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 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
374+ 1.01% |
$2.53K - $2.88K
|
37.3K
$276K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
17New |
$115 - $131
|
17
$126
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
12.5KNew |
$86.1K - $105K
|
12.5K
$92.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
12.3KNew |
$84.8K - $103K
|
12.3K
$90.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$76K - $92.3K
|
11K
$81.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2KNew |
$70.5K - $85.6K
|
10.2K
$75.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
495New |
$3.42K - $4.15K
|
495
$3.67K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
246+ 1.15% |
$1.7K - $2.06K
|
21.7K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53+ 2.87% |
$366 - $445
|
1.9K
$14.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 2.67% |
$41.5 - $50.3
|
231
$1.71K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
14.9KNew |
$106K - $132K
|
14.9K
$110K
|
|
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$71.3K - $89.2K
|
10K
$74.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.35KNew |
$31K - $38.8K
|
4.35K
$32.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.56K+ 10.25% |
$18.2K - $22.8K
|
27.5K
$204K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
113New |
$806 - $1.01K
|
113
$837
|
|
| Q2 2021 | |||||||
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
17.4KNew |
$177K - $192K
|
17.4K
$129K
|
|
|
Aug 05, 2021
Q2 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1KNew |
$10.2K - $11K
|
1K
$7.41K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
47.2KNew |
$468K - $487K
|
47.2K
$349K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.92KNew |
$17.3K - $19.4K
|
1.92K
$14.2K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
548New |
$4.94K - $5.55K
|
548
$4.06K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.54K+ 9.31% |
$10.8K - $14.1K
|
18.1K
$134K
|
|
| Q4 2019 | |||||||
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
17.5KNew |
$181K - $187K
|
17.5K
$130K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$2.07K - $2.14K
|
200
$1.48K
|
|
| Q3 2018 | |||||||
|
Oct 17, 2018
Q3 2018
|
Founders Financial Securities LLC
|
BUY
|
- |
21.1KNew |
$220K - $229K
|
21.1K
$156K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12.5KNew |
$130K - $135K
|
12.5K
$92.4K
|
|