Purchases and Sales Made in Q1 2025 in Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO INCOME STRATEGY FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
313K+ 66.63% |
$2.63M - $2.69M
|
784K
$6.55M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
212K+ 210.79% |
$1.78M - $1.82M
|
312K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
179K+ 156.17% |
$1.5M - $1.54M
|
294K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62KNew |
$521K - $534K
|
62K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
29K+ 9.34% |
$243K - $249K
|
339K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.9KNew |
$184K - $189K
|
21.9K
$183K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.5KNew |
$180K - $185K
|
21.5K
$180K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.6KNew |
$140K - $143K
|
16.6K
$139K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 18.09% |
$128K - $131K
|
99.8K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.6K+ 9.61% |
$123K - $126K
|
167K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8KNew |
$116K - $119K
|
13.8K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 6.71% |
$105K - $107K
|
198K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$91.5K - $93.8K
|
10.9K
$91.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$83.9K - $86K
|
10K
$83.6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.87K+ 3.56% |
$74.4K - $76.3K
|
258K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.1K+ 25.49% |
$68K - $69.7K
|
39.9K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.32K+ 3.05% |
$61.4K - $63K
|
247K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.08K+ 51.32% |
$59.4K - $60.9K
|
20.9K
$174K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.41K+ 42.11% |
$37K - $37.9K
|
14.9K
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.41K+ 5.42% |
$37K - $37.9K
|
85.8K
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.14K+ 2.61% |
$26.4K - $27K
|
124K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.14K+ 114.6% |
$26.3K - $27K
|
5.88K
$49.1K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3K+ 0.99% |
$25.2K - $25.8K
|
307K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.61K+ 8.8% |
$21.9K - $22.4K
|
32.2K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 18.54% |
$15.6K - $16K
|
11.9K
$99.6K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.8KNew |
$15.1K - $15.5K
|
1.8K
$15.1K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.74K+ 10.67% |
$14.6K - $15K
|
18.1K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.05K+ 3.5% |
$8.81K - $9.03K
|
31.1K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 4.03% |
$8.39K - $8.6K
|
25.8K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
981+ 2.08% |
$8.23K - $8.44K
|
48.3K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
940+ 4.17% |
$7.89K - $8.08K
|
23.5K
$196K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
902+ 2.92% |
$7.57K - $7.76K
|
31.8K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
821+ 6.27% |
$6.89K - $7.06K
|
13.9K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
661+ 0.13% |
$5.55K - $5.68K
|
496K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
641New |
$5.38K - $5.51K
|
641
$5.36K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
487+ 2.91% |
$4.09K - $4.19K
|
17.2K
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
315+ 1.22% |
$2.64K - $2.71K
|
26K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
252+ 1.63% |
$2.11K - $2.17K
|
15.7K
$132K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
55+ 0.35% |
$461 - $473
|
15.6K
$130K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 2.98% |
$260 - $267
|
1.07K
$8.96K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-192- 1.09% |
$1.61K - $1.65K
|
17.4K
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-725- 3.44% |
$6.08K - $6.24K
|
20.3K
$170K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.05K- 1.19% |
$8.81K - $9.03K
|
87K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 0.51% |
$11.4K - $11.6K
|
263K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.22K- 15.7% |
$18.6K - $19.1K
|
11.9K
$99.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.43K- 10.56% |
$20.4K - $20.9K
|
20.6K
$172K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.2K- 12.75% |
$26.8K - $27.5K
|
21.9K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.23K- 12.82% |
$35.5K - $36.4K
|
28.8K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-6.51K- 25.0% |
$54.6K - $56K
|
19.5K
$163K
|