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 29 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
352,351
shares
|
$2.93 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
216,099
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
187,947
shares
|
$1.56 Million
0.62% of portfolio
|
Q1 2025
Added 99.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
159,660
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
138,801
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2023
Reduced 10.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
116,977
shares
|
$972,078
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
102,151
shares
|
$848,874
0.0% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
99,984
shares
|
$830,867
0.0% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
84,091
shares
|
$698,796
0.0% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
82,825
shares
|
$688,275
0.0% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
75,302
shares
|
$625,759
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
46,737
shares
|
$388,384
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
41,090
shares
|
$341,457
0.52% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
26,788
shares
|
$222,608
0.03% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,832
shares
|
$198,043
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
21,632
shares
|
$179,761
0.0% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
18,178
shares
|
$151,059
0.0% of portfolio
|
Q1 2025
Added 39.98%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,400
shares
|
$127,974
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
14,031
shares
|
$116,597
0.12% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
11,200
shares
|
$93,072
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,396
shares
|
$86,390
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,006
shares
|
$83,149
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7,400
shares
|
$61,494
0.0% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,542
shares
|
$37,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,409
shares
|
$28,328
0.0% of portfolio
|
Q1 2020
Reduced 82.4%
|