Latest Institutional Transactions on Pimco Global Stocks Plus & Income Fund (PGP)
This table provides information on the latest institutional transactions involving Pimco Global Stocks Plus & Income Fund (PGP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.85K+ 6.19% |
$36K - $40.7K
|
83.1K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.56K- 5.09% |
$41.3K - $46.6K
|
104K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7K- 12.1% |
$51.9K - $58.7K
|
50.8K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.55K+ 34.37% |
$19K - $21.4K
|
9.99K
$78.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.92K+ 329.31% |
$43.9K - $49.7K
|
7.72K
$60.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$100K - $113K
|
13.5K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-3.37K- 0.98% |
$25K - $28.3K
|
342K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51+ 20.48% |
$378 - $428
|
300
$2.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
124K+ 1068.55% |
$918K - $1.04M
|
135K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 9.39% |
$9.86K - $11.2K
|
12.8K
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
39.3K+ 117.47% |
$291K - $329K
|
72.7K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.99K- 18.91% |
$29.6K - $33.4K
|
17.1K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.5KNew |
$92.7K - $105K
|
12.5K
$97.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12KNew |
$89K - $101K
|
12K
$93.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1K+ 0.77% |
$7.42K - $8.39K
|
130K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.2K+ 125.45% |
$291K - $329K
|
70.5K
$551K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-66.8K- 28.89% |
$496K - $560K
|
164K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 29.62% |
$25.2K - $28.5K
|
14.9K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-374- 43.04% |
$2.78K - $3.14K
|
495
$3.87K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
111+ 33.23% |
$824 - $931
|
445
$3.48K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.54K+ 739.07% |
$41.1K - $46.5K
|
6.29K
$49.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
383+ 2.74% |
$2.84K - $3.21K
|
14.4K
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.23K - $2.52K
|
300
$2.35K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.47K- 2.84% |
$25.8K - $29.1K
|
119K
$930K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$1.48K - $1.68K
|
200
$1.56K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.27K- 8.98% |
$9.12K - $9.78K
|
12.9K
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.69KNew |
$55.2K - $59.2K
|
7.69K
$60.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-564- 5.34% |
$4.05K - $4.34K
|
10K
$78.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
661+ 4.4% |
$4.75K - $5.09K
|
15.7K
$123K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
240+ 1.74% |
$1.72K - $1.85K
|
14K
$110K
|
|
| Q1 2024 | |||||||
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.7K+ 6.02% |
$12.3K - $13.2K
|
30K
$235K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180New |
$1.06K - $1.35K
|
180
$1.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.7KNew |
$15.9K - $20.3K
|
2.7K
$21.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 8.69% |
$1.18K - $1.5K
|
2.1K
$16.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37KNew |
$19.9K - $25.3K
|
3.37K
$26.4K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.4KNew |
$101K - $118K
|
15.4K
$120K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.5KNew |
$9.89K - $11.5K
|
1.5K
$11.7K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100Closed |
$700 - $779
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-16.4K- 10.57% |
$115K - $128K
|
139K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.52K+ 14.58% |
$10.6K - $11.8K
|
11.9K
$93.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-34.3K- 70.07% |
$240K - $268K
|
14.7K
$115K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
25.6K+ 7.16% |
$180K - $214K
|
383K
$3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.33KNew |
$16.4K - $19.5K
|
2.33K
$18.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101New |
$710 - $843
|
101
$790
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$1.26K - $1.48K
|
200
$1.56K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$6.29K - $7.38K
|
1K
$7.82K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-140- 50.0% |
$893 - $1.21K
|
140
$1.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-3.56K- 15.35% |
$22.7K - $30.7K
|
19.6K
$154K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-836- 20.62% |
$5.33K - $7.21K
|
3.22K
$25.2K
|
|