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PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$8.56 -0.03 (-0.35%)
Closing price 03/7/2025 03:59 PM Eastern
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$8.56 0.00 (0.00%)
As of 03/7/2025 04:05 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)
38
Total
Institutional Inflows
(last 12 months)
$15.76M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.59M
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PFL Institutional Buying and Selling by Quarter

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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
2/24/2025 Ameriflex Group Inc.8,939$76K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC10,180$85K0.0%-15.0%0.000%
2/17/2025 Cetera Investment Advisers84,499$708K0.0%-9.4%0.000%
2/17/2025 Bank of America Corp DE185,751$1.56M0.0%+6.3%0.000%
2/17/2025 Ameriprise Financial Inc.114,811$962K0.0%-1.0%0.000%
2/14/2025 Two Sigma Securities LLC15,360$129K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp249,509$2.09M0.0%+3.6%0.000%
2/13/2025 NewEdge Advisors LLC88,050$738K0.0%+5.3%0.000%
2/13/2025 Guggenheim Capital LLC470,241$3.94M0.0%+27.5%0.000%
2/13/2025 Synovus Financial Corp47,277$396K0.0%-50.6%0.000%
2/13/2025 Raymond James Financial Inc.31,787$266K0.0%N/A0.000%
2/13/2025 Invesco Ltd.304,143$2.55M0.0%+5.7%0.000%
2/12/2025 StoneX Group Inc.30,000$252K0.0%N/A0.000%
2/11/2025 LPL Financial LLC240,082$2.01M0.0%-2.3%0.000%
2/10/2025 Commonwealth Equity Services LLC100,503$842K0.0%-12.1%0.000%
2/7/2025 Miller Financial Services LLC11,126$93K0.1%N/A0.000%
2/6/2025 Raymond James Financial Inc.31,787$266K0.0%N/A0.000%
2/5/2025 Anfield Capital Management LLC6,669$56K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC61,530$516K0.4%N/A0.000%
2/3/2025 Element Wealth LLC15,495$130K0.1%N/A0.000%
1/31/2025 Semus Wealth Partners LLC26,040$218K0.1%-27.1%0.000%
1/31/2025 Atria Wealth Solutions Inc.264,141$2.21M0.0%+4.2%0.000%
1/31/2025 D.A. Davidson & CO.16,311$137K0.0%-33.8%0.000%
1/31/2025 Truist Financial Corp81,398$682K0.0%-15.1%0.000%
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%
11/25/2024 Synovus Financial Corp95,650$820K0.0%+100.8%0.000%
11/25/2024 Sanctuary Advisors LLC36,239$305K0.0%+10.0%0.000%
11/20/2024 Virtu Financial LLC12,575$108K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp240,860$2.06M0.0%+2.5%0.000%
11/15/2024 Rivernorth Capital Management LLC1,248,835$10.70M0.5%+141.8%0.000%
11/13/2024 D.A. Davidson & CO.24,637$211K0.0%+9.8%0.000%
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11/13/2024 Horizon 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%
11/7/2024 Semus Wealth Partners LLC35,741$306K0.2%-25.0%0.000%
11/5/2024 WealthPlan Investment Management LLC16,350$140K0.0%N/A0.000%
10/31/2024 Shaker 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%
9/5/2024 Sanctuary Advisors LLC32,937$272K0.0%N/A0.000%
8/22/2024 Cetera Investment Advisers185,296$1.51M0.0%+3.1%0.000%
8/21/2024 Truist Financial Corp133,700$1.09M0.0%+6.9%0.000%
8/9/2024 One Capital Management LLC121,420$990K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC56,763$467K0.2%-65.1%0.000%
7/31/2024 Semus Wealth Partners LLC47,659$388K0.3%-27.7%0.000%
7/31/2024 Commonwealth Equity Services LLC124,640$1.02M0.0%+1.3%0.000%
7/22/2024 Atria Wealth Solutions Inc.252,397$2.06M0.0%+3.1%0.000%
7/19/2024 Western Wealth Management LLC31,367$256K0.0%-23.4%0.000%
5/8/2024 Semus 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%
4/30/2024 J.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%
3/27/2024 Nomura Holdings Inc.13,405$113K0.0%N/A0.000%
2/26/2024 Virtu Financial LLC21,079$178K0.0%N/A0.000%
2/9/2024 D.A. Davidson & CO.25,475$215K0.0%-15.2%0.000%
2/7/2024 Shaker Financial Services LLC250,269$2.13M0.9%+53.0%0.000%
2/5/2024 Andina Capital Management LLC29,934$253K0.2%N/A0.000%
2/2/2024 Atria 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%
1/23/2024 Semus Wealth Partners LLC75,682$639K0.5%-9.6%0.000%
1/19/2024 Armor Investment Advisors LLC38,527$325K0.2%-17.2%0.000%
11/14/2023 Synovus Financial Corp52,599$403K0.0%+34.9%0.000%
11/13/2023 Kestra Advisory Services LLC17,621$135K0.0%-11.6%0.000%
11/8/2023 D.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%
11/8/2023 Atria Wealth Solutions Inc.143,480$1.10M0.0%+12.0%0.000%
11/8/2023 Western 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%
11/2/2023 Shaker 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%
8/14/2023 Gallagher Fiduciary Advisors LLC444,996$3.65M0.3%-11.3%0.000%
8/11/2023 Guggenheim 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%
8/9/2023 Lido Advisors LLC20,000$164K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC215,945$1.79M0.8%+31.8%0.000%
8/2/2023 Moser Wealth Advisors LLC26,646$218K0.1%N/A0.000%
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8/1/2023 Portside Wealth Group LLC14,682$120K0.0%N/A0.000%
8/1/2023 Truist Financial Corp88,122$722K0.0%-1.4%0.000%
7/31/2023 LPL Financial LLC59,995$491K0.0%-6.7%0.000%
7/21/2023 Creative Planning159,236$1.30M0.0%+107.9%0.000%
7/19/2023 Armor Investment Advisors LLC40,099$328K0.2%-19.2%0.000%
5/16/2023 Gallagher Fiduciary Advisors LLC501,480$4.08M0.3%N/A0.000%
5/11/2023 Consolidated Portfolio Review Corp16,569$135K0.0%N/A0.000%
5/11/2023 Synovus Financial Corp37,882$308K0.0%+20.6%0.000%
5/11/2023 Guggenheim Capital LLC200,196$1.63M0.0%+218.3%0.000%
5/9/2023 Armor Investment Advisors LLC49,646$404K0.2%-30.1%0.000%
(Data available from 1/1/2016 forward)

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PFL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFL shares?

During the previous two years, 58 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($10.70M), Guggenheim Capital LLC ($3.94M), Gallagher Fiduciary Advisors LLC ($3.65M), Invesco Ltd. ($2.55M), Atria Wealth Solutions Inc. ($2.21M), Stifel Financial Corp ($2.09M), and LPL Financial LLC ($2.01M).Learn more on PFL's institutional investors.

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

Of the 49 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 Fiduciary Advisors LLC ($501.48K), Guggenheim Capital LLC ($265.90K), Centaurus Financial Inc. ($150.45K), Strategic Financial Concepts LLC ($145.81K), Shaker Financial Services LLC ($138.73K), and Raymond James Financial Services Advisors Inc. ($136.62K).

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

Institutional investors have bought a total of 3,159,305 shares in the last 24 months. This purchase volume represents approximately $26.33M in transactions.

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

Of the 18 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), Semus Wealth Partners LLC ($57.69K), Gallagher Fiduciary Advisors LLC ($56.48K), Synovus Financial Corp ($48.37K), Armor Investment Advisors LLC ($47.52K), Sonora Investment Management Group LLC ($23.37K), and D.A. Davidson & CO. ($20.11K).

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

Institutional investors have sold a total of 608,628 shares in the last 24 months. This volume of shares sold represents approximately $4.98M in transactions.


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This page (NYSE:PFL) was last updated on 3/9/2025 by MarketBeat.com Staff
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