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 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
71K+ 89.68% |
$569K - $607K
|
150K
$1.29M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.63K+ 3.13% |
$45.1K - $48.1K
|
185K
$1.59M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
8.65K+ 6.92% |
$69.3K - $73.9K
|
134K
$1.15M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-58- 0.56% |
$465 - $496
|
10.3K
$88.6K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.65K- 8.76% |
$69.3K - $74K
|
90.1K
$772K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.7K- 43.14% |
$93.4K - $99.7K
|
15.4K
$132K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.42K+ 5.16% |
$75.4K - $80.5K
|
192K
$1.64M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
495+ 0.53% |
$3.96K - $4.23K
|
94.5K
$810K
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
517KNew |
$4.14M - $4.42M
|
517K
$4.43M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.3KNew |
$122K - $131K
|
15.3K
$131K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 6.96% |
$8.15K - $8.7K
|
13.6K
$116K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.93K- 2.48% |
$23.4K - $25K
|
115K
$984K
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
41.3K+ 10.44% |
$331K - $353K
|
437K
$3.75M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
834+ 2.95% |
$6.68K - $7.13K
|
29.1K
$249K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.3K+ 7.47% |
$131K - $140K
|
235K
$2.01M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 15.72% |
$195K - $208K
|
179K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.92K+ 2.36% |
$47.4K - $50.6K
|
257K
$2.2M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.03K+ 2.22% |
$8.27K - $8.83K
|
47.6K
$408K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.2K- 8.43% |
$25.6K - $27.4K
|
34.7K
$298K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-306- 1.76% |
$2.45K - $2.62K
|
17.1K
$147K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.03K- 2.63% |
$8.22K - $8.77K
|
37.9K
$325K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25- 1.58% |
$200 - $214
|
1.56K
$13.4K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
730New |
$5.85K - $6.24K
|
730
$6.26K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
121KNew |
$973K - $1.04M
|
121K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.25K- 18.1% |
$18K - $19.2K
|
10.2K
$87.2K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.18K- 2.31% |
$41.5K - $44.3K
|
219K
$1.88M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
290+ 1.06% |
$2.32K - $2.48K
|
27.8K
$238K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
53.7KNew |
$430K - $459K
|
53.7K
$460K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.17K- 71.29% |
$33.4K - $35.7K
|
1.68K
$14.4K
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-106K- 65.08% |
$848K - $905K
|
56.8K
$486K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-309- 1.49% |
$2.48K - $2.64K
|
20.4K
$175K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.62K+ 1.31% |
$12.9K - $13.8K
|
125K
$1.07M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
80New |
$641 - $684
|
80
$686
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 90.11% |
$657 - $701
|
9
$77.1
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.2K- 27.68% |
$146K - $156K
|
47.7K
$408K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.04K- 11.93% |
$24.3K - $26K
|
22.4K
$192K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.88KNew |
$23.1K - $24.6K
|
2.88K
$24.7K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
115+ 0.16% |
$921 - $983
|
73.9K
$634K
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.33K- 21.1% |
$50.7K - $54.1K
|
23.7K
$203K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
18New |
$144 - $154
|
18
$154
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.27K+ 178.26% |
$66.3K - $70.7K
|
12.9K
$111K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.69K+ 3.14% |
$61.6K - $65.8K
|
252K
$2.16M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.57K- 23.38% |
$76.6K - $81.8K
|
31.4K
$269K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
28+ 2.93% |
$224 - $239
|
983
$8.42K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10K+ 2.55% |
$82.8K - $86.1K
|
403K
$3.45M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$89.4K - $93K
|
10.8K
$92.7K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$86.5K - $89.9K
|
10.5K
$89.6K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.16K+ 4.42% |
$59.2K - $61.6K
|
169K
$1.45M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
929+ 227.14% |
$7.68K - $7.99K
|
1.34K
$11.5K
|