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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-242- 1.89% |
$3.23K - $3.34K
|
12.6K
$159K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-577- 2.06% |
$7.7K - $7.97K
|
27.5K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-653- 0.5% |
$8.71K - $9.02K
|
130K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-700- 2.47% |
$9.34K - $9.67K
|
27.7K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-967- 2.14% |
$12.9K - $13.4K
|
44.1K
$559K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.02K- 2.86% |
$13.6K - $14.1K
|
34.6K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.44K- 1.8% |
$19.2K - $19.8K
|
78.3K
$992K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.67K- 2.25% |
$22.3K - $23.1K
|
72.5K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.72K- 11.28% |
$23K - $23.8K
|
13.5K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.03K- 2.46% |
$27.1K - $28.1K
|
80.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.6K- 4.06% |
$34.7K - $35.9K
|
61.4K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.47K- 5.04% |
$59.7K - $61.8K
|
84.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.92K- 34.06% |
$79K - $81.8K
|
11.5K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.64K- 19.51% |
$115K - $119K
|
35.6K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.39K- 3.17% |
$125K - $130K
|
287K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9.54K- 7.13% |
$127K - $132K
|
124K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-30.6K- 7.79% |
$408K - $423K
|
363K
$4.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-76.2K- 53.15% |
$1.02M - $1.05M
|
67.1K
$851K
|