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PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$8.53 +0.02 (+0.24%)
Closing price 03:59 PM Eastern
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$8.56 +0.03 (+0.35%)
As of 05:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund (NYSE:PFL)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$17.94M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$2.72M
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PFL Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025Shaker Financial Services LLC37,026$312K0.1%N/A0.000%
8/4/2025Integrity Alliance LLC.11,281$94K0.0%-24.2%0.000%
7/31/2025 Moser Wealth Advisors LLC18,428$154K0.1%-29.3%0.000%
7/30/2025 D.A. Davidson & CO.11,251$94K0.0%-37.7%0.000%
7/29/2025 Stratos Wealth Partners LTD.23,245$194K0.0%+6.0%0.000%
7/25/2025 Cypress Capital Group58,213$485K0.1%N/A0.000%
7/25/2025 Apollon Wealth Management LLC11,200$93K0.0%-83.9%0.000%
7/23/2025 Elm3 Financial Group LLC27,833$232K0.2%+27.2%0.000%
7/18/2025 Consolidated Portfolio Review Corp22,106$184K0.0%-5.9%0.000%
5/21/2025Geneos Wealth Management Inc.20,872$179K0.0%+51.3%0.000%
5/20/2025Integrity Alliance LLC.14,890$128K0.0%+42.1%0.000%
5/19/2025Jane Street Group LLC10,909$94K0.0%N/A0.000%
5/15/2025Royal Bank of Canada167,070$1.44M0.0%+9.6%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.11,912$102K0.0%+18.5%0.000%
5/12/2025Invesco Ltd.307,144$2.64M0.0%+1.0%0.000%
5/12/2025National Bank of Canada FI5,878$50K0.0%+114.6%0.000%
5/9/2025 Atria Wealth Solutions Inc.262,787$2.26M0.0%-0.5%0.000%
5/8/2025XTX Topco Ltd13,783$119K0.0%N/A0.000%
5/7/2025LPL Financial LLC247,403$2.13M0.0%+3.0%0.000%
5/7/2025Semus Wealth Partners LLC19,531$168K0.1%-25.0%0.000%
5/6/2025Cetera Investment Advisers99,783$858K0.0%+18.1%0.000%
5/6/2025 Elm3 Financial Group LLC21,885$188K0.2%-12.7%0.000%
4/30/2025 Stratos Wealth Partners LTD.21,921$189K0.0%N/A0.000%
4/28/2025 D.A. Davidson & CO.18,051$155K0.0%+10.7%0.000%
4/28/2025Strategic Financial Concepts LLC10,000$86K0.0%-86.3%0.000%
4/22/2025 PFG Investments LLC21,500$185K0.0%N/A0.000%
4/17/2025 Sowell Financial Services LLC16,641$143K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC52,157$449K0.0%-16.7%0.000%
3/12/2025Centaurus Financial Inc.310,230$2.60M0.2%+35.1%0.000%
2/24/2025 Ameriflex Group Inc.8,939$76K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC10,180$85K0.0%-15.0%0.000%
2/17/2025Cetera Investment Advisers84,499$708K0.0%-9.4%0.000%
2/17/2025Bank of America Corp DE185,751$1.56M0.0%+6.3%0.000%
2/17/2025Ameriprise Financial Inc.114,811$962K0.0%-1.0%0.000%
2/14/2025Two Sigma Securities LLC15,360$129K0.0%N/A0.000%
2/14/2025Stifel Financial Corp249,509$2.09M0.0%+3.6%0.000%
2/13/2025NewEdge Advisors LLC88,050$738K0.0%+5.3%0.000%
2/13/2025Guggenheim Capital LLC470,241$3.94M0.0%+27.5%0.000%
2/13/2025Synovus Financial Corp47,277$396K0.0%-50.6%0.000%
2/13/2025Raymond James Financial Inc.31,787$266K0.0%N/A0.000%
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2/13/2025Invesco Ltd.304,143$2.55M0.0%+5.7%0.000%
2/12/2025StoneX Group Inc.30,000$252K0.0%N/A0.000%
2/11/2025LPL Financial LLC240,082$2.01M0.0%-2.3%0.000%
2/10/2025Commonwealth Equity Services LLC100,503$842K0.0%-12.1%0.000%
2/7/2025Miller Financial Services LLC11,126$93K0.1%N/A0.000%
2/6/2025Raymond James Financial Inc.31,787$266K0.0%N/A0.000%
2/5/2025Anfield Capital Management LLC6,669$56K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC61,530$516K0.4%N/A0.000%
2/3/2025 Element Wealth LLC15,495$130K0.1%N/A0.000%
1/31/2025Semus Wealth Partners LLC26,040$218K0.1%-27.1%0.000%
1/31/2025 Atria Wealth Solutions Inc.264,141$2.21M0.0%+4.2%0.000%
1/31/2025 D.A. Davidson & CO.16,311$137K0.0%-33.8%0.000%
1/31/2025 Truist Financial Corp81,398$682K0.0%-15.1%0.000%
1/30/2025Strategic Financial Concepts LLC72,906$611K0.0%N/A0.000%
1/28/2025 Moser Wealth Advisors LLC25,733$216K0.1%-8.4%0.000%
1/28/2025 Apollon Wealth Management LLC69,413$582K0.0%+19.2%0.000%
1/28/2025Strategic Financial Concepts LLC72,906$611K0.0%N/A0.000%
1/27/2025 Consolidated Portfolio Review Corp22,540$189K0.0%+8.8%0.000%
1/27/2025 Elm3 Financial Group LLC25,083$210K0.2%N/A0.000%
1/27/2025Financial Advocates Investment Management23,033$193K0.0%+79.9%0.000%
1/21/2025Geneos Wealth Management Inc.13,793$116K0.0%+11.6%0.000%
1/17/2025 Janney Montgomery Scott LLC62,641$525K0.0%+16.3%0.000%
1/16/2025Tudor Financial Inc.15,531$130K0.1%N/A0.000%
11/25/2024Synovus Financial Corp95,650$820K0.0%+100.8%0.000%
11/25/2024Sanctuary Advisors LLC36,239$305K0.0%+10.0%0.000%
11/20/2024Virtu Financial LLC12,575$108K0.0%N/A0.000%
11/15/2024Stifel Financial Corp240,860$2.06M0.0%+2.5%0.000%
11/15/2024Rivernorth Capital Management LLC1,248,835$10.70M0.5%+141.8%0.000%
11/13/2024 D.A. Davidson & CO.24,637$211K0.0%+9.8%0.000%
11/13/2024Horizon Kinetics Asset Management LLC135,486$1.16M0.0%+36.7%0.000%
11/12/2024Centaurus Financial Inc.229,619$1.97M0.1%+52.9%0.000%
11/7/2024Semus Wealth Partners LLC35,741$306K0.2%-25.0%0.000%
11/5/2024 WealthPlan Investment Management LLC16,350$140K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC23,082$200K0.1%-59.3%0.000%
10/25/2024Financial Advocates Investment Management12,800$110K0.0%N/A0.000%
10/22/2024 International Assets Investment Management LLC25,425$218K0.0%+782.5%0.000%
9/23/2024Centaurus Financial Inc.150,161$1.22M0.1%+89.7%0.000%
9/5/2024Sanctuary Advisors LLC32,937$272K0.0%N/A0.000%
8/22/2024Cetera Investment Advisers185,296$1.51M0.0%+3.1%0.000%
8/21/2024 Truist Financial Corp133,700$1.09M0.0%+6.9%0.000%
8/9/2024One Capital Management LLC121,420$990K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC56,763$467K0.2%-65.1%0.000%
7/31/2024Semus Wealth Partners LLC47,659$388K0.3%-27.7%0.000%
7/31/2024Commonwealth Equity Services LLC124,640$1.02M0.0%+1.3%0.000%
7/22/2024 Atria Wealth Solutions Inc.252,397$2.06M0.0%+3.1%0.000%
7/19/2024Western Wealth Management LLC31,367$256K0.0%-23.4%0.000%
5/8/2024Semus Wealth Partners LLC65,900$559K0.5%-12.9%0.000%
5/4/2024Geneos Wealth Management Inc.4,641$39K0.0%+731.7%0.000%
5/1/2024 Janney Montgomery Scott LLC48,154$408K0.0%+9.4%0.000%
4/30/2024J.W. Cole Advisors Inc.16,751$142K0.0%N/A0.000%
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4/25/2024Armor Investment Advisors LLC30,003$254K0.1%-22.1%0.000%
4/22/2024 PFG Investments LLC20,675$175K0.0%N/A0.000%
3/27/2024Nomura Holdings Inc.13,405$113K0.0%N/A0.000%
2/26/2024Virtu Financial LLC21,079$178K0.0%N/A0.000%
2/9/2024 D.A. Davidson & CO.25,475$215K0.0%-15.2%0.000%
2/7/2024Shaker Financial Services LLC250,269$2.13M0.9%+53.0%0.000%
2/5/2024 Andina Capital Management LLC29,934$253K0.2%N/A0.000%
2/2/2024 Atria Wealth Solutions Inc.173,340$1.46M0.0%+20.8%0.000%
1/29/2024 Consolidated Portfolio Review Corp20,335$172K0.0%+15.7%0.000%
1/24/2024 International Assets Investment Management LLC22,953$194K0.0%+771.1%0.000%
(Data available from 1/1/2016 forward)

PFL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFL shares?

During the previous two years, 63 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($10.70M), Guggenheim Capital LLC ($3.94M), Gallagher Fiduciary Advisors LLC ($3.65M), Invesco Ltd. ($2.64M), Centaurus Financial Inc. ($2.60M), Atria Wealth Solutions Inc. ($2.26M), and LPL Financial LLC ($2.13M).Learn more on PIMCO Income Strategy Fund's institutional investors.

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

Of the 53 institutional investors that purchased PIMCO Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rivernorth Capital Management LLC ($732.28K), Centaurus Financial Inc. ($231.07K), Shaker Financial Services LLC ($175.76K), Strategic Financial Concepts LLC ($145.81K), Guggenheim Capital LLC ($128.61K), One Capital Management LLC ($121.42K), and Atria Wealth Solutions Inc. ($63.60K).

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

Institutional investors have bought a total of 2,122,999 shares in the last 24 months. This purchase volume represents approximately $17.94M in transactions.

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

Of the 18 institutional investors that sold PIMCO Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Financial Concepts LLC ($62.91K), Apollon Wealth Management LLC ($58.21K), Synovus Financial Corp ($48.37K), Shaker Financial Services LLC ($33.68K), Semus Wealth Partners LLC ($28.13K), D.A. Davidson & CO. ($15.13K), and Truist Financial Corp ($14.45K).

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

Institutional investors have sold a total of 322,131 shares in the last 24 months. This volume of shares sold represents approximately $2.72M in transactions.


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This page (NYSE:PFL) was last updated on 8/5/2025 by MarketBeat.com Staff
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