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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.9KNew |
$603K - $639K
|
72.9K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
61.5KNew |
$509K - $540K
|
61.5K
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8KNew |
$263K - $279K
|
31.8K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
25.1KNew |
$207K - $220K
|
25.1K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
15.5KNew |
$128K - $136K
|
15.5K
$133K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
15.5KNew |
$128K - $136K
|
15.5K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 19.24% |
$92.6K - $98.2K
|
69.4K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11.1KNew |
$92K - $97.6K
|
11.1K
$95.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.7K+ 4.22% |
$88.4K - $93.8K
|
264K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.2K+ 79.95% |
$84.6K - $89.7K
|
23K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.76K+ 16.27% |
$72.5K - $76.9K
|
62.6K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7KNew |
$57.9K - $61.4K
|
7K
$60K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.67KNew |
$55.2K - $58.5K
|
6.67K
$57.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 27.86% |
$25.5K - $27K
|
14.2K
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.83K+ 8.84% |
$15.1K - $16K
|
22.5K
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 11.63% |
$11.9K - $12.6K
|
13.8K
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$9.1K - $9.65K
|
1.1K
$9.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
868+ 2.9% |
$7.18K - $7.61K
|
30.8K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
681+ 1.88% |
$5.63K - $5.97K
|
36.9K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
524New |
$4.33K - $4.6K
|
524
$4.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
374+ 2.29% |
$3.09K - $3.28K
|
16.7K
$143K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
245+ 18.42% |
$2.03K - $2.15K
|
1.58K
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 2.87% |
$240 - $254
|
1.04K
$8.92K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
732K+ 141.76% |
$5.93M - $6.28M
|
1.25M
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
79.5K+ 52.92% |
$644K - $681K
|
230K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
48K+ 100.8% |
$389K - $411K
|
95.7K
$820K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
36.4K+ 36.73% |
$295K - $312K
|
135K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31.2K+ 12.14% |
$252K - $267K
|
288K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.5K+ 12.07% |
$214K - $227K
|
246K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7K+ 30.65% |
$184K - $194K
|
96.6K
$828K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5K+ 782.51% |
$183K - $193K
|
25.4K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.5K+ 22.75% |
$174K - $184K
|
116K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 11.28% |
$105K - $111K
|
128K
$1.1M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$102K - $108K
|
12.6K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.46K+ 2.07% |
$68.6K - $72.5K
|
418K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.81K+ 2.47% |
$47.1K - $49.8K
|
241K
$2.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2KNew |
$16.2K - $17.1K
|
2K
$17.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.8K+ 17.68% |
$14.6K - $15.4K
|
12K
$103K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.17KNew |
$9.49K - $10K
|
1.17K
$10K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.17K+ 87.14% |
$9.44K - $9.99K
|
2.5K
$21.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1KNew |
$8.1K - $8.57K
|
1K
$8.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
894New |
$7.24K - $7.66K
|
894
$7.66K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.05K - $4.29K
|
500
$4.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
368+ 2.15% |
$2.98K - $3.15K
|
17.5K
$150K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
121KNew |
$973K - $1.04M
|
121K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.3KNew |
$122K - $131K
|
15.3K
$131K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
730New |
$5.85K - $6.24K
|
730
$6.26K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
80New |
$641 - $684
|
80
$686
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
18New |
$144 - $154
|
18
$154
|
|