Latest Institutional Sells of Pimco Income Strategy Fund (PFL)

PFL Quotes by TradingView

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
May 13, 2024 Q1 2024
Shaker Financial Services, LLC

SELL
 -
-87.7K
- 35.04%
$725K - $754K
163K $1.32M
May 14, 2024 Q1 2024
Invesco Ltd.

Atlanta, GA
SELL
 -
-22K
- 8.06%
$182K - $189K
251K $2.04M
May 02, 2024 Q1 2024
Western Wealth Management, LLC

SELL
 -
-12.5K
- 23.42%
$104K - $108K
40.9K $334K
May 07, 2024 Q1 2024
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-9.78K
- 12.93%
$80.9K - $84.1K
65.9K $537K
May 14, 2024 Q1 2024
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-9.3K
- 8.61%
$76.9K - $80K
98.7K $804K
Apr 25, 2024 Q1 2024
Armor Investment Advisors, LLC

SELL
 -
-8.52K
- 22.12%
$70.5K - $73.3K
30K $245K
May 07, 2024 Q1 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-8.06K
- 35.7%
$66.7K - $69.3K
14.5K $118K
May 15, 2024 Q1 2024
Kestra Advisory Services, LLC

SELL
 -
-6.34K
- 30.26%
$52.4K - $54.5K
14.6K $119K
May 14, 2024 Q1 2024
Synovus Financial Corp

Columbus, GA
SELL
 -
-6K
- 11.4%
$49.6K - $51.6K
46.6K $380K
May 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
SELL
 -
-5.88K
- 2.62%
$48.6K - $50.6K
219K $1.78M
May 08, 2024 Q1 2024
Shufro Rose & CO LLC

SELL
 -
-1K
- 4.24%
$8.27K - $8.6K
22.6K $184K
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-850
- 34.91%
$7.03K - $7.31K
1.59K $12.9K
May 10, 2024 Q1 2024
Creative Planning

Overland Park, KS
SELL
 -
-2
- 0.01%
$16.5 - $17.2
27K $220K
Q4 2023
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

SELL
 -
-4.58K
- 15.24%
$32.1K - $38.6K
25.5K $208K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.6K
- 19.87%
$18.3K - $21.9K
10.5K $85.4K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-1.35K
- 18.71%
$9.45K - $11.4K
5.85K $47.7K
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-496
- 99.0%
$3.48K - $4.19K
5 $40.8
Q3 2023
Nov 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
SELL
 -
-23.4K
- 48.25%
$176K - $195K
25.1K $204K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-4K
- 24.35%
$30.1K - $33.4K
12.4K $101K
Q2 2023
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
SELL
 -
-56.5K
- 11.26%
$438K - $465K
445K $3.63M
Aug 14, 2023 Q2 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-20.5K
- 62.41%
$159K - $169K
12.4K $101K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-2.01K
- 16.71%
$15.5K - $16.5K
10K $81.5K
Q1 2023
May 12, 2023 Q1 2023
Horizon Kinetics Asset Management LLC

SELL
 -
-3.7K
- 3.6%
$29.3K - $33.3K
99.1K $808K
May 09, 2023 Q1 2023
Us Bancorp \De\

SELL
 -
-1.65K
- 71.48%
$13.1K - $14.9K
660 $5.38K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-88
- 0.76%
$698 - $792
11.5K $93.4K
Q4 2022
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-27.2K
- 67.82%
$213K - $234K
12.9K $105K
Feb 14, 2023 Q4 2022
F3 Logic, LLC

SELL
 -
-3.21K
- 0.54%
$25.2K - $27.7K
596K $4.86M
Q3 2022
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-142
- 0.29%
$1.13K - $1.38K
48.1K $392K
Q2 2022
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-14.8K
Closed
$121K - $154K
0 $0
Jul 19, 2022 Q2 2022
Flagship Private Wealth, LLC

SELL
 -
-10.8K
Closed
$88.3K - $113K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-1.2K
Closed
$9.8K - $12.5K
0 $0
Q1 2022
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-57.4K
Closed
$560K - $632K
0 $0
May 13, 2022 Q1 2022
Weiss Asset Management LP

Boston, MA
SELL
 -
-36.9K
Closed
$360K - $407K
0 $0
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-19.1K
Closed
$186K - $210K
0 $0
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-11.5K
Closed
$113K - $127K
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-3K
Closed
$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 $48.4K
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-100
Closed
$1.06K - $1.17K
0 $0
Q3 2021
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-10.5K
Closed
$119K - $138K
0 $0
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2K
Closed
$22.7K - $26.3K
0 $0
Oct 22, 2021 Q3 2021
Spire Wealth Management

SELL
 -
-700
Closed
$7.93K - $9.22K
0 $0
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-43
Closed
$487 - $566
0 $0
Q2 2021
Aug 09, 2021 Q2 2021
Telemus Capital, LLC

SELL
 -
-26K
Closed
$309K - $335K
0 $0
Aug 13, 2021 Q2 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-6.11K
Closed
$72.5K - $78.7K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-1.58K
Closed
$18.8K - $20.4K
0 $0
Jul 22, 2021 Q2 2021
Rba Wealth Management, LLC

SELL
 -
-100
Closed
$1.19K - $1.29K
0 $0
Q1 2021
Apr 26, 2021 Q1 2021
Cutler Group LP

SELL
 -
-2K
Closed
$22.7K - $24K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-1.5K
Closed
$17K - $18K
0 $0
Apr 16, 2021 Q1 2021
Country Trust Bank

SELL
 -
-1.28K
Closed
$14.5K - $15.3K
0 $0

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