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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

$7.44 -0.01 (-0.07%)
As of 01/21/2025 03:59 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)
39
Total
Institutional Inflows
(last 12 months)
$18.45M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.31M
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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
1/17/2025 Janney Montgomery Scott LLC32,975$246K0.0%-12.0%0.000%
1/17/2025 Atomi 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%
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%
10/22/2024 International 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%
8/8/2024RS 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%
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%
7/29/2024 Ameritas Advisory Services LLC29,189$209K0.0%+21.8%0.000%
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7/26/2024 Atomi 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%
5/16/2024B. Riley Wealth Advisors Inc.38,871$290K0.0%+13.2%0.000%
5/10/2024First Foundation Advisors17,557$131K0.0%-10.4%0.000%
5/9/2024 Koshinski Asset Management Inc.11,721$87K0.0%-33.6%0.000%
5/8/2024Semus Wealth Partners LLC61,499$459K0.4%-12.8%0.000%
5/7/2024 Atomi Financial Group Inc.42,016$313K0.0%+8.1%0.000%
5/2/2024Choreo LLC64,710$483K0.0%N/A0.000%
4/30/2024J.W. Cole Advisors Inc.24,489$183K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC291,220$2.17M0.0%-4.6%0.000%
4/26/2024Clear Creek Financial Management LLC79,892$596K0.1%+13.3%0.000%
4/26/2024LifePro Asset Management80,427$600K0.4%N/A0.000%
4/25/2024Smith Chas P & Associates PA Cpas38,001$283K0.0%N/A0.000%
4/24/2024Private Trust Co. NA103,846$775K0.1%+11.2%0.000%
4/22/2024PFG Investments LLC376,751$2.81M0.2%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.34,339$251K0.0%-11.7%0.000%
2/12/2024Focus Financial Network Inc. ADV24,969$182K0.0%N/A0.000%
2/9/2024Advisory Services Network LLC39,031$282K0.0%+8.5%0.000%
2/9/2024EverSource Wealth Advisors LLC724,459$5.24M0.5%+7.3%0.000%
2/9/2024 Certified Advisory Corp57,969$419K0.1%-54.4%0.000%
2/9/2024D.A. Davidson & CO.31,963$231K0.0%-26.3%0.000%
2/8/2024Addison Capital Co57,434$415K0.3%-9.7%0.000%
2/8/2024Foundations Investment Advisors LLC10,281$77K0.0%N/A0.000%
2/7/2024Cary Street Partners Investment Advisory LLC13,700$99K0.0%+341.9%0.000%
2/7/2024Shaker Financial Services LLC463,132$3.38M1.4%+72.7%0.000%
2/6/2024TCG Advisory Services LLC99,659$721K0.0%+1.8%0.000%
2/5/2024Cary Street Partners Investment Advisory LLC13,700$99K0.0%+341.9%0.000%
2/2/2024Atria Wealth Solutions Inc.32,486$236K0.0%-48.7%0.000%
1/29/2024Consolidated Portfolio Review Corp378,023$2.73M0.6%+3.2%0.000%
1/29/2024 Koshinski Asset Management Inc.17,642$128K0.0%+50.5%0.000%
1/26/2024Geneos Wealth Management Inc.14,394$104K0.0%-74.4%0.000%
1/24/2024Stratos Wealth Partners LTD.81,091$586K0.0%-1.9%0.000%
1/24/2024Stratos Wealth Advisors LLC18,716$135K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC7,230$52K0.0%+623.0%0.000%
1/23/2024Semus Wealth Partners LLC70,564$510K0.4%-12.1%0.000%
1/18/2024 SeaCrest Wealth Management LLC10,759$79K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.38,084$275K0.0%+152.4%0.000%
1/16/2024Raymond James & Associates247,602$1.79M0.0%-2.1%0.000%
1/16/2024CoreCap Advisors LLC86,305$624K0.0%+7.5%0.000%
1/5/2024 St. Louis Financial Planners Asset Management LLC22,443$162K0.2%-8.4%0.000%
11/16/2023First Foundation Advisors24,375$161K0.0%-11.0%0.000%
11/16/2023Essex Financial Services Inc.10,384$68K0.0%N/A0.000%
11/16/2023Penserra Capital Management LLC443,614$2.92M0.1%-60.4%0.000%
11/14/2023Synovus Financial Corp202,168$1.33M0.0%-5.6%0.000%
11/13/2023Consolidated Portfolio Review Corp366,405$2.42M0.6%+0.8%0.000%
11/13/2023 Certified Advisory Corp126,989$837K0.1%+3.2%0.000%
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Just as I predicted, President Trump announced his #1 move during his first 100 days... His allies are calling it Trump’s Manhattan Project.

You simply have to see this..
11/13/2023Addison Capital Co63,634$419K0.3%-6.0%0.000%
11/13/2023LPL Financial LLC624,062$4.11M0.0%+1.8%0.000%
11/8/2023Landscape Capital Management L.L.C.13,512$89K0.0%N/A0.000%
11/8/2023Moors & Cabot Inc.23,169$153K0.0%+113.2%0.000%
11/8/2023Bryn Mawr Capital Management LLC10,993$72K0.0%N/A0.000%
11/7/2023Great Valley Advisor Group Inc.12,628$83K0.0%N/A0.000%
11/4/2023EverSource Wealth Advisors LLC674,961$4.45M0.5%+1.3%0.000%
11/2/2023Sonora Investment Management Group LLC28,660$189K0.0%-47.1%0.000%
11/2/2023Shaker Financial Services LLC268,195$1.78M0.8%+21.3%0.000%
10/24/2023Stratos Wealth Partners LTD.82,639$545K0.0%-61.9%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, 81 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), EverSource Wealth Advisors LLC ($6.30M), Guggenheim Capital LLC ($4.38M), LPL Financial LLC ($4.11M), Northwestern Mutual Wealth Management Co. ($3.51M), Penserra Capital Management LLC ($2.92M), and PFG Investments LLC ($2.81M).Learn more on PFN's institutional investors.

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

Of the 66 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: EverSource Wealth Advisors LLC ($826.92K), Rivernorth Capital Management LLC ($603.05K), Shaker Financial Services LLC ($531.31K), PFG Investments LLC ($376.75K), Consolidated Portfolio Review Corp ($373.03K), Penserra Capital Management LLC ($343.03K), and Guggenheim Capital LLC ($256.45K).

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

Institutional investors have bought a total of 5,885,059 shares in the last 24 months. This purchase volume represents approximately $42.64M in transactions.

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

Of the 36 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), Horizon Kinetics Asset Management LLC ($157.63K), Stratos Wealth Partners LTD. ($141.71K), Scotia Capital Inc. ($113.46K), Certified Advisory Corp ($69.02K), and Geneos Wealth Management Inc. ($55.03K).

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

Institutional investors have sold a total of 1,992,261 shares in the last 24 months. This volume of shares sold represents approximately $13.80M in transactions.


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This page (NYSE:PFN) was last updated on 1/22/2025 by MarketBeat.com Staff
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