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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 66.54% |
$896K - $943K
|
61.5K
$464K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-68.5K- 21.02% |
$502K - $529K
|
257K
$1.94M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.4K- 18.94% |
$472K - $497K
|
276K
$2.08M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-50.9K- 54.04% |
$373K - $393K
|
43.3K
$327K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-25.5K- 49.07% |
$187K - $197K
|
26.5K
$200K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.5K- 20.12% |
$165K - $174K
|
89.4K
$675K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3KClosed |
$149K - $157K
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.2K- 1.62% |
$134K - $141K
|
1.11M
$8.37M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.9K- 58.78% |
$124K - $131K
|
11.9K
$89.6K
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-13.2K- 28.66% |
$96.9K - $102K
|
32.9K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 11.76% |
$95.9K - $101K
|
98.2K
$741K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.7K- 37.6% |
$78.3K - $82.5K
|
17.7K
$134K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.45K- 9.3% |
$54.6K - $57.5K
|
72.6K
$548K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.04K- 25.14% |
$44.3K - $46.6K
|
18K
$136K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.5K- 12.01% |
$33K - $34.7K
|
33K
$249K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 24.02% |
$23.9K - $25.2K
|
10.3K
$78K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.91K- 60.4% |
$21.3K - $22.4K
|
1.91K
$14.4K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.3K- 10.71% |
$16.8K - $17.7K
|
19.2K
$145K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.19K- 3.16% |
$16K - $16.9K
|
66.9K
$505K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.18K- 7.46% |
$16K - $16.8K
|
27.1K
$204K
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.04K- 9.02% |
$14.9K - $15.7K
|
20.6K
$155K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.94K- 2.05% |
$14.2K - $15K
|
92.6K
$699K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.27K- 3.48% |
$9.32K - $9.82K
|
35.3K
$266K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 7.45% |
$7.33K - $7.72K
|
12.4K
$93.7K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-984- 4.69% |
$7.21K - $7.6K
|
20K
$151K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-463- 1.11% |
$3.39K - $3.57K
|
41.2K
$311K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-429- 0.53% |
$3.14K - $3.31K
|
80.5K
$608K
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-267- 1.23% |
$1.96K - $2.06K
|
21.5K
$162K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-108- 0.22% |
$792 - $834
|
49.2K
$371K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2- 0.01% |
$14.7 - $15.4
|
15.6K
$118K
|
|
Q3 2024 | |||||||
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.6K- 63.79% |
$201K - $218K
|
16.3K
$123K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 57.93% |
$148K - $161K
|
15.3K
$116K
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.02K- 13.63% |
$14.2K - $15.4K
|
12.8K
$96.8K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-550- 15.49% |
$3.86K - $4.19K
|
3K
$22.7K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-250- 11.11% |
$1.76K - $1.91K
|
2K
$15.1K
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-4.5K- 7.92% |
$31.5K - $33.9K
|
52.3K
$395K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.92K- 33.56% |
$42.7K - $44.6K
|
11.7K
$88.5K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.16K- 30.34% |
$37.2K - $38.9K
|
11.9K
$89.5K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5K- 87.72% |
$36.1K - $37.7K
|
700
$5.29K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4K- 12.74% |
$28.8K - $30.2K
|
27.4K
$207K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 51.16% |
$15.9K - $16.6K
|
2.1K
$15.9K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-335- 50.6% |
$2.02K - $2.42K
|
327
$2.47K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-25.5K- 47.08% |
$166K - $185K
|
28.7K
$216K
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-1.74K- 4.83% |
$11.3K - $12.6K
|
34.2K
$258K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-939- 99.89% |
$6.11K - $6.83K
|
1
$7.55
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-380- 3.07% |
$2.47K - $2.76K
|
12K
$90.6K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.15K- 22.46% |
$21.5K - $22.8K
|
10.9K
$82.1K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.25K- 9.43% |
$8.68K - $10K
|
12K
$90.6K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-113K- 76.96% |
$768K - $874K
|
34K
$256K
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-18.8K- 38.39% |
$127K - $145K
|
30.1K
$227K
|