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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
17,211
shares
|
$142,507
0.02% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
16,641
shares
|
$137,787
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
15,763
shares
|
$130,517
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
15,586
shares
|
$129,052
0.08% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,373
shares
|
$127,288
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
14,890
shares
|
$123,289
0.01% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
13,912
shares
|
$115,191
0.07% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
13,783
shares
|
$114,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,155
shares
|
$100,643
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,930
shares
|
$98,780
0.0% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11,912
shares
|
$98,631
0.0% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,909
shares
|
$90,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
10,180
shares
|
$84,290
0.0% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
10,000
shares
|
$82,800
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,939
shares
|
$74,014
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
6,669
shares
|
$55,219
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
5,878
shares
|
$48,669
0.0% of portfolio
|
Q1 2025
Added 114.6%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$16,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,804
shares
|
$14,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,560
shares
|
$12,916
0.0% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,400
shares
|
$11,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
894
shares
|
$7,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
730
shares
|
$6,044
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
675
shares
|
$5,589
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
641
shares
|
$5,307
0.0% of portfolio
|
Q1 2025
New holding
|