Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
176K+ 98.64% |
$1.27M - $1.36M
|
354K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
30KNew |
$217K - $232K
|
30K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 66.47% |
$213K - $229K
|
74K
$584K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 66.47% |
$213K - $229K
|
74K
$584K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 17.27% |
$137K - $147K
|
129K
$1.02M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.9KNew |
$122K - $130K
|
16.9K
$133K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4KNew |
$104K - $112K
|
14.4K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.72K+ 28.56% |
$48.5K - $52K
|
30.2K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.52K+ 64.24% |
$32.6K - $35K
|
11.6K
$91.3K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.7K+ 6.02% |
$12.3K - $13.2K
|
30K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
569+ 5.69% |
$4.11K - $4.4K
|
10.6K
$83.5K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
370+ 2.79% |
$2.67K - $2.86K
|
13.6K
$108K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
202+ 1.49% |
$1.46K - $1.56K
|
13.8K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36+ 17.73% |
$260 - $279
|
239
$1.89K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5- -0.0% |
$36.1 - $38.7
|
104K
$819K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-154- 1.32% |
$1.11K - $1.19K
|
11.5K
$90.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-316- 2.19% |
$2.28K - $2.45K
|
14.1K
$112K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.7K- 94.44% |
$12.3K - $13.1K
|
100
$790
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.32K- 5.52% |
$31.2K - $33.5K
|
74K
$584K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.75K- 5.86% |
$56K - $60K
|
125K
$985K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.8K- 22.8% |
$114K - $122K
|
53.3K
$421K
|