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 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.16K- 6.7% |
$32.3K - $35.7K
|
57.9K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.46K- 13.82% |
$34.6K - $38.2K
|
27.8K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.8K- 37.67% |
$52.8K - $58.3K
|
11.3K
$96.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.3K- 4.01% |
$56.6K - $62.6K
|
174K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-7.62K- 29.25% |
$59.1K - $65.4K
|
18.4K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.1K- 10.49% |
$210K - $233K
|
231K
$1.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.3K- 8.52% |
$328K - $363K
|
454K
$3.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-58.2K- 83.86% |
$452K - $499K
|
11.2K
$95.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.1K- 20.11% |
$459K - $507K
|
235K
$2.01M
|