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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
180KNew |
$1.49M - $1.55M
|
180K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$86.5K - $89.9K
|
10.5K
$85.2K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115+ 1.12% |
$951 - $989
|
10.4K
$84.8K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 5.09% |
$16.8K - $17.5K
|
37.9K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.3K+ 38.08% |
$416K - $433K
|
182K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10K+ 2.55% |
$82.8K - $86.1K
|
403K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.1K+ 34.36% |
$249K - $259K
|
118K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$89.4K - $93K
|
10.8K
$88.1K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.9K+ 15.94% |
$107K - $111K
|
94K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.34K- 30.26% |
$52.4K - $54.5K
|
14.6K
$119K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.3K- 8.61% |
$76.9K - $80K
|
98.7K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.16K+ 4.42% |
$59.2K - $61.6K
|
169K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
79.2KNew |
$655K - $681K
|
79.2K
$645K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22K- 8.06% |
$182K - $189K
|
251K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.5K+ 0.89% |
$28.9K - $30.1K
|
396K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6K- 11.4% |
$49.6K - $51.6K
|
46.6K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
48+ 0.28% |
$397 - $413
|
17.4K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-87.7K- 35.04% |
$725K - $754K
|
163K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71.4K+ 41.17% |
$590K - $614K
|
245K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
929+ 227.14% |
$7.68K - $7.99K
|
1.34K
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.88K- 2.62% |
$48.6K - $50.6K
|
219K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.2K+ 226.12% |
$142K - $148K
|
24.8K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.11K+ 1.38% |
$17.4K - $18.1K
|
154K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.1KNew |
$9.1K - $9.46K
|
1.1K
$8.97K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 5.41% |
$16.5K - $17.2K
|
39K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 7.68% |
$132K - $138K
|
224K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$16.5 - $17.2
|
27K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
14.3K+ 12.87% |
$118K - $123K
|
125K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
802+ 2.92% |
$6.63K - $6.9K
|
28.3K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 4.24% |
$8.27K - $8.6K
|
22.6K
$184K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15K+ 75.0% |
$124K - $129K
|
35K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-9.78K- 12.93% |
$80.9K - $84.1K
|
65.9K
$537K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.06K- 35.7% |
$66.7K - $69.3K
|
14.5K
$118K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.08K+ 731.72% |
$33.8K - $35.1K
|
4.64K
$37.8K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.8KNew |
$72.8K - $75.7K
|
8.8K
$71.7K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.5K- 23.42% |
$104K - $108K
|
40.9K
$334K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
586+ 4.69% |
$4.85K - $5.04K
|
13.1K
$107K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
279+ 1.03% |
$2.31K - $2.4K
|
27.5K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.15K+ 9.43% |
$34.3K - $35.7K
|
48.2K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.8KNew |
$139K - $144K
|
16.8K
$137K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
340+ 1.67% |
$2.81K - $2.92K
|
20.7K
$169K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-850- 34.91% |
$7.03K - $7.31K
|
1.59K
$12.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
296+ 0.24% |
$2.45K - $2.55K
|
123K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8.52K- 22.12% |
$70.5K - $73.3K
|
30K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.55K+ 5.05% |
$29.4K - $30.5K
|
73.8K
$602K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.7KNew |
$171K - $178K
|
20.7K
$169K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
955New |
$7.9K - $8.21K
|
955
$7.78K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.35K- 18.71% |
$9.45K - $11.4K
|
5.85K
$47.7K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.1KNew |
$148K - $178K
|
21.1K
$172K
|
|