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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
185K+ 21.73% |
$2.46M - $2.64M
|
1.03M
$14.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
104K+ 22.8% |
$1.39M - $1.49M
|
560K
$7.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
77.7K+ 9.79% |
$1.04M - $1.11M
|
872K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65.9K+ 7.31% |
$877K - $942K
|
967K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
48K+ 57.81% |
$639K - $686K
|
131K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.9K+ 8.84% |
$571K - $613K
|
528K
$7.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.2K+ 9.49% |
$456K - $489K
|
395K
$5.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
33.5K+ 290.43% |
$447K - $480K
|
45.1K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.4KNew |
$445K - $478K
|
33.4K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.9KNew |
$425K - $456K
|
31.9K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.6KNew |
$421K - $452K
|
31.6K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 7.74% |
$397K - $427K
|
415K
$5.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
28.4KNew |
$378K - $406K
|
28.4K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
27.3KNew |
$363K - $390K
|
27.3K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.9K+ 16.92% |
$266K - $285K
|
138K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.4KNew |
$232K - $249K
|
17.4K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$227K - $243K
|
17K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.6K+ 59.8% |
$221K - $237K
|
44.3K
$602K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.5K+ 28.59% |
$220K - $236K
|
74.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 1.86% |
$214K - $230K
|
880K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.4KNew |
$179K - $192K
|
13.4K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.8KNew |
$157K - $169K
|
11.8K
$161K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.7KNew |
$143K - $153K
|
10.7K
$146K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.61K+ 54.61% |
$128K - $137K
|
27.2K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.61K+ 9.38% |
$101K - $109K
|
88.7K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.39K+ 3.29% |
$98.4K - $106K
|
232K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.91K+ 22.62% |
$92.1K - $98.8K
|
37.5K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.56K+ 4.44% |
$60.7K - $65.2K
|
107K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.76K+ 27.52% |
$36.8K - $39.5K
|
12.8K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 3.26% |
$36K - $38.6K
|
85.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 14.04% |
$24.5K - $26.3K
|
15K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.81KNew |
$24.1K - $25.8K
|
1.81K
$24.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.49K+ 1.13% |
$19.8K - $21.3K
|
134K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.42KNew |
$18.9K - $20.2K
|
1.42K
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 1.4% |
$15.2K - $16.3K
|
82.6K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
538+ 2.55% |
$7.17K - $7.69K
|
21.6K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
409+ 1.48% |
$5.45K - $5.85K
|
28.1K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
293+ 0.61% |
$3.9K - $4.19K
|
48.1K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
262+ 1.17% |
$3.49K - $3.75K
|
22.6K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 1.09% |
$213 - $229
|
1.48K
$20.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
92.3KNew |
$1.21M - $1.31M
|
92.3K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40KNew |
$523K - $567K
|
40K
$543K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
26.2K+ 262.12% |
$343K - $372K
|
36.2K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$168K - $183K
|
12.9K
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 715.22% |
$71.3K - $77.3K
|
6.21K
$84.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.68KNew |
$48.1K - $52.2K
|
3.68K
$50K
|
|