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PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$8.28 +0.01 (+0.12%)
(As of 11/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund (NYSE:PFL)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$5.70M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.81M
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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
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%
11/12/2024 Centaurus 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%
9/23/2024 Centaurus 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%
7/31/2024Commonwealth 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%
5/4/2024Geneos 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%
3/27/2024Nomura Holdings Inc.13,405$113K0.0%N/A0.000%
2/26/2024Virtu 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%
11/14/2023Synovus 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%
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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%
8/14/2023Gallagher 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%
8/9/2023Lido 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%
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%
5/16/2023Gallagher 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%
5/11/2023 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%
5/8/2023 Shaker Financial Services LLC163,881$1.35M0.6%-34.3%0.000%
5/5/2023 Truist Financial Corp89,408$727K0.0%-2.7%0.000%
4/25/2023 D.A. Davidson & CO.28,446$231K0.0%-20.2%0.000%
4/20/2023 Shufro 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%
4/12/2023 National 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%
2/13/2023 Atria Wealth Solutions Inc.129,223$1.05M0.0%-13.8%0.000%
2/10/2023 Creative Planning162,517$1.32M0.0%-12.7%0.000%
2/10/2023 CoreCap 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%
2/8/2023 Semus Wealth Partners LLC83,386$676K0.8%N/A0.000%
2/7/2023Commonwealth Equity Services LLC134,029$1.09M0.0%-4.7%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.8,185$66K0.0%-12.6%0.000%
2/7/2023 LPL 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%
2/3/2023 Shaker 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%
1/31/2023 Kestra 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%
1/25/2023 Shufro Rose & Co. LLC21,600$175K0.0%-44.0%0.000%
11/16/2022 Horizon Kinetics Asset Management LLC103,614$826K0.0%-12.1%0.000%
11/9/2022 Shaker Financial Services LLC53,801$429K0.2%N/A0.000%
11/7/2022 D.A. Davidson & CO.35,651$284K0.0%-4.1%0.000%
11/3/2022 Creative Planning186,152$1.48M0.0%-3.0%0.000%
11/1/2022 Kestra Advisory Services LLC16,339$130K0.0%-9.4%0.000%
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10/31/2022 Armor Investment Advisors LLC92,920$741K0.5%-57.9%0.000%
10/26/2022F3Logic LLC599,113$4.78M1.0%-1.3%0.000%
10/25/2022 Janney Montgomery Scott LLC30,833$246K0.0%-19.5%0.000%
10/17/2022OTA Financial Group L.P.40,484$322K0.3%N/A0.000%
8/15/2022 Atria Wealth Solutions Inc.131,223$1.18M0.0%N/A0.000%
8/13/2022Lloyd Park LLC18,825$171K0.2%N/A0.000%
8/13/2022NewEdge Advisors LLC102,600$922K0.0%+2.9%0.000%
8/12/2022 Kerntke Otto McGlone Wealth Management Group15,838$142K0.2%N/A0.000%
8/11/2022Cetera Advisor Networks LLC150,271$1.35M0.0%+6.1%0.000%
8/11/2022Cetera Advisors LLC64,723$582K0.0%-3.7%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, 45 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund. The most heavily invested institutionals were Gallagher Benefit Services Inc. ($4.83M), Gallagher Fiduciary Advisors LLC ($3.65M), Atria Wealth Solutions Inc. ($2.06M), Centaurus Financial Inc. ($1.97M), Guggenheim Capital LLC ($1.86M), Cetera Investment Advisers ($1.51M), and Creative Planning ($1.30M).Learn more on PFL's institutional investors.

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

Of the 38 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: 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), Raymond James Financial Services Advisors Inc. ($136.62K), and One Capital Management LLC ($121.42K).

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

Institutional investors have bought a total of 2,716,993 shares in the last 24 months. This purchase volume represents approximately $22.22M in transactions.

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

Of the 20 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 653,061 shares in the last 24 months. This volume of shares sold represents approximately $5.31M in transactions.


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This page (NYSE:PFL) was last updated on 11/14/2024 by MarketBeat.com Staff
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