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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-400- 21.05% |
$2.95K - $3.07K
|
1.5K
$11.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.09K+ 13.69% |
$52.3K - $54.4K
|
58.9K
$440K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.68K+ 4.05% |
$12.4K - $12.9K
|
43.2K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.49K- 2.98% |
$11K - $11.4K
|
48.4K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.23K+ 7.34% |
$23.8K - $24.8K
|
47.2K
$353K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
30.9KNew |
$228K - $237K
|
30.9K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 0.67% |
$7.89K - $8.21K
|
159K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
161+ 0.12% |
$1.19K - $1.23K
|
133K
$992K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
924+ 6.73% |
$6.81K - $7.09K
|
14.7K
$109K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1K- 2.31% |
$7.37K - $7.67K
|
42.2K
$315K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.6KNew |
$196K - $204K
|
26.6K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
29+ 3.03% |
$214 - $222
|
986
$7.37K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1KNew |
$7.37K - $7.67K
|
1K
$7.47K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.5K+ 5.64% |
$107K - $111K
|
271K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 5.76% |
$158K - $164K
|
393K
$2.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.25K- 13.07% |
$16.6K - $17.2K
|
15K
$112K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
SELL
|
- |
-2.72K- 5.26% |
$20K - $20.9K
|
49K
$366K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
44.2KNew |
$326K - $339K
|
44.2K
$330K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.89KNew |
$13.9K - $14.5K
|
1.89K
$14.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
55+ 0.25% |
$405 - $422
|
21.8K
$163K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
74+ 2.88% |
$545 - $568
|
2.64K
$19.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 3.13% |
$7.37K - $7.67K
|
33K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.74KNew |
$20.2K - $21K
|
2.74K
$20.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.3K- 19.8% |
$378K - $393K
|
208K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28K- 10.17% |
$9.43K - $9.82K
|
11.3K
$84.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-9.2K- 37.48% |
$67.8K - $70.6K
|
15.3K
$115K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.38K+ 2.73% |
$47K - $48.9K
|
240K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2K+ 4.92% |
$14.7K - $15.3K
|
42.7K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.02K+ 5.95% |
$22.3K - $23.2K
|
53.9K
$402K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.85K+ 15.69% |
$50.5K - $52.5K
|
50.5K
$377K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
330New |
$2.43K - $2.53K
|
330
$2.47K
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
435K+ 4006.23% |
$3.21M - $3.34M
|
446K
$3.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-13.4K- 46.62% |
$98.5K - $102K
|
15.3K
$114K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 1.97% |
$8.1K - $8.91K
|
58.6K
$438K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.72K+ 10.48% |
$11.8K - $13K
|
18.1K
$135K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25.7KNew |
$177K - $194K
|
25.7K
$192K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$91.2K - $100K
|
13.3K
$99.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$133K - $147K
|
19.4K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$119K - $131K
|
17.3K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
40.3KNew |
$277K - $304K
|
40.3K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.7KNew |
$101K - $111K
|
14.7K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$344 - $378
|
50
$374
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 3.65% |
$6.87K - $7.56K
|
26.4K
$197K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.6K+ 220.42% |
$182K - $201K
|
38.6K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
51.7KNew |
$355K - $391K
|
51.7K
$386K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.21K- 18.11% |
$22.1K - $24.3K
|
14.5K
$108K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.37K- 1.72% |
$23.1K - $25.4K
|
193K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
47.2KNew |
$324K - $357K
|
47.2K
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-15.1K- 80.49% |
$103K - $114K
|
3.65K
$27.3K
|
|