Purchases and Sales Made in Q4 2024 in Pimco Corporate & Income Strategy Fund (PCN)
This table provides information about the institutional ownership of Pimco Corporate & Income Strategy Fund (PCN) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-985- 18.99% |
$13.1K - $14.1K
|
4.2K
$53.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 8.61% |
$13.3K - $14.3K
|
10.6K
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 11.54% |
$14.4K - $15.5K
|
8.28K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.18K- 9.32% |
$15.7K - $16.8K
|
11.4K
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.3K- 1.79% |
$17.3K - $18.6K
|
71.2K
$902K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 0.7% |
$20K - $21.5K
|
214K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.51K- 0.38% |
$20.1K - $21.6K
|
393K
$4.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.55K- 9.23% |
$20.7K - $22.2K
|
15.3K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.03K- 9.19% |
$27K - $29K
|
20K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.33K- 4.24% |
$31.1K - $33.4K
|
52.7K
$667K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.89K- 10.47% |
$38.5K - $41.3K
|
24.7K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.1K- 4.62% |
$41.3K - $44.3K
|
64K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.22K- 1.07% |
$42.9K - $46K
|
296K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.06K- 2.89% |
$54K - $58K
|
136K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.14K- 14.79% |
$55.1K - $59.2K
|
23.9K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.37K- 10.94% |
$58.2K - $62.5K
|
35.6K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.84K- 99.91% |
$91.2K - $97.9K
|
6
$76
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25.8K- 15.28% |
$344K - $370K
|
143K
$1.82M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 54.2% |
$2.19M - $2.36M
|
139K
$1.76M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 93.39% |
$15M - $16.1M
|
79.7K
$1.01M
|