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PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$8.19 0.00 (-0.01%)
Closing price 05/22/2025 03:57 PM Eastern
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$8.20 +0.01 (+0.13%)
As of 05/22/2025 04:04 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)
45
Total
Institutional Inflows
(last 12 months)
$17.16M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.16M
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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
5/21/2025 Geneos Wealth Management Inc.20,872$179K0.0%+51.3%0.000%
5/20/2025 Integrity Alliance LLC.14,890$128K0.0%+42.1%0.000%
5/19/2025 Jane Street Group LLC10,909$94K0.0%N/A0.000%
5/15/2025 Royal Bank of Canada167,070$1.44M0.0%+9.6%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.11,912$102K0.0%+18.5%0.000%
5/12/2025 Invesco Ltd.307,144$2.64M0.0%+1.0%0.000%
5/12/2025 National 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%
5/8/2025 XTX Topco Ltd13,783$119K0.0%N/A0.000%
5/7/2025 LPL Financial LLC247,403$2.13M0.0%+3.0%0.000%
5/7/2025 Semus Wealth Partners LLC19,531$168K0.1%-25.0%0.000%
5/6/2025 Cetera 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%
4/28/2025 Strategic 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%
3/12/2025 Centaurus Financial Inc.310,230$2.60M0.2%+35.1%0.000%
2/24/2025 Ameriflex Group Inc.8,939$76K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC10,180$85K0.0%-15.0%0.000%
2/17/2025 Cetera Investment Advisers84,499$708K0.0%-9.4%0.000%
2/17/2025 Bank of America Corp DE185,751$1.56M0.0%+6.3%0.000%
2/17/2025 Ameriprise Financial Inc.114,811$962K0.0%-1.0%0.000%
2/14/2025 Two Sigma Securities LLC15,360$129K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp249,509$2.09M0.0%+3.6%0.000%
2/13/2025 NewEdge Advisors LLC88,050$738K0.0%+5.3%0.000%
2/13/2025 Guggenheim Capital LLC470,241$3.94M0.0%+27.5%0.000%
2/13/2025 Synovus Financial Corp47,277$396K0.0%-50.6%0.000%
2/13/2025 Raymond James Financial Inc.31,787$266K0.0%N/A0.000%
2/13/2025 Invesco Ltd.304,143$2.55M0.0%+5.7%0.000%
2/12/2025 StoneX Group Inc.30,000$252K0.0%N/A0.000%
2/11/2025 LPL Financial LLC240,082$2.01M0.0%-2.3%0.000%
2/10/2025 Commonwealth Equity Services LLC100,503$842K0.0%-12.1%0.000%
2/7/2025 Miller Financial Services LLC11,126$93K0.1%N/A0.000%
2/6/2025 Raymond James Financial Inc.31,787$266K0.0%N/A0.000%
2/5/2025 Anfield Capital Management LLC6,669$56K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC61,530$516K0.4%N/A0.000%
2/3/2025 Element Wealth LLC15,495$130K0.1%N/A0.000%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
1/31/2025 Semus 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%
1/30/2025 Strategic 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%
1/28/2025 Strategic 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%
1/27/2025 Financial Advocates Investment Management23,033$193K0.0%+79.9%0.000%
1/21/2025 Geneos 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%
1/16/2025 Tudor Financial Inc.15,531$130K0.1%N/A0.000%
11/25/2024 Synovus Financial Corp95,650$820K0.0%+100.8%0.000%
11/25/2024Sanctuary Advisors LLC36,239$305K0.0%+10.0%0.000%
11/20/2024 Virtu Financial LLC12,575$108K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp240,860$2.06M0.0%+2.5%0.000%
11/15/2024 Rivernorth 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%
11/13/2024 Horizon Kinetics Asset Management LLC135,486$1.16M0.0%+36.7%0.000%
11/12/2024 Centaurus Financial Inc.229,619$1.97M0.1%+52.9%0.000%
11/7/2024 Semus Wealth Partners LLC35,741$306K0.2%-25.0%0.000%
11/5/2024 WealthPlan Investment Management LLC16,350$140K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC23,082$200K0.1%-59.3%0.000%
10/25/2024 Financial Advocates Investment Management12,800$110K0.0%N/A0.000%
10/22/2024 International Assets Investment Management LLC25,425$218K0.0%+782.5%0.000%
9/23/2024 Centaurus Financial Inc.150,161$1.22M0.1%+89.7%0.000%
9/5/2024Sanctuary Advisors LLC32,937$272K0.0%N/A0.000%
8/22/2024 Cetera Investment Advisers185,296$1.51M0.0%+3.1%0.000%
8/21/2024 Truist Financial Corp133,700$1.09M0.0%+6.9%0.000%
8/9/2024 One Capital Management LLC121,420$990K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC56,763$467K0.2%-65.1%0.000%
7/31/2024 Semus Wealth Partners LLC47,659$388K0.3%-27.7%0.000%
7/31/2024 Commonwealth 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%
7/19/2024 Western Wealth Management LLC31,367$256K0.0%-23.4%0.000%
5/8/2024 Semus Wealth Partners LLC65,900$559K0.5%-12.9%0.000%
5/4/2024 Geneos 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%
4/30/2024 J.W. Cole Advisors Inc.16,751$142K0.0%N/A0.000%
4/25/2024 Armor Investment Advisors LLC30,003$254K0.1%-22.1%0.000%
4/22/2024 PFG Investments LLC20,675$175K0.0%N/A0.000%
3/27/2024 Nomura Holdings Inc.13,405$113K0.0%N/A0.000%
2/26/2024 Virtu Financial LLC21,079$178K0.0%N/A0.000%
2/9/2024 D.A. Davidson & CO.25,475$215K0.0%-15.2%0.000%
2/7/2024 Shaker 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%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
1/24/2024 International Assets Investment Management LLC22,953$194K0.0%+771.1%0.000%
1/23/2024 Semus Wealth Partners LLC75,682$639K0.5%-9.6%0.000%
1/19/2024 Armor Investment Advisors LLC38,527$325K0.2%-17.2%0.000%
11/14/2023 Synovus Financial Corp52,599$403K0.0%+34.9%0.000%
11/13/2023 Kestra Advisory Services LLC17,621$135K0.0%-11.6%0.000%
11/8/2023 D.A. Davidson & CO.30,054$231K0.0%+5.7%0.000%
11/8/2023 Janney Montgomery Scott LLC48,664$373K0.0%+48.1%0.000%
11/8/2023 Atria Wealth Solutions Inc.143,480$1.10M0.0%+12.0%0.000%
11/8/2023 Western Wealth Management LLC53,878$413K0.0%-6.2%0.000%
11/2/2023 Sonora Investment Management Group LLC25,065$192K0.0%-48.3%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 PFL's institutional investors.

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

Of the 54 institutional investors that purchased PIMCO Income Strategy Fund 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), Strategic Financial Concepts LLC ($145.81K), Shaker Financial Services LLC ($138.73K), Guggenheim Capital LLC ($128.61K), One Capital Management LLC ($121.42K), and Creative Planning ($82.65K).

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

Institutional investors have bought a total of 2,570,229 shares in the last 24 months. This purchase volume represents approximately $21.62M in transactions.

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

Of the 22 institutional investors that sold PIMCO Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($191.83K), Semus Wealth Partners LLC ($64.20K), Strategic Financial Concepts LLC ($62.91K), Gallagher Fiduciary Advisors LLC ($56.48K), Synovus Financial Corp ($48.37K), Armor Investment Advisors LLC ($26.10K), and Sonora Investment Management Group LLC ($23.37K).

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

Institutional investors have sold a total of 576,310 shares in the last 24 months. This volume of shares sold represents approximately $4.75M in transactions.


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This page (NYSE:PFL) was last updated on 5/23/2025 by MarketBeat.com Staff
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