Purchases and Sales Made in Q1 2023 in Pimco Global Stocks Plus & Income Fund (PGP)
This table provides information about the institutional ownership of Pimco Global Stocks Plus & Income Fund (PGP) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO Global StocksPLUS & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
25.6K+ 7.16% |
$180K - $214K
|
383K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 25.99% |
$174K - $207K
|
120K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
24.5KNew |
$172K - $205K
|
24.5K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
15.6KNew |
$110K - $131K
|
15.6K
$123K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 29.16% |
$85.8K - $102K
|
54.1K
$424K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
10.4KNew |
$73.3K - $87.1K
|
10.4K
$81.8K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.04K+ 3.18% |
$28.4K - $33.7K
|
131K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.61K+ 2.48% |
$18.3K - $21.8K
|
108K
$844K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.33KNew |
$16.4K - $19.5K
|
2.33K
$18.3K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.09K+ 9.2% |
$7.65K - $9.08K
|
12.9K
$101K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
337+ 2.86% |
$2.37K - $2.81K
|
12.1K
$95.1K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
217New |
$1.53K - $1.81K
|
217
$1.7K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110+ 4.07% |
$773 - $919
|
2.81K
$22K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101New |
$710 - $843
|
101
$792
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100+ 3.06% |
$703 - $835
|
3.37K
$26.4K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$703 - $835
|
100
$784
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
33+ 0.03% |
$232 - $276
|
104K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.14% |
$7.03 - $8.35
|
702
$5.5K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-173- 1.17% |
$1.22K - $1.44K
|
14.6K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 12.28% |
$9.59K - $11.4K
|
9.75K
$76.4K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.5K- 34.88% |
$10.5K - $12.5K
|
2.8K
$22K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.79K- 1.05% |
$12.6K - $15K
|
168K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.17K- 25.21% |
$15.3K - $18.1K
|
6.44K
$50.5K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.43K- 8.02% |
$45.2K - $53.7K
|
73.7K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.79K- 13.71% |
$54.7K - $65K
|
49K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-142K- 47.84% |
$1M - $1.19M
|
155K
$1.22M
|