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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.34KNew |
$14.1K - $16.9K
|
2.34K
$17.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$12.2K - $14.6K
|
2.02K
$15.1K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
107New |
$644 - $774
|
107
$799
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
44+ 0.42% |
$265 - $318
|
10.4K
$77.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 3.1% |
$84.3 - $101
|
466
$3.48K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11.3KNew |
$73.6K - $82.2K
|
11.3K
$84.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11KNew |
$71.6K - $79.9K
|
11K
$82.1K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
30KNew |
$205K - $218K
|
30K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
19.8KNew |
$135K - $144K
|
19.8K
$148K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.3KNew |
$132K - $140K
|
19.3K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.3KNew |
$77.6K - $82.2K
|
11.3K
$84.7K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10KNew |
$68.4K - $72.5K
|
10K
$74.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$2.05K - $2.18K
|
300
$2.24K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
885New |
$6.14K - $7.08K
|
885
$6.61K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$2.78K - $3.2K
|
400
$2.99K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$6.94 - $8
|
5.27K
$39.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.6KNew |
$187K - $213K
|
27.6K
$206K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
15.9KNew |
$108K - $123K
|
15.9K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$105K - $119K
|
15.5K
$116K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.7KNew |
$85.9K - $97.7K
|
12.7K
$94.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$13.5K - $15.4K
|
2K
$14.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.9KNew |
$12.9K - $14.6K
|
1.9K
$14.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
374+ 1.01% |
$2.53K - $2.88K
|
37.3K
$278K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
17New |
$115 - $131
|
17
$127
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
12.5KNew |
$86.1K - $105K
|
12.5K
$93.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
12.3KNew |
$84.8K - $103K
|
12.3K
$91.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$76K - $92.3K
|
11K
$82.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2KNew |
$70.5K - $85.6K
|
10.2K
$76.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
495New |
$3.42K - $4.15K
|
495
$3.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
246+ 1.15% |
$1.7K - $2.06K
|
21.7K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53+ 2.87% |
$366 - $445
|
1.9K
$14.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 2.67% |
$41.5 - $50.3
|
231
$1.73K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
14.9KNew |
$106K - $132K
|
14.9K
$111K
|
|
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$71.3K - $89.2K
|
10K
$74.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.35KNew |
$31K - $38.8K
|
4.35K
$32.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.56K+ 10.25% |
$18.2K - $22.8K
|
27.5K
$205K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
113New |
$806 - $1.01K
|
113
$844
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1KNew |
$10.2K - $11K
|
1K
$7.47K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.92KNew |
$17.3K - $19.4K
|
1.92K
$14.3K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
548New |
$4.94K - $5.55K
|
548
$4.09K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.54K+ 9.31% |
$10.8K - $14.1K
|
18.1K
$135K
|
|
| Q4 2019 | |||||||
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
17.5KNew |
$181K - $187K
|
17.5K
$131K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$2.07K - $2.14K
|
200
$1.49K
|
|
| Q3 2018 | |||||||
|
Oct 17, 2018
Q3 2018
|
Founders Financial Securities LLC
|
BUY
|
- |
21.1KNew |
$220K - $229K
|
21.1K
$158K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12.5KNew |
$130K - $135K
|
12.5K
$93.1K
|
|