Latest Institutional Purchases of Pimco Corporate & Income Strategy Fund (PCN)
This list provides information on the latest institutional transactions involving Pimco Corporate & Income Strategy Fund (PCN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
77.7K+ 9.79% |
$1.04M - $1.11M
|
872K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
28.4KNew |
$378K - $406K
|
28.4K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.7KNew |
$143K - $153K
|
10.7K
$144K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.61K+ 54.61% |
$128K - $137K
|
27.2K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 3.26% |
$36K - $38.6K
|
85.5K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.49K+ 1.13% |
$19.8K - $21.3K
|
134K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
293+ 0.61% |
$3.9K - $4.19K
|
48.1K
$647K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
BUY
|
- |
149K+ 48.36% |
$1.94M - $2.11M
|
456K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
136K+ 19.12% |
$1.78M - $1.93M
|
849K
$11.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
92.3KNew |
$1.21M - $1.31M
|
92.3K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.7K+ 23.03% |
$1.19M - $1.29M
|
485K
$6.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
79.1K+ 9.62% |
$1.03M - $1.12M
|
901K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.7K+ 6.37% |
$677K - $734K
|
864K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40KNew |
$523K - $567K
|
40K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.8K+ 10.01% |
$429K - $466K
|
361K
$4.85M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28KNew |
$366K - $397K
|
28K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.1KNew |
$276K - $299K
|
21.1K
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 5.73% |
$273K - $297K
|
385K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.1K+ 7.2% |
$263K - $286K
|
300K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 16.22% |
$256K - $278K
|
140K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$168K - $183K
|
12.9K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.6K+ 29.62% |
$164K - $178K
|
55K
$740K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 12.99% |
$154K - $168K
|
103K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10KNew |
$131K - $143K
|
10K
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.54K+ 6.84% |
$98.6K - $107K
|
118K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.77K+ 3.11% |
$88.6K - $96.1K
|
224K
$3.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 715.22% |
$71.3K - $77.3K
|
6.21K
$83.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.28K+ 2.51% |
$69K - $74.9K
|
215K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.23K+ 9.97% |
$68.4K - $74.2K
|
57.7K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.64K+ 20.09% |
$60.6K - $65.8K
|
27.7K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.68KNew |
$48.1K - $52.2K
|
3.68K
$49.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.2K+ 16.98% |
$41.9K - $45.5K
|
22.1K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.6K+ 9.46% |
$34.1K - $37K
|
30.1K
$406K
|
|
|
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
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.14K+ 2.71% |
$28K - $30.4K
|
81.1K
$1.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.99KNew |
$26.1K - $28.3K
|
1.99K
$26.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$17K - $18.4K
|
1.3K
$17.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.18K+ 4.44% |
$15.4K - $16.7K
|
27.7K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$13.1K - $14.2K
|
1K
$13.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
857+ 39.38% |
$11.2K - $12.2K
|
3.03K
$40.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
517+ 4.95% |
$6.76K - $7.34K
|
11K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
329+ 2.93% |
$4.3K - $4.67K
|
11.5K
$155K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
328+ 1.09% |
$4.29K - $4.65K
|
30.6K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
300New |
$3.92K - $4.26K
|
300
$4.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
218+ 0.55% |
$2.85K - $3.09K
|
40K
$538K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21KNew |
$262K - $299K
|
21K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.1KNew |
$201K - $229K
|
16.1K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.3KNew |
$153K - $175K
|
12.3K
$166K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.26KNew |
$65.5K - $74.7K
|
5.26K
$70.7K
|
|