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 82 institutions that hold shares in the stock, with a total of 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $69.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
1,281,563
shares
|
$11 Million
0.82% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
866,680
shares
|
$7.42 Million
0.06% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
595,899
shares
|
$5.1 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
|
$5.1 Million
1.02% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
453,897
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
428,412
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
357,970
shares
|
$3.06 Million
0.21% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
354,420
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 43.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
317,312
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
234,966
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
231,271
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
208,863
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
188,587
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
184,941
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
144,500
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 44.81%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
134,825
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
132,689
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
94,400
shares
|
$808,064
0.0% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
84,998
shares
|
$727,582
0.0% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
61,530
shares
|
$526,696
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
58,213
shares
|
$498,303
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
57,883
shares
|
$495,478
0.01% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,114
shares
|
$446,095
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,128
shares
|
$411,975
0.02% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
47,151
shares
|
$403,612
0.0% of portfolio
|
Q2 2025
Reduced 2.29%
|