Latest Institutional Purchases of Pimco Income Strategy Fund Ii (PFN)
This list provides information on the latest institutional transactions involving Pimco Income Strategy Fund Ii (PFN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
133KNew |
$912K - $1M
|
133K
$998K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
103K+ 5.78% |
$709K - $781K
|
1.89M
$14.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
77.6KNew |
$533K - $586K
|
77.6K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.4K+ 11.2% |
$525K - $577K
|
758K
$5.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
51.7KNew |
$355K - $391K
|
51.7K
$389K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
47.2KNew |
$324K - $357K
|
47.2K
$355K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45.8K+ 40.14% |
$315K - $346K
|
160K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.4K+ 3.98% |
$312K - $343K
|
1.18M
$8.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.6K+ 14.2% |
$299K - $329K
|
350K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
40.3KNew |
$277K - $304K
|
40.3K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.2K+ 4.23% |
$187K - $206K
|
670K
$5.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.6K+ 220.42% |
$182K - $201K
|
38.6K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$133K - $147K
|
19.4K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$119K - $131K
|
17.3K
$130K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.5K+ 4.64% |
$113K - $124K
|
372K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.1K+ 59.65% |
$111K - $122K
|
43.2K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.7KNew |
$101K - $111K
|
14.7K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 1.44% |
$99.4K - $109K
|
1.02M
$7.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$91.2K - $100K
|
13.3K
$99.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.1K+ 13.42% |
$83.2K - $91.5K
|
102K
$769K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.7KNew |
$80.3K - $88.4K
|
11.7K
$87.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.4KNew |
$78.2K - $86K
|
11.4K
$85.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
10.9KNew |
$74.7K - $82.2K
|
10.9K
$81.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.23K+ 26.83% |
$63.4K - $69.8K
|
43.6K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.67K+ 3.5% |
$59.6K - $65.6K
|
257K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.47K+ 12.88% |
$44.4K - $48.9K
|
56.7K
$426K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6.24K+ 13.99% |
$42.9K - $47.2K
|
50.8K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
5.04K+ 0.19% |
$34.6K - $38.1K
|
2.7M
$20.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.32K+ 1.17% |
$29.7K - $32.6K
|
373K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.68K+ 1.6% |
$25.2K - $27.8K
|
234K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.54K+ 179.64% |
$24.3K - $26.8K
|
5.51K
$41.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.05K+ 5.3% |
$14.1K - $15.5K
|
40.7K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1K+ 8.3% |
$7.56K - $8.32K
|
14.4K
$108K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
975New |
$6.7K - $7.37K
|
975
$7.33K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
755+ 1.13% |
$5.19K - $5.71K
|
67.5K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
277+ 12.11% |
$1.9K - $2.09K
|
2.57K
$19.3K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
231+ 1.19% |
$1.59K - $1.75K
|
19.6K
$148K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
196+ 0.84% |
$1.35K - $1.48K
|
23.6K
$177K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90+ 2.94% |
$618 - $680
|
3.16K
$23.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
66+ 0.6% |
$453 - $499
|
11K
$82.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
61+ 0.25% |
$419 - $461
|
24.5K
$185K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$344 - $378
|
50
$376
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 2.95% |
$261 - $287
|
1.33K
$9.96K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
28+ 3.01% |
$192 - $212
|
957
$7.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25+ 0.05% |
$172 - $189
|
54.6K
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
25+ 0.12% |
$172 - $189
|
21.7K
$163K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
93.9K+ 747.1% |
$696K - $717K
|
106K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.2KNew |
$112K - $116K
|
15.2K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$74.4K - $76.7K
|
10K
$75.5K
|
|