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 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-113K- 76.96% |
$768K - $874K
|
34K
$254K
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-18.8K- 38.39% |
$127K - $145K
|
30.1K
$225K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 9.09% |
$6.77K - $7.7K
|
10K
$74.7K
|
|
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
$568K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.59K- 48.64% |
$17.9K - $21.7K
|
2.74K
$20.4K
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-700- 4.73% |
$4.84K - $5.87K
|
14.1K
$105K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-88.1KClosed |
$628K - $786K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-49.2KClosed |
$351K - $439K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.4KClosed |
$88.1K - $110K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1KClosed |
$7.13K - $8.92K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-119K- 37.49% |
$991K - $1.15M
|
199K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-34.1K- 97.15% |
$283K - $328K
|
1K
$7.47K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.8K- 44.95% |
$131K - $152K
|
19.3K
$144K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13KClosed |
$108K - $126K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-13KClosed |
$108K - $126K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-10KClosed |
$83.1K - $96.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2.63KClosed |
$21.8K - $25.3K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2021 | |||||||
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-17.4KClosed |
$162K - $176K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.8KClosed |
$119K - $130K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$118K - $129K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.72KClosed |
$16K - $17.4K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11.7KClosed |
$117K - $134K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-11.5KClosed |
$114K - $131K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5KClosed |
$49.9K - $57.1K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-4.9KClosed |
$48.8K - $55.9K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-102Closed |
$1.02K - $1.16K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-35KClosed |
$357K - $386K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29.6KClosed |
$302K - $326K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-25.3KClosed |
$258K - $279K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23.2KClosed |
$236K - $255K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.5KClosed |
$25.5K - $27.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.41KClosed |
$14.4K - $15.6K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-990- 17.14% |
$10.1K - $10.9K
|
4.79K
$35.8K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-46Closed |
$469 - $507
|
0
$0
|
|
Q1 2021 | |||||||
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-16.4KClosed |
$163K - $169K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-12.8KClosed |
$127K - $133K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$102K - $106K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.59KClosed |
$45.6K - $47.4K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-300Closed |
$2.98K - $3.1K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.1KClosed |
$90.7K - $102K
|
0
$0
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-7.8KClosed |
$70.4K - $78.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5.35KClosed |
$48.3K - $54.1K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-348Closed |
$3.14K - $3.52K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-163Closed |
$1.47K - $1.65K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25Closed |
$226 - $253
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.3KClosed |
$134K - $142K
|
0
$0
|
|
Nov 19, 2020
Q3 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-11.7KClosed |
$103K - $108K
|
0
$0
|