Latest Institutional Sells of Pimco Income Strategy Fund (PFL)
This list provides information on the latest institutional transactions involving Pimco Income Strategy Fund (PFL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.1K- 20.11% |
$459K - $507K
|
235K
$2.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-58.2K- 83.86% |
$452K - $499K
|
11.2K
$96K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.3K- 8.52% |
$328K - $363K
|
454K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.1K- 10.49% |
$210K - $233K
|
231K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-7.62K- 29.25% |
$59.1K - $65.4K
|
18.4K
$158K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.8K- 37.67% |
$52.8K - $58.3K
|
11.3K
$96.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.46K- 13.82% |
$34.6K - $38.2K
|
27.8K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.16K- 6.7% |
$32.3K - $35.7K
|
57.9K
$496K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.61K- 24.24% |
$28K - $31K
|
11.3K
$96.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 7.27% |
$11K - $12.2K
|
18.1K
$155K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.37K- 5.85% |
$10.7K - $11.8K
|
22.1K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 12.52% |
$9.89K - $10.9K
|
8.91K
$76.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.11K- 2.29% |
$8.59K - $9.5K
|
47.2K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 3.88% |
$7.76K - $8.58K
|
24.8K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-811- 0.95% |
$6.29K - $6.96K
|
85K
$728K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-661- 0.49% |
$5.13K - $5.67K
|
135K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-43- 0.08% |
$334 - $369
|
52.1K
$447K
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.43K- 10.56% |
$20.4K - $20.9K
|
20.6K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 0.51% |
$11.4K - $11.6K
|
263K
$2.25M
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 3.91% |
$7.44K - $7.89K
|
22.1K
$190K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.17K- 71.29% |
$33.4K - $35.7K
|
1.68K
$14.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 90.11% |
$657 - $701
|
9
$77.1
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25- 1.58% |
$200 - $214
|
1.56K
$13.4K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.06K- 35.7% |
$66.7K - $69.3K
|
14.5K
$124K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 4.24% |
$8.27K - $8.6K
|
22.6K
$194K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.6K- 19.87% |
$18.3K - $21.9K
|
10.5K
$89.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-496- 99.0% |
$3.48K - $4.19K
|
5
$42.9
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
$702 - $844
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-23.4K- 48.25% |
$176K - $195K
|
25.1K
$215K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-800Closed |
$6.02K - $6.67K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-56.5K- 11.26% |
$438K - $465K
|
445K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.01K- 16.71% |
$15.5K - $16.5K
|
10K
$85.7K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.65K- 71.48% |
$13.1K - $14.9K
|
660
$5.66K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88- 0.76% |
$698 - $792
|
11.5K
$98.2K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.2K- 67.82% |
$213K - $234K
|
12.9K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.21K- 0.54% |
$25.2K - $27.7K
|
596K
$5.11M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-142- 0.29% |
$1.13K - $1.38K
|
48.1K
$412K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.8KClosed |
$121K - $154K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.8KClosed |
$88.3K - $113K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$9.8K - $12.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-57.4KClosed |
$560K - $632K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-36.9KClosed |
$360K - $407K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.1KClosed |
$186K - $210K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.5KClosed |
$113K - $127K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3KClosed |
$29.3K - $33K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-771- 11.48% |
$8.19K - $8.98K
|
5.94K
$50.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$1.06K - $1.17K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.5KClosed |
$119K - $138K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-700Closed |
$7.93K - $9.22K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-43Closed |
$487 - $566
|
0
$0
|
|