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 |
---|---|---|---|---|---|---|---|
Apr 11, 2019
Q1 2019
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.9KClosed |
$120K - $127K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-59.5KClosed |
$609K - $708K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Versant Capital Management, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$10.9K - $12.7K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-18.6KClosed |
$220K - $228K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.8KClosed |
$161K - $172K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-78.9KClosed |
$917K - $985K
|
0
$0
|
|
Jul 23, 2018
Q2 2018
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-21.6KClosed |
$251K - $270K
|
0
$0
|
|
Q1 2018 | |||||||
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.49KClosed |
$61.9K - $65.3K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 07, 2018
Q4 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-324Closed |
$3.7K - $3.99K
|
0
$0
|