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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2020
Q2 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-39.2KClosed |
$304K - $405K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-343- 65.96% |
$2.67K - $3.54K
|
177
$1.5K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-30.4KClosed |
$192K - $376K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.4KClosed |
$71.9K - $140K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-60.5KClosed |
$383K - $748K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1KClosed |
$6.33K - $12.4K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-606Closed |
$3.84K - $7.5K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.63KClosed |
$16.6K - $32.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-200Closed |
$2.29K - $2.37K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.6KClosed |
$155K - $161K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-14.7KClosed |
$168K - $174K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.28KClosed |
$37.5K - $39.1K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.7KClosed |
$19.4K - $20.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
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
|
|