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 75 institutions that hold shares in the stock, with a total of 6.82 Million shares, which have been reported (via 13F filing form) to have a value of $58.3 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%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
595,899
shares
|
$5.05 Million
1.02% of portfolio
|
Q4 2022
Reduced 0.54%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
595,899
shares
|
$5.05 Million
1.02% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
418,119
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
368,829
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
287,676
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
264,141
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
245,720
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
240,860
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
229,619
shares
|
$1.95 Million
0.14% of portfolio
|
Q3 2024
Added 52.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
194,260
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
174,674
shares
|
$1.48 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
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
115,996
shares
|
$983,646
0.0% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
114,389
shares
|
$970,018
0.0% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,580
shares
|
$818,998
0.0% of portfolio
|
Q3 2024
Added 30.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
95,650
shares
|
$811,112
0.01% of portfolio
|
Q3 2024
Added 100.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
93,253
shares
|
$790,785
0.0% of portfolio
|
Q3 2024
Reduced 49.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
83,650
shares
|
$709,352
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
81,398
shares
|
$690,255
0.0% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
72,906
shares
|
$618,242
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
69,413
shares
|
$588,622
0.01% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
62,641
shares
|
$531,195
0.0% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
61,530
shares
|
$521,774
0.36% of portfolio
|
Q4 2024
New holding
|