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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.2K+ 8.13% |
$110K - $122K
|
189K
$1.62M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.8K+ 5.53% |
$146K - $161K
|
358K
$3.07M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.3K+ 63.62% |
$103K - $114K
|
34.2K
$293K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$145K - $161K
|
18.7K
$161K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.3K- 8.52% |
$328K - $363K
|
454K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.1K- 20.11% |
$459K - $507K
|
235K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.11K- 2.29% |
$8.59K - $9.5K
|
47.2K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
28.8KNew |
$223K - $247K
|
28.8K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.46K- 13.82% |
$34.6K - $38.2K
|
27.8K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.4K+ 8.51% |
$57.4K - $63.5K
|
94.4K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
23+ 0.13% |
$178 - $197
|
17.4K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 12.52% |
$9.89K - $10.9K
|
8.91K
$76.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$271K - $300K
|
34.9K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.1K- 10.49% |
$210K - $233K
|
231K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54K+ 21.32% |
$19.7K - $21.8K
|
14.5K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.86K+ 7.18% |
$22.2K - $24.6K
|
42.8K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5K+ 105.45% |
$89.3K - $98.7K
|
22.4K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
5.62K+ 0.44% |
$43.6K - $48.2K
|
1.28M
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 5.17% |
$11.5K - $12.7K
|
30.2K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 10.7% |
$139K - $153K
|
185K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7K+ 5.38% |
$82.7K - $91.4K
|
209K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
5.13K+ 87.22% |
$39.8K - $44K
|
11K
$94.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.23K+ 27.12% |
$25.1K - $27.7K
|
15.1K
$130K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.2K+ 3.31% |
$78.9K - $87.2K
|
317K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
83.1K+ 10.6% |
$645K - $713K
|
867K
$7.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
25.5KNew |
$198K - $219K
|
25.5K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
57+ 0.37% |
$442 - $489
|
15.6K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.16K- 6.7% |
$32.3K - $35.7K
|
57.9K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-661- 0.49% |
$5.13K - $5.67K
|
135K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 43.26% |
$830K - $918K
|
354K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 3.88% |
$7.76K - $8.58K
|
24.8K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.2KNew |
$9.3K - $10.3K
|
1.2K
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.7K+ 2292.51% |
$114K - $126K
|
15.3K
$131K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 7.27% |
$11K - $12.2K
|
18.1K
$155K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 44.81% |
$347K - $384K
|
145K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
937+ 2.95% |
$7.27K - $8.04K
|
32.7K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
219+ 1.08% |
$1.7K - $1.88K
|
20.5K
$176K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.1KNew |
$31.8K - $35.2K
|
4.1K
$35.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 37.15% |
$901K - $996K
|
428K
$3.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
37KNew |
$287K - $318K
|
37K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
200+ 2.0% |
$1.55K - $1.72K
|
10.2K
$87.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.61K- 24.24% |
$28K - $31K
|
11.3K
$96.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.16K+ 7.41% |
$71.1K - $78.6K
|
133K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.8K- 37.67% |
$52.8K - $58.3K
|
11.3K
$96.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-7.62K- 29.25% |
$59.1K - $65.4K
|
18.4K
$158K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.32K+ 6.04% |
$10.3K - $11.4K
|
23.2K
$199K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
503+ 2.92% |
$3.9K - $4.32K
|
17.7K
$152K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425New |
$3.3K - $3.65K
|
425
$3.64K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
58.2KNew |
$452K - $499K
|
58.2K
$499K
|