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 101 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
21,744
shares
|
$275,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
19,922
shares
|
$252,411
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
19,372
shares
|
$245,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
18,578
shares
|
$235,383
0.08% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,670
shares
|
$223,878
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
17,200
shares
|
$217,924
0.0% of portfolio
|
Q2 2024
Reduced 8.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,776
shares
|
$199,881
0.01% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
14,755
shares
|
$186,945
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,359
shares
|
$181,928
0.0% of portfolio
|
Q3 2024
Added 19.49%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
14,167
shares
|
$179,495
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
13,919
shares
|
$176,353
0.01% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
13,548
shares
|
$171,653
0.13% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,857
shares
|
$162,898
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,565
shares
|
$159,198
0.0% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,393
shares
|
$157,019
0.0% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
12,288
shares
|
$155,688
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
12,250
shares
|
$155,207
0.02% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
12,123
shares
|
$153,598
0.01% of portfolio
|
Q1 2024
Reduced 32.78%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
11,640
shares
|
$147,478
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
11,463
shares
|
$145,236
0.0% of portfolio
|
Q1 2025
Reduced 34.06%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
10,618
shares
|
$134,530
0.07% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,574
shares
|
$133,972
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,095
shares
|
$127,903
0.01% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
10,000
shares
|
$126,700
0.01% of portfolio
|
Q3 2024
Added 262.12%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,881
shares
|
$112,522
0.0% of portfolio
|
Q2 2024
Added 128.83%
|