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 76 institutions that hold shares in the stock, with a total of 7.07 Million shares, which have been reported (via 13F filing form) to have a value of $60.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
1,275,940
shares
|
$10.9 Million
0.61% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
595,899
shares
|
$5.07 Million
1.02% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
595,899
shares
|
$5.07 Million
1.02% of portfolio
|
Q4 2022
Reduced 0.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
495,535
shares
|
$4.22 Million
0.0% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
470,241
shares
|
$4 Million
0.03% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
304,143
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
264,141
shares
|
$2.25 Million
0.03% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
249,509
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
240,082
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
185,751
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
152,425
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
135,486
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 36.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
120,390
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
114,811
shares
|
$977,041
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
100,503
shares
|
$855,280
0.0% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
88,050
shares
|
$749,305
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
84,499
shares
|
$719,086
0.0% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
81,398
shares
|
$692,696
0.0% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
72,906
shares
|
$620,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
69,413
shares
|
$590,704
0.01% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
62,641
shares
|
$533,074
0.0% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
61,530
shares
|
$523,620
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,128
shares
|
$409,569
0.02% of portfolio
|
Q3 2022
Reduced 0.29%
|