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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
18,111
shares
|
$155,211
0.1% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
17,714
shares
|
$151,808
0.01% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,405
shares
|
$149,160
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
16,641
shares
|
$142,613
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
15,763
shares
|
$135,088
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
15,643
shares
|
$134,060
0.07% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
15,373
shares
|
$131,746
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
15,336
shares
|
$131,429
0.1% of portfolio
|
Q2 2025
Added 2292.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
15,142
shares
|
$129,766
0.0% of portfolio
|
Q2 2025
Added 27.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,474
shares
|
$124,042
0.0% of portfolio
|
Q2 2025
Added 21.32%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
13,912
shares
|
$119,225
0.07% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,155
shares
|
$104,168
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
11,281
shares
|
$96,678
0.01% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
11,251
shares
|
$96,421
0.0% of portfolio
|
Q2 2025
Reduced 37.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,200
shares
|
$95,984
0.0% of portfolio
|
Q2 2025
Reduced 83.86%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
11,005
shares
|
$94,312
0.0% of portfolio
|
Q2 2025
Added 87.22%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
10,200
shares
|
$87,414
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,939
shares
|
$76,607
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
8,905
shares
|
$76,315
0.0% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
6,669
shares
|
$57,153
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,100
shares
|
$35,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$17,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,836
shares
|
$15,734
0.01% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,560
shares
|
$13,369
0.0% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,400
shares
|
$11,998
0.0% of portfolio
|
Q2 2025
New holding
|