Purchases and Sales Made in Q2 2025 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 Q2 2025. 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
Aug 29, 2025 Q2 2025
Centaurus Financial, Inc.

BUY
 -
250K
+ 234.95%
$1.72M - $1.89M
357K $2.72M
Jul 31, 2025 Q2 2025
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
133K
New
$912K - $1M
133K $1.01M
Aug 13, 2025 Q2 2025
Guggenheim Capital LLC

Chicago, IL
BUY
 -
103K
+ 5.78%
$709K - $781K
1.89M $14.4M
Jul 22, 2025 Q2 2025
Keudell

BUY
 -
77.6K
New
$533K - $586K
77.6K $592K
Aug 14, 2025 Q2 2025
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
76.4K
+ 11.2%
$525K - $577K
758K $5.78M
Aug 05, 2025 Q2 2025
Shaker Financial Services, LLC

BUY
 -
51.7K
New
$355K - $391K
51.7K $395K
Jul 25, 2025 Q2 2025
Cypress Capital Group

BUY
 -
47.2K
New
$324K - $357K
47.2K $360K
Jul 29, 2025 Q2 2025
Stratos Wealth Partners, Ltd.

BUY
 -
45.8K
+ 40.14%
$315K - $346K
160K $1.22M
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
45.4K
+ 3.98%
$312K - $343K
1.18M $9.03M
Aug 14, 2025 Q2 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
43.6K
+ 14.2%
$299K - $329K
350K $2.67M
Aug 13, 2025 Q2 2025
Invesco Ltd.

Atlanta, GA
BUY
 -
27.2K
+ 4.23%
$187K - $206K
670K $5.12M
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
26.6K
+ 220.42%
$182K - $201K
38.6K $295K
Aug 19, 2025 Q2 2025
Newbridge Financial Services Group, Inc.

BUY
 -
25.7K
New
$177K - $194K
25.7K $196K
Aug 14, 2025 Q2 2025
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
19.4K
New
$133K - $147K
19.4K $148K
Aug 14, 2025 Q2 2025
Two Sigma Securities, LLC

New York, NY
BUY
 -
17.3K
New
$119K - $131K
17.3K $132K
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

BUY
 -
16.5K
+ 4.64%
$113K - $124K
372K $2.84M
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
16.1K
+ 59.65%
$111K - $122K
43.2K $330K
Aug 13, 2025 Q2 2025
Stone X Group Inc.

BUY
 -
14.7K
New
$101K - $111K
14.7K $112K
Sep 04, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
14.6K
+ 6.17%
$100K - $110K
251K $1.92M
Aug 13, 2025 Q2 2025
Ever Source Wealth Advisors, LLC

BUY
 -
14.5K
+ 1.44%
$99.4K - $109K
1.02M $7.75M
Aug 15, 2025 Q2 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
13.3K
New
$91.2K - $100K
13.3K $101K
Aug 14, 2025 Q2 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
12.1K
+ 13.42%
$83.2K - $91.5K
102K $781K
Aug 05, 2025 Q2 2025
Verity Asset Management, Inc.

Durham, NC
BUY
 -
11.7K
New
$80.3K - $88.4K
11.7K $89.2K
Aug 13, 2025 Q2 2025
Summit Financial, LLC

Parsippany, NJ
BUY
 -
11.4K
New
$78.2K - $86K
11.4K $86.8K
Jul 14, 2025 Q2 2025
Gridiron Partners, LLC

Wexford, PA
BUY
 -
10.9K
New
$74.7K - $82.2K
10.9K $82.9K
Aug 14, 2025 Q2 2025
Kestra Advisory Services, LLC

BUY
 -
9.23K
+ 26.83%
$63.4K - $69.8K
43.6K $333K
Aug 12, 2025 Q2 2025
J.W. Cole Advisors, Inc.

BUY
 -
8.67K
+ 3.5%
$59.6K - $65.6K
257K $1.96M
Aug 14, 2025 Q2 2025
Main Street Financial Solutions, LLC

BUY
 -
6.47K
+ 12.88%
$44.4K - $48.9K
56.7K $433K
Jul 11, 2025 Q2 2025
Mallini Complete Financial Planning LLC

Gainesville, FL
BUY
 -
6.24K
+ 13.99%
$42.9K - $47.2K
50.8K $388K
Aug 14, 2025 Q2 2025
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
5.04K
+ 0.19%
$34.6K - $38.1K
2.7M $20.6M
Jul 17, 2025 Q2 2025
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
4.32K
+ 1.17%
$29.7K - $32.6K
373K $2.84M
Aug 14, 2025 Q2 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
3.68K
+ 1.6%
$25.2K - $27.8K
234K $1.78M
Aug 07, 2025 Q2 2025
Allworth Financial LP

BUY
 -
3.54K
+ 179.64%
$24.3K - $26.8K
5.51K $42K
Jul 22, 2025 Q2 2025
Elm3 Financial Group, LLC

Alpharetta, GA
BUY
 -
2.05K
+ 5.3%
$14.1K - $15.5K
40.7K $310K
Aug 19, 2025 Q2 2025
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.72K
+ 10.48%
$11.8K - $13K
18.1K $138K
Aug 18, 2025 Q2 2025
Geneos Wealth Management Inc.

BUY
 -
1.28K
+ 11.33%
$8.79K - $9.68K
12.6K $96K
Aug 05, 2025 Q2 2025
Bank Of Montreal

Toronto, A6
BUY
 -
1.1K
+ 8.3%
$7.56K - $8.32K
14.4K $109K
Jul 18, 2025 Q2 2025
Trust CO Of Vermont

BUY
 -
975
New
$6.7K - $7.37K
975 $7.44K
Jul 31, 2025 Q2 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
755
+ 1.13%
$5.19K - $5.71K
67.5K $515K
Jul 24, 2025 Q2 2025
Jnba Financial Advisors

BUY
 -
277
+ 12.11%
$1.9K - $2.09K
2.57K $19.6K
Aug 13, 2025 Q2 2025
First Foundation Advisors

Irvine, CA
BUY
 -
231
+ 1.19%
$1.59K - $1.75K
19.6K $150K
Jul 11, 2025 Q2 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
196
+ 0.84%
$1.35K - $1.48K
23.6K $180K
Jul 07, 2025 Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
90
+ 2.94%
$618 - $680
3.16K $24.1K
Jul 21, 2025 Q2 2025
Willner & Heller, LLC

BUY
 -
66
+ 0.6%
$453 - $499
11K $84K
Aug 11, 2025 Q2 2025
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
61
+ 0.25%
$419 - $461
24.5K $187K
Aug 11, 2025 Q2 2025
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
50
New
$344 - $378
50 $382
Jul 28, 2025 Q2 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
38
+ 2.95%
$261 - $287
1.33K $10.1K
Jul 25, 2025 Q2 2025
Concord Wealth Partners

BUY
 -
28
+ 3.01%
$192 - $212
957 $7.3K
Jul 23, 2025 Q2 2025
Element Wealth, LLC

BUY
 -
25
+ 0.12%
$172 - $189
21.7K $166K

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