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 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.41K+ 42.11% |
$37K - $37.9K
|
14.9K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 6.71% |
$105K - $107K
|
198K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.23K- 12.82% |
$35.5K - $36.4K
|
28.8K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.6K+ 9.61% |
$123K - $126K
|
167K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.05K+ 3.5% |
$8.81K - $9.03K
|
31.1K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
661+ 0.13% |
$5.55K - $5.68K
|
496K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.05K- 1.19% |
$8.81K - $9.03K
|
87K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 18.54% |
$15.6K - $16K
|
11.9K
$99.6K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
179K+ 156.17% |
$1.5M - $1.54M
|
294K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.22K- 15.7% |
$18.6K - $19.1K
|
11.9K
$99.7K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$91.5K - $93.8K
|
10.9K
$91.2K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
981+ 2.08% |
$8.23K - $8.44K
|
48.3K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
313K+ 66.63% |
$2.63M - $2.69M
|
784K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
29K+ 9.34% |
$243K - $249K
|
339K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.61K+ 8.8% |
$21.9K - $22.4K
|
32.2K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.1K+ 25.49% |
$68K - $69.7K
|
39.9K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-192- 1.09% |
$1.61K - $1.65K
|
17.4K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
641New |
$5.38K - $5.51K
|
641
$5.36K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.87K+ 3.56% |
$74.4K - $76.3K
|
258K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.14K+ 114.6% |
$26.3K - $27K
|
5.88K
$49.1K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3K+ 0.99% |
$25.2K - $25.8K
|
307K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
212K+ 210.79% |
$1.78M - $1.82M
|
312K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 4.03% |
$8.39K - $8.6K
|
25.8K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.8KNew |
$15.1K - $15.5K
|
1.8K
$15.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 0.51% |
$11.4K - $11.6K
|
263K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
487+ 2.91% |
$4.09K - $4.19K
|
17.2K
$144K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.32K+ 3.05% |
$61.4K - $63K
|
247K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-6.51K- 25.0% |
$54.6K - $56K
|
19.5K
$163K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.08K+ 51.32% |
$59.4K - $60.9K
|
20.9K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8KNew |
$116K - $119K
|
13.8K
$115K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 18.09% |
$128K - $131K
|
99.8K
$834K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.2K- 12.75% |
$26.8K - $27.5K
|
21.9K
$183K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62KNew |
$521K - $534K
|
62K
$519K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
902+ 2.92% |
$7.57K - $7.76K
|
31.8K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.9KNew |
$184K - $189K
|
21.9K
$183K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
252+ 1.63% |
$2.11K - $2.17K
|
15.7K
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.41K+ 5.42% |
$37K - $37.9K
|
85.8K
$717K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.43K- 10.56% |
$20.4K - $20.9K
|
20.6K
$172K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.74K+ 10.67% |
$14.6K - $15K
|
18.1K
$151K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$83.9K - $86K
|
10K
$83.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-725- 3.44% |
$6.08K - $6.24K
|
20.3K
$170K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
940+ 4.17% |
$7.89K - $8.08K
|
23.5K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
315+ 1.22% |
$2.64K - $2.71K
|
26K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.14K+ 2.61% |
$26.4K - $27K
|
124K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.5KNew |
$180K - $185K
|
21.5K
$180K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 2.98% |
$260 - $267
|
1.07K
$8.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.5K- 16.74% |
$88K - $90.2K
|
52.2K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.6KNew |
$140K - $143K
|
16.6K
$139K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
821+ 6.27% |
$6.89K - $7.06K
|
13.9K
$116K
|