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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

$7.36 +0.03 (+0.41%)
(As of 12/20/2024 05:31 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund II (NYSE:PFN)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$18.72M
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
12/13/2024 B. Riley Wealth Advisors Inc.16,253$125K0.0%-63.8%0.000%
11/25/2024 Synovus Financial Corp94,180$718K0.0%+71.5%0.000%
11/25/2024 Sanctuary Advisors LLC41,681$312K0.0%+5.0%0.000%
11/15/2024 Stifel Financial Corp94,524$720K0.0%+23.2%0.000%
11/15/2024 Rivernorth Capital Management LLC2,623,307$19.99M1.0%+24.4%0.000%
11/14/2024 Rockefeller Capital Management L.P.57,719$440K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.28,411$216K0.0%-8.3%0.000%
11/13/2024 Private Trust Co. NA181,660$1.38M0.1%+70.3%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC325,827$2.48M0.0%+17.8%0.000%
11/8/2024 EverSource Wealth Advisors LLC826,917$6.30M0.4%+3.6%0.000%
11/8/2024 Moors & Cabot Inc.16,317$124K0.0%-47.9%0.000%
11/7/2024 Semus Wealth Partners LLC46,142$352K0.2%-19.9%0.000%
11/7/2024 Thrivent Financial for Lutherans75,000$572K0.0%N/A0.000%
11/6/2024 Main Street Financial Solutions LLC47,257$360K0.0%+3.0%0.000%
10/31/2024 Shaker Financial Services LLC12,825$99K0.0%-13.6%0.000%
10/24/2024 J.W. Cole Advisors Inc.105,608$805K0.0%+138.3%0.000%
10/24/2024 Consolidated 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%
9/5/2024 Sanctuary Advisors LLC39,710$287K0.0%N/A0.000%
8/21/2024 Truist Financial Corp68,273$490K0.0%+12.4%0.000%
8/19/2024 B. Riley Wealth Advisors Inc.44,890$325K0.0%+15.5%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.489,643$3.51M0.0%+3.3%0.000%
8/14/2024 EverSource Wealth Advisors LLC798,490$5.77M0.4%+4.7%0.000%
8/8/2024 J.W. Cole Advisors Inc.44,325$318K0.0%+81.0%0.000%
8/8/2024 Envestnet Asset Management Inc.315,258$2.26M0.0%+17.4%0.000%
8/8/2024 CoreCap Advisors LLC170,850$1.23M0.1%N/A0.000%
8/8/2024 RS Crum Inc.55,750$400K0.1%N/A0.000%
8/8/2024 Financial Alternatives Inc24,248$174K0.1%-10.1%0.000%
8/8/2024 Main Street Financial Solutions LLC45,902$329K0.0%+5.1%0.000%
8/7/2024 Choreo LLC72,668$521K0.0%+12.3%0.000%
8/6/2024 First Foundation Advisors20,863$150K0.0%+18.8%0.000%
8/3/2024 Shaker Financial Services LLC14,849$108K0.0%-21.8%0.000%
8/1/2024 Consolidated Portfolio Review Corp352,582$2.53M0.6%-6.4%0.000%
7/31/2024 Semus 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%
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%
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7/17/2024 Keudell Morrison Wealth Management18,750$134K0.0%N/A0.000%
6/11/2024 EverSource Wealth Advisors LLC762,298$5.57M0.4%+5.2%0.000%
5/24/2024Cetera Advisors LLC41,169$307K0.0%+7.2%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.38,871$290K0.0%+13.2%0.000%
5/10/2024 First Foundation Advisors17,557$131K0.0%-10.4%0.000%
5/9/2024 Koshinski Asset Management Inc.11,721$87K0.0%-33.6%0.000%
5/8/2024 Semus 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%
5/2/2024 Choreo LLC64,710$483K0.0%N/A0.000%
4/30/2024 J.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%
4/26/2024 Clear Creek Financial Management LLC79,892$596K0.1%+13.3%0.000%
4/26/2024 LifePro Asset Management80,427$600K0.4%N/A0.000%
4/25/2024 Smith Chas P & Associates PA Cpas38,001$283K0.0%N/A0.000%
4/24/2024 Private Trust Co. NA103,846$775K0.1%+11.2%0.000%
4/22/2024 PFG Investments LLC376,751$2.81M0.2%N/A0.000%
3/15/2024 B. 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%
2/9/2024 Advisory Services Network LLC39,031$282K0.0%+8.5%0.000%
2/9/2024 EverSource Wealth Advisors LLC724,459$5.24M0.5%+7.3%0.000%
2/9/2024 Certified Advisory Corp57,969$419K0.1%-54.4%0.000%
2/9/2024 D.A. Davidson & CO.31,963$231K0.0%-26.3%0.000%
2/8/2024Addison Capital Co57,434$415K0.3%-9.7%0.000%
2/8/2024 Foundations Investment Advisors LLC10,281$77K0.0%N/A0.000%
2/7/2024 Cary Street Partners Investment Advisory LLC13,700$99K0.0%+341.9%0.000%
2/7/2024 Shaker Financial Services LLC463,132$3.38M1.4%+72.7%0.000%
2/6/2024 TCG Advisory Services LLC99,659$721K0.0%+1.8%0.000%
2/5/2024 Cary Street Partners Investment Advisory LLC13,700$99K0.0%+341.9%0.000%
2/2/2024 Atria Wealth Solutions Inc.32,486$236K0.0%-48.7%0.000%
1/29/2024 Consolidated 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%
1/26/2024 Geneos 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%
1/23/2024 Semus 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%
1/16/2024 CoreCap 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%
11/16/2023 First Foundation Advisors24,375$161K0.0%-11.0%0.000%
11/16/2023 Essex Financial Services Inc.10,384$68K0.0%N/A0.000%
11/16/2023 Penserra Capital Management LLC443,614$2.92M0.1%-60.4%0.000%
11/14/2023 Synovus Financial Corp202,168$1.33M0.0%-5.6%0.000%
11/13/2023 Consolidated Portfolio Review Corp366,405$2.42M0.6%+0.8%0.000%
11/13/2023 Certified Advisory Corp126,989$837K0.1%+3.2%0.000%
11/13/2023Addison Capital Co63,634$419K0.3%-6.0%0.000%
11/13/2023 LPL Financial LLC624,062$4.11M0.0%+1.8%0.000%
11/8/2023 Landscape Capital Management L.L.C.13,512$89K0.0%N/A0.000%
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11/8/2023 Moors & Cabot Inc.23,169$153K0.0%+113.2%0.000%
11/8/2023 Bryn Mawr Capital Management LLC10,993$72K0.0%N/A0.000%
11/7/2023 Great Valley Advisor Group Inc.12,628$83K0.0%N/A0.000%
11/4/2023 EverSource Wealth Advisors LLC674,961$4.45M0.5%+1.3%0.000%
11/2/2023 Sonora Investment Management Group LLC28,660$189K0.0%-47.1%0.000%
11/2/2023 Shaker 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%
10/24/2023Raymond James Financial Services Advisors Inc.15,089$99K0.0%-12.0%0.000%
10/24/2023Raymond James & Associates252,818$1.67M0.0%+92.0%0.000%
10/24/2023 Clear Creek Financial Management LLC71,306$470K0.1%-2.3%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 5,904,699 shares in the last 24 months. This purchase volume represents approximately $42.78M 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 1,996,859 shares in the last 24 months. This volume of shares sold represents approximately $13.83M in transactions.


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This page (NYSE:PFN) was last updated on 12/22/2024 by MarketBeat.com Staff
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