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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
67,070
shares
|
$926,907
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
61,133
shares
|
$844,858
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
57,697
shares
|
$797,372
0.01% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
55,012
shares
|
$760,265
0.01% of portfolio
|
Q3 2024
Added 29.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
52,599
shares
|
$726,918
0.0% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
47,797
shares
|
$660,554
0.22% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
39,952
shares
|
$552,136
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
39,952
shares
|
$552,136
0.04% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
30,555
shares
|
$422,270
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
30,127
shares
|
$416,355
0.0% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
27,992
shares
|
$386,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
27,715
shares
|
$383,021
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
27,662
shares
|
$382,288
0.01% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
27,627
shares
|
$381,805
0.0% of portfolio
|
Q2 2023
Reduced 5.93%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
27,601
shares
|
$381,445
0.0% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
24,582
shares
|
$339,723
0.02% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,354
shares
|
$308,932
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
22,075
shares
|
$305,076
0.0% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
21,102
shares
|
$291,629
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
20,364
shares
|
$281,430
0.01% of portfolio
|
Q2 2024
Added 8.88%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
18,578
shares
|
$256,747
0.09% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,670
shares
|
$244,199
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
17,606
shares
|
$243,314
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
17,200
shares
|
$237,704
0.0% of portfolio
|
Q2 2024
Reduced 8.51%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
16,822
shares
|
$232,480
0.17% of portfolio
|
Q3 2024
Reduced 30.65%
|