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 78 institutions that hold shares in the stock, with a total of 8 Million shares, which have been reported (via 13F filing form) to have a value of $66 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
1,275,940
shares
|
$10.5 Million
0.73% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
783,585
shares
|
$6.47 Million
0.06% of portfolio
|
Q1 2025
Added 66.63%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
595,899
shares
|
$4.92 Million
1.02% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
595,899
shares
|
$4.92 Million
1.02% of portfolio
|
Q4 2022
Reduced 0.54%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
496,196
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
339,211
shares
|
$2.8 Million
0.2% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
312,357
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 210.79%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
307,144
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
294,108
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Added 156.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
262,787
shares
|
$2.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
258,381
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
247,403
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
198,207
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
181,708
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 41.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
167,070
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
135,486
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 36.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
123,532
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
99,783
shares
|
$824,207
0.0% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
87,000
shares
|
$718,620
0.0% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
84,998
shares
|
$702,083
0.0% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
69,413
shares
|
$573,351
0.01% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
62,039
shares
|
$512,442
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
61,530
shares
|
$508,237
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,114
shares
|
$430,461
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
48,258
shares
|
$398,611
0.01% of portfolio
|
Q1 2025
Added 2.08%
|