Purchases and Sales Made in Q1 2025 in Pimco Corporate & Income Strategy Fund (PCN)
This table provides information about the institutional ownership of Pimco Corporate & Income Strategy Fund (PCN) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO CORPORATE & INCOME STRATEGY FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 123.41% |
$2.24M - $2.32M
|
304K
$3.85M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
158KNew |
$2.11M - $2.18M
|
158K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
89.3K+ 10.24% |
$1.19M - $1.23M
|
961K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
84.4K+ 8.16% |
$1.13M - $1.17M
|
1.12M
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
59K+ 6.7% |
$787K - $815K
|
939K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 10.82% |
$600K - $621K
|
460K
$5.83M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37KNew |
$494K - $511K
|
37K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.7K+ 6.19% |
$436K - $451K
|
560K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
27.2K+ 19.75% |
$363K - $376K
|
165K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.7KNew |
$290K - $300K
|
21.7K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.5K+ 3.93% |
$207K - $214K
|
410K
$5.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.8KNew |
$197K - $204K
|
14.8K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
14.2KNew |
$189K - $196K
|
14.2K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 16.36% |
$187K - $193K
|
99.5K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 12.91% |
$185K - $191K
|
121K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$172K - $178K
|
12.9K
$163K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.3KNew |
$164K - $170K
|
12.3K
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$155K - $161K
|
11.6K
$147K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.6KNew |
$141K - $146K
|
10.6K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.05K+ 24.11% |
$107K - $111K
|
41.5K
$525K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.09K+ 118233.33% |
$94.6K - $98K
|
7.1K
$90K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.34K+ 2.96% |
$84.6K - $87.6K
|
220K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.14K+ 15.19% |
$55.2K - $57.2K
|
31.4K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.1K+ 0.42% |
$54.7K - $56.6K
|
971K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
3.5K+ 0.62% |
$46.7K - $48.3K
|
564K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.21K+ 30.0% |
$42.8K - $44.4K
|
13.9K
$176K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.5KNew |
$33.4K - $34.5K
|
2.5K
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1K+ 0.47% |
$14.6K - $15.1K
|
233K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 1.97% |
$13.7K - $14.2K
|
53.3K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 68.67% |
$13.6K - $14K
|
2.5K
$31.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
968+ 3.28% |
$12.9K - $13.4K
|
30.5K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
944+ 8.25% |
$12.6K - $13K
|
12.4K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
826+ 5.53% |
$11K - $11.4K
|
15.8K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
570+ 2.63% |
$7.6K - $7.87K
|
22.2K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
534New |
$7.12K - $7.37K
|
534
$6.77K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$6.67K - $6.91K
|
500
$6.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
383+ 1.02% |
$5.11K - $5.29K
|
37.9K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
379+ 0.72% |
$5.06K - $5.23K
|
53.1K
$672K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
300+ 2.51% |
$4K - $4.14K
|
12.3K
$155K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
288+ 0.4% |
$3.84K - $3.98K
|
71.5K
$906K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
277+ 1.22% |
$3.7K - $3.83K
|
22.9K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
200+ 0.08% |
$2.67K - $2.76K
|
249K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
172+ 0.7% |
$2.29K - $2.38K
|
24.9K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
69+ 0.29% |
$920 - $953
|
24.2K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
45+ 2.49% |
$600 - $621
|
1.85K
$23.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-62- 0.13% |
$827 - $856
|
48K
$609K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-114- 0.36% |
$1.52K - $1.57K
|
31.5K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-125- 0.62% |
$1.67K - $1.73K
|
19.9K
$252K
|