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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.62K+ 662.0% |
$46.5K - $50.4K
|
7.62K
$56.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
$8.42K - $9.14K
|
1.2K
$8.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
606+ 1.77% |
$4.25K - $4.62K
|
34.9K
$260K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
55.8KNew |
$391K - $420K
|
55.8K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
37KNew |
$260K - $279K
|
37K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.2K+ 2.27% |
$163K - $175K
|
1.04M
$7.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.4KNew |
$108K - $116K
|
15.4K
$115K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.65K+ 33.96% |
$39.6K - $42.6K
|
22.3K
$167K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
100+ 0.36% |
$701 - $753
|
27.8K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$28 - $30.1
|
4
$29.9
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
377KNew |
$2.72M - $2.84M
|
377K
$2.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
80.4KNew |
$580K - $606K
|
80.4K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
9.02KNew |
$65K - $68K
|
9.02K
$67.4K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.13K+ 39.67% |
$29.7K - $31.1K
|
14.5K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.75K+ 7.17% |
$19.8K - $20.8K
|
41.2K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.45KNew |
$10.5K - $10.9K
|
1.45K
$10.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 3.88% |
$8.62K - $9.02K
|
32K
$239K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1KNew |
$7.21K - $7.54K
|
1K
$7.47K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
31New |
$224 - $234
|
31
$232
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
25KNew |
$150K - $181K
|
25K
$187K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.7KNew |
$113K - $135K
|
18.7K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.6K+ 341.94% |
$63.8K - $76.6K
|
13.7K
$102K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$61.9K - $74.3K
|
10.3K
$76.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
7.13KNew |
$42.9K - $51.6K
|
7.13K
$53.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.14K+ 208.77% |
$24.9K - $30K
|
6.13K
$45.8K
|
|
|
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 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
|
|