Institutional Ownership Pimco Corporate & Income Strategy Fund (PCN)
This table provides information about the institutional ownership of Pimco Corporate & Income Strategy Fund (PCN). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 9.88 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,205,673
shares
|
$16.7 Million
0.23% of portfolio
|
Q3 2024
Added 1356.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
900,769
shares
|
$12.4 Million
0.31% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
864,302
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
849,482
shares
|
$11.7 Million
0.09% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
794,053
shares
|
$11 Million
9.36% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
484,736
shares
|
$6.7 Million
0.01% of portfolio
|
Q3 2024
Added 23.03%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
456,055
shares
|
$6.3 Million
1.63% of portfolio
|
Q3 2024
Added 48.36%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
394,614
shares
|
$5.45 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
385,384
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
360,544
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
299,604
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
248,500
shares
|
$3.43 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
224,470
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
215,413
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,160
shares
|
$2.34 Million
0.17% of portfolio
|
Q4 2023
Added 10.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
140,140
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
132,232
shares
|
$1.83 Million
0.42% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
117,860
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
102,678
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 12.99%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
92,300
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
82,984
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
82,813
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
81,473
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
81,082
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
72,506
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.58%
|