Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
93.6K+ 99.15% |
$716K - $759K
|
188K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.3K+ 38.04% |
$86.6K - $91.8K
|
41.1K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
11.2KNew |
$85.7K - $90.8K
|
11.2K
$92.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.29K+ 3.43% |
$40.5K - $42.9K
|
160K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.19K+ 39.98% |
$39.7K - $42.1K
|
18.2K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.13K+ 31.08% |
$39.2K - $41.6K
|
21.6K
$178K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.55K+ 6.14% |
$11.8K - $12.6K
|
26.8K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
543+ 2.33% |
$4.15K - $4.4K
|
23.8K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
308+ 0.26% |
$2.36K - $2.5K
|
117K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209+ 2.05% |
$1.6K - $1.69K
|
10.4K
$85.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
64+ 14.38% |
$490 - $519
|
509
$4.19K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5- 1.63% |
$38.3 - $40.6
|
302
$2.49K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-700- 1.48% |
$5.36K - $5.68K
|
46.7K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.97K- 2.29% |
$15.1K - $16K
|
84.1K
$692K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.7K- 26.73% |
$20.7K - $21.9K
|
7.4K
$60.9K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.45K- 2.46% |
$41.7K - $44.2K
|
216K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-8.2K- 2.27% |
$62.7K - $66.5K
|
352K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.6K- 19.93% |
$158K - $167K
|
82.8K
$682K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.3K- 21.47% |
$209K - $222K
|
100K
$823K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-28.5K- 21.83% |
$218K - $231K
|
102K
$841K
|