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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-131K- 38.56% |
$920K - $998K
|
209K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-39.5K- 57.82% |
$277K - $301K
|
28.8K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.4K- 37.7% |
$241K - $262K
|
56.8K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 57.93% |
$148K - $161K
|
15.3K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-19.7K- 18.05% |
$138K - $150K
|
89.3K
$661K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15K- 47.86% |
$105K - $114K
|
16.3K
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-11.4K- 19.87% |
$80.3K - $87.2K
|
46.1K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.2K- 7.12% |
$43.5K - $47.2K
|
80.9K
$599K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.97K- 6.7% |
$34.9K - $37.8K
|
69.1K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.78K- 1.39% |
$33.6K - $36.4K
|
340K
$2.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.85K- 0.81% |
$20K - $21.7K
|
350K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.58K- 8.31% |
$18.1K - $19.6K
|
28.4K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.57K- 10.91% |
$18K - $19.6K
|
21K
$155K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.5K- 15.54% |
$17.6K - $19.1K
|
13.6K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.02K- 13.63% |
$14.2K - $15.4K
|
12.8K
$95K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.85K- 2.08% |
$13K - $14.1K
|
86.9K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.66K- 6.83% |
$11.6K - $12.6K
|
22.6K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.03K- 0.92% |
$7.24K - $7.86K
|
111K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-867- 15.26% |
$6.09K - $6.61K
|
4.81K
$35.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-550- 15.49% |
$3.86K - $4.19K
|
3K
$22.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-484- 1.31% |
$3.4K - $3.69K
|
36.6K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-473- 0.95% |
$3.32K - $3.6K
|
49.3K
$365K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-250- 11.11% |
$1.76K - $1.91K
|
2K
$14.8K
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-29- 0.13% |
$204 - $221
|
21.7K
$161K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-4.5K- 7.92% |
$31.5K - $33.9K
|
52.3K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.65K- 13.18% |
$25.6K - $27.4K
|
24K
$178K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.92K- 33.56% |
$42.7K - $44.6K
|
11.7K
$86.9K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.49K- 19.03% |
$39.6K - $41.4K
|
23.4K
$173K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.16K- 30.34% |
$37.2K - $38.9K
|
11.9K
$87.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5K- 87.72% |
$36.1K - $37.7K
|
700
$5.19K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4K- 12.74% |
$28.8K - $30.2K
|
27.4K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.54K- 57.16% |
$18.3K - $19.1K
|
1.9K
$14.1K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 51.16% |
$15.9K - $16.6K
|
2.1K
$15.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-978- 6.79% |
$7.05K - $7.37K
|
13.4K
$99.4K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.3K- 99.2% |
$79.9K - $96K
|
107
$793
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-335- 50.6% |
$2.02K - $2.42K
|
327
$2.42K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-3- 0.3% |
$18.1 - $21.7
|
1K
$7.41K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-25.5K- 47.08% |
$166K - $185K
|
28.7K
$212K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-1.74K- 4.83% |
$11.3K - $12.6K
|
34.2K
$253K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-939- 99.89% |
$6.11K - $6.83K
|
1
$7.41
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-380- 3.07% |
$2.47K - $2.76K
|
12K
$88.9K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.15K- 22.46% |
$21.5K - $22.8K
|
10.9K
$80.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-500- 8.92% |
$3.42K - $3.63K
|
5.11K
$37.8K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.25K- 9.43% |
$8.68K - $10K
|
12K
$88.9K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-113K- 76.96% |
$768K - $874K
|
34K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-18.8K- 38.39% |
$127K - $145K
|
30.1K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 9.09% |
$6.77K - $7.7K
|
10K
$74.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-241Closed |
$1.63K - $1.86K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-183KClosed |
$1.27M - $1.54M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.6K- 10.16% |
$59.4K - $72.2K
|
76.1K
$564K
|
|