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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
89.3K+ 10.24% |
$1.19M - $1.23M
|
961K
$12.3M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 16.36% |
$187K - $193K
|
99.5K
$1.27M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 12.91% |
$185K - $191K
|
121K
$1.55M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.3KNew |
$164K - $170K
|
12.3K
$157K
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$155K - $161K
|
11.6K
$149K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.6KNew |
$141K - $146K
|
10.6K
$135K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.09K+ 118233.33% |
$94.6K - $98K
|
7.1K
$90.7K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.14K+ 15.19% |
$55.2K - $57.2K
|
31.4K
$401K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.1K+ 0.42% |
$54.7K - $56.6K
|
971K
$12.4M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.21K+ 30.0% |
$42.8K - $44.4K
|
13.9K
$178K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
968+ 3.28% |
$12.9K - $13.4K
|
30.5K
$390K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$6.67K - $6.91K
|
500
$6.39K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
383+ 1.02% |
$5.11K - $5.29K
|
37.9K
$483K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
300+ 2.51% |
$4K - $4.14K
|
12.3K
$156K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
288+ 0.4% |
$3.84K - $3.98K
|
71.5K
$913K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
200+ 0.08% |
$2.67K - $2.76K
|
249K
$3.18M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
172+ 0.7% |
$2.29K - $2.38K
|
24.9K
$318K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
69+ 0.29% |
$920 - $953
|
24.2K
$309K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
185K+ 21.73% |
$2.46M - $2.64M
|
1.03M
$13.2M
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
104K+ 22.8% |
$1.39M - $1.49M
|
560K
$7.15M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
48K+ 57.81% |
$639K - $686K
|
131K
$1.67M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.9K+ 8.84% |
$571K - $613K
|
528K
$6.74M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.2K+ 9.49% |
$456K - $489K
|
395K
$5.04M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
33.5K+ 290.43% |
$447K - $480K
|
45.1K
$576K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.4KNew |
$445K - $478K
|
33.4K
$427K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.9KNew |
$425K - $456K
|
31.9K
$407K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 7.74% |
$397K - $427K
|
415K
$5.3M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
28.4KNew |
$378K - $406K
|
28.4K
$363K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.9K+ 16.92% |
$266K - $285K
|
138K
$1.76M
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$248K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$247K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.4KNew |
$232K - $249K
|
17.4K
$222K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$227K - $243K
|
17K
$217K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.6K+ 59.8% |
$221K - $237K
|
44.3K
$566K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.5K+ 28.59% |
$220K - $236K
|
74.2K
$947K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 1.86% |
$214K - $230K
|
880K
$11.2M
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.4KNew |
$179K - $192K
|
13.4K
$171K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.8KNew |
$157K - $169K
|
11.8K
$151K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$144K - $155K
|
10.8K
$138K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.61K+ 54.61% |
$128K - $137K
|
27.2K
$348K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.61K+ 9.38% |
$101K - $109K
|
88.7K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.39K+ 3.29% |
$98.4K - $106K
|
232K
$2.96M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.76K+ 27.52% |
$36.8K - $39.5K
|
12.8K
$164K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 14.04% |
$24.5K - $26.3K
|
15K
$191K
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.81KNew |
$24.1K - $25.8K
|
1.81K
$23.1K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.42KNew |
$18.9K - $20.2K
|
1.42K
$18.1K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 1.4% |
$15.2K - $16.3K
|
82.6K
$1.05M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
538+ 2.55% |
$7.17K - $7.69K
|
21.6K
$276K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
409+ 1.48% |
$5.45K - $5.85K
|
28.1K
$358K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
262+ 1.17% |
$3.49K - $3.75K
|
22.6K
$289K
|