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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,128
shares
|
$398,499
0.02% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
39,891
shares
|
$330,297
0.0% of portfolio
|
Q1 2025
Added 25.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,920
shares
|
$305,697
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
32,244
shares
|
$266,980
0.0% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
31,750
shares
|
$262,890
0.01% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
31,050
shares
|
$257,093
0.02% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
28,761
shares
|
$238,141
0.0% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
27,833
shares
|
$230,457
0.19% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,048
shares
|
$215,677
0.12% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
25,785
shares
|
$213,499
0.0% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
25,065
shares
|
$207,538
0.02% of portfolio
|
Q3 2023
Reduced 48.25%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
22,600
shares
|
$187,128
0.02% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
22,118
shares
|
$183,137
0.08% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,106
shares
|
$183,037
0.03% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
21,921
shares
|
$181,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,500
shares
|
$178,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
20,872
shares
|
$172,820
0.01% of portfolio
|
Q1 2025
Added 51.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
20,600
shares
|
$170,568
0.01% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
20,322
shares
|
$168,266
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
20,000
shares
|
$165,600
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,870
shares
|
$164,523
0.01% of portfolio
|
Q2 2020
Added 5.42%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
19,531
shares
|
$161,716
0.12% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,903
shares
|
$156,516
0.19% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
18,051
shares
|
$149,462
0.0% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
17,382
shares
|
$143,922
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|