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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,660
shares
|
$97,818
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,100
shares
|
$90,667
0.01% of portfolio
|
Q1 2025
Added 118233.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,212
shares
|
$79,327
0.0% of portfolio
|
Q3 2024
Added 715.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,255
shares
|
$67,106
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,637
shares
|
$59,214
0.01% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
4,202
shares
|
$53,659
0.02% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,412
shares
|
$43,571
0.0% of portfolio
|
Q2 2023
Reduced 48.32%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,859
shares
|
$36,509
0.01% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,800
shares
|
$35,756
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,071
shares
|
$26,446
0.0% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,992
shares
|
$25,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,835
shares
|
$23,432
0.0% of portfolio
|
Q3 2023
Reduced 65.44%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
1,806
shares
|
$23,062
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,700
shares
|
$21,709
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,500
shares
|
$19,155
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,481
shares
|
$18,912
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,300
shares
|
$16,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$12,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$6,385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
480
shares
|
$6,129
0.0% of portfolio
|
Q4 2022
Reduced 66.01%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
312
shares
|
$3,984
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
300
shares
|
$3,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
300
shares
|
$3,831
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|