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, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
124K+ 1068.55% |
$918K - $1.04M
|
135K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
39.3K+ 117.47% |
$291K - $329K
|
72.7K
$574K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.2K+ 125.45% |
$291K - $329K
|
70.5K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$100K - $113K
|
13.5K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.5KNew |
$92.7K - $105K
|
12.5K
$98.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12KNew |
$89K - $101K
|
12K
$94.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.92K+ 329.31% |
$43.9K - $49.7K
|
7.72K
$61K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.54K+ 739.07% |
$41.1K - $46.5K
|
6.29K
$49.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.85K+ 6.19% |
$36K - $40.7K
|
83.1K
$657K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 29.62% |
$25.2K - $28.5K
|
14.9K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.55K+ 34.37% |
$19K - $21.4K
|
9.99K
$78.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1K+ 0.77% |
$7.42K - $8.39K
|
130K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
383+ 2.74% |
$2.84K - $3.21K
|
14.4K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.23K - $2.52K
|
300
$2.37K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$1.48K - $1.68K
|
200
$1.58K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
111+ 33.23% |
$824 - $931
|
445
$3.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51+ 20.48% |
$378 - $428
|
300
$2.37K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.69KNew |
$55.2K - $59.2K
|
7.69K
$60.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
661+ 4.4% |
$4.75K - $5.09K
|
15.7K
$124K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
240+ 1.74% |
$1.72K - $1.85K
|
14K
$111K
|
|
| Q1 2024 | |||||||
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.7K+ 6.02% |
$12.3K - $13.2K
|
30K
$237K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37KNew |
$19.9K - $25.3K
|
3.37K
$26.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.7KNew |
$15.9K - $20.3K
|
2.7K
$21.3K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.4KNew |
$101K - $118K
|
15.4K
$122K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.5KNew |
$9.89K - $11.5K
|
1.5K
$11.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.52K+ 14.58% |
$10.6K - $11.8K
|
11.9K
$94.4K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
25.6K+ 7.16% |
$180K - $214K
|
383K
$3.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.33KNew |
$16.4K - $19.5K
|
2.33K
$18.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101New |
$710 - $843
|
101
$798
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$6.29K - $7.38K
|
1K
$7.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$1.26K - $1.48K
|
200
$1.58K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39KNew |
$10.1K - $13.5K
|
1.39K
$10.9K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.94KNew |
$24.5K - $32K
|
2.94K
$23.2K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
75.3KNew |
$785K - $865K
|
75.3K
$595K
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.4KNew |
$36.7K - $39.2K
|
3.4K
$26.9K
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$2.12K - $5.05K
|
400
$3.16K
|
|