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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
330+ 0.69% |
$3.88K - $4.5K
|
48.4K
$613K
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
158KNew |
$2.11M - $2.18M
|
158K
$2M
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
84.4K+ 8.16% |
$1.13M - $1.17M
|
1.12M
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
59K+ 6.7% |
$787K - $815K
|
939K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 10.82% |
$600K - $621K
|
460K
$5.83M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37KNew |
$494K - $511K
|
37K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.7K+ 6.19% |
$436K - $451K
|
560K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
27.2K+ 19.75% |
$363K - $376K
|
165K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.7KNew |
$290K - $300K
|
21.7K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.5K+ 3.93% |
$207K - $214K
|
410K
$5.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.8KNew |
$197K - $204K
|
14.8K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
14.2KNew |
$189K - $196K
|
14.2K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 16.36% |
$187K - $193K
|
99.5K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 12.91% |
$185K - $191K
|
121K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$172K - $178K
|
12.9K
$163K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.3KNew |
$164K - $170K
|
12.3K
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$155K - $161K
|
11.6K
$147K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.6KNew |
$141K - $146K
|
10.6K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.05K+ 24.11% |
$107K - $111K
|
41.5K
$525K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.09K+ 118233.33% |
$94.6K - $98K
|
7.1K
$90K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.34K+ 2.96% |
$84.6K - $87.6K
|
220K
$2.79M
|
|
|
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 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.1K+ 0.42% |
$54.7K - $56.6K
|
971K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
3.5K+ 0.62% |
$46.7K - $48.3K
|
564K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.21K+ 30.0% |
$42.8K - $44.4K
|
13.9K
$176K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.5KNew |
$33.4K - $34.5K
|
2.5K
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1K+ 0.47% |
$14.6K - $15.1K
|
233K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 1.97% |
$13.7K - $14.2K
|
53.3K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 68.67% |
$13.6K - $14K
|
2.5K
$31.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
968+ 3.28% |
$12.9K - $13.4K
|
30.5K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
944+ 8.25% |
$12.6K - $13K
|
12.4K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
826+ 5.53% |
$11K - $11.4K
|
15.8K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
570+ 2.63% |
$7.6K - $7.87K
|
22.2K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
534New |
$7.12K - $7.37K
|
534
$6.77K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$6.67K - $6.91K
|
500
$6.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
383+ 1.02% |
$5.11K - $5.29K
|
37.9K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
379+ 0.72% |
$5.06K - $5.23K
|
53.1K
$672K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
300+ 2.51% |
$4K - $4.14K
|
12.3K
$155K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
288+ 0.4% |
$3.84K - $3.98K
|
71.5K
$906K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
277+ 1.22% |
$3.7K - $3.83K
|
22.9K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
200+ 0.08% |
$2.67K - $2.76K
|
249K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
172+ 0.7% |
$2.29K - $2.38K
|
24.9K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
69+ 0.29% |
$920 - $953
|
24.2K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
45+ 2.49% |
$600 - $621
|
1.85K
$23.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.9KNew |
$425K - $456K
|
31.9K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$245K
|
|