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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
330+ 0.69% |
$3.88K - $4.5K
|
48.4K
$613K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-828- 2.63% |
$9.74K - $11.3K
|
30.7K
$388K
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
158KNew |
$2.11M - $2.18M
|
158K
$2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.6K- 4.06% |
$34.7K - $35.9K
|
61.4K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
826+ 5.53% |
$11K - $11.4K
|
15.8K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
27.2K+ 19.75% |
$363K - $376K
|
165K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1K+ 0.47% |
$14.6K - $15.1K
|
233K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
59K+ 6.7% |
$787K - $815K
|
939K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-967- 2.14% |
$12.9K - $13.4K
|
44.1K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.03K- 2.46% |
$27.1K - $28.1K
|
80.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-242- 1.89% |
$3.23K - $3.34K
|
12.6K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 1.97% |
$13.7K - $14.2K
|
53.3K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.7K+ 6.19% |
$436K - $451K
|
560K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.92K- 34.06% |
$79K - $81.8K
|
11.5K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
944+ 8.25% |
$12.6K - $13K
|
12.4K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
84.4K+ 8.16% |
$1.13M - $1.17M
|
1.12M
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
45+ 2.49% |
$600 - $621
|
1.85K
$23.5K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-653- 0.5% |
$8.71K - $9.02K
|
130K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
277+ 1.22% |
$3.7K - $3.83K
|
22.9K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.64K- 19.51% |
$115K - $119K
|
35.6K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.05K+ 24.11% |
$107K - $111K
|
41.5K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.47K- 5.04% |
$59.7K - $61.8K
|
84.2K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-125- 0.62% |
$1.67K - $1.73K
|
19.9K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
534New |
$7.12K - $7.37K
|
534
$6.77K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
14.2KNew |
$189K - $196K
|
14.2K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.5K+ 3.93% |
$207K - $214K
|
410K
$5.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
379+ 0.72% |
$5.06K - $5.23K
|
53.1K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.34K+ 2.96% |
$84.6K - $87.6K
|
220K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 68.67% |
$13.6K - $14K
|
2.5K
$31.6K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
570+ 2.63% |
$7.6K - $7.87K
|
22.2K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.72K- 11.28% |
$23K - $23.8K
|
13.5K
$172K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 10.82% |
$600K - $621K
|
460K
$5.83M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.8KNew |
$197K - $204K
|
14.8K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-700- 2.47% |
$9.34K - $9.67K
|
27.7K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.7KNew |
$290K - $300K
|
21.7K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
3.5K+ 0.62% |
$46.7K - $48.3K
|
564K
$7.14M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.5KNew |
$33.4K - $34.5K
|
2.5K
$31.7K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.39K- 3.17% |
$125K - $130K
|
287K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.02K- 2.86% |
$13.6K - $14.1K
|
34.6K
$438K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$172K - $178K
|
12.9K
$163K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.67K- 2.25% |
$22.3K - $23.1K
|
72.5K
$919K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37KNew |
$494K - $511K
|
37K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-577- 2.06% |
$7.7K - $7.97K
|
27.5K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.1K+ 0.42% |
$54.7K - $56.6K
|
971K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
172+ 0.7% |
$2.29K - $2.38K
|
24.9K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.21K+ 30.0% |
$42.8K - $44.4K
|
13.9K
$176K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 12.91% |
$185K - $191K
|
121K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
288+ 0.4% |
$3.84K - $3.98K
|
71.5K
$906K
|
|