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PIMCO Corporate & Income Strategy Fund (PCN) Institutional Ownership

PIMCO Corporate & Income Strategy Fund logo
$11.91 -0.02 (-0.17%)
As of 03:58 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$30.50M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.21M
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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
8/11/2026 Allworth Financial LP17,404$208K0.0%N/A0.000%
8/10/2026 BOK Financial Private Wealth Inc.3,412$41K0.0%N/A0.000%
8/7/2026 BlackRock Inc.11,253$134K0.0%N/A0.000%
7/1/2026 Noble Wealth Management PBC349,637$4.18M1.9%+2.9%0.000%
6/9/2026 Rathbones Group PLC24,500$292K0.0%+69.0%0.000%
6/3/2026NewEdge Advisors LLC49,520$589K0.0%-3.9%0.000%
5/22/2026Segall Bryant & Hamill LLC11,724$144K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC49,520$589K0.0%-3.9%0.000%
5/19/2026Bank of America Corp DE275,557$3.28M0.0%-3.0%0.000%
5/18/2026Sunbelt Securities Inc.5,800$69K0.0%N/A0.000%
5/18/2026Rivernorth Capital Management LLC355,256$4.23M0.2%+17.0%0.000%
5/18/2026Royal Bank of Canada78,213$930K0.0%+1.7%0.000%
5/14/2026 Lido Advisors LLC18,836$225K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers215,931$2.57M0.0%-2.4%0.000%
5/7/2026 Vision Retirement LLC98,616$1.17M0.3%+1.2%0.000%
5/6/2026 Aviance Capital Partners LLC80,735$961K0.1%+4.9%0.000%
5/6/2026 Independent Financial Group LLC15,657$186K0.0%N/A0.000%
5/5/2026Sanctuary Advisors LLC28,363$338K0.0%+3.1%0.000%
5/4/2026 GHE LLC748,086$8.90M1.9%+19.5%0.000%
5/2/2026 International Assets Investment Management LLC73,837$888K0.0%-3.4%0.000%
5/1/2026 Fifth Third Bancorp13,006$155K0.0%+333.5%0.000%
4/30/2026 Elevated Capital Advisors LLC399,746$4.76M1.2%+10.2%0.000%
4/30/2026 Kestra Advisory Services LLC120,628$1.44M0.0%+10.3%0.000%
4/29/2026 Westbourne Investment Advisors Inc.64,000$762K0.2%+24.3%0.000%
4/28/2026 Astoria Portfolio Advisors LLC.126,866$1.52M0.3%N/A0.000%
4/27/2026 PFG Investments LLC18,527$220K0.0%-35.6%0.000%
2/23/2026Virtu Financial LLC13,811$176K0.0%-18.6%0.000%
2/19/2026Invesco Ltd.475,794$6.07M0.0%+1.7%0.000%
2/19/2026 Axxcess Wealth Management LLC116,913$1.49M0.0%N/A0.000%
2/19/2026 Smith Asset Management Co. LLC227,754$2.91M2.4%+18.6%0.000%
2/18/2026Vermillion & White Wealth Management Group LLC2,000$26K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC51,520$657K0.0%-4.2%0.000%
2/18/2026Rivernorth Capital Management LLC303,649$3.88M0.2%N/A0.000%
2/18/2026Millennium Management LLC17,878$228K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC1,220,468$15.57M0.1%+0.2%0.000%
2/17/2026Cetera Investment Advisers221,250$2.82M0.0%-25.3%0.000%
2/17/2026Regal Investment Advisors LLC13,027$166K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.183,188$2.34M0.0%+13.6%0.000%
2/17/2026Royal Bank of Canada76,887$982K0.0%+7.5%0.000%
2/16/2026 MML Investors Services LLC10,847$138K0.0%-9.8%0.000%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/13/2026 Kestra Advisory Services LLC109,324$1.40M0.0%+20.8%0.000%
2/13/2026Wells Fargo & Company MN381,317$4.87M0.0%+69.6%0.000%
2/12/2026Jane Street Group LLC88,505$1.13M0.0%+26.4%0.000%
2/12/2026 Commonwealth Equity Services LLC159,639$2.04M0.0%-8.0%0.000%
2/12/2026StoneX Group Inc.56,674$727K0.0%+13.8%0.000%
2/12/2026Marex Group plc44,001$561K0.0%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC44,960$574K0.0%+156.2%0.000%
2/12/2026 Wilmington Savings Fund Society FSB4,192$53K0.0%+91.2%0.000%
2/12/2026 Principal Securities Inc.502,764$6.42M0.1%-10.0%0.000%
2/11/2026 Janney Montgomery Scott LLC58,613$748K0.0%+1.9%0.000%
2/11/2026 AG Asset Advisory LLC23,834$304K0.3%-73.9%0.000%
2/11/2026 LPL Financial LLC573,104$7.31M0.0%+10.4%0.000%
2/11/2026 J.W. Cole Advisors Inc.26,432$337K0.0%+105.6%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.8,716$111K0.0%-28.3%0.000%
2/9/2026Kingsview Wealth Management LLC24,754$316K0.0%-57.1%0.000%
2/9/2026 Prospera Financial Services Inc184,283$2.35M0.0%+2.8%0.000%
2/6/2026 Axxcess Wealth Management LLC116,913$1.49M0.0%N/A0.000%
2/6/2026 Rathbones Group PLC14,500$185K0.0%N/A0.000%
2/6/2026 Aviance Capital Partners LLC76,965$982K0.1%+11.5%0.000%
2/5/2026 Allworth Financial LP16,242$207K0.0%-33.8%0.000%
2/4/2026 Nwam LLC24,127$308K0.0%-5.2%0.000%
2/3/2026 International Assets Investment Management LLC76,469$976K0.1%-4.0%0.000%
2/2/2026 Truist Financial Corp29,527$377K0.0%+6.9%0.000%
2/2/2026Mission Hills Financial Advisory LLC1,229,934$15.69M8.3%+4.3%0.000%
1/29/2026Comerica Bank9,881$126K0.0%+28.2%0.000%
1/29/2026Sanctuary Advisors LLC27,510$351K0.0%+8.2%0.000%
1/27/2026 Benchmark Financial LLC10,000$128K0.1%N/A0.000%
1/27/2026 Elevated Capital Advisors LLC362,611$4.63M1.1%+0.4%0.000%
1/23/2026 Westbourne Investment Advisors Inc.51,500$657K0.2%+2.0%0.000%
1/23/2026 Uptown Financial Advisors LLC11,050$141K0.1%N/A0.000%
1/22/2026 Elm3 Financial Group LLC33,500$427K0.4%-2.9%0.000%
1/21/2026 Flagship Harbor Advisors LLC4,370$56K0.0%N/A0.000%
1/21/2026 Rathbones Group PLC14,500$185K0.0%N/A0.000%
1/16/2026 Blue Trust Inc.12,744$163K0.0%N/A0.000%
1/14/2026 Wealthcare Advisory Partners LLC10,407$133K0.0%N/A0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC12,265$157K0.0%N/A0.000%
1/6/2026 Arlington Capital Management Inc.68,319$872K0.5%-4.3%0.000%
1/5/2026 Noble Wealth Management PBC371,459$4.74M2.4%+2.0%0.000%
11/17/2025NewEdge Advisors LLC53,770$719K0.0%-3.9%0.000%
11/17/2025Prosperity Wealth Management Inc.16,874$226K0.1%+11.2%0.000%
11/17/2025Northwestern Mutual Wealth Management Co.12,149$163K0.0%-10.4%0.000%
11/17/2025Focus Partners Wealth20,737$277K0.0%+7.9%0.000%
11/17/2025Bank of America Corp DE268,731$3.60M0.0%+9.9%0.000%
11/14/2025Creative Planning21,240$284K0.0%+61.2%0.000%
11/14/2025Raymond James Financial Inc.56,108$751K0.0%+51.1%0.000%
11/14/2025 Arlington Capital Management Inc.71,421$956K0.6%-6.7%0.000%
11/14/2025Virtu Financial LLC16,970$227K0.0%N/A0.000%
11/14/2025Comerica Bank7,710$103K0.0%+14.5%0.000%
11/13/2025Invesco Ltd.467,968$6.26M0.0%+4.0%0.000%
11/13/2025 GHE LLC626,007$8.38M3.4%+2.9%0.000%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
11/13/2025UBS Group AG89,566$1.20M0.0%+1.6%0.000%
11/13/2025 Private Advisor Group LLC45,263$606K0.0%-15.2%0.000%
11/13/2025 Parallel Advisors LLC2,000$27K0.0%N/A0.000%
11/12/2025 Consolidated Portfolio Review Corp279,717$3.74M0.5%+13.5%0.000%
11/12/2025Kingsview Wealth Management LLC57,744$773K0.0%+69.6%0.000%
11/7/2025 Fifth Third Bancorp3,000$40K0.0%N/A0.000%
11/6/2025 AG Asset Advisory LLC91,361$1.22M1.0%N/A0.000%
11/6/2025 Aspect Partners LLC2,917$39K0.0%N/A0.000%
11/6/2025 Prospera Financial Services Inc179,189$2.40M0.0%+1.8%0.000%
11/6/2025 Oppenheimer & Co. Inc.33,571$449K0.0%+14.0%0.000%


PCN Institutional Ownership - Frequently Asked Questions

During the previous two years, 115 institutional investors and hedge funds held shares of PIMCO Corporate & Income Strategy Fund. The most heavily invested institutionals were Mission Hills Financial Advisory LLC ($15.69M), Guggenheim Capital LLC ($15.57M), GHE LLC ($8.90M), LPL Financial LLC ($7.31M), Principal Securities Inc. ($6.42M), Invesco Ltd. ($6.07M), and Wells Fargo & Company MN ($4.87M).Learn more on PIMCO Corporate & Income Strategy Fund's institutional investors.

Of the 102 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 ($1.12M), GHE LLC ($544.68K), Mission Hills Financial Advisory LLC ($435.88K), Rivernorth Capital Management LLC ($355.26K), Guggenheim Capital LLC ($305.88K), Insigneo Advisory Services LLC ($251.62K), and Axxcess Wealth Management LLC ($233.83K).

Institutional investors have bought a total of 2,404,015 shares in the last 24 months. This purchase volume represents approximately $30.50M in transactions.

Of the 26 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: Northwestern Mutual Wealth Management Co. ($551.56K), Osaic Holdings Inc. ($124.02K), Cetera Investment Advisers ($80.15K), AG Asset Advisory LLC ($67.53K), Principal Securities Inc. ($56.13K), Kingsview Wealth Management LLC ($32.99K), and Commonwealth Equity Services LLC ($13.96K).

Institutional investors have sold a total of 1,039,187 shares in the last 24 months. This volume of shares sold represents approximately $13.21M in transactions.



Institutional ownership data for NYSE:PCN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/11/2026. New 13F filings are added each quarter as they're published.
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