Kestra Advisory Services LLC17,621$135K0.0%-11.6%0.000%
11/8/2023D.A. Davidson & CO.30,054$231K0.0%+5.7%0.000%
11/8/2023 Janney Montgomery Scott LLC48,664$373K0.0%+48.1%0.000%
11/8/2023Atria Wealth Solutions Inc.143,480$1.10M0.0%+12.0%0.000%
11/8/2023Western Wealth Management LLC53,878$413K0.0%-6.2%0.000%
11/2/2023 Sonora Investment Management Group LLC25,065$192K0.0%-48.3%0.000%
11/2/2023Shaker Financial Services LLC163,603$1.26M0.6%-24.2%0.000%
10/23/2023 Armor Investment Advisors LLC46,557$357K0.2%+16.1%0.000%
9/1/2023 Portside Wealth Group LLC14,682$120K0.0%N/A0.000%
8/14/2023Gallagher Fiduciary Advisors LLC444,996$3.65M0.3%-11.3%0.000%
8/11/2023Guggenheim Capital LLC227,390$1.86M0.0%+13.6%0.000%
8/10/2023Cetera Advisors LLC13,883$114K0.0%-24.6%0.000%
8/10/2023Cetera Advisor Networks LLC142,079$1.16M0.0%-1.0%0.000%
8/9/2023Lido Advisors LLC20,000$164K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC215,945$1.79M0.8%+31.8%0.000%
8/2/2023 Moser Wealth Advisors LLC26,646$218K0.1%N/A0.000%
8/1/2023 Portside Wealth Group LLC14,682$120K0.0%N/A0.000%
8/1/2023Truist Financial Corp88,122$722K0.0%-1.4%0.000%
7/31/2023LPL Financial LLC59,995$491K0.0%-6.7%0.000%
7/21/2023Creative Planning159,236$1.30M0.0%+107.9%0.000%
7/19/2023 Armor Investment Advisors LLC40,099$328K0.2%-19.2%0.000%
5/16/2023Gallagher Fiduciary Advisors LLC501,480$4.08M0.3%N/A0.000%
5/11/2023 Consolidated Portfolio Review Corp16,569$135K0.0%N/A0.000%
5/11/2023Synovus Financial Corp37,882$308K0.0%+20.6%0.000%
5/11/2023Guggenheim Capital LLC200,196$1.63M0.0%+218.3%0.000%
5/9/2023 Armor Investment Advisors LLC49,646$404K0.2%-30.1%0.000%
5/8/2023Shaker Financial Services LLC163,881$1.35M0.6%-34.3%0.000%
5/5/2023Truist Financial Corp89,408$727K0.0%-2.7%0.000%
4/25/2023D.A. Davidson & CO.28,446$231K0.0%-20.2%0.000%
4/20/2023Shufro Rose & Co. LLC23,600$192K0.0%+9.3%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.136,619$1.11M0.0%N/A0.000%
4/12/2023National Bank of Canada FI14,383$118K0.0%+657.0%0.000%
2/27/2023Gallagher Benefit Services Inc.595,899$4.83M1.0%N/A0.000%
2/13/2023Atria Wealth Solutions Inc.129,223$1.05M0.0%-13.8%0.000%
2/10/2023Creative Planning162,517$1.32M0.0%-12.7%0.000%
2/10/2023CoreCap Advisors LLC14,180$115K0.0%+39.3%0.000%
2/9/2023Elequin Securities LLC10,956$89K0.0%N/A0.000%
2/8/2023UBS Group AG18,667$151K0.0%-58.7%0.000%
2/8/2023Semus Wealth Partners LLC83,386$676K0.8%N/A0.000%
2/7/2023Commonwealth Equity Services LLC134,029$1.09M0.0%-4.7%0.000%
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CEO Jensen Huang does not want you knowing this dirty little secret about Nvidia… In fact, any day now we’re expecting a cease and desist from Nvidia’s lawyers. Go here now before it’s too late to find out why Nvidia shares are slumping so hard.

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2/7/2023Benjamin F. Edwards & Company Inc.8,185$66K0.0%-12.6%0.000%
2/7/2023LPL Financial LLC71,205$577K0.0%+2.1%0.000%
2/7/2023IFP Advisors Inc12,880$157K0.0%-67.8%0.000%
2/6/2023Synovus Financial Corp31,399$255K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC249,534$2.04M1.0%+363.8%0.000%
2/1/2023 Janney Montgomery Scott LLC32,135$261K0.0%+4.2%0.000%
1/31/2023Kestra Advisory Services LLC18,852$153K0.0%+15.4%0.000%
1/30/2023 Armor Investment Advisors LLC71,061$576K0.4%-23.5%0.000%
1/30/2023 International Assets Investment Management LLC18,314$149K0.0%N/A0.000%
1/25/2023Shufro Rose & Co. LLC21,600$175K0.0%-44.0%0.000%
(Data available from 1/1/2016 forward)

PFL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFL shares?

During the previous two years, 51 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($10.70M), Gallagher Benefit Services Inc. ($4.83M), Gallagher Fiduciary Advisors LLC ($3.65M), Stifel Financial Corp ($2.06M), Atria Wealth Solutions Inc. ($2.06M), Centaurus Financial Inc. ($1.97M), and Guggenheim Capital LLC ($1.86M).Learn more on PFL's institutional investors.

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

Of the 44 institutional investors that purchased PIMCO Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rivernorth Capital Management LLC ($732.28K), Gallagher Benefit Services Inc. ($595.90K), Gallagher Fiduciary Advisors LLC ($501.48K), Shaker Financial Services LLC ($334.46K), Guggenheim Capital LLC ($164.49K), Centaurus Financial Inc. ($150.45K), and Strategic Financial Concepts LLC ($145.81K).

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

Institutional investors have bought a total of 3,738,867 shares in the last 24 months. This purchase volume represents approximately $30.93M in transactions.

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

Of the 19 institutional investors that sold PIMCO Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($277.48K), Armor Investment Advisors LLC ($69.38K), Gallagher Fiduciary Advisors LLC ($56.48K), Semus Wealth Partners LLC ($47.99K), IFP Advisors Inc ($27.15K), UBS Group AG ($26.58K), and Creative Planning ($23.64K).

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

Institutional investors have sold a total of 624,186 shares in the last 24 months. This volume of shares sold represents approximately $5.08M in transactions.


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This page (NYSE:PFL) was last updated on 1/30/2025 by MarketBeat.com Staff
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