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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,359
shares
|
$198,441
0.0% of portfolio
|
Q3 2024
Added 19.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,109
shares
|
$181,166
0.01% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,880
shares
|
$178,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,626
shares
|
$174,491
0.0% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,123
shares
|
$167,539
0.01% of portfolio
|
Q1 2024
Reduced 32.78%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
11,950
shares
|
$165,149
0.02% of portfolio
|
Q2 2024
Reduced 13.09%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
11,618
shares
|
$160,560
0.08% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
11,547
shares
|
$159,579
0.01% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
10,966
shares
|
$151,550
0.13% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
10,095
shares
|
$139,512
0.01% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,043
shares
|
$138,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,365
shares
|
$129,424
0.0% of portfolio
|
Q1 2024
Added 6.61%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,881
shares
|
$122,735
0.0% of portfolio
|
Q2 2024
Added 128.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,660
shares
|
$105,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,850
shares
|
$94,667
0.01% of portfolio
|
Q4 2023
Reduced 13.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,212
shares
|
$85,849
0.0% of portfolio
|
Q3 2024
Added 715.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,412
shares
|
$74,793
0.01% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,255
shares
|
$72,624
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
5,187
shares
|
$71,684
0.03% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,679
shares
|
$50,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,412
shares
|
$47,153
0.0% of portfolio
|
Q2 2023
Reduced 48.32%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,033
shares
|
$41,916
0.01% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,859
shares
|
$39,511
0.01% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,800
shares
|
$38,696
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,071
shares
|
$28,621
0.0% of portfolio
|
Q1 2024
Reduced 2.86%
|