Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.7K+ 43.65% |
$250K - $304K
|
121K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.24K+ 5.16% |
$56.1K - $68.3K
|
168K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.93K+ 22.14% |
$40.4K - $49.2K
|
32.7K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$13.1K - $16K
|
1.93K
$16.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.69K+ 4.12% |
$11.5K - $14K
|
42.8K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.33K+ 7.29% |
$9.02K - $11K
|
19.5K
$164K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
821+ 0.82% |
$5.59K - $6.81K
|
101K
$848K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
821+ 0.8% |
$5.59K - $6.81K
|
103K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
407New |
$2.77K - $3.37K
|
407
$3.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
217+ 2.09% |
$1.48K - $1.8K
|
10.6K
$89.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
215+ 1.92% |
$1.46K - $1.78K
|
11.4K
$96K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6+ 0.03% |
$40.9 - $49.7
|
23.8K
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1+ 0.01% |
$6.81 - $8.29
|
15.4K
$130K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-463- 2.14% |
$3.15K - $3.84K
|
21.2K
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 1.29% |
$10.2K - $12.5K
|
115K
$971K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.83K- 3.41% |
$19.2K - $23.4K
|
80K
$673K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.41K- 1.58% |
$23.2K - $28.3K
|
213K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-6.4K- 1.82% |
$43.6K - $53.1K
|
346K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-154K- 82.04% |
$1.05M - $1.28M
|
33.8K
$284K
|