Latest Institutional Transactions on Pimco Corporate & Income Strategy Fund (PCN)
This table provides information on the latest institutional transactions involving Pimco Corporate & Income Strategy Fund (PCN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$144K - $155K
|
10.8K
$146K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 14.04% |
$24.5K - $26.3K
|
15K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$227K - $243K
|
17K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.39K+ 3.29% |
$98.4K - $106K
|
232K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
538+ 2.55% |
$7.17K - $7.69K
|
21.6K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.61K+ 9.38% |
$101K - $109K
|
88.7K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
262+ 1.17% |
$3.49K - $3.75K
|
22.6K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 1.4% |
$15.2K - $16.3K
|
82.6K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-585- 1.94% |
$7.79K - $8.37K
|
29.5K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.8KNew |
$157K - $169K
|
11.8K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.9KNew |
$425K - $456K
|
31.9K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 1.86% |
$214K - $230K
|
880K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.81KNew |
$24.1K - $25.8K
|
1.81K
$24.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.76K+ 27.52% |
$36.8K - $39.5K
|
12.8K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.2K+ 9.49% |
$456K - $489K
|
395K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.9K+ 16.92% |
$266K - $285K
|
138K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.4KNew |
$179K - $192K
|
13.4K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.1K- 4.62% |
$41.3K - $44.3K
|
64K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.4KNew |
$232K - $249K
|
17.4K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.22K- 1.07% |
$42.9K - $46K
|
296K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
185K+ 21.73% |
$2.46M - $2.64M
|
1.03M
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.03K- 9.19% |
$27K - $29K
|
20K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.18K- 9.32% |
$15.7K - $16.8K
|
11.4K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
33.5K+ 290.43% |
$447K - $480K
|
45.1K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.56K+ 4.44% |
$60.7K - $65.2K
|
107K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.6K+ 59.8% |
$221K - $237K
|
44.3K
$598K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
48K+ 57.81% |
$639K - $686K
|
131K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.9K+ 8.84% |
$571K - $613K
|
528K
$7.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 7.74% |
$397K - $427K
|
415K
$5.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 1.09% |
$213 - $229
|
1.48K
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 8.61% |
$13.3K - $14.3K
|
10.6K
$143K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-314- 0.6% |
$4.18K - $4.49K
|
52.3K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 0.7% |
$20K - $21.5K
|
214K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 11.54% |
$14.4K - $15.5K
|
8.28K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.06K- 2.89% |
$54K - $58K
|
136K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.3K- 1.79% |
$17.3K - $18.6K
|
71.2K
$961K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.4KNew |
$445K - $478K
|
33.4K
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
27.3KNew |
$363K - $390K
|
27.3K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.37K- 10.94% |
$58.2K - $62.5K
|
35.6K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.91K+ 22.62% |
$92.1K - $98.8K
|
37.5K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
104K+ 22.8% |
$1.39M - $1.49M
|
560K
$7.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
409+ 1.48% |
$5.45K - $5.85K
|
28.1K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-985- 18.99% |
$13.1K - $14.1K
|
4.2K
$56.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.5K+ 28.59% |
$220K - $236K
|
74.2K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.55K- 9.23% |
$20.7K - $22.2K
|
15.3K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.33K- 4.24% |
$31.1K - $33.4K
|
52.7K
$711K
|