Purchases and Sales Made in Q4 2024 in Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.9KNew |
$603K - $639K
|
72.9K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
61.5KNew |
$509K - $540K
|
61.5K
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8KNew |
$263K - $279K
|
31.8K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
25.1KNew |
$207K - $220K
|
25.1K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
15.5KNew |
$128K - $136K
|
15.5K
$133K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
15.5KNew |
$128K - $136K
|
15.5K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 19.24% |
$92.6K - $98.2K
|
69.4K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11.1KNew |
$92K - $97.6K
|
11.1K
$95.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.7K+ 4.22% |
$88.4K - $93.8K
|
264K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.2K+ 79.95% |
$84.6K - $89.7K
|
23K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.76K+ 16.27% |
$72.5K - $76.9K
|
62.6K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7KNew |
$57.9K - $61.4K
|
7K
$60K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.67KNew |
$55.2K - $58.5K
|
6.67K
$57.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 27.86% |
$25.5K - $27K
|
14.2K
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.83K+ 8.84% |
$15.1K - $16K
|
22.5K
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 11.63% |
$11.9K - $12.6K
|
13.8K
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$9.1K - $9.65K
|
1.1K
$9.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
868+ 2.9% |
$7.18K - $7.61K
|
30.8K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
681+ 1.88% |
$5.63K - $5.97K
|
36.9K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
524New |
$4.33K - $4.6K
|
524
$4.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
374+ 2.29% |
$3.09K - $3.28K
|
16.7K
$143K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
245+ 18.42% |
$2.03K - $2.15K
|
1.58K
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 2.87% |
$240 - $254
|
1.04K
$8.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 3.91% |
$7.44K - $7.89K
|
22.1K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 8.36% |
$19.4K - $20.6K
|
25.7K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.33K- 33.79% |
$68.9K - $73K
|
16.3K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-9.7K- 27.14% |
$80.2K - $85.1K
|
26K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.9K- 12.14% |
$115K - $122K
|
101K
$861K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.5K- 15.08% |
$120K - $127K
|
81.4K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 8.95% |
$158K - $167K
|
194K
$1.66M
|