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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-8.2K- 2.27% |
$62.7K - $66.5K
|
352K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
543+ 2.33% |
$4.15K - $4.4K
|
23.8K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.97K- 2.29% |
$15.1K - $16K
|
84.1K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209+ 2.05% |
$1.6K - $1.69K
|
10.4K
$85.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-700- 1.48% |
$5.36K - $5.68K
|
46.7K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.3K+ 38.04% |
$86.6K - $91.8K
|
41.1K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.45K- 2.46% |
$41.7K - $44.2K
|
216K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.6K- 19.93% |
$158K - $167K
|
82.8K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5- 1.63% |
$38.3 - $40.6
|
302
$2.49K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
11.2KNew |
$85.7K - $90.8K
|
11.2K
$92.2K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
93.6K+ 99.15% |
$716K - $759K
|
188K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.7K- 26.73% |
$20.7K - $21.9K
|
7.4K
$60.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
308+ 0.26% |
$2.36K - $2.5K
|
117K
$963K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.29K+ 3.43% |
$40.5K - $42.9K
|
160K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.19K+ 39.98% |
$39.7K - $42.1K
|
18.2K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-28.5K- 21.83% |
$218K - $231K
|
102K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.3K- 21.47% |
$209K - $222K
|
100K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.55K+ 6.14% |
$11.8K - $12.6K
|
26.8K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
64+ 14.38% |
$490 - $519
|
509
$4.19K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-337- 1.56% |
$2.57K - $2.83K
|
21.3K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.54KNew |
$34.7K - $38.1K
|
4.54K
$37.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.85K+ 35.91% |
$37K - $40.7K
|
18.4K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.77K- 25.38% |
$28.8K - $31.7K
|
11.1K
$91.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$96.9K - $107K
|
12.7K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
382+ 2.66% |
$2.91K - $3.2K
|
14.8K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$7.63 - $8.39
|
10K
$82.3K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-374- 43.04% |
$2.78K - $3.14K
|
495
$4.07K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.54K+ 739.07% |
$41.1K - $46.5K
|
6.29K
$51.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.23K - $2.52K
|
300
$2.47K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$1.48K - $1.68K
|
200
$1.65K
|
|
| 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
$106K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.69KNew |
$55.2K - $59.2K
|
7.69K
$63.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
661+ 4.4% |
$4.75K - $5.09K
|
15.7K
$129K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
240+ 1.74% |
$1.72K - $1.85K
|
14K
$115K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180New |
$1.06K - $1.35K
|
180
$1.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.7KNew |
$15.9K - $20.3K
|
2.7K
$22.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 8.69% |
$1.18K - $1.5K
|
2.1K
$17.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37KNew |
$19.9K - $25.3K
|
3.37K
$27.8K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.4KNew |
$101K - $118K
|
15.4K
$127K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.5KNew |
$9.89K - $11.5K
|
1.5K
$12.3K
|
|
| 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
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.52K+ 14.58% |
$10.6K - $11.8K
|
11.9K
$98.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-34.3K- 70.07% |
$240K - $268K
|
14.7K
$121K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
25.6K+ 7.16% |
$180K - $214K
|
383K
$3.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.33KNew |
$16.4K - $19.5K
|
2.33K
$19.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101New |
$710 - $843
|
101
$831
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$1.26K - $1.48K
|
200
$1.65K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$6.29K - $7.38K
|
1K
$8.23K
|
|