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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.4K+ 4.2% |
$464K - $538K
|
979K
$12.4M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.1KNew |
$119K - $138K
|
10.1K
$128K
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
135New |
$1.59K - $1.84K
|
135
$1.71K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.94K+ 4.68% |
$46.4K - $53.8K
|
88.2K
$1.12M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.4K- 8.8% |
$63.5K - $73.7K
|
56K
$709K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.8K+ 14.48% |
$21.1K - $24.5K
|
14.2K
$180K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 586.75% |
$2.46M - $2.85M
|
245K
$3.1M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 15.74% |
$29.2K - $33.9K
|
13.3K
$168K
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
115KNew |
$1.36M - $1.57M
|
115K
$1.46M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.11K- 5.55% |
$13K - $15.1K
|
18.8K
$238K
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
12KNew |
$141K - $164K
|
12K
$152K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.33K- 10.45% |
$51K - $59.1K
|
37.1K
$470K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.4KNew |
$510K - $592K
|
43.4K
$550K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.01K- 6.21% |
$58.9K - $68.3K
|
75.6K
$958K
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12.4K+ 71.97% |
$146K - $169K
|
29.6K
$375K
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
16KNew |
$188K - $218K
|
16K
$203K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.5K+ 29.09% |
$182K - $212K
|
68.8K
$872K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 5.01% |
$137K - $159K
|
245K
$3.1M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-547K- 97.58% |
$6.43M - $7.46M
|
13.6K
$172K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-168K- 55.26% |
$1.98M - $2.29M
|
136K
$1.72M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 13.61% |
$36.6K - $42.5K
|
19.8K
$251K
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.5K+ 9.64% |
$465K - $539K
|
450K
$5.7M
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.9K+ 3.12% |
$411K - $477K
|
1.15M
$14.6M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
46.5KNew |
$547K - $634K
|
46.5K
$589K
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.42K- 37.9% |
$99K - $115K
|
13.8K
$175K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.15K- 24.21% |
$25.3K - $29.3K
|
6.73K
$85.3K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.3KNew |
$144K - $168K
|
12.3K
$156K
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
46.2KNew |
$543K - $630K
|
46.2K
$585K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.3K+ 9.4% |
$509K - $590K
|
503K
$6.38M
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
48+ 2.59% |
$564 - $655
|
1.9K
$24.1K
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2K+ 0.8% |
$23.5K - $27.3K
|
251K
$3.18M
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-372- 2.75% |
$4.37K - $5.07K
|
13.2K
$167K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-352K- 36.28% |
$4.14M - $4.8M
|
619K
$7.84M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.37KNew |
$16.1K - $18.7K
|
1.37K
$17.4K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
19KNew |
$224K - $259K
|
19K
$241K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
22.2KNew |
$261K - $303K
|
22.2K
$281K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.2K- 26.43% |
$225K - $261K
|
53.4K
$676K
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
184+ 1.3% |
$2.16K - $2.51K
|
14.4K
$182K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-807- 3.71% |
$9.49K - $11K
|
20.9K
$265K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 5.23% |
$177K - $205K
|
302K
$3.83M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
609+ 4.85% |
$7.16K - $8.31K
|
13.2K
$167K
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-547- 5.15% |
$6.43K - $7.46K
|
10.1K
$128K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.99K- 8.07% |
$35.2K - $40.8K
|
34K
$431K
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
44KNew |
$517K - $600K
|
44K
$557K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
349+ 1.4% |
$4.1K - $4.76K
|
25.2K
$320K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.54K- 13.14% |
$53.4K - $62K
|
30K
$380K
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
256KNew |
$3.01M - $3.49M
|
256K
$3.24M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.08K+ 3.21% |
$83.2K - $96.6K
|
227K
$2.88M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11K+ 6.64% |
$129K - $149K
|
176K
$2.23M
|