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PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$8.45 0.00 (0.00%)
Closing price 08/22/2025 03:58 PM Eastern
Extended Trading
$8.48 +0.03 (+0.40%)
As of 08/22/2025 06:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund (NYSE:PFL)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$18.42M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.30M
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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
8/18/2025 Geneos Wealth Management Inc.34,151$285K0.0%+63.6%0.000%
8/15/2025 Bank of America Corp DE208,863$1.74M0.0%+5.4%0.000%
8/15/2025 Ameriprise Financial Inc.234,966$1.96M0.0%-20.1%0.000%
8/14/2025 Jane Street Group LLC22,413$187K0.0%+105.5%0.000%
8/14/2025 Raymond James Financial Inc.42,755$357K0.0%+7.2%0.000%
8/14/2025 NewEdge Advisors LLC94,400$787K0.0%+8.5%0.000%
8/13/2025 StoneX Group Inc.25,503$213K0.0%-17.9%0.000%
8/13/2025 Guggenheim Capital LLC866,680$7.23M0.1%+10.6%0.000%
8/13/2025 Invesco Ltd.317,312$2.65M0.0%+3.3%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.15,142$126K0.0%+27.1%0.000%
8/12/2025 J.W. Cole Advisors Inc.57,883$483K0.0%-6.7%0.000%
8/11/2025 Semus Wealth Partners LLC18,111$151K0.1%-7.3%0.000%
8/8/2025 Cetera Investment Advisers144,500$1.21M0.0%+44.8%0.000%
8/7/2025 Allworth Financial LP4,100$34K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC37,026$312K0.1%N/A0.000%
8/4/2025 Integrity Alliance LLC.11,281$94K0.0%-24.2%0.000%
7/31/2025 Moser Wealth Advisors LLC18,428$154K0.1%-29.3%0.000%
7/30/2025 D.A. Davidson & CO.11,251$94K0.0%-37.7%0.000%
7/29/2025 Stratos Wealth Partners LTD.23,245$194K0.0%+6.0%0.000%
7/25/2025 Cypress Capital Group58,213$485K0.1%N/A0.000%
7/25/2025 Apollon Wealth Management LLC11,200$93K0.0%-83.9%0.000%
7/23/2025 Elm3 Financial Group LLC27,833$232K0.2%+27.2%0.000%
7/18/2025 Consolidated Portfolio Review Corp22,106$184K0.0%-5.9%0.000%
5/21/2025 Geneos Wealth Management Inc.20,872$179K0.0%+51.3%0.000%
5/20/2025 Integrity Alliance LLC.14,890$128K0.0%+42.1%0.000%
5/19/2025 Jane Street Group LLC10,909$94K0.0%N/A0.000%
5/15/2025 Royal Bank of Canada167,070$1.44M0.0%+9.6%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.11,912$102K0.0%+18.5%0.000%
5/12/2025 Invesco Ltd.307,144$2.64M0.0%+1.0%0.000%
5/12/2025 National Bank of Canada FI5,878$50K0.0%+114.6%0.000%
5/9/2025 Atria Wealth Solutions Inc.262,787$2.26M0.0%-0.5%0.000%
5/8/2025 XTX Topco Ltd13,783$119K0.0%N/A0.000%
5/7/2025 LPL Financial LLC247,403$2.13M0.0%+3.0%0.000%
5/7/2025 Semus Wealth Partners LLC19,531$168K0.1%-25.0%0.000%
5/6/2025 Cetera Investment Advisers99,783$858K0.0%+18.1%0.000%
5/6/2025 Elm3 Financial Group LLC21,885$188K0.2%-12.7%0.000%
4/30/2025 Stratos Wealth Partners LTD.21,921$189K0.0%N/A0.000%
4/28/2025 D.A. Davidson & CO.18,051$155K0.0%+10.7%0.000%
4/28/2025 Strategic Financial Concepts LLC10,000$86K0.0%-86.3%0.000%
4/22/2025 PFG Investments LLC21,500$185K0.0%N/A0.000%
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4/17/2025 Sowell Financial Services LLC16,641$143K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC52,157$449K0.0%-16.7%0.000%
3/12/2025Centaurus Financial Inc.310,230$2.60M0.2%+35.1%0.000%
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%
2/5/2025Noble 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%
11/25/2024Sanctuary 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%
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%
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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%
8/22/2024 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%
(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, 60 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 ($7.23M), Invesco Ltd. ($2.65M), Centaurus Financial Inc. ($2.60M), Atria Wealth Solutions Inc. ($2.26M), LPL Financial LLC ($2.13M), and Stifel Financial Corp ($2.09M).Learn more on PIMCO Income Strategy Fund's institutional investors.

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

Of the 53 institutional investors that purchased PIMCO Income Strategy Fund's 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), Centaurus Financial Inc. ($231.07K), Guggenheim Capital LLC ($184.51K), Strategic Financial Concepts LLC ($145.81K), Shaker Financial Services LLC ($123.69K), One Capital Management LLC ($121.42K), and Raymond James Financial Inc. ($66.44K).

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

Institutional investors have bought a total of 2,178,319 shares in the last 24 months. This purchase volume represents approximately $18.42M in transactions.

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

Of the 20 institutional investors that sold PIMCO Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Financial Concepts LLC ($62.91K), Ameriprise Financial Inc. ($60.33K), Apollon Wealth Management LLC ($58.21K), Synovus Financial Corp ($48.37K), Shaker Financial Services LLC ($33.68K), Semus Wealth Partners LLC ($29.55K), and D.A. Davidson & CO. ($15.13K).

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

Institutional investors have sold a total of 392,396 shares in the last 24 months. This volume of shares sold represents approximately $3.30M in transactions.


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This page (NYSE:PFL) was last updated on 8/23/2025 by MarketBeat.com Staff
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