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PIMCO Strategic Income Fund (RCS) Institutional Ownership

PIMCO Strategic Income Fund logo
$7.11 -0.04 (-0.56%)
As of 02:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Strategic Income Fund (NYSE:RCS)

Current
Institutional Ownership
Percentage
13.48%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$17.61M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$8.92M
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RCS Institutional Buying and Selling by Quarter

PIMCO Strategic Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Benjamin Edwards Inc.425,434$2.96M0.0%+5.0%0.912%
8/15/2025 Bank of America Corp DE39,407$274K0.0%-11.3%0.084%
8/14/2025 Raymond James Financial Inc.45,428$316K0.0%-4.0%0.097%
8/14/2025 NewEdge Advisors LLC104,057$724K0.0%-5.1%0.223%
8/14/2025 Baker Avenue Asset Management LP48,574$338K0.0%-39.0%0.104%
8/13/2025 StoneX Group Inc.10,308$72K0.0%N/A0.022%
8/13/2025 First Trust Advisors LP12,276$85K0.0%N/A0.026%
8/11/2025 FSA Wealth Management LLC12,605$88K0.0%-19.2%0.027%
8/8/2025 Cetera Investment Advisers72,983$508K0.0%+2.3%0.156%
8/5/2025 Milestone Asset Management LLC158,923$1.11M0.2%-4.0%0.341%
8/1/2025 Envestnet Asset Management Inc.176,318$1.23M0.0%+7.0%0.378%
7/31/2025 Focus Partners Advisor Solutions LLC11,450$80K0.0%N/A0.025%
7/29/2025 Balboa Wealth Partners109,552$762K0.2%-32.7%0.235%
7/29/2025 Straight Path Wealth Management31,400$219K0.1%+6.8%0.067%
7/18/2025 QTR Family Wealth LLC12,276$85K0.1%-25.4%0.026%
7/17/2025 Janney Montgomery Scott LLC125,010$870K0.0%-11.7%0.268%
7/16/2025 Owen LaRue LLC81,828$570K0.2%-41.2%0.175%
7/14/2025 Armstrong Advisory Group Inc.15,231$106K0.0%-9.8%0.033%
7/8/2025 MRA Advisory Group12,050$84K0.0%-18.7%0.026%
6/2/2025 Modern Wealth Management LLC30,565$191K0.0%N/A0.066%
5/16/2025 NewEdge Advisors LLC109,680$685K0.0%-4.3%0.238%
5/14/2025 Ieq Capital LLC10,082$63K0.0%N/A0.022%
5/14/2025 Comerica Bank5,295$33K0.0%+959.0%0.011%
5/14/2025 Compound Planning Inc.33,381$209K0.0%-66.0%0.072%
5/14/2025Barnes Wealth Management Group Inc16,875$105K0.1%+61.9%0.037%
5/12/2025 Benjamin Edwards Inc.405,341$2.53M0.0%+3.8%0.880%
5/7/2025 LPL Financial LLC919,520$5.75M0.0%-25.8%1.996%
5/6/2025 Cetera Investment Advisers71,309$446K0.0%+21.2%0.155%
5/5/2025 IFP Advisors Inc18,913$118K0.0%-94.1%0.041%
4/28/2025 Mutual Advisors LLC65,258$408K0.0%+32.8%0.142%
4/23/2025 Balboa Wealth Partners162,834$1.02M0.2%-2.0%0.353%
4/22/2025 Cambridge Investment Research Advisors Inc.1,979,232$12.37M0.0%+142.3%4.296%
4/17/2025 Janney Montgomery Scott LLC141,651$885K0.0%+15.2%0.307%
4/9/2025 Milestone Asset Management LLC165,583$1.04M0.2%+23.7%0.359%
2/18/2025 Vanguard Capital Wealth Advisors25,000$190K0.2%N/A0.054%
2/17/2025 Cetera Investment Advisers58,820$448K0.0%-17.0%0.128%
2/17/2025 Citadel Advisors LLC12,694$97K0.0%-69.0%0.028%
2/17/2025 Baker Avenue Asset Management LP79,630$607K0.0%-10.0%0.173%
2/17/2025 Benjamin Edwards Inc.390,586$2.98M0.0%+1.3%0.848%
2/14/2025 Owen LaRue LLC202,630$1.54M0.8%+3.4%0.440%
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2/14/2025 Stifel Financial Corp10,442$80K0.0%N/A0.023%
2/13/2025 NewEdge Advisors LLC114,638$874K0.0%-19.3%0.249%
2/13/2025 Keystone Financial Group53,430$407K0.0%N/A0.116%
2/13/2025 Raymond James Financial Inc.57,964$442K0.0%N/A0.126%
2/13/2025 Envestnet Asset Management Inc.163,991$1.25M0.0%-2.4%0.356%
2/12/2025 Centric Wealth Management17,512$133K0.0%N/A0.038%
2/11/2025 LPL Financial LLC1,239,924$9.45M0.0%+15.5%2.691%
2/10/2025 Commonwealth Equity Services LLC409,728$3.12M0.0%-3.1%0.889%
2/10/2025 Balboa Wealth Partners166,226$1.27M0.3%+4.6%0.361%
2/7/2025 HighTower Advisors LLC10,711$82K0.0%N/A0.023%
2/6/2025 Straight Path Wealth Management29,759$227K0.1%+7.2%0.065%
2/6/2025 Raymond James Financial Inc.57,964$442K0.0%N/A0.126%
2/6/2025 Bravias Capital Group LLC82,992$632K0.5%N/A0.180%
2/4/2025 IFP Advisors Inc320,570$2.44M0.1%-37.3%0.696%
1/23/2025 Milestone Asset Management LLC133,859$1.02M0.2%-48.6%0.291%
1/17/2025 Mutual Advisors LLC49,157$375K0.0%+93.3%0.107%
1/15/2025 Ameritas Advisory Services LLC55,167$420K0.0%-13.3%0.120%
11/15/2024 MML Investors Services LLC22,329$172K0.0%-9.5%0.048%
11/15/2024 Benjamin Edwards Inc.385,533$2.97M0.0%N/A0.837%
11/15/2024 FSA Wealth Management LLC14,000$108K0.0%N/A0.030%
11/6/2024 Balboa Wealth Partners158,896$1.22M0.3%+248.5%0.345%
11/4/2024 Baker Avenue Asset Management LP88,500$681K0.0%N/A0.192%
10/29/2024 Janney Montgomery Scott LLC121,806$937K0.0%-2.2%0.264%
10/22/2024WT Wealth Management10,122$75K0.0%-16.5%0.022%
10/8/2024 Atomi Financial Group Inc.96,664$743K0.0%-2.4%0.210%
8/22/2024 Cetera Investment Advisers194,417$1.21M0.0%+35.4%0.422%
8/16/2024 NewEdge Advisors LLC162,714$1.01M0.0%-2.7%0.353%
8/16/2024 Straight Path Wealth Management27,436$170K0.1%+17.1%0.060%
8/13/2024Benjamin F. Edwards & Company Inc.380,285$2.36M0.0%+38.1%0.825%
8/8/2024 J.W. Cole Advisors Inc.30,501$189K0.0%N/A0.066%
7/31/2024 Commonwealth Equity Services LLC429,145$2.67M0.0%-0.4%0.932%
7/26/2024 Cambridge Investment Research Advisors Inc.865,572$5.38M0.0%+6.0%1.879%
7/26/2024 Atomi Financial Group Inc.99,011$615K0.0%+17.1%0.215%
7/20/2024 Milestone Asset Management LLC234,836$1.46M0.4%+170.8%0.510%
5/14/2024 Owen LaRue LLC141,285$860K0.5%-5.4%0.311%
5/7/2024 Atomi Financial Group Inc.84,536$515K0.0%+135.8%0.186%
4/29/2024 Commonwealth Equity Services LLC430,885$2.62M0.0%+1.2%0.949%
4/29/2024Benjamin F. Edwards & Company Inc.275,353$1.68M0.0%+75.7%0.606%
4/25/2024 Cambridge Investment Research Advisors Inc.816,568$4.97M0.0%+47.9%1.798%
4/23/2024 Milestone Asset Management LLC86,714$528K0.2%N/A0.191%
2/9/2024 Cambridge Investment Research Advisors Inc.552,274$3.36M0.0%+8.8%1.216%
2/9/2024 Keystone Financial Group10,130$62K0.0%N/A0.022%
2/8/2024 Janney Montgomery Scott LLC125,259$762K0.0%+21.3%0.276%
2/7/2024 Principal Securities Inc.4,641$28K0.0%N/A0.010%
2/6/2024Benjamin F. Edwards & Company Inc.156,757$953K0.0%+5.7%0.345%
1/23/2024 Straight Path Wealth Management20,409$124K0.1%N/A0.045%
1/19/2024 Wagner Wealth Management LLC88,361$537K0.2%N/A0.195%
1/16/2024Raymond James Financial Services Advisors Inc.44,462$270K0.0%+12.4%0.098%
1/9/2024 IFP Advisors Inc424,769$2.58M0.1%N/A0.935%
11/16/2023 Owen LaRue LLC145,648$773K0.9%-6.2%0.321%
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11/13/2023 LPL Financial LLC643,213$3.42M0.0%+19.0%1.416%
11/13/2023Bison Wealth LLC42,315$225K0.0%+14.5%0.093%
11/13/2023Kestra Advisory Services LLC315,261$1.67M0.0%+51.0%0.694%
11/8/2023 Janney Montgomery Scott LLC103,249$548K0.0%+2.0%0.227%
10/24/2023Raymond James & Associates26,350$140K0.0%-36.8%0.058%
10/24/2023 Cambridge Investment Research Advisors Inc.507,748$2.70M0.0%+4.1%1.118%
8/14/2023Bison Wealth LLC36,949$192K0.0%N/A0.081%
8/11/2023 Natixis85,405$436K0.0%-17.0%0.188%
8/11/2023Kestra Advisory Services LLC208,737$1.09M0.0%+72.4%0.460%
8/11/2023 Guggenheim Capital LLC370,318$1.93M0.0%-38.3%0.815%
(Data available from 1/1/2016 forward)

RCS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RCS shares?

During the previous two years, 48 institutional investors and hedge funds held shares of PIMCO Strategic Income Fund. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($12.37M), LPL Financial LLC ($5.75M), Commonwealth Equity Services LLC ($3.12M), Benjamin Edwards Inc. ($2.96M), Benjamin F. Edwards & Company Inc. ($2.36M), Kestra Advisory Services LLC ($1.67M), and Envestnet Asset Management Inc. ($1.23M).Learn more on PIMCO Strategic Income Fund's institutional investors.

What percentage of PIMCO Strategic Income Fund's stock is owned by institutional investors?

13.48% of PIMCO Strategic Income Fund's stock is owned by institutional investors. Learn more on RCS's institutional investor holdings.

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

Of the 37 institutional investors that purchased PIMCO Strategic Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($1.54M), Benjamin Edwards Inc. ($425.43K), IFP Advisors Inc ($424.77K), LPL Financial LLC ($269.00K), Milestone Asset Management LLC ($266.56K), Benjamin F. Edwards & Company Inc. ($231.97K), and Balboa Wealth Partners ($120.64K).

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

Institutional investors have bought a total of 2,556,293 shares in the last 24 months. This purchase volume represents approximately $17.61M in transactions.

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

Of the 23 institutional investors that sold PIMCO Strategic Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IFP Advisors Inc ($492.32K), LPL Financial LLC ($320.40K), Milestone Asset Management LLC ($133.20K), Compound Planning Inc. ($64.70K), Owen LaRue LLC ($57.24K), Balboa Wealth Partners ($56.67K), and Baker Avenue Asset Management LP ($39.93K).

How much institutional selling is happening at PIMCO Strategic Income Fund?

Institutional investors have sold a total of 1,312,918 shares in the last 24 months. This volume of shares sold represents approximately $8.92M in transactions.



This page (NYSE:RCS) was last updated on 8/18/2025 by MarketBeat.com Staff
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