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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.4KNew |
$94.1K - $113K
|
13.4K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10KNew |
$70.3K - $84.5K
|
10K
$84.9K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6KNew |
$42.1K - $50.6K
|
6K
$50.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.69KNew |
$39.9K - $48K
|
5.69K
$48.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.14K+ 27.36% |
$8K - $9.61K
|
5.3K
$45K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185+ 16.16% |
$1.3K - $1.56K
|
1.33K
$11.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
872New |
$6.56K - $7.27K
|
872
$7.39K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
730New |
$5.49K - $6.09K
|
730
$6.19K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20KNew |
$155K - $165K
|
20K
$170K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
14.7KNew |
$114K - $121K
|
14.7K
$125K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
142+ 7.02% |
$1.1K - $1.17K
|
2.16K
$18.4K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137KNew |
$1.08M - $1.23M
|
137K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.6KNew |
$132K - $150K
|
16.6K
$141K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
596KNew |
$4.67M - $5.13M
|
596K
$5.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
12.2KNew |
$95.3K - $105K
|
12.2K
$103K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.51KNew |
$19.7K - $21.6K
|
2.51K
$21.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.25KNew |
$9.83K - $10.8K
|
1.25K
$10.6K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
40.5KNew |
$323K - $394K
|
40.5K
$343K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.19KNew |
$9.44K - $11.5K
|
1.19K
$10K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
213New |
$1.7K - $2.07K
|
213
$1.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
78+ 0.41% |
$622 - $760
|
18.9K
$160K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 2.83% |
$47.8 - $58.4
|
218
$1.85K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
15.8KNew |
$129K - $165K
|
15.8K
$134K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6KNew |
$103K - $132K
|
12.6K
$107K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2KNew |
$16.3K - $20.9K
|
2K
$17K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.15KNew |
$9.4K - $12K
|
1.15K
$9.75K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1K+ 9.09% |
$8.17K - $10.4K
|
12K
$102K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
675New |
$5.51K - $7.05K
|
675
$5.72K
|
|
| Q2 2021 | |||||||
|
Sep 20, 2021
Q2 2021
|
Activest Wealth Management
|
BUY
|
- |
8.6KNew |
$102K - $111K
|
8.6K
$72.9K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58.2KNew |
$661K - $699K
|
58.2K
$494K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
488New |
$4.91K - $5.59K
|
488
$4.14K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
661+ 5.42% |
$5.14K - $6.83K
|
12.9K
$109K
|
|