Purchases and Sales Made in Q1 2023 in Pimco Income Strategy Fund Ii (PFN)

PFN Quotes by TradingView

This table provides information about the institutional ownership of Pimco Income Strategy Fund Ii (PFN) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO Income Strategy Fund II.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
1.08M
New
$7.47M - $8.62M
1.08M $8.23M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
580K
New
$4.02M - $4.64M
580K $4.43M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
359K
New
$2.49M - $2.87M
359K $2.74M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
242K
+ 68.97%
$1.68M - $1.94M
593K $4.53M
Apr 24, 2023 Q1 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
196K
+ 22.94%
$1.36M - $1.57M
1.05M $8.03M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
88.4K
New
$613K - $707K
88.4K $675K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
80.8K
+ 19.42%
$561K - $646K
497K $3.8M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
40.8K
New
$283K - $326K
40.8K $311K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
34.2K
New
$237K - $274K
34.2K $261K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
26.3K
+ 38.71%
$183K - $211K
94.4K $721K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
25K
+ 26.51%
$173K - $200K
119K $911K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
19.9K
+ 25.99%
$138K - $159K
96.6K $738K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
18.1K
New
$125K - $144K
18.1K $138K
May 12, 2023 Q1 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
13.7K
New
$95.1K - $110K
13.7K $105K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
12.9K
+ 102.58%
$89.5K - $103K
25.5K $195K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
9.28K
+ 11.35%
$64.4K - $74.2K
91K $696K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
8.85K
+ 2.42%
$61.4K - $70.8K
375K $2.86M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.48K
+ 17.4%
$51.9K - $59.9K
50.5K $386K
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
6.17K
+ 1.08%
$42.8K - $49.3K
576K $4.4M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
5.19K
+ 1.26%
$36K - $41.5K
417K $3.18M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
4.44K
New
$30.8K - $35.5K
4.44K $33.9K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.89K
+ 15.58%
$27K - $31.1K
28.9K $220K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
2.49K
+ 9.5%
$17.3K - $19.9K
28.7K $219K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2K
+ 1.76%
$13.9K - $16K
116K $883K
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
1.94K
+ 2.85%
$13.4K - $15.5K
69.8K $533K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.52K
+ 42.68%
$10.5K - $12.1K
5.07K $38.7K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1.5K
New
$10.4K - $12K
1.5K $11.5K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
1.09K
+ 2.95%
$7.59K - $8.75K
38.1K $291K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
885
New
$6.14K - $7.08K
885 $6.76K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
506
+ 0.94%
$3.51K - $4.05K
54.3K $415K
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
500
+ 9.79%
$3.47K - $4K
5.61K $42.8K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
400
New
$2.78K - $3.2K
400 $3.06K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
334
+ 1.04%
$2.32K - $2.67K
32.3K $247K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
286
+ 2.12%
$1.98K - $2.29K
13.8K $105K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
200
+ 0.32%
$1.39K - $1.6K
63.5K $485K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
39
+ 0.21%
$271 - $312
18.6K $142K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
21
+ 2.97%
$146 - $168
727 $5.55K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
13
+ 3.13%
$90.2 - $104
429 $3.28K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
13
+ 0.04%
$90.2 - $104
30.5K $233K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1
+ 0.02%
$6.94 - $8
5.27K $40.3K
Apr 27, 2023 Q1 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
1
+ 0.01%
$6.94 - $8
18.3K $140K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Horizon Kinetics Asset Management LLC

SELL
 -
-210
- 0.07%
$1.46K - $1.68K
280K $2.14M
Apr 13, 2023 Q1 2023
Addison Capital CO

SELL
 -
-886
- 1.29%
$6.15K - $7.09K
67.9K $519K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-1K
- 3.67%
$6.94K - $8K
26.2K $200K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-1.25K
- 9.43%
$8.68K - $10K
12K $91.7K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.4K
- 1.3%
$9.72K - $11.2K
107K $814K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.46K
- 3.91%
$10.1K - $11.7K
35.9K $274K
Apr 12, 2023 Q1 2023
Rda Financial Network

SELL
 -
-2K
- 13.91%
$13.9K - $16K
12.4K $94.6K

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