Latest Institutional Purchases of Pimco Income Strategy Fund (PFL)
This list provides information on the latest institutional transactions involving Pimco Income Strategy Fund (PFL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
79.2KNew |
$655K - $681K
|
79.2K
$645K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71.4K+ 41.17% |
$590K - $614K
|
245K
$1.99M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.1K+ 34.36% |
$249K - $259K
|
118K
$960K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.7KNew |
$171K - $178K
|
20.7K
$169K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.2K+ 226.12% |
$142K - $148K
|
24.8K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.8KNew |
$139K - $144K
|
16.8K
$137K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 7.68% |
$132K - $138K
|
224K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15K+ 75.0% |
$124K - $129K
|
35K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
14.3K+ 12.87% |
$118K - $123K
|
125K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.9K+ 15.94% |
$107K - $111K
|
94K
$766K
|
|
|
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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$86.5K - $89.9K
|
10.5K
$85.2K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10K+ 2.55% |
$82.8K - $86.1K
|
403K
$3.28M
|
|
|
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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.16K+ 4.42% |
$59.2K - $61.6K
|
169K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.15K+ 9.43% |
$34.3K - $35.7K
|
48.2K
$392K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.08K+ 731.72% |
$33.8K - $35.1K
|
4.64K
$37.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.55K+ 5.05% |
$29.4K - $30.5K
|
73.8K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.5K+ 0.89% |
$28.9K - $30.1K
|
396K
$3.23M
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 5.41% |
$16.5K - $17.2K
|
39K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.1KNew |
$9.1K - $9.46K
|
1.1K
$8.97K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
955New |
$7.9K - $8.21K
|
955
$7.78K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
929+ 227.14% |
$7.68K - $7.99K
|
1.34K
$10.9K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
802+ 2.92% |
$6.63K - $6.9K
|
28.3K
$230K
|
|
|
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
|
|
|
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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
296+ 0.24% |
$2.45K - $2.55K
|
123K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
279+ 1.03% |
$2.31K - $2.4K
|
27.5K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115+ 1.12% |
$951 - $989
|
10.4K
$84.8K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
48+ 0.28% |
$397 - $413
|
17.4K
$142K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
29.9KNew |
$210K - $253K
|
29.9K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23KNew |
$161K - $194K
|
23K
$187K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.1KNew |
$148K - $178K
|
21.1K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.4KNew |
$94.1K - $113K
|
13.4K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10KNew |
$70.3K - $84.5K
|
10K
$81.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.69KNew |
$39.9K - $48K
|
5.69K
$46.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.5K+ 1099.2% |
$38.6K - $46.4K
|
6K
$48.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.14K+ 27.36% |
$8K - $9.61K
|
5.3K
$43.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185+ 16.16% |
$1.3K - $1.56K
|
1.33K
$10.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
872New |
$6.56K - $7.27K
|
872
$7.11K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
730New |
$5.49K - $6.09K
|
730
$5.95K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20KNew |
$155K - $165K
|
20K
$163K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
14.7KNew |
$114K - $121K
|
14.7K
$120K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.7KNew |
$82.9K - $88.1K
|
10.7K
$87.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
142+ 7.02% |
$1.1K - $1.17K
|
2.16K
$17.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91New |
$705 - $749
|
91
$742
|
|