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 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
77.6KNew |
$533K - $586K
|
77.6K
$577K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.1K+ 59.65% |
$111K - $122K
|
43.2K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
10.9KNew |
$74.7K - $82.2K
|
10.9K
$80.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6.24K+ 13.99% |
$42.9K - $47.2K
|
50.8K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.32K+ 1.17% |
$29.7K - $32.6K
|
373K
$2.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.05K+ 5.3% |
$14.1K - $15.5K
|
40.7K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
975New |
$6.7K - $7.37K
|
975
$7.25K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
196+ 0.84% |
$1.35K - $1.48K
|
23.6K
$176K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90+ 2.94% |
$618 - $680
|
3.16K
$23.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
66+ 0.6% |
$453 - $499
|
11K
$81.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
25+ 0.12% |
$172 - $189
|
21.7K
$162K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
204K+ 42.6% |
$1.51M - $1.56M
|
682K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
128K+ 14.66% |
$949K - $978K
|
1M
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
93.9K+ 747.1% |
$696K - $717K
|
106K
$792K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
93K+ 59.99% |
$689K - $710K
|
248K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
72.2K+ 4.22% |
$535K - $552K
|
1.79M
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48.2K+ 26.49% |
$357K - $368K
|
230K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.5K+ 2.66% |
$219K - $226K
|
1.14M
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.9K+ 10.4% |
$214K - $221K
|
307K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27.8KNew |
$206K - $213K
|
27.8K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17K+ 17.17% |
$126K - $130K
|
116K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.2KNew |
$112K - $116K
|
15.2K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.6K+ 11.72% |
$78.6K - $81.1K
|
101K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$74.4K - $76.7K
|
10K
$74.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
9.49K+ 5.08% |
$70.3K - $72.5K
|
196K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.03K+ 7.96% |
$29.8K - $30.8K
|
54.6K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.55K+ 0.56% |
$26.3K - $27.1K
|
643K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.22K+ 4.31% |
$23.8K - $24.6K
|
77.9K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.64K+ 3.0% |
$19.5K - $20.1K
|
90.4K
$673K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62KNew |
$12K - $12.4K
|
1.62K
$12.1K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 4.94% |
$12K - $12.4K
|
34.4K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.39K+ 2.85% |
$10.3K - $10.6K
|
50.2K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.29KNew |
$9.54K - $9.83K
|
1.29K
$9.58K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.02K+ 2.35% |
$7.54K - $7.78K
|
44.3K
$330K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
951+ 1.18% |
$7.05K - $7.27K
|
81.4K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
804+ 1.58% |
$5.96K - $6.14K
|
51.8K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
800New |
$5.93K - $6.11K
|
800
$5.95K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
757+ 0.85% |
$5.61K - $5.78K
|
90.2K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
500New |
$3.71K - $3.82K
|
500
$3.72K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
480+ 2.67% |
$3.56K - $3.67K
|
18.5K
$137K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
353+ 3.02% |
$2.62K - $2.7K
|
12K
$89.6K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
239+ 1.25% |
$1.77K - $1.83K
|
19.4K
$144K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
215+ 0.85% |
$1.59K - $1.64K
|
25.5K
$190K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
64+ 2.88% |
$474 - $489
|
2.29K
$17K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
55+ 2.87% |
$408 - $420
|
1.97K
$14.7K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.22% |
$222 - $229
|
13.7K
$102K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
28+ 3.11% |
$207 - $214
|
929
$6.91K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 146.67% |
$163 - $168
|
37
$275
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3+ 0.0% |
$22.2 - $22.9
|
92.6K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|