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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-498- 3.19% |
$3.42K - $3.76K
|
15.1K
$113K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-197K- 39.19% |
$1.46M - $1.5M
|
305K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-82.1K- 18.45% |
$608K - $627K
|
363K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-74.9K- 55.6% |
$555K - $572K
|
59.8K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.3K- 13.19% |
$498K - $514K
|
443K
$3.31M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.5K- 18.06% |
$137K - $141K
|
83.9K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 4.26% |
$117K - $121K
|
355K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 33.15% |
$85.9K - $88.6K
|
23.4K
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 8.51% |
$78.6K - $81.1K
|
114K
$852K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-9.48K- 2.86% |
$70.3K - $72.4K
|
322K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.42K- 9.59% |
$69.8K - $71.9K
|
88.8K
$663K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-8.43K- 25.62% |
$62.5K - $64.4K
|
24.5K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.36K- 1.16% |
$39.7K - $41K
|
457K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.21K- 8.57% |
$31.2K - $32.2K
|
44.9K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.69K- 13.08% |
$19.9K - $20.5K
|
17.9K
$133K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.35K- 0.85% |
$17.4K - $18K
|
273K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.86K- 5.96% |
$13.8K - $14.2K
|
29.4K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 78.54% |
$11.1K - $11.4K
|
409
$3.06K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12K- 8.99% |
$8.27K - $8.53K
|
11.3K
$84.4K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1K- 6.37% |
$7.41K - $7.64K
|
14.7K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-984- 4.92% |
$7.29K - $7.52K
|
19K
$142K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-600- 1.15% |
$4.45K - $4.58K
|
51.7K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-372- 1.05% |
$2.76K - $2.84K
|
34.9K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-317- 4.94% |
$2.35K - $2.42K
|
6.1K
$45.6K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 0.76% |
$1.48K - $1.53K
|
26.3K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-179- 0.27% |
$1.33K - $1.37K
|
66.8K
$499K
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-123- 0.57% |
$911 - $940
|
21.4K
$159K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-213K- 73.85% |
$1.56M - $1.64M
|
75.4K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-68.5K- 21.02% |
$502K - $529K
|
257K
$1.92M
|
|
|
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
$88.7K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.7K- 37.6% |
$78.3K - $82.5K
|
17.7K
$132K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.5K- 12.01% |
$33K - $34.7K
|
33K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 24.02% |
$23.9K - $25.2K
|
10.3K
$77.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.18K- 7.46% |
$16K - $16.8K
|
27.1K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-463- 1.11% |
$3.39K - $3.57K
|
41.2K
$308K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 57.93% |
$148K - $161K
|
15.3K
$114K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.02K- 13.63% |
$14.2K - $15.4K
|
12.8K
$95.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-550- 15.49% |
$3.86K - $4.19K
|
3K
$22.4K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-47- 16.15% |
$330 - $358
|
244
$1.82K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.92K- 33.56% |
$42.7K - $44.6K
|
11.7K
$87.6K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5K- 87.72% |
$36.1K - $37.7K
|
700
$5.23K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4K- 12.74% |
$28.8K - $30.2K
|
27.4K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 51.16% |
$15.9K - $16.6K
|
2.1K
$15.7K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-335- 50.6% |
$2.02K - $2.42K
|
327
$2.44K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-25.5K- 47.08% |
$166K - $185K
|
28.7K
$214K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-1.74K- 4.83% |
$11.3K - $12.6K
|
34.2K
$255K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-380- 3.07% |
$2.47K - $2.76K
|
12K
$89.6K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.15K- 22.46% |
$21.5K - $22.8K
|
10.9K
$81.2K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.25K- 9.43% |
$8.68K - $10K
|
12K
$89.6K
|
|