Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-80.4K- 69.29% |
$552K - $608K
|
35.6K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74.8K- 24.53% |
$514K - $566K
|
230K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-54.1K- 14.91% |
$372K - $409K
|
309K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.8K- 17.97% |
$356K - $392K
|
237K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42.5K- 50.57% |
$292K - $321K
|
41.5K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30.6K- 41.22% |
$210K - $231K
|
43.6K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.3K- 32.75% |
$167K - $184K
|
49.9K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-23K- 22.71% |
$158K - $174K
|
78.2K
$588K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-15.1K- 80.49% |
$103K - $114K
|
3.65K
$27.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.1K- 5.17% |
$97.1K - $107K
|
259K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.9K- 42.73% |
$81.7K - $89.9K
|
15.9K
$120K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11K- 2.48% |
$75.5K - $83K
|
432K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.75K- 2.13% |
$66.9K - $73.7K
|
447K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.89K- 7.23% |
$40.4K - $44.5K
|
75.5K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.64K- 4.1% |
$25K - $27.5K
|
85.1K
$640K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.37K- 1.72% |
$23.1K - $25.4K
|
193K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.21K- 18.11% |
$22.1K - $24.3K
|
14.5K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.61K- 1.79% |
$11.1K - $12.2K
|
88.8K
$668K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.45K- 4.16% |
$9.97K - $11K
|
33.5K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.32K- 1.69% |
$9.06K - $9.97K
|
76.6K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 1.97% |
$8.1K - $8.91K
|
58.6K
$441K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 3.65% |
$6.87K - $7.56K
|
26.4K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 3.03% |
$6.87K - $7.56K
|
32K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-967- 6.58% |
$6.64K - $7.31K
|
13.7K
$103K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-861- 0.33% |
$5.92K - $6.51K
|
256K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-795- 0.86% |
$5.46K - $6.01K
|
91.8K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-663- 3.71% |
$4.55K - $5.01K
|
17.2K
$129K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-498- 3.19% |
$3.42K - $3.76K
|
15.1K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-300- 0.68% |
$2.06K - $2.27K
|
44K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-299- 0.67% |
$2.05K - $2.26K
|
44.6K
$336K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 33.15% |
$85.9K - $88.6K
|
23.4K
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-9.48K- 2.86% |
$70.3K - $72.4K
|
322K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.86K- 5.96% |
$13.8K - $14.2K
|
29.4K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 78.54% |
$11.1K - $11.4K
|
409
$3.08K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12K- 8.99% |
$8.27K - $8.53K
|
11.3K
$85K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-984- 4.92% |
$7.29K - $7.52K
|
19K
$143K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-600- 1.15% |
$4.45K - $4.58K
|
51.7K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-317- 4.94% |
$2.35K - $2.42K
|
6.1K
$45.9K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 0.76% |
$1.48K - $1.53K
|
26.3K
$198K
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-123- 0.57% |
$911 - $940
|
21.4K
$161K
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3KClosed |
$149K - $157K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.9K- 58.78% |
$124K - $131K
|
11.9K
$89.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 24.02% |
$23.9K - $25.2K
|
10.3K
$77.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-463- 1.11% |
$3.39K - $3.57K
|
41.2K
$310K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 57.93% |
$148K - $161K
|
15.3K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-550- 15.49% |
$3.86K - $4.19K
|
3K
$22.6K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-47- 16.15% |
$330 - $358
|
244
$1.83K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.92K- 33.56% |
$42.7K - $44.6K
|
11.7K
$88.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5K- 87.72% |
$36.1K - $37.7K
|
700
$5.26K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 51.16% |
$15.9K - $16.6K
|
2.1K
$15.8K
|
|