Institutional Ownership Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $56.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Dec 03, 2024 Q3 2024 |
1,248,835
shares
|
$10.6 Million
0.59% of portfolio
|
Q3 2024
Added 141.76%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
595,899
shares
|
$5.08 Million
1.02% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
595,899
shares
|
$5.08 Million
1.02% of portfolio
|
Q4 2022
Reduced 0.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
418,119
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
368,829
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
287,676
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
253,447
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
245,720
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
240,860
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
229,619
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
Added 52.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
213,349
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
174,674
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
135,486
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 36.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
127,819
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
115,996
shares
|
$988,285
0.0% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
114,389
shares
|
$974,594
0.0% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,580
shares
|
$822,861
0.0% of portfolio
|
Q3 2024
Added 30.65%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
95,852
shares
|
$816,659
0.0% of portfolio
|
Q3 2024
Reduced 28.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
95,650
shares
|
$814,938
0.01% of portfolio
|
Q3 2024
Added 100.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
93,253
shares
|
$794,515
0.0% of portfolio
|
Q3 2024
Reduced 49.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
83,650
shares
|
$712,698
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
58,213
shares
|
$495,974
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
53,877
shares
|
$459,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,128
shares
|
$410,050
0.02% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
36,239
shares
|
$308,756
0.0% of portfolio
|
Q3 2024
New holding
|