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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$155K - $161K
|
11.6K
$147K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-30.6K- 7.79% |
$408K - $423K
|
363K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
300+ 2.51% |
$4K - $4.14K
|
12.3K
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$6.67K - $6.91K
|
500
$6.34K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
89.3K+ 10.24% |
$1.19M - $1.23M
|
961K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.44K- 1.8% |
$19.2K - $19.8K
|
78.3K
$992K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.6KNew |
$141K - $146K
|
10.6K
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
968+ 3.28% |
$12.9K - $13.4K
|
30.5K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
383+ 1.02% |
$5.11K - $5.29K
|
37.9K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9.54K- 7.13% |
$127K - $132K
|
124K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
69+ 0.29% |
$920 - $953
|
24.2K
$307K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.3KNew |
$164K - $170K
|
12.3K
$156K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-76.2K- 53.15% |
$1.02M - $1.05M
|
67.1K
$851K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 16.36% |
$187K - $193K
|
99.5K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
200+ 0.08% |
$2.67K - $2.76K
|
249K
$3.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.14K+ 15.19% |
$55.2K - $57.2K
|
31.4K
$398K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.09K+ 118233.33% |
$94.6K - $98K
|
7.1K
$90K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 54.2% |
$2.19M - $2.36M
|
139K
$1.76M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$144K - $155K
|
10.8K
$137K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.8KNew |
$157K - $169K
|
11.8K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.9KNew |
$425K - $456K
|
31.9K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$227K - $243K
|
17K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.4KNew |
$179K - $192K
|
13.4K
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 8.61% |
$13.3K - $14.3K
|
10.6K
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 11.54% |
$14.4K - $15.5K
|
8.28K
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-985- 18.99% |
$13.1K - $14.1K
|
4.2K
$53.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.14K- 14.79% |
$55.1K - $59.2K
|
23.9K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.42KNew |
$18.9K - $20.2K
|
1.42K
$17.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.61K+ 54.61% |
$128K - $137K
|
27.2K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-775- 14.32% |
$10.3K - $11.1K
|
4.64K
$58.8K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
26.2K+ 262.12% |
$343K - $372K
|
36.2K
$459K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.99KNew |
$26.1K - $28.3K
|
1.99K
$25.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$168K - $183K
|
12.9K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40KNew |
$523K - $567K
|
40K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
300New |
$3.92K - $4.26K
|
300
$3.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
92.3KNew |
$1.21M - $1.31M
|
92.3K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 715.22% |
$71.3K - $77.3K
|
6.21K
$78.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.68KNew |
$48.1K - $52.2K
|
3.68K
$46.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-220- 1.17% |
$2.88K - $3.12K
|
18.6K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-485- 2.67% |
$6.34K - $6.88K
|
17.7K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.34K+ 19.49% |
$30.6K - $33.2K
|
14.4K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$13.1K - $14.2K
|
1K
$12.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
857+ 39.38% |
$11.2K - $12.2K
|
3.03K
$38.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$17K - $18.4K
|
1.3K
$16.5K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5K+ 128.83% |
$62.3K - $71.1K
|
8.88K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21KNew |
$262K - $299K
|
21K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.3KNew |
$153K - $175K
|
12.3K
$156K
|
|