Purchases and Sales Made in Q2 2025 in Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 37.15% |
$901K - $996K
|
428K
$3.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 43.26% |
$830K - $918K
|
354K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
83.1K+ 10.6% |
$645K - $713K
|
867K
$7.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
58.2KNew |
$452K - $499K
|
58.2K
$499K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 44.81% |
$347K - $384K
|
145K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
37KNew |
$287K - $318K
|
37K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$271K - $300K
|
34.9K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
28.8KNew |
$223K - $247K
|
28.8K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
25.5KNew |
$198K - $219K
|
25.5K
$219K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.8K+ 5.53% |
$146K - $161K
|
358K
$3.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$145K - $161K
|
18.7K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 10.7% |
$139K - $153K
|
185K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.7K+ 2292.51% |
$114K - $126K
|
15.3K
$131K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.2K+ 8.13% |
$110K - $122K
|
189K
$1.62M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.3K+ 63.62% |
$103K - $114K
|
34.2K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5K+ 105.45% |
$89.3K - $98.7K
|
22.4K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7K+ 5.38% |
$82.7K - $91.4K
|
209K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.2K+ 3.31% |
$78.9K - $87.2K
|
317K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.16K+ 7.41% |
$71.1K - $78.6K
|
133K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.4K+ 8.51% |
$57.4K - $63.5K
|
94.4K
$809K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.95K+ 27.18% |
$46.2K - $51K
|
27.8K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
5.62K+ 0.44% |
$43.6K - $48.2K
|
1.28M
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
5.13K+ 87.22% |
$39.8K - $44K
|
11K
$94.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.1KNew |
$31.8K - $35.2K
|
4.1K
$35.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.23K+ 27.12% |
$25.1K - $27.7K
|
15.1K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.86K+ 7.18% |
$22.2K - $24.6K
|
42.8K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54K+ 21.32% |
$19.7K - $21.8K
|
14.5K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 5.17% |
$11.5K - $12.7K
|
30.2K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$10.9K - $12K
|
1.4K
$12K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.32K+ 6.04% |
$10.3K - $11.4K
|
23.2K
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.2KNew |
$9.3K - $10.3K
|
1.2K
$10.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
937+ 2.95% |
$7.27K - $8.04K
|
32.7K
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
503+ 2.92% |
$3.9K - $4.32K
|
17.7K
$152K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425New |
$3.3K - $3.65K
|
425
$3.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
219+ 1.08% |
$1.7K - $1.88K
|
20.5K
$176K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
200+ 2.0% |
$1.55K - $1.72K
|
10.2K
$87.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
57+ 0.37% |
$442 - $489
|
15.6K
$134K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
32+ 1.77% |
$248 - $275
|
1.84K
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
23+ 0.13% |
$178 - $197
|
17.4K
$149K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
16+ 0.1% |
$124 - $137
|
15.8K
$135K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-43- 0.08% |
$334 - $369
|
52.1K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-661- 0.49% |
$5.13K - $5.67K
|
135K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-811- 0.95% |
$6.29K - $6.96K
|
85K
$728K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 3.88% |
$7.76K - $8.58K
|
24.8K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.11K- 2.29% |
$8.59K - $9.5K
|
47.2K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 12.52% |
$9.89K - $10.9K
|
8.91K
$76.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.37K- 5.85% |
$10.7K - $11.8K
|
22.1K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 7.27% |
$11K - $12.2K
|
18.1K
$155K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.61K- 24.24% |
$28K - $31K
|
11.3K
$96.7K
|