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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

$7.52 +0.02 (+0.20%)
Closing price 08/1/2025 03:57 PM Eastern
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As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund II (NYSE:PFN)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$33.44M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$6.41M
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PFN Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Envestnet Asset Management Inc.371,572$2.75M0.0%+4.6%0.000%
7/31/2025 Whipplewood Advisors LLC132,698$981K0.5%N/A0.000%
7/30/2025 D.A. Davidson & CO.14,518$107K0.0%-18.1%0.000%
7/29/2025 Stratos Wealth Partners LTD.159,835$1.18M0.0%+40.1%0.000%
7/29/2025 Private Trust Co. NA192,830$1.43M0.1%-1.7%0.000%
7/25/2025 Cypress Capital Group47,157$348K0.0%N/A0.000%
7/25/2025 Apollon Wealth Management LLC43,642$323K0.0%-41.2%0.000%
7/23/2025 Clear Creek Financial Management LLC49,892$369K0.0%-32.8%0.000%
7/23/2025 Elm3 Financial Group LLC40,690$301K0.3%+5.3%0.000%
7/22/2025 Keudell Morrison Wealth Management77,556$573K0.1%N/A0.000%
7/21/2025 Ameritas Advisory Services LLC43,210$319K0.0%+59.7%0.000%
7/18/2025 Consolidated Portfolio Review Corp372,691$2.75M0.4%+1.2%0.000%
7/17/2025 Smith Chas P & Associates PA Cpas33,458$247K0.0%-4.2%0.000%
7/14/2025 Gridiron Partners LLC10,869$80K0.0%N/A0.000%
7/11/2025 Mallini Complete Financial Planning LLC50,849$376K0.3%+14.0%0.000%
5/16/2025Arete Wealth Advisors LLC10,042$76K0.0%N/A0.000%
5/15/2025Royal Bank of Canada59,785$451K0.0%-55.6%0.000%
5/14/2025Guggenheim Capital LLC1,785,900$13.47M0.1%+4.2%0.000%
5/14/2025CreativeOne Wealth LLC15,150$114K0.0%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.362,833$2.74M0.9%-18.5%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.305,054$2.30M0.0%-39.2%0.000%
5/13/2025Raymond James Financial Inc.457,055$3.45M0.0%-1.2%0.000%
5/13/2025EverSource Wealth Advisors LLC1,001,543$7.55M0.4%+14.7%0.000%
5/12/2025Invesco Ltd.643,259$4.85M0.0%+0.6%0.000%
5/8/2025Moors & Cabot Inc.54,604$412K0.0%+8.0%0.000%
5/8/2025Certified Advisory Corp44,936$339K0.0%-8.6%0.000%
5/8/2025 US Bancorp DE18,698$141K0.0%+834.9%0.000%
5/7/2025LPL Financial LLC1,138,700$8.59M0.0%+2.7%0.000%
5/7/2025Semus Wealth Partners LLC24,487$185K0.1%-25.6%0.000%
5/6/2025Cetera Investment Advisers90,394$682K0.0%+3.0%0.000%
5/6/2025Choreo LLC83,948$638K0.0%-18.1%0.000%
5/5/2025J.W. Cole Advisors Inc.247,918$1.87M0.1%+60.0%0.000%
5/5/2025 Willner & Heller LLC10,945$83K0.1%N/A0.000%
5/5/2025Private Advisor Group LLC27,845$210K0.0%N/A0.000%
5/2/2025Financial Alternatives Inc17,866$135K0.1%-13.1%0.000%
5/1/2025 CWM LLC29,350$221K0.0%-6.0%0.000%
4/30/2025 Stratos Wealth Partners LTD.114,056$860K0.0%-8.5%0.000%
4/29/2025 Envestnet Asset Management Inc.355,106$2.68M0.0%-4.3%0.000%
4/28/2025 Private Trust Co. NA196,196$1.48M0.2%+5.1%0.000%
4/28/2025 Clear Creek Financial Management LLC74,193$559K0.1%+2.2%0.000%
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4/24/2025 Mallini Complete Financial Planning LLC44,608$336K0.3%+11.3%0.000%
4/23/2025 Consolidated Portfolio Review Corp368,373$2.78M0.4%+1.6%0.000%
4/15/2025Noble Wealth Management PBC322,253$2.43M1.7%-2.9%0.000%
4/11/2025 SeaCrest Wealth Management LLC23,398$176K0.0%N/A0.000%
3/12/2025Centaurus Financial Inc.12,568$94K0.0%N/A0.000%
2/24/2025 Ameriflex Group Inc.7,602$57K0.0%N/A0.000%
2/21/2025Putney Financial Group LLC5,305$40K0.0%N/A0.000%
2/17/2025Focus Partners Wealth10,470$78K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC182,025$1.36M0.1%+5.0%0.000%
2/17/2025Citadel Advisors LLC12,332$92K0.0%N/A0.000%
2/17/2025Bank of America Corp DE89,437$666K0.0%-20.1%0.000%
2/17/2025Ameriprise Financial Inc.478,080$3.56M0.0%+4.0%0.000%
2/17/2025Aptus Capital Advisors LLC34,973$263K0.0%+49.6%0.000%
2/14/2025Stifel Financial Corp92,582$690K0.0%-2.1%0.000%
2/13/2025Main Street Financial Solutions LLC48,832$364K0.0%+3.3%0.000%
2/13/2025Guggenheim Capital LLC1,713,668$12.77M0.1%+21.1%0.000%
2/13/2025Cohen & Steers Inc.806,234$6.01M0.0%+3.2%0.000%
2/13/2025Synovus Financial Corp43,282$322K0.0%-54.0%0.000%
2/13/2025Financial Alternatives Inc20,555$153K0.1%-9.0%0.000%
2/13/2025Rockefeller Capital Management L.P.74,666$556K0.0%+29.4%0.000%
2/13/2025First Foundation Advisors19,166$143K0.0%-10.7%0.000%
2/13/2025Raymond James Financial Inc.462,416$3.45M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC17,981$134K0.0%-25.1%0.000%
2/13/2025Invesco Ltd.639,707$4.77M0.0%+5.4%0.000%
2/13/2025 Envestnet Asset Management Inc.370,919$2.76M0.0%+1.7%0.000%
2/13/2025Wells Fargo & Company MN277,813$2.07M0.0%+33.1%0.000%
2/12/2025Landscape Capital Management L.L.C.17,233$128K0.0%N/A0.000%
2/12/2025World Investment Advisors10,776$80K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.444,945$3.32M1.1%+11.5%0.000%
2/12/2025StoneX Group Inc.25,303$189K0.0%N/A0.000%
2/12/2025 Morey & Quinn Wealth Partners LLC17,700$132K0.1%N/A0.000%
2/11/2025LPL Financial LLC1,109,166$8.26M0.0%-1.6%0.000%
2/10/2025Thrivent Financial for Lutherans99,000$737K0.0%+32.0%0.000%
2/10/2025Horizon Kinetics Asset Management LLC257,327$1.92M0.0%-21.0%0.000%
2/10/2025Commonwealth Equity Services LLC275,536$2.05M0.0%-18.9%0.000%
2/10/2025Avantax Advisory Services Inc.11,695$87K0.0%N/A0.000%
2/10/2025EverSource Wealth Advisors LLC873,513$6.51M0.4%+5.6%0.000%
2/7/2025Moors & Cabot Inc.50,576$377K0.0%+210.0%0.000%
2/6/2025Raymond James Financial Inc.462,416$3.45M0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC331,735$2.47M1.7%N/A0.000%
2/5/2025 Private Trust Co. NA186,705$1.39M0.1%+2.8%0.000%
2/3/2025 Element Wealth LLC21,305$159K0.1%N/A0.000%
1/31/2025Semus Wealth Partners LLC32,920$245K0.2%-28.7%0.000%
1/31/2025 Atria Wealth Solutions Inc.10,327$77K0.0%-24.0%0.000%
1/31/2025 D.A. Davidson & CO.17,728$132K0.0%-37.6%0.000%
1/31/2025 Truist Financial Corp11,870$88K0.0%-58.8%0.000%
1/31/2025J.W. Cole Advisors Inc.154,958$1.15M0.0%+46.7%0.000%
1/30/2025Root Financial Partners LLC26,995$201K0.0%N/A0.000%
1/28/2025 Apollon Wealth Management LLC74,249$553K0.0%+57.5%0.000%
1/27/2025 Consolidated Portfolio Review Corp362,485$2.70M0.4%+3.6%0.000%
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1/27/2025 Elm3 Financial Group LLC38,625$288K0.2%N/A0.000%
1/27/2025Choreo LLC102,451$763K0.0%+31.4%0.000%
1/27/2025 Stratos Wealth Partners LTD.124,667$929K0.0%+22.1%0.000%
1/24/2025GPS Wealth Strategies Group LLC4,069$30K0.0%+114.2%0.000%
1/24/2025 Clear Creek Financial Management LLC72,628$541K0.1%-9.3%0.000%
1/23/2025Ibex Wealth Advisors10,988$82K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC32,975$246K0.0%-12.0%0.000%
1/17/2025Atomi Financial Group Inc.50,975$380K0.0%+6.5%0.000%
1/15/2025 Ameritas Advisory Services LLC27,065$202K0.0%-7.5%0.000%
12/13/2024B. Riley Wealth Advisors Inc.16,253$125K0.0%-63.8%0.000%
(Data available from 1/1/2016 forward)

PFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFN shares?

During the previous two years, 99 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund II. The most heavily invested institutionals were Rivernorth Capital Management LLC ($19.99M), Guggenheim Capital LLC ($13.47M), LPL Financial LLC ($8.59M), EverSource Wealth Advisors LLC ($7.55M), Cohen & Steers Inc. ($6.01M), Invesco Ltd. ($4.85M), and Ameriprise Financial Inc. ($3.56M).Learn more on PIMCO Income Strategy Fund II's institutional investors.

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

Of the 87 institutional investors that purchased PIMCO Income Strategy Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($924.83K), Rivernorth Capital Management LLC ($603.05K), EverSource Wealth Advisors LLC ($422.03K), Guggenheim Capital LLC ($385.43K), PFG Investments LLC ($376.75K), Noble Wealth Management PBC ($331.74K), and Shaker Financial Services LLC ($299.83K).

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

Institutional investors have bought a total of 4,479,351 shares in the last 24 months. This purchase volume represents approximately $33.44M in transactions.

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

Of the 33 institutional investors that sold PIMCO Income Strategy Fund II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($196.58K), Thomas J. Herzfeld Advisors Inc. ($82.11K), Royal Bank of Canada ($74.88K), Horizon Kinetics Asset Management LLC ($68.50K), Commonwealth Equity Services LLC ($64.38K), Synovus Financial Corp ($50.90K), and Semus Wealth Partners LLC ($33.10K).

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

Institutional investors have sold a total of 853,783 shares in the last 24 months. This volume of shares sold represents approximately $6.41M in transactions.


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This page (NYSE:PFN) was last updated on 8/3/2025 by MarketBeat.com Staff
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