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PIMCO Corporate & Income Strategy Fund (PCN) Institutional Ownership

PIMCO Corporate & Income Strategy Fund logo
$12.70 +0.05 (+0.36%)
Closing price 08/8/2025 03:58 PM Eastern
Extended Trading
$12.70 0.00 (0.00%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for PIMCO Corporate & Income Strategy Fund (NYSE:PCN)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$52.92M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$18.83M
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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
8/8/2025Kingsview Wealth Management LLC34,043$432K0.0%-8.1%0.000%
8/8/2025Cetera Investment Advisers302,009$3.83M0.0%+5.2%0.000%
8/8/2025Westbourne Investment Advisors Inc.44,000$558K0.2%N/A0.000%
8/7/2025 Nwam LLC30,020$381K0.0%-13.1%0.000%
8/6/2025 Prospera Financial Services Inc175,968$2.23M0.0%+6.6%0.000%
8/5/2025 Aviance Capital Partners LLC68,858$874K0.1%-3.7%0.000%
7/29/2025 International Assets Investment Management LLC79,503$1.01M0.1%+1.6%0.000%
7/28/2025 Mission Hills Financial Advisory LLC1,049,372$13.32M8.3%+9.2%0.000%
7/24/2025 Cyndeo Wealth Partners LLC70,300$892K0.1%+4.7%0.000%
7/23/2025 RMG Wealth Management LLC20,955$263K0.0%N/A0.000%
7/23/2025 Elm3 Financial Group LLC32,490$412K0.3%+17.3%0.000%
7/21/2025 Ameritas Advisory Services LLC3,160$40K0.0%N/A0.000%
7/18/2025 PFG Investments LLC25,972$330K0.0%+7.3%0.000%
7/18/2025 Consolidated Portfolio Review Corp246,428$3.13M0.4%+98.4%0.000%
7/17/2025 Janney Montgomery Scott LLC53,716$682K0.0%-46.0%0.000%
7/16/2025 Arlington Capital Management Inc.76,526$971K0.8%N/A0.000%
7/10/2025 Sovran Advisors LLC30,650$389K0.0%-2.6%0.000%
5/19/2025Smith Asset Management Co. LLC157,959$2.16M2.0%N/A0.000%
5/16/2025NewEdge Advisors LLC61,370$838K0.0%-4.1%0.000%
5/15/2025Royal Bank of Canada80,579$1.10M0.0%-2.5%0.000%
5/14/2025Guggenheim Capital LLC1,118,465$15.27M0.1%+8.2%0.000%
5/14/2025Walleye Capital LLC11,463$156K0.0%-34.1%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.560,280$7.65M0.0%+6.2%0.000%
5/12/2025Invesco Ltd.410,275$5.60M0.0%+3.9%0.000%
5/8/2025 Harbour Investments Inc.2,498$34K0.0%+68.7%0.000%
5/7/2025LPL Financial LLC460,172$6.28M0.0%+10.8%0.000%
5/7/2025Semus Wealth Partners LLC13,548$185K0.1%-11.3%0.000%
5/7/2025First Heartland Consultants Inc.14,755$201K0.0%N/A0.000%
5/6/2025 Assetmark Inc.2,500$34K0.0%N/A0.000%
5/6/2025Cetera Investment Advisers286,995$3.92M0.0%-3.2%0.000%
5/6/2025Avantax Advisory Services Inc.21,744$297K0.0%N/A0.000%
5/6/2025GHE LLC563,556$7.69M3.5%+0.6%0.000%
5/5/2025Private Advisor Group LLC72,522$990K0.0%-2.3%0.000%
5/5/2025 Nwam LLC34,562$472K0.0%-2.9%0.000%
5/2/2025Kingsview Wealth Management LLC37,033$506K0.0%N/A0.000%
4/30/2025Principal Securities Inc.970,737$13.03M0.3%+0.4%0.000%
4/30/2025 Alpha 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%
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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%
4/15/2025Noble 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%
2/10/2025 Commonwealth 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%
2/6/2025Raymond James Financial Inc.33,407$448K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC27,250$366K0.3%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.37,467$503K0.0%+22.6%0.000%
2/5/2025 Nwam 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%
1/31/2025 Atria Wealth Solutions Inc.52,679$707K0.0%-4.2%0.000%
1/31/2025Sanctuary Advisors LLC23,852$324K0.0%-14.8%0.000%
1/30/2025 Allworth 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%
1/28/2025 Apollon 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%
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1/27/2025 Elm3 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%
1/17/2025 Alpha 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%
11/25/2024 Wilmington Savings Fund Society FSB1,992$28K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC27,992$392K0.0%+20.0%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, 90 institutional investors and hedge funds held shares of PIMCO Corporate & Income Strategy Fund. The most heavily invested institutionals were Guggenheim Capital LLC ($15.27M), Mission Hills Financial Advisory LLC ($13.32M), Principal Securities Inc. ($13.03M), GHE LLC ($7.69M), Northwestern Mutual Wealth Management Co. ($7.65M), Axxcess Wealth Management LLC ($7.58M), and LPL Financial LLC ($6.28M).Learn more on PIMCO Corporate & Income Strategy Fund's institutional investors.

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

Of the 79 institutional investors that purchased PIMCO Corporate & Income Strategy Fund's 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), Axxcess Wealth Management LLC ($542.33K), GHE LLC ($403.15K), Guggenheim Capital LLC ($359.84K), Consolidated Portfolio Review Corp ($255.97K), and Mission Hills Financial Advisory LLC ($255.32K).

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

Institutional investors have bought a total of 3,873,404 shares in the last 24 months. This purchase volume represents approximately $52.92M in transactions.

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

Of the 27 institutional investors that sold PIMCO Corporate & Income Strategy Fund's 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), Cyndeo Wealth Partners LLC ($102.02K), Janney Montgomery Scott LLC ($45.78K), Elevated Capital Advisors LLC ($34.32K), Cetera Investment Advisers ($12.61K), Semus Wealth Partners LLC ($10.71K), and Nwam LLC ($9.93K).

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

Institutional investors have sold a total of 1,402,720 shares in the last 24 months. This volume of shares sold represents approximately $18.83M in transactions.



This page (NYSE:PCN) was last updated on 8/9/2025 by MarketBeat.com Staff
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