Latest Institutional Transactions on Pimco Income Strategy Fund (PFL)
This table provides information on the latest institutional transactions involving Pimco Income Strategy Fund (PFL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.49K- 1.25% |
$37K - $38.4K
|
353K
$2.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
448New |
$3.7K - $3.84K
|
448
$3.72K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.51K- 9.83% |
$20.7K - $21.5K
|
23K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.03K- 0.49% |
$8.51K - $8.84K
|
208K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99.1K+ 42.17% |
$818K - $849K
|
334K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 5.93% |
$9.78K - $10.2K
|
18.8K
$156K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.05KNew |
$8.63K - $8.96K
|
1.05K
$8.69K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.13K+ 1.66% |
$25.8K - $26.8K
|
192K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-41.3K- 30.6% |
$340K - $354K
|
93.6K
$778K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41K+ 9.31% |
$11.6K - $12.1K
|
16.6K
$138K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.8K+ 13.84% |
$518K - $538K
|
517K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
500+ 4.54% |
$4.13K - $4.29K
|
11.5K
$95.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
42+ 0.27% |
$347 - $360
|
15.7K
$130K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.5K+ 16.93% |
$202K - $210K
|
169K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 4.8% |
$12K - $12.5K
|
28.8K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-950K- 74.13% |
$7.84M - $8.14M
|
332K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
250+ 20.85% |
$2.06K - $2.14K
|
1.45K
$12K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.3K+ 31.04% |
$109K - $114K
|
56K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.34K+ 29.61% |
$27.6K - $28.6K
|
14.6K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.95K- 2.07% |
$16.1K - $16.7K
|
92.5K
$768K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
875New |
$7.22K - $7.5K
|
875
$7.27K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-71.6K- 8.26% |
$591K - $614K
|
795K
$6.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.8K+ 129.75% |
$155K - $161K
|
33.3K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
268+ 1.54% |
$2.21K - $2.3K
|
17.7K
$147K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.1K+ 4.46% |
$117K - $121K
|
331K
$2.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.03K- 31.34% |
$58K - $60.2K
|
15.4K
$128K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
399K+ 1437.0% |
$3.29M - $3.42M
|
427K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.44K- 2.59% |
$28.3K - $29.4K
|
129K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.24K- 9.92% |
$26.7K - $27.8K
|
29.4K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.6K+ 18.8% |
$550K - $571K
|
421K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1K+ 6.11% |
$117K - $121K
|
245K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.94K+ 100.0% |
$73.7K - $76.6K
|
17.9K
$149K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.2K- 9.93% |
$18.1K - $18.8K
|
19.9K
$165K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$98.2K - $102K
|
11.9K
$98.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-32.1K- 67.98% |
$264K - $275K
|
15.1K
$125K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
32+ 1.74% |
$264 - $274
|
1.87K
$15.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
681+ 2.93% |
$5.62K - $5.84K
|
23.9K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-803- 3.91% |
$6.62K - $6.88K
|
19.7K
$164K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.62K- 6.26% |
$29.9K - $31K
|
54.3K
$451K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.54K- 4.16% |
$29.2K - $30.3K
|
81.5K
$677K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
600New |
$4.95K - $5.14K
|
600
$4.99K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
41+ 0.26% |
$338 - $351
|
15.8K
$131K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
118KNew |
$973K - $1.01M
|
118K
$980K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
518+ 2.92% |
$4.27K - $4.44K
|
18.2K
$152K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.48K+ 14.35% |
$61.7K - $64.1K
|
59.6K
$495K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-120K- 28.05% |
$991K - $1.03M
|
308K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.92K- 43.74% |
$65.3K - $67.9K
|
10.2K
$84.7K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.06K+ 45.0% |
$41.8K - $43.4K
|
16.3K
$136K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.13K- 3.31% |
$9.31K - $9.68K
|
33K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 19.09% |
$14K - $14.6K
|
10.6K
$88.1K
|
|