Purchases and Sales Made in Q2 2022 in Pimco Income Strategy Fund (PFL)

PFL Quotes by TradingView

This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL) during Q2 2022. 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
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
131K
New
$1.07M - $1.37M
131K $1.09M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
54.3K
+ 27.14%
$444K - $567K
254K $2.11M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
54.3K
+ 27.14%
$444K - $567K
254K $2.11M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
40.4K
+ 43.83%
$330K - $422K
133K $1.1M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
40K
New
$327K - $418K
40K $331K
Aug 09, 2022 Q2 2022
Lloyd Park, LLC

Wilmette, IL
BUY
 -
18.8K
New
$154K - $197K
18.8K $156K
Aug 15, 2022 Q2 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
18K
+ 7.52%
$147K - $188K
258K $2.13M
Aug 12, 2022 Q2 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
15.8K
New
$129K - $165K
15.8K $131K
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
14.8K
+ 44.19%
$121K - $154K
48.3K $400K
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
12.6K
New
$103K - $132K
12.6K $105K
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
10.7K
New
$87.4K - $112K
10.7K $88.6K
Aug 15, 2022 Q2 2022
Nomura Holdings Inc

Tokyo, M0
BUY
 -
10K
New
$81.7K - $104K
10K $82.8K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.61K
+ 6.08%
$70.4K - $89.9K
150K $1.24M
Aug 01, 2022 Q2 2022
Armor Investment Advisors, LLC

BUY
 -
8.19K
+ 3.86%
$66.9K - $85.5K
220K $1.83M
Aug 03, 2022 Q2 2022
F3 Logic, LLC

BUY
 -
7.82K
+ 1.31%
$63.9K - $81.7K
607K $5.03M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.53K
+ 14.04%
$53.3K - $68.1K
53K $439K
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.9K
+ 2.91%
$23.7K - $30.3K
103K $850K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.01K
New
$16.4K - $20.9K
2.01K $16.6K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2K
New
$16.3K - $20.9K
2K $16.6K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.72K
+ 5.02%
$14K - $17.9K
35.9K $297K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
1.15K
New
$9.4K - $12K
1.15K $9.52K
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

BUY
 -
1K
+ 9.09%
$8.17K - $10.4K
12K $99.4K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
675
New
$5.51K - $7.05K
675 $5.59K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
212
New
$1.73K - $2.21K
212 $1.76K
Aug 02, 2022 Q2 2022
Moser Wealth Advisors, LLC

BUY
 -
200
+ 0.78%
$1.63K - $2.09K
25.7K $213K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
94
+ 4.88%
$768 - $981
2.02K $16.7K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-71
- 0.63%
$580 - $741
11.2K $92.3K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-284
- 2.86%
$2.32K - $2.96K
9.65K $79.9K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-652
- 1.67%
$5.33K - $6.81K
38.3K $317K
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-1.08K
- 2.07%
$8.8K - $11.2K
50.9K $422K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-1.17K
- 6.08%
$9.54K - $12.2K
18K $149K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-1.2K
Closed
$9.8K - $12.5K
0 $0
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.5K
- 3.72%
$20.4K - $26.1K
64.7K $536K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-2.58K
- 17.33%
$21K - $26.9K
12.3K $102K
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-3.4K
- 3.55%
$27.8K - $35.5K
92.3K $764K
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-3.75K
- 4.88%
$30.6K - $39.2K
73.1K $605K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-4.08K
- 2.83%
$33.3K - $42.6K
140K $1.16M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-5.13K
- 2.27%
$41.9K - $53.6K
221K $1.83M
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-6.01K
Closed
$49.1K - $62.8K
0 $0
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-7K
- 6.64%
$57.2K - $73.1K
98.4K $815K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-7.49K
- 39.28%
$61.2K - $78.1K
11.6K $95.8K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-8.91K
- 17.68%
$72.8K - $93K
41.5K $343K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-10K
Closed
$81.9K - $105K
0 $0
Jul 19, 2022 Q2 2022
Flagship Private Wealth, LLC

SELL
 -
-10.8K
Closed
$88.3K - $113K
0 $0
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-11.7K
- 8.62%
$95.3K - $122K
124K $1.02M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-12.5K
- 6.11%
$102K - $130K
192K $1.59M
Aug 05, 2022 Q2 2022
Horizon Kinetics Asset Management LLC

SELL
 -
-14.6K
- 11.04%
$119K - $153K
118K $976K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-14.8K
Closed
$121K - $154K
0 $0

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