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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-8.43K- 25.62% |
$62.5K - $64.4K
|
24.5K
$181K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12K- 8.99% |
$8.27K - $8.53K
|
11.3K
$83.7K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
239+ 1.25% |
$1.77K - $1.83K
|
19.4K
$144K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.64K+ 3.0% |
$19.5K - $20.1K
|
90.4K
$670K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.5K- 18.06% |
$137K - $141K
|
83.9K
$622K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
17+ 0.04% |
$126 - $130
|
38.6K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1K- 6.37% |
$7.41K - $7.64K
|
14.7K
$109K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 0.76% |
$1.48K - $1.53K
|
26.3K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
353+ 3.02% |
$2.62K - $2.7K
|
12K
$89.3K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
10.9KNew |
$81.1K - $83.6K
|
10.9K
$81.1K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27.8KNew |
$206K - $213K
|
27.8K
$206K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
93K+ 59.99% |
$689K - $710K
|
248K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62KNew |
$12K - $12.4K
|
1.62K
$12K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
28+ 3.11% |
$207 - $214
|
929
$6.88K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.69K- 13.08% |
$19.9K - $20.5K
|
17.9K
$132K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.86K- 5.96% |
$13.8K - $14.2K
|
29.4K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 8.51% |
$78.6K - $81.1K
|
114K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
55+ 2.87% |
$408 - $420
|
1.97K
$14.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 4.26% |
$117K - $121K
|
355K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
387+ 1.82% |
$2.87K - $2.96K
|
21.7K
$161K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
9.49K+ 5.08% |
$70.3K - $72.5K
|
196K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.57K+ 2.15% |
$11.6K - $12K
|
74.2K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
64+ 2.88% |
$474 - $489
|
2.29K
$17K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 78.54% |
$11.1K - $11.4K
|
409
$3.03K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-179- 0.27% |
$1.33K - $1.37K
|
66.8K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
215+ 0.85% |
$1.59K - $1.64K
|
25.5K
$189K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-9.48K- 2.86% |
$70.3K - $72.4K
|
322K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-123- 0.57% |
$911 - $940
|
21.4K
$158K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-213K- 73.85% |
$1.56M - $1.64M
|
75.4K
$559K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
157+ 0.97% |
$1.15K - $1.21K
|
16.4K
$122K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.6KNew |
$55.7K - $58.7K
|
7.6K
$56.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5.31KNew |
$38.9K - $41K
|
5.31K
$39.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7KNew |
$240K - $253K
|
32.7K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
76.1K+ 2.9% |
$558K - $588K
|
2.7M
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$90.4K - $95.2K
|
12.3K
$91.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.1KNew |
$88.8K - $93.6K
|
12.1K
$89.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
751New |
$5.5K - $5.8K
|
751
$5.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 3.2% |
$183K - $193K
|
806K
$5.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
25.3KNew |
$185K - $195K
|
25.3K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.2KNew |
$126K - $133K
|
17.2K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.8KNew |
$79K - $83.2K
|
10.8K
$79.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
17.7KNew |
$130K - $137K
|
17.7K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-68.5K- 21.02% |
$502K - $529K
|
257K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
863+ 16.9% |
$6.33K - $6.66K
|
5.97K
$44.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-463- 1.11% |
$3.39K - $3.57K
|
41.2K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.9K- 58.78% |
$124K - $131K
|
11.9K
$88K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.7K- 37.6% |
$78.3K - $82.5K
|
17.7K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 24.02% |
$23.9K - $25.2K
|
10.3K
$76.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27KNew |
$198K - $208K
|
27K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.1K+ 57.45% |
$199K - $209K
|
74.2K
$550K
|
|