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 99 institutions that hold shares in the stock, with a total of 9.65 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
67,142
shares
|
$857,403
0.06% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
63,970
shares
|
$816,896
0.01% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
61,133
shares
|
$780,668
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
52,679
shares
|
$672,710
0.01% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,285
shares
|
$667,679
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
48,028
shares
|
$613,317
0.2% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
45,083
shares
|
$575,709
0.04% of portfolio
|
Q4 2024
Added 290.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
44,289
shares
|
$565,570
0.0% of portfolio
|
Q4 2024
Added 59.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
37,850
shares
|
$483,344
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
35,580
shares
|
$454,356
0.03% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
33,407
shares
|
$426,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
31,907
shares
|
$407,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
31,478
shares
|
$401,974
0.05% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
31,390
shares
|
$400,850
0.38% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,510
shares
|
$389,612
0.0% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
28,390
shares
|
$362,540
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
28,071
shares
|
$358,466
0.01% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
27,627
shares
|
$352,796
0.0% of portfolio
|
Q2 2023
Reduced 5.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
27,220
shares
|
$347,599
0.01% of portfolio
|
Q4 2024
Added 54.61%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
24,883
shares
|
$317,755
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
24,210
shares
|
$309,161
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,852
shares
|
$304,590
0.0% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
22,616
shares
|
$288,806
0.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
21,640
shares
|
$276,342
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
20,047
shares
|
$256,000
0.0% of portfolio
|
Q4 2024
Reduced 9.19%
|