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 |
---|---|---|---|---|---|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
10,455
shares
|
$85,208
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
10,401
shares
|
$84,768
0.0% of portfolio
|
Q1 2024
Added 1.12%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
8,800
shares
|
$71,720
0.03% of portfolio
|
Q1 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
5,849
shares
|
$47,669
0.01% of portfolio
|
Q4 2023
Reduced 18.71%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
4,641
shares
|
$37,824
0.0% of portfolio
|
Q1 2024
Added 731.72%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
1,585
shares
|
$12,917
0.0% of portfolio
|
Q1 2024
Reduced 34.91%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
1,338
shares
|
$10,904
0.0% of portfolio
|
Q1 2024
Added 227.14%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
1,330
shares
|
$10,839
0.0% of portfolio
|
Q4 2023
Added 16.16%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
1,254
shares
|
$10,220
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
1,100
shares
|
$8,965
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
955
shares
|
$7,783
0.0% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
730
shares
|
$5,949
0.0% of portfolio
|
Q3 2023
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
675
shares
|
$5,501
0.01% of portfolio
|
Q2 2022
New holding
|
|
Fny Investment Advisers, LLC
|
May 02, 2024 Q1 2024 |
500
shares
|
$4,075
0.0% of portfolio
|
Q1 2022
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
488
shares
|
$3,977
0.0% of portfolio
|
Q4 2020
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
91
shares
|
$741
0.0% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|