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PIMCO Corporate & Income Strategy Fund (PCN) Institutional Ownership

PIMCO Corporate & Income Strategy Fund logo
$12.74 +0.03 (+0.24%)
Closing price 04/30/2025 03:59 PM Eastern
Extended Trading
$12.88 +0.14 (+1.10%)
As of 07:36 AM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Corporate & Income Strategy Fund (NYSE:PCN)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$49.23M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$18.07M
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PCN Institutional Buying and Selling by Quarter

PIMCO Corporate & Income Strategy Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Principal Securities Inc.970,737$13.03M0.3%+0.4%0.000%
4/30/2025Alpha Cubed Investments LLC13,919$190K0.0%+30.0%0.000%
4/29/2025 Envestnet Asset Management Inc.121,086$1.65M0.0%+12.9%0.000%
4/24/2025 Highland Capital Management LLC11,640$159K0.0%N/A0.000%
4/24/2025 Elevated Capital Advisors LLC362,500$4.95M1.4%-7.8%0.000%
4/23/2025 Mission Hills Financial Advisory LLC961,049$13.12M9.1%+10.2%0.000%
4/23/2025 International Assets Investment Management LLC78,259$1.07M0.0%-1.8%0.000%
4/23/2025 Consolidated Portfolio Review Corp124,180$1.70M0.3%-7.1%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.30,510$416K0.0%+3.3%0.000%
4/22/2025 Ellis Investment Partners LLC10,574$144K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC99,499$1.36M0.0%+16.4%0.000%
4/17/2025 Cyndeo Wealth Partners LLC67,142$916K0.1%-53.2%0.000%
4/15/2025 Noble Wealth Management PBC31,390$428K0.3%+15.2%0.000%
4/9/2025 NBC Securities Inc.7,100$96K0.0%+118,233.3%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC10,810$145K0.0%N/A0.000%
3/3/2025GHE LLC560,056$7.52M2.9%+22.8%0.000%
2/18/2025Elequin Capital LP11,821$159K0.0%N/A0.000%
2/17/2025Focus Partners Wealth20,197$271K0.0%+39.9%0.000%
2/17/2025Cetera Investment Advisers296,386$3.98M0.0%-1.1%0.000%
2/17/2025Bank of America Corp DE231,858$3.11M0.0%+3.3%0.000%
2/14/2025Mercer Global Advisors Inc. ADV31,907$428K0.0%N/A0.000%
2/14/2025IHT Wealth Management LLC14,950$201K0.0%+14.0%0.000%
2/14/2025Stifel Financial Corp20,047$269K0.0%-9.2%0.000%
2/13/2025NewEdge Advisors LLC63,970$858K0.0%-4.6%0.000%
2/13/2025Guggenheim Capital LLC1,034,081$13.88M0.1%+21.7%0.000%
2/13/2025Walleye Capital LLC17,383$233K0.0%N/A0.000%
2/13/2025Keystone Financial Group10,000$134K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.19,372$260K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.33,407$448K0.0%N/A0.000%
2/13/2025Invesco Ltd.394,752$5.30M0.0%+9.5%0.000%
2/13/2025Aristides Capital LLC13,420$180K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.107,237$1.44M0.0%+4.4%0.000%
2/13/2025Wells Fargo & Company MN44,289$594K0.0%+59.8%0.000%
2/12/2025StoneX Group Inc.45,083$606K0.0%+290.4%0.000%
2/11/2025LPL Financial LLC415,225$5.57M0.0%+7.7%0.000%
2/11/2025Virtu Financial LLC19,403$260K0.0%N/A0.000%
2/10/2025Collaborative Wealth Managment Inc.10,618$142K0.1%-8.6%0.000%
2/10/2025Commonwealth Equity Services LLC213,911$2.87M0.0%-0.7%0.000%
2/7/2025PNC Financial Services Group Inc.8,284$111K0.0%-11.5%0.000%
2/7/2025 Aviance Capital Partners LLC71,206$956K0.1%-1.8%0.000%
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2/6/2025Raymond James Financial Inc.33,407$448K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC27,250$366K0.3%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.37,467$503K0.0%+22.6%0.000%
2/5/2025Nwam LLC35,580$477K0.0%-10.9%0.000%
2/4/2025GHE LLC560,056$7.95M3.1%+22.8%0.000%
2/4/2025Denver PWM LLC4,202$56K0.0%-19.0%0.000%
2/3/2025Private Advisor Group LLC74,195$996K0.0%+28.6%0.000%
1/31/2025Semus Wealth Partners LLC15,270$205K0.1%-9.2%0.000%
1/31/2025Atria Wealth Solutions Inc.52,679$707K0.0%-4.2%0.000%
1/31/2025Sanctuary Advisors LLC23,852$324K0.0%-14.8%0.000%
1/30/2025Allworth Financial LP24,711$334K0.0%-10.5%0.000%
1/30/2025Principal Securities Inc.966,636$12.97M0.3%+7.3%0.000%
1/29/2025 Sovran Advisors LLC31,592$422K0.1%N/A0.000%
1/28/2025Apollon Wealth Management LLC27,220$365K0.0%+54.6%0.000%
1/27/2025 Consolidated Portfolio Review Corp133,720$1.80M0.3%+1.1%0.000%
1/27/2025Elm3 Financial Group LLC28,390$381K0.3%N/A0.000%
1/24/2025 GPS Wealth Strategies Group LLC4,637$62K0.0%-14.3%0.000%
1/21/2025 Cyndeo Wealth Partners LLC143,313$1.92M0.1%-15.3%0.000%
1/17/2025 Janney Montgomery Scott LLC85,513$1.15M0.0%+3.3%0.000%
1/17/2025Alpha Cubed Investments LLC10,707$144K0.0%N/A0.000%
1/16/2025 Mission Hills Financial Advisory LLC871,785$11.70M9.1%+9.8%0.000%
1/13/2025 Elevated Capital Advisors LLC393,107$5.28M1.4%-0.4%0.000%
1/8/2025 International Assets Investment Management LLC79,696$1.08M0.0%-93.4%0.000%
11/25/2024Wilmington Savings Fund Society FSB1,992$28K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC27,992$392K0.0%+20.0%0.000%
11/15/2024MML Investors Services LLC12,626$179K0.0%-31.5%0.000%
11/15/2024 Insigneo Advisory Services LLC248,500$3.53M0.4%-0.4%0.000%
11/15/2024Stifel Financial Corp22,075$313K0.0%+17.0%0.000%
11/15/2024IHT Wealth Management LLC13,109$186K0.0%-6.0%0.000%
11/8/2024Prospera Financial Services Inc117,860$1.67M0.0%+6.8%0.000%
11/7/2024Semus Wealth Partners LLC16,822$239K0.2%-30.7%0.000%
11/6/2024GHE LLC456,055$6.47M2.7%+48.4%0.000%
11/4/2024Baker Avenue Asset Management LP21,102$299K0.0%N/A0.000%
11/4/2024Sigma Planning Corp27,662$393K0.0%+4.4%0.000%
10/30/2024Marks Group Wealth Management Inc92,300$1.31M0.1%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC82,813$1.18M0.0%+18.1%0.000%
10/29/2024 Farther Finance Advisors LLC6,212$88K0.0%+715.2%0.000%
10/28/2024Principal Securities Inc.900,769$12.78M0.3%+9.6%0.000%
10/28/2024 HM Payson & Co.3,679$52K0.0%N/A0.000%
10/24/2024 Consolidated Portfolio Review Corp132,232$1.88M0.4%+2.0%0.000%
10/23/2024Allworth Financial LP27,601$392K0.0%-9.3%0.000%
10/22/2024 International Assets Investment Management LLC1,205,673$17.11M0.0%+1,356.2%0.000%
10/22/2024 Elevated Capital Advisors LLC394,614$5.60M1.5%-0.6%0.000%
10/22/2024Private Advisor Group LLC57,697$819K0.0%+10.0%0.000%
10/11/2024Creative Planning10,043$143K0.0%N/A0.000%
10/9/2024 LongView Wealth Management47,797$678K0.2%+9.8%0.000%
9/5/2024Sanctuary Advisors LLC23,326$295K0.0%N/A0.000%
8/22/2024Cetera Investment Advisers279,474$3.69M0.0%+2.0%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.393,996$5.21M0.0%+32.0%0.000%
8/14/2024 Insigneo Advisory Services LLC249,620$3.27M0.3%N/A0.000%
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A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts. This obscure company could be at the center of the next trillion-dollar energy revolution.

One company’s discovery could change power forever
8/7/2024 PFG Investments LLC24,171$319K0.0%+5.7%0.000%
8/5/2024Private Advisor Group LLC52,466$693K0.0%+255.6%0.000%
8/5/2024Denver PWM LLC5,838$77K0.0%N/A0.000%
8/1/2024 Elevated Capital Advisors LLC396,818$5.24M1.5%+1.7%0.000%
8/1/2024 Consolidated Portfolio Review Corp129,687$1.71M0.4%N/A0.000%
7/31/2024Semus Wealth Partners LLC24,258$320K0.2%-14.6%0.000%
7/31/2024Commonwealth Equity Services LLC210,138$2.78M0.0%+10.4%0.000%
7/30/2024 International Assets Investment Management LLC82,798$1.09M0.1%+12.1%0.000%
7/22/2024 LongView Wealth Management43,534$575K0.2%+48.1%0.000%
5/24/2024Cetera Advisors LLC150,447$2.10M0.0%-7.9%0.000%
(Data available from 1/1/2016 forward)

PCN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCN shares?

During the previous two years, 83 institutional investors and hedge funds held shares of PIMCO Corporate & Income Strategy Fund. The most heavily invested institutionals were Guggenheim Capital LLC ($13.88M), Mission Hills Financial Advisory LLC ($13.12M), Principal Securities Inc. ($13.03M), Axxcess Wealth Management LLC ($7.58M), GHE LLC ($7.52M), LPL Financial LLC ($5.57M), and Invesco Ltd. ($5.30M).Learn more on PCN's institutional investors.

Which institutional investors have been buying PIMCO Corporate & Income Strategy Fund stock?

Of the 71 institutional investors that purchased PIMCO Corporate & Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.12M), Principal Securities Inc. ($828.34K), GHE LLC ($588.54K), Axxcess Wealth Management LLC ($542.33K), Guggenheim Capital LLC ($360.48K), Insigneo Advisory Services LLC ($249.62K), and Cetera Investment Advisers ($226.25K).

How much institutional buying is happening at PIMCO Corporate & Income Strategy Fund?

Institutional investors have bought a total of 6,786,427 shares in the last 24 months. This purchase volume represents approximately $89.45M in transactions.

Which PIMCO Corporate & Income Strategy Fund major shareholders have been selling company stock?

Of the 33 institutional investors that sold PIMCO Corporate & Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($1.13M), Bridge Advisory LLC ($549.62K), Janney Montgomery Scott LLC ($260.10K), Elevated Capital Advisors LLC ($178.10K), Cyndeo Wealth Partners LLC ($102.02K), Allworth Financial LP ($84.94K), and Atria Wealth Solutions Inc. ($75.23K).

How much institutional selling is happening at PIMCO Corporate & Income Strategy Fund?

Institutional investors have sold a total of 2,547,350 shares in the last 24 months. This volume of shares sold represents approximately $33.18M in transactions.



This page (NYSE:PCN) was last updated on 5/1/2025 by MarketBeat.com Staff
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