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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
58+ 1.05% |
$427 - $445
|
5.57K
$41.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.5K+ 4.9% |
$129K - $134K
|
374K
$2.79M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.95KNew |
$73.3K - $76.3K
|
9.95K
$74.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
132K+ 17.39% |
$972K - $1.01M
|
890K
$6.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
96+ 0.84% |
$708 - $736
|
11.5K
$85.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-660- 0.86% |
$4.86K - $5.06K
|
75.9K
$567K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-157K- 62.39% |
$1.15M - $1.2M
|
94.5K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-65K- 25.35% |
$479K - $499K
|
191K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75K- 32.6% |
$553K - $576K
|
155K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.65KNew |
$19.5K - $20.3K
|
2.65K
$19.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.5KNew |
$91.8K - $95.5K
|
12.5K
$93K
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
50.4K+ 430.57% |
$371K - $386K
|
62.1K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.52K+ 4.42% |
$33.3K - $34.7K
|
107K
$798K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 50.43% |
$1.6M - $1.67M
|
649K
$4.85M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
105+ 0.53% |
$774 - $805
|
19.7K
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.83K+ 3.74% |
$20.8K - $21.7K
|
78.4K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.1K+ 4.71% |
$155K - $162K
|
468K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-743K- 27.46% |
$5.47M - $5.7M
|
1.96M
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.1K+ 82.34% |
$539K - $561K
|
162K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
27.2K+ 49.77% |
$200K - $209K
|
81.8K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
522+ 0.92% |
$3.85K - $4K
|
57.2K
$427K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.2K+ 69.19% |
$223K - $232K
|
73.8K
$551K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.1K- 7.67% |
$8.11K - $8.44K
|
13.3K
$99K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-34.6K- 1.83% |
$255K - $266K
|
1.85M
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.3KNew |
$112K - $117K
|
15.3K
$114K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 33.62% |
$868K - $903K
|
468K
$3.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.07K- 5.96% |
$37.4K - $38.9K
|
80.1K
$598K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.47KNew |
$40.3K - $42K
|
5.47K
$40.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.5K+ 2.9% |
$144K - $149K
|
690K
$5.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.12K+ 8.99% |
$15.6K - $16.3K
|
25.7K
$192K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.38K+ 45.83% |
$10.1K - $10.5K
|
4.38K
$32.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.6KNew |
$343K - $357K
|
46.6K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 10.38% |
$906K - $943K
|
1.31M
$9.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 2.87% |
$280 - $291
|
1.36K
$10.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.33K- 38.26% |
$17.2K - $17.9K
|
3.77K
$28.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 34.21% |
$170K - $177K
|
90.6K
$677K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.7K- 7.3% |
$42K - $43.7K
|
72.5K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10.9K+ 3.52% |
$80K - $83.3K
|
320K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.65K- 3.98% |
$26.9K - $28K
|
88.1K
$658K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.6K+ 100.0% |
$56K - $58.3K
|
15.2K
$114K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.8KNew |
$87K - $90.5K
|
11.8K
$88.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
441+ 0.99% |
$3.25K - $3.38K
|
45.1K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$81.6K - $84.9K
|
11.1K
$82.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1K- 3.81% |
$7.37K - $7.67K
|
25.3K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
347+ 2.18% |
$2.56K - $2.66K
|
16.3K
$122K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-52.4K- 14.07% |
$386K - $402K
|
320K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-320- 1.37% |
$2.36K - $2.45K
|
23.1K
$172K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$87K - $90.5K
|
11.8K
$88.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.2K+ 4.25% |
$318K - $331K
|
1.06M
$7.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-400- 21.05% |
$2.95K - $3.07K
|
1.5K
$11.2K
|
|