Institutional shares held 5.31 Million
0 calls
0 puts
Total value of holdings $44M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 67


Latest Institutional Activity in PFL

Top Purchases

Q1 2024
Cetera Investment Advisers Shares Held: 180K ($1.49M)
Q1 2024
Centaurus Financial, Inc. Shares Held: 79.2K ($656K)
Q1 2024
Atria Wealth Solutions, Inc. Shares Held: 245K ($2.03M)
Q1 2024
Bank Of America Corp Shares Held: 182K ($1.51M)
Q1 2024
Royal Bank Of Canada Shares Held: 118K ($976K)

Top Sells

Q1 2024
Shaker Financial Services, LLC Shares Held: 163K ($1.35M)
Q1 2024
Invesco Ltd. Shares Held: 251K ($2.08M)
Q1 2024
Western Wealth Management, LLC Shares Held: 40.9K ($339K)
Q1 2024
Semus Wealth Partners LLC Shares Held: 65.9K ($546K)
Q1 2024
New Edge Advisors, LLC Shares Held: 98.7K ($818K)

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
View All Transactions

Last 12 Months Summary

Buy / Acquisition
12.3K Shares
From 1 Insiders
Open market or private purchase 12.3K shares
Sell / Disposition
1.76K Shares
From 2 Insiders
Other acquisition or disposition 1.76K shares

Track Institutional and Insider Activities on PFL

Follow PIMCO INCOME STRATEGY FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PFL shares.

Notify only if

Insider Trading

Get notified when an Pimco Income Strategy Fund insider buys or sells PFL shares.

Notify only if

News

Receive news related to PIMCO INCOME STRATEGY FUND

Track Activities on PFL