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PIMCO Corporate & Income Strategy Fund (PCN) Institutional Ownership

PIMCO Corporate & Income Strategy Fund logo
$11.58 -0.06 (-0.54%)
As of 01:07 PM 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)
70
Total
Institutional Inflows
(last 12 months)
$32.36M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$13.34M
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PCN Institutional Buying and Selling by Quarter

PIMCO Corporate & Income Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Noble Wealth Management PBC349,637$4.18M1.9%+2.9%0.000%
6/9/2026Rathbones 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%
5/14/2026Lido 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%
5/6/2026Aviance 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%
5/4/2026GHE LLC748,086$8.90M1.9%+19.5%0.000%
5/2/2026International Assets Investment Management LLC73,837$888K0.0%-3.4%0.000%
5/1/2026Fifth Third Bancorp13,006$155K0.0%+333.5%0.000%
4/30/2026Elevated Capital Advisors LLC399,746$4.76M1.2%+10.2%0.000%
4/30/2026Kestra Advisory Services LLC120,628$1.44M0.0%+10.3%0.000%
4/29/2026Westbourne Investment Advisors Inc.64,000$762K0.2%+24.3%0.000%
4/28/2026Astoria Portfolio Advisors LLC.126,866$1.52M0.3%N/A0.000%
4/27/2026PFG 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%
2/19/2026Axxcess 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%
2/16/2026MML Investors Services LLC10,847$138K0.0%-9.8%0.000%
2/13/2026Kestra 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%
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2/12/2026Commonwealth 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%
2/12/2026Wilmington Savings Fund Society FSB4,192$53K0.0%+91.2%0.000%
2/12/2026Principal Securities Inc.502,764$6.42M0.1%-10.0%0.000%
2/11/2026Janney Montgomery Scott LLC58,613$748K0.0%+1.9%0.000%
2/11/2026AG Asset Advisory LLC23,834$304K0.3%-73.9%0.000%
2/11/2026LPL 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%
2/6/2026Axxcess Wealth Management LLC116,913$1.49M0.0%N/A0.000%
2/6/2026Rathbones Group PLC14,500$185K0.0%N/A0.000%
2/6/2026Aviance Capital Partners LLC76,965$982K0.1%+11.5%0.000%
2/5/2026Allworth Financial LP16,242$207K0.0%-33.8%0.000%
2/4/2026Nwam LLC24,127$308K0.0%-5.2%0.000%
2/3/2026International Assets Investment Management LLC76,469$976K0.1%-4.0%0.000%
2/2/2026Truist 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%
1/27/2026Benchmark Financial LLC10,000$128K0.1%N/A0.000%
1/27/2026Elevated Capital Advisors LLC362,611$4.63M1.1%+0.4%0.000%
1/23/2026Westbourne Investment Advisors Inc.51,500$657K0.2%+2.0%0.000%
1/23/2026 Uptown Financial Advisors LLC11,050$141K0.1%N/A0.000%
1/22/2026Elm3 Financial Group LLC33,500$427K0.4%-2.9%0.000%
1/21/2026Flagship Harbor Advisors LLC4,370$56K0.0%N/A0.000%
1/21/2026Rathbones 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%
1/6/2026Arlington 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%
11/14/2025Arlington 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%
11/13/2025GHE LLC626,007$8.38M3.4%+2.9%0.000%
11/13/2025UBS Group AG89,566$1.20M0.0%+1.6%0.000%
11/13/2025Private Advisor Group LLC45,263$606K0.0%-15.2%0.000%
11/13/2025Parallel Advisors LLC2,000$27K0.0%N/A0.000%
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11/12/2025Consolidated Portfolio Review Corp279,717$3.74M0.5%+13.5%0.000%
11/12/2025Kingsview Wealth Management LLC57,744$773K0.0%+69.6%0.000%
11/7/2025Fifth Third Bancorp3,000$40K0.0%N/A0.000%
11/6/2025AG 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%
11/6/2025Oppenheimer & Co. Inc.33,571$449K0.0%+14.0%0.000%
11/5/2025Envestnet Asset Management Inc.133,053$1.78M0.0%+10.4%0.000%
11/4/2025Atlantic Union Bankshares Corp4,300$58K0.0%N/A0.000%
11/4/2025Mission Hills Financial Advisory LLC1,179,322$15.78M8.4%+12.4%0.000%


PCN Institutional Ownership - Frequently Asked Questions

During the previous two years, 113 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 101 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 ($1.13M), GHE LLC ($544.68K), Mission Hills Financial Advisory LLC ($435.88K), Rivernorth Capital Management LLC ($355.26K), Guggenheim Capital LLC ($305.88K), Consolidated Portfolio Review Corp ($289.26K), and Insigneo Advisory Services LLC ($251.62K).

Institutional investors have bought a total of 2,548,916 shares in the last 24 months. This purchase volume represents approximately $32.36M in transactions.

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: 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 ($35.98K), and Commonwealth Equity Services LLC ($13.96K).

Institutional investors have sold a total of 1,049,355 shares in the last 24 months. This volume of shares sold represents approximately $13.34M in transactions.


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This page (NYSE:PCN) was last updated on 7/23/2026 by MarketBeat.com Staff.
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