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 67 institutions that hold shares in the stock, with a total of 5.31 Million shares, which have been reported (via 13F filing form) to have a value of $43.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
40,936
shares
|
$333,628
0.03% of portfolio
|
Q1 2024
Reduced 23.42%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
38,970
shares
|
$317,605
0.0% of portfolio
|
Q1 2024
Added 5.41%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
37,943
shares
|
$309,235
0.0% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
35,000
shares
|
$285,250
0.02% of portfolio
|
Q1 2024
Added 75.0%
|
|
Armor Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
30,003
shares
|
$244,524
0.12% of portfolio
|
Q1 2024
Reduced 22.12%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
28,275
shares
|
$230,441
0.01% of portfolio
|
Q1 2024
Added 2.92%
|
|
Moser Wealth Advisors, LLC
|
May 01, 2024 Q1 2024 |
27,488
shares
|
$224,027
0.13% of portfolio
|
Q1 2024
Added 1.03%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
27,019
shares
|
$220,204
0.0% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
25,475
shares
|
$207,621
0.0% of portfolio
|
Q4 2023
Reduced 15.24%
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
May 13, 2024 Q1 2024 |
25,065
shares
|
$204,279
0.02% of portfolio
|
Q3 2023
Reduced 48.25%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
24,785
shares
|
$201,997
0.0% of portfolio
|
Q1 2024
Added 226.12%
|
|
Shufro Rose & CO LLC
|
May 08, 2024 Q1 2024 |
22,600
shares
|
$184,190
0.02% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
20,675
shares
|
$168,501
0.01% of portfolio
|
Q1 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
20,675
shares
|
$168,501
0.05% of portfolio
|
Q1 2024
Added 1.67%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
20,000
shares
|
$163,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,870
shares
|
$161,940
0.01% of portfolio
|
Q2 2020
Added 5.42%
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,903
shares
|
$154,059
0.19% of portfolio
|
Q3 2022
Added 0.41%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
17,424
shares
|
$142,005
0.0% of portfolio
|
Q1 2024
Added 0.28%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
16,751
shares
|
$136,520
0.01% of portfolio
|
Q1 2024
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
14,602
shares
|
$119,006
0.0% of portfolio
|
Q1 2024
Reduced 30.26%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
14,523
shares
|
$118,362
0.0% of portfolio
|
Q1 2024
Reduced 35.7%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
May 02, 2024 Q1 2024 |
13,091
shares
|
$106,691
0.06% of portfolio
|
Q1 2024
Added 4.69%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
12,430
shares
|
$101,304
0.01% of portfolio
|
Q3 2023
Reduced 24.35%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
12,155
shares
|
$99,063
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
10,811
shares
|
$88,109
0.0% of portfolio
|
Q1 2024
New holding
|