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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

$7.06 +0.05 (+0.64%)
Closing price 04/17/2025 03:58 PM Eastern
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$7.10 +0.04 (+0.57%)
As of 04/17/2025 05:51 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)
59
Total
Institutional Inflows
(last 12 months)
$33.01M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$3.26M
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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
4/15/2025 Noble 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%
2/24/2025Ameriflex 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%
2/13/2025Envestnet 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%
2/5/2025 Noble Wealth Management PBC331,735$2.47M1.7%N/A0.000%
2/5/2025Private Trust Co. NA186,705$1.39M0.1%+2.8%0.000%
2/3/2025Element Wealth LLC21,305$159K0.1%N/A0.000%
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We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

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1/31/2025Semus Wealth Partners LLC32,920$245K0.2%-28.7%0.000%
1/31/2025Atria Wealth Solutions Inc.10,327$77K0.0%-24.0%0.000%
1/31/2025D.A. Davidson & CO.17,728$132K0.0%-37.6%0.000%
1/31/2025Truist 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%
1/28/2025Apollon Wealth Management LLC74,249$553K0.0%+57.5%0.000%
1/27/2025Consolidated Portfolio Review Corp362,485$2.70M0.4%+3.6%0.000%
1/27/2025Elm3 Financial Group LLC38,625$288K0.2%N/A0.000%
1/27/2025Choreo LLC102,451$763K0.0%+31.4%0.000%
1/27/2025Stratos Wealth Partners LTD.124,667$929K0.0%+22.1%0.000%
1/24/2025 GPS Wealth Strategies Group LLC4,069$30K0.0%+114.2%0.000%
1/24/2025Clear Creek Financial Management LLC72,628$541K0.1%-9.3%0.000%
1/23/2025 Ibex 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%
1/15/2025Ameritas 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%
11/25/2024Synovus Financial Corp94,180$718K0.0%+71.5%0.000%
11/25/2024Sanctuary Advisors LLC41,681$312K0.0%+5.0%0.000%
11/15/2024Stifel Financial Corp94,524$720K0.0%+23.2%0.000%
11/15/2024Rivernorth Capital Management LLC2,623,307$19.99M1.0%+24.4%0.000%
11/14/2024Rockefeller Capital Management L.P.57,719$440K0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.28,411$216K0.0%-8.3%0.000%
11/13/2024Private Trust Co. NA181,660$1.38M0.1%+70.3%0.000%
11/13/2024Horizon Kinetics Asset Management LLC325,827$2.48M0.0%+17.8%0.000%
11/8/2024EverSource Wealth Advisors LLC826,917$6.30M0.4%+3.6%0.000%
11/8/2024Moors & Cabot Inc.16,317$124K0.0%-47.9%0.000%
11/7/2024Semus Wealth Partners LLC46,142$352K0.2%-19.9%0.000%
11/7/2024Thrivent Financial for Lutherans75,000$572K0.0%N/A0.000%
11/6/2024Main Street Financial Solutions LLC47,257$360K0.0%+3.0%0.000%
10/31/2024Shaker Financial Services LLC12,825$99K0.0%-13.6%0.000%
10/24/2024J.W. Cole Advisors Inc.105,608$805K0.0%+138.3%0.000%
10/24/2024Consolidated Portfolio Review Corp349,736$2.67M0.6%-0.8%0.000%
10/22/2024International Assets Investment Management LLC7,620$58K0.0%+662.0%0.000%
10/18/2024Raymond James & Associates339,087$2.58M0.0%+17.5%0.000%
9/5/2024Sanctuary Advisors LLC39,710$287K0.0%N/A0.000%
8/21/2024Truist Financial Corp68,273$490K0.0%+12.4%0.000%
8/19/2024B. Riley Wealth Advisors Inc.44,890$325K0.0%+15.5%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.489,643$3.51M0.0%+3.3%0.000%
8/14/2024EverSource Wealth Advisors LLC798,490$5.77M0.4%+4.7%0.000%
8/8/2024J.W. Cole Advisors Inc.44,325$318K0.0%+81.0%0.000%
8/8/2024Envestnet Asset Management Inc.315,258$2.26M0.0%+17.4%0.000%
8/8/2024CoreCap Advisors LLC170,850$1.23M0.1%N/A0.000%
8/8/2024 RS Crum Inc.55,750$400K0.1%N/A0.000%
8/8/2024Financial Alternatives Inc24,248$174K0.1%-10.1%0.000%
8/8/2024Main Street Financial Solutions LLC45,902$329K0.0%+5.1%0.000%
8/7/2024Choreo LLC72,668$521K0.0%+12.3%0.000%
8/6/2024First Foundation Advisors20,863$150K0.0%+18.8%0.000%
8/3/2024Shaker Financial Services LLC14,849$108K0.0%-21.8%0.000%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
8/1/2024Consolidated Portfolio Review Corp352,582$2.53M0.6%-6.4%0.000%
7/31/2024Semus Wealth Partners LLC57,584$413K0.3%-6.4%0.000%
7/31/2024Commonwealth Equity Services LLC344,700$2.47M0.0%+18.4%0.000%
7/29/2024Ameritas Advisory Services LLC29,189$209K0.0%+21.8%0.000%
7/26/2024Atomi Financial Group Inc.47,627$341K0.0%+13.4%0.000%
7/25/2024Addison Capital Co52,334$375K0.2%-7.9%0.000%
7/19/2024Raymond James & Associates288,464$2.07M0.0%+2.2%0.000%
7/17/2024Keudell Morrison Wealth Management18,750$134K0.0%N/A0.000%
6/11/2024EverSource Wealth Advisors LLC762,298$5.57M0.4%+5.2%0.000%
5/24/2024Cetera Advisors LLC41,169$307K0.0%+7.2%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, 96 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 ($12.77M), LPL Financial LLC ($8.26M), EverSource Wealth Advisors LLC ($6.51M), Cohen & Steers Inc. ($6.01M), Invesco Ltd. ($4.77M), and Ameriprise Financial Inc. ($3.56M).Learn more on PFN's institutional investors.

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

Of the 83 institutional investors that purchased PIMCO Income Strategy Fund II 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), EverSource Wealth Advisors LLC ($873.51K), Rivernorth Capital Management LLC ($603.05K), Guggenheim Capital LLC ($555.31K), Consolidated Portfolio Review Corp ($385.78K), PFG Investments LLC ($376.75K), and Noble Wealth Management PBC ($331.74K).

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

Institutional investors have bought a total of 7,425,552 shares in the last 24 months. This purchase volume represents approximately $54.40M in transactions.

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

Of the 35 institutional investors that sold PIMCO Income Strategy Fund II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($678.00K), Shaker Financial Services LLC ($294.07K), Stratos Wealth Partners LTD. ($141.71K), Synovus Financial Corp ($91.46K), Commonwealth Equity Services LLC ($78.42K), Certified Advisory Corp ($69.02K), and Horizon Kinetics Asset Management LLC ($68.50K).

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

Institutional investors have sold a total of 1,891,626 shares in the last 24 months. This volume of shares sold represents approximately $13.20M in transactions.


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This page (NYSE:PFN) was last updated on 4/19/2025 by MarketBeat.com Staff
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