Institutional Ownership Pimco Global Stocks Plus & Income Fund (PGP)
This table provides information about the institutional ownership of Pimco Global Stocks Plus & Income Fund (PGP). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 1.65 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
345,951
shares
|
$2.96 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
212,687
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
167,896
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
138,801
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2023
Reduced 10.57%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
120,797
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 43.65%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
102,972
shares
|
$881,440
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
100,805
shares
|
$862,890
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
80,000
shares
|
$684,800
0.0% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
62,625
shares
|
$536,070
0.19% of portfolio
|
Q3 2025
Added 85.54%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
47,967
shares
|
$410,597
0.67% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
46,737
shares
|
$400,068
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
41,460
shares
|
$354,897
0.04% of portfolio
|
Q3 2025
Added 26.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,931
shares
|
$213,409
0.0% of portfolio
|
Q3 2025
Reduced 78.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,838
shares
|
$204,053
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
21,887
shares
|
$187,352
0.0% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,503
shares
|
$166,945
0.0% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,401
shares
|
$131,832
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
14,031
shares
|
$120,105
0.12% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,985
shares
|
$111,151
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
11,573
shares
|
$99,064
0.05% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,613
shares
|
$90,847
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,006
shares
|
$85,651
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
9,100
shares
|
$77,896
0.0% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,542
shares
|
$38,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,409
shares
|
$29,181
0.0% of portfolio
|
Q1 2020
Reduced 82.4%
|