Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Feb 03, 2023 Q4 2022
Shaker Financial Services, LLC

BUY
 -
231K
+ 105.35%
$1.57M - $1.78M
451K $3.43M
Feb 14, 2023 Q4 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
184K
+ 109.91%
$1.24M - $1.42M
351K $2.67M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
143K
+ 35.31%
$967K - $1.1M
548K $4.17M
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
130K
+ 114.88%
$879K - $999K
243K $1.85M
Feb 08, 2023 Q4 2022
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
81.5K
New
$552K - $628K
81.5K $620K
Feb 13, 2023 Q4 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
76.9K
+ 9.87%
$520K - $592K
855K $6.51M
Mar 10, 2023 Q4 2022
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
59K
New
$400K - $455K
59K $449K
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
44.9K
+ 25.53%
$304K - $346K
221K $1.68M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
37K
New
$251K - $285K
37K $282K
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
28K
+ 84.75%
$190K - $216K
61.1K $465K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
23.6K
+ 53.13%
$160K - $182K
68K $518K
Feb 09, 2023 Q4 2022
Elequin Capital LP

New York, NY
BUY
 -
22.4K
New
$152K - $173K
22.4K $171K
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
22.3K
+ 40.94%
$151K - $171K
76.7K $583K
Jan 12, 2023 Q4 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
18.3K
New
$124K - $141K
18.3K $139K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.5K
+ 11.75%
$119K - $135K
167K $1.27M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
15.9K
New
$108K - $123K
15.9K $121K
Feb 14, 2023 Q4 2022
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
15.5K
New
$105K - $119K
15.5K $118K
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
12.7K
New
$85.9K - $97.7K
12.7K $96.5K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
11.6K
+ 34.61%
$78.8K - $89.6K
45.2K $344K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
10.1K
+ 19.94%
$68.5K - $77.9K
60.9K $463K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
9.49K
+ 35.18%
$64.2K - $73.1K
36.5K $277K
Feb 13, 2023 Q4 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
7.41K
+ 1.32%
$50.2K - $57.1K
569K $4.33M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.55K
+ 6.12%
$44.4K - $50.4K
114K $864K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.03K
+ 16.3%
$40.8K - $46.4K
43K $327K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
5.11K
New
$34.6K - $39.3K
5.11K $38.8K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
5K
+ 691.56%
$33.9K - $38.5K
5.72K $43.6K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
4.45K
+ 5.0%
$30.1K - $34.2K
93.4K $711K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.1K
New
$21K - $23.9K
3.1K $23.6K
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.29K
+ 7.72%
$15.5K - $17.6K
32K $243K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
2K
New
$13.5K - $15.4K
2K $15.2K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1.9K
New
$12.9K - $14.6K
1.9K $14.5K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.43K
+ 12.78%
$9.65K - $11K
12.6K $95.7K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.1K
+ 1.03%
$7.45K - $8.47K
108K $821K
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

BUY
 -
996
+ 1.49%
$6.74K - $7.67K
67.9K $517K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
706
New
$4.78K - $5.44K
706 $5.37K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
706
+ 1.33%
$4.78K - $5.44K
53.8K $409K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
600
+ 5.52%
$4.06K - $4.62K
11.5K $87.3K
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
374
+ 1.01%
$2.53K - $2.88K
37.3K $284K
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
281
+ 2.13%
$1.9K - $2.16K
13.5K $102K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
200
+ 0.32%
$1.35K - $1.54K
63.5K $483K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
105
+ 3.05%
$711 - $809
3.55K $27K
Feb 06, 2023 Q4 2022
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
97
+ 0.59%
$657 - $747
16.5K $126K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
17
New
$115 - $131
17 $129
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
12
+ 2.97%
$81.2 - $92.4
416 $3.17K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
9
New
$60.9 - $69.3
9 $68.5
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
4
+ 0.01%
$27.1 - $30.8
30.5K $232K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
1
+ 0.02%
$6.77 - $7.7
5.27K $40.1K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 07, 2023 Q4 2022
Tnf LLC

SELL
 -
-151
- 0.39%
$1.02K - $1.16K
38.6K $294K

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