Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
148K+ 482.98% |
$871K - $1.11M
|
178K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
42.1K+ 11.3% |
$248K - $316K
|
415K
$3.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
13.6KNew |
$80K - $102K
|
13.6K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 13.97% |
$79.2K - $101K
|
110K
$867K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10KNew |
$58.9K - $75K
|
10K
$79K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.2K+ 9.86% |
$36.5K - $46.5K
|
69.1K
$546K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.63KNew |
$33.1K - $42.2K
|
5.63K
$44.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37KNew |
$19.9K - $25.3K
|
3.37K
$26.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.7KNew |
$15.9K - $20.3K
|
2.7K
$21.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.91KNew |
$11.2K - $14.3K
|
1.91K
$15.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
404+ 3.15% |
$2.38K - $3.03K
|
13.2K
$105K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
281New |
$1.66K - $2.11K
|
281
$2.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165+ 0.12% |
$972 - $1.24K
|
132K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10+ 5.18% |
$58.9 - $75
|
203
$1.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-89- 0.76% |
$524 - $668
|
11.6K
$91.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-99- 0.1% |
$583 - $743
|
104K
$819K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 8.69% |
$1.18K - $1.5K
|
2.1K
$16.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-302- 0.68% |
$1.78K - $2.27K
|
44.4K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-701- 4.63% |
$4.13K - $5.26K
|
14.5K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.07K- 50.12% |
$41.6K - $53K
|
7.03K
$55.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.41K- 97.63% |
$43.6K - $55.6K
|
180
$1.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.71K- 18.76% |
$51.3K - $65.4K
|
37.7K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.98K- 29.79% |
$58.8K - $74.9K
|
23.5K
$186K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.9K- 43.25% |
$199K - $254K
|
44.4K
$351K
|