Latest Institutional Purchases of Pimco Global Stocks Plus & Income Fund (PGP)
This list provides information on the latest institutional transactions involving Pimco Global Stocks Plus & Income Fund (PGP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.8KNew |
$391K - $411K
|
47.8K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
28.9K+ 85.54% |
$236K - $249K
|
62.6K
$547K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 16.49% |
$163K - $172K
|
141K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$102K - $108K
|
12.5K
$109K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 57.15% |
$91.3K - $96K
|
30.6K
$268K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.74K+ 26.72% |
$71.6K - $75.3K
|
41.5K
$362K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.19K+ 12.12% |
$42.5K - $44.7K
|
48K
$419K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 22.97% |
$13.9K - $14.6K
|
9.1K
$79.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$8.19K - $8.61K
|
1K
$8.73K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
700New |
$5.73K - $6.03K
|
700
$6.11K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$2.46K - $2.58K
|
300
$2.62K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
210+ 1.98% |
$1.72K - $1.81K
|
10.8K
$94.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
158+ 1.38% |
$1.29K - $1.36K
|
11.6K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
112New |
$917 - $964
|
112
$978
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
100New |
$819 - $861
|
100
$873
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16+ 0.07% |
$131 - $138
|
21.9K
$191K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$13.1K - $16K
|
1.93K
$16.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
407New |
$2.77K - $3.37K
|
407
$3.55K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6+ 0.03% |
$40.9 - $49.7
|
23.8K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1+ 0.01% |
$6.81 - $8.29
|
15.4K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
64+ 14.38% |
$490 - $519
|
509
$4.44K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
13KNew |
$99.1K - $109K
|
13K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$96.9K - $107K
|
12.7K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.85K+ 35.91% |
$37K - $40.7K
|
18.4K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.54KNew |
$34.7K - $38.1K
|
4.54K
$39.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
382+ 2.66% |
$2.91K - $3.2K
|
14.8K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$7.63 - $8.39
|
10K
$87.4K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.54K+ 739.07% |
$41.1K - $46.5K
|
6.29K
$54.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.23K - $2.52K
|
300
$2.62K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$1.48K - $1.68K
|
200
$1.75K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.69KNew |
$55.2K - $59.2K
|
7.69K
$67.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
661+ 4.4% |
$4.75K - $5.09K
|
15.7K
$137K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
240+ 1.74% |
$1.72K - $1.85K
|
14K
$122K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37KNew |
$19.9K - $25.3K
|
3.37K
$29.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.7KNew |
$15.9K - $20.3K
|
2.7K
$23.6K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180New |
$1.06K - $1.35K
|
180
$1.57K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.5KNew |
$9.89K - $11.5K
|
1.5K
$13.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.52K+ 14.58% |
$10.6K - $11.8K
|
11.9K
$104K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
25.6K+ 7.16% |
$180K - $214K
|
383K
$3.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101New |
$710 - $843
|
101
$882
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$6.29K - $7.38K
|
1K
$8.73K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$1.26K - $1.48K
|
200
$1.75K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39KNew |
$10.1K - $13.5K
|
1.39K
$12.1K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.94KNew |
$24.5K - $32K
|
2.94K
$25.7K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
75.3KNew |
$785K - $865K
|
75.3K
$657K
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.4KNew |
$36.7K - $39.2K
|
3.4K
$29.7K
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$2.12K - $5.05K
|
400
$3.49K
|
|