Go Pro

PIMCO Corporate & Income Strategy Fund (PCN) Institutional Ownership

PIMCO Corporate & Income Strategy Fund logo
$11.07 -0.04 (-0.36%)
As of 09/21/2026 03:58 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$32.98M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$4.54M
Get PCN Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO Corporate & Income Strategy Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
9/9/2026 AG Asset Advisory LLC177,270$2.12M1.7%+3.1%0.000%
9/9/2026 NorthRock Partners LLC145,358$1.74M0.0%+6.1%0.000%
9/9/2026 Integrated Wealth Concepts LLC2,666$32K0.0%N/A0.000%
9/9/2026 NewEdge Advisors LLC43,170$516K0.0%-12.8%0.000%
8/23/2026 Ameritas Advisory Services LLC5,260$63K0.0%N/A0.000%
8/22/2026 Advisory Solutions Group LLC35,606$425K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC7,702$92K0.0%N/A0.000%
8/20/2026 Nwam LLC20,663$247K0.0%-12.9%0.000%
8/20/2026 Susquehanna International Group LLP30,942$370K0.0%-7.8%0.000%
8/20/2026 Rivernorth Capital Management LLC428,965$5.13M0.2%+20.7%0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.25,672$307K0.0%+165.4%0.000%
8/19/2026 Kingsview Wealth Management LLC32,036$383K0.0%N/A0.000%
8/18/2026 Equitable Holdings Inc.17,050$204K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE279,038$3.33M0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC30,136$360K0.0%N/A0.000%
8/12/2026 Compass Financial Management LLC12,075$145K0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.25,672$307K0.0%N/A0.000%
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%
6/3/2026 NewEdge Advisors LLC49,520$589K0.0%-3.9%0.000%
5/22/2026 Segall Bryant & Hamill LLC11,724$144K0.0%N/A0.000%
5/19/2026 NewEdge Advisors LLC49,520$589K0.0%-3.9%0.000%
5/19/2026 Bank of America Corp DE275,557$3.28M0.0%-3.0%0.000%
5/18/2026Sunbelt Securities Inc.5,800$69K0.0%N/A0.000%
5/18/2026 Rivernorth Capital Management LLC355,256$4.23M0.2%+17.0%0.000%
5/18/2026 Royal Bank of Canada78,213$930K0.0%+1.7%0.000%
5/14/2026 Lido Advisors LLC18,836$225K0.0%N/A0.000%
5/13/2026 Cetera 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%
5/5/2026 Sanctuary 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
2/23/2026 Virtu Financial LLC13,811$176K0.0%-18.6%0.000%
2/19/2026 Invesco 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%
2/18/2026 Vermillion & White Wealth Management Group LLC2,000$26K0.0%N/A0.000%
2/18/2026 NewEdge Advisors LLC51,520$657K0.0%-4.2%0.000%
2/18/2026 Rivernorth Capital Management LLC303,649$3.88M0.2%N/A0.000%
2/18/2026 Millennium Management LLC17,878$228K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC1,220,468$15.57M0.1%+0.2%0.000%
2/17/2026 Cetera Investment Advisers221,250$2.82M0.0%-25.3%0.000%
2/17/2026 Regal Investment Advisors LLC13,027$166K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.183,188$2.34M0.0%+13.6%0.000%
2/17/2026 Royal Bank of Canada76,887$982K0.0%+7.5%0.000%
2/16/2026 MML Investors Services LLC10,847$138K0.0%-9.8%0.000%
2/13/2026 Kestra Advisory Services LLC109,324$1.40M0.0%+20.8%0.000%
2/13/2026 Wells Fargo & Company MN381,317$4.87M0.0%+69.6%0.000%
2/12/2026 Jane 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%
2/12/2026 StoneX Group Inc.56,674$727K0.0%+13.8%0.000%
2/12/2026 Marex Group plc44,001$561K0.0%N/A0.000%
2/12/2026 Steward 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%
2/10/2026 Northwestern Mutual Wealth Management Co.8,716$111K0.0%-28.3%0.000%
2/9/2026 Kingsview 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%
2/2/2026 Mission Hills Financial Advisory LLC1,229,934$15.69M8.3%+4.3%0.000%
1/29/2026Comerica Bank9,881$126K0.0%+28.2%0.000%
1/29/2026 Sanctuary 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%
If you keep cash in a U.S. bank account… read this NOW (Ad)

Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every dollar while paying savers just 0.04 percent interest. A new law, the GENIUS Act signed last summer, has cleared the way for a different kind of money to emerge this fall, one that could offer savings rates up to 6 percent. See what Ian King, Chief Strategist at Strategic Fortunes, has uncovered about this shift before it goes live.tc pixel

Click here to see what Ian King found about this new savings shift
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%
11/17/2025 NewEdge Advisors LLC53,770$719K0.0%-3.9%0.000%
11/17/2025Prosperity Wealth Management Inc.16,874$226K0.1%+11.2%0.000%
11/17/2025 Northwestern Mutual Wealth Management Co.12,149$163K0.0%-10.4%0.000%
11/17/2025 Focus Partners Wealth20,737$277K0.0%+7.9%0.000%
11/17/2025 Bank of America Corp DE268,731$3.60M0.0%+9.9%0.000%


PCN Institutional Ownership - Frequently Asked Questions

During the previous two years, 122 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 Rivernorth Capital Management LLC ($5.13M).Learn more on PIMCO Corporate & Income Strategy Fund's institutional investors.

Of the 108 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 ($428.97K), Bank of America Corp DE ($322.20K), Guggenheim Capital LLC ($305.88K), and Axxcess Wealth Management LLC ($233.83K).

Institutional investors have bought a total of 2,634,428 shares in the last 24 months. This purchase volume represents approximately $32.98M in transactions.

Of the 22 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: Cetera Investment Advisers ($80.15K), AG Asset Advisory LLC ($67.53K), Principal Securities Inc. ($56.13K), Kingsview Wealth Management LLC ($32.99K), NewEdge Advisors LLC ($14.80K), Commonwealth Equity Services LLC ($13.96K), and PFG Investments LLC ($10.26K).

Institutional investors have sold a total of 356,734 shares in the last 24 months. This volume of shares sold represents approximately $4.54M 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners