Pimco Income Strategy Fund PFL
We take great care to ensure that the data presented and summarized in this overview for PIMCO INCOME STRATEGY FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding PFL
View all-
F3 Logic, LLC596KShares$4.86 Million1.02% of portfolio
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Gallagher Benefit Services, Inc. Rolling Meadows, IL596KShares$4.86 Million1.02% of portfolio
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Morgan Stanley New York, NY403KShares$3.28 Million0.0% of portfolio
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Guggenheim Capital LLC Chicago, IL396KShares$3.23 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA251KShares$2.04 Million0.0% of portfolio
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Atria Wealth Solutions, Inc. New York, NY245KShares$1.99 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC224KShares$1.83 Million0.0% of portfolio
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Stifel Financial Corp St. Louis, MO219KShares$1.78 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC182KShares$1.49 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL180KShares$1.46 Million0.0% of portfolio
Latest Institutional Activity in PFL
Top Purchases
Top Sells
About PFL
PIMCO Income Strategy Fund is a closed-ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income markets across the globe. The fund invests in a diversified portfolio of floating rate debt instruments with an average duration of around three years. It employs fundamental analysis with top-down approach to create its portfolio. The fund was formerly known as PIMCO Floating Rate Income Fund. PIMCO Income Strategy Fund was formed on June 19, 2003 and is domiciled in the United States.
Insider Transactions at PFL
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Apr 17
2024
|
Ubs Group Ag > 10% Shareholder |
SELL
Other acquisition or disposition
|
Indirect |
355
-100.0%
|
-
|
|
Dec 11
2023
|
Grace Vandecruze Director |
BUY
Open market or private purchase
|
Indirect |
12,345
+50.0%
|
$98,760
$8.12 P/Share
|
|
Sep 18
2023
|
Bank Of America Corp |
SELL
Other acquisition or disposition
|
Indirect |
351
-100.0%
|
$8,270,262
$23562.5 P/Share
|
|
Sep 18
2023
|
Bank Of America Corp |
SELL
Other acquisition or disposition
|
Indirect |
464
-100.0%
|
$10,932,768
$23562.5 P/Share
|
|
Sep 18
2023
|
Bank Of America Corp |
SELL
Other acquisition or disposition
|
Indirect |
588
-100.0%
|
$13,854,456
$23562.5 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 12.3K shares |
|---|
| Other acquisition or disposition | 1.76K shares |
|---|