Latest Institutional Transactions on Pimco Income Strategy Fund Ii (PFN)
This table provides information on the latest institutional transactions involving Pimco Income Strategy Fund Ii (PFN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
196+ 0.84% |
$1.35K - $1.48K
|
23.6K
$176K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6.24K+ 13.99% |
$42.9K - $47.2K
|
50.8K
$380K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-498- 3.19% |
$3.42K - $3.76K
|
15.1K
$113K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90+ 2.94% |
$618 - $680
|
3.16K
$23.6K
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-600- 1.15% |
$4.45K - $4.58K
|
51.7K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
757+ 0.85% |
$5.61K - $5.78K
|
90.2K
$674K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
951+ 1.18% |
$7.05K - $7.27K
|
81.4K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
480+ 2.67% |
$3.56K - $3.67K
|
18.5K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 146.67% |
$163 - $168
|
37
$276
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.3K- 13.19% |
$498K - $514K
|
443K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.6K+ 11.72% |
$78.6K - $81.1K
|
101K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-984- 4.92% |
$7.29K - $7.52K
|
19K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-74.9K- 55.6% |
$555K - $572K
|
59.8K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$74.4K - $76.7K
|
10K
$75K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
800New |
$5.93K - $6.11K
|
800
$5.98K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-197K- 39.19% |
$1.46M - $1.5M
|
305K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.22K+ 4.31% |
$23.8K - $24.6K
|
77.9K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
804+ 1.58% |
$5.96K - $6.14K
|
51.8K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
204K+ 42.6% |
$1.51M - $1.56M
|
682K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 4.94% |
$12K - $12.4K
|
34.4K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
500New |
$3.71K - $3.82K
|
500
$3.74K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.02K+ 2.35% |
$7.54K - $7.78K
|
44.3K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
93.9K+ 747.1% |
$696K - $717K
|
106K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
72.2K+ 4.22% |
$535K - $552K
|
1.79M
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.2KNew |
$112K - $116K
|
15.2K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-82.1K- 18.45% |
$608K - $627K
|
363K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17K+ 17.17% |
$126K - $130K
|
116K
$867K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
128K+ 14.66% |
$949K - $978K
|
1M
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.9K+ 10.4% |
$214K - $221K
|
307K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-317- 4.94% |
$2.35K - $2.42K
|
6.1K
$45.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.36K- 1.16% |
$39.7K - $41K
|
457K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 33.15% |
$85.9K - $88.6K
|
23.4K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.42K- 9.59% |
$69.8K - $71.9K
|
88.8K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3+ 0.0% |
$22.2 - $22.9
|
92.6K
$692K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.55K+ 0.56% |
$26.3K - $27.1K
|
643K
$4.81M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.35K- 0.85% |
$17.4K - $18K
|
273K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48.2K+ 26.49% |
$357K - $368K
|
230K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.22% |
$222 - $229
|
13.7K
$102K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.39K+ 2.85% |
$10.3K - $10.6K
|
50.2K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.29KNew |
$9.54K - $9.83K
|
1.29K
$9.61K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.03K+ 7.96% |
$29.8K - $30.8K
|
54.6K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-372- 1.05% |
$2.76K - $2.84K
|
34.9K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.21K- 8.57% |
$31.2K - $32.2K
|
44.9K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.7K+ 834.9% |
$124K - $128K
|
18.7K
$140K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.5K+ 2.66% |
$219K - $226K
|
1.14M
$8.51M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-8.43K- 25.62% |
$62.5K - $64.4K
|
24.5K
$183K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12K- 8.99% |
$8.27K - $8.53K
|
11.3K
$84.4K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
239+ 1.25% |
$1.77K - $1.83K
|
19.4K
$145K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.5K- 18.06% |
$137K - $141K
|
83.9K
$627K
|
|