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PIMCO Income Strategy Fund (PFL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund (NYSE:PFL)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$9.63M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.39M
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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
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%
2/9/2024D.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%
2/2/2024Atria Wealth Solutions Inc.173,340$1.46M0.0%+20.8%0.000%
1/29/2024Consolidated 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%
1/23/2024Semus Wealth Partners LLC75,682$639K0.5%-9.6%0.000%
1/19/2024Armor Investment Advisors LLC38,527$325K0.2%-17.2%0.000%
11/14/2023Synovus Financial Corp52,599$403K0.0%+34.9%0.000%
11/13/2023Kestra Advisory Services LLC17,621$135K0.0%-11.6%0.000%
11/8/2023D.A. Davidson & CO.30,054$231K0.0%+5.7%0.000%
11/8/2023Janney Montgomery Scott LLC48,664$373K0.0%+48.1%0.000%
11/8/2023Atria Wealth Solutions Inc.143,480$1.10M0.0%+12.0%0.000%
11/8/2023Western Wealth Management LLC53,878$413K0.0%-6.2%0.000%
11/2/2023Sonora Investment Management Group LLC25,065$192K0.0%-48.3%0.000%
11/2/2023Shaker Financial Services LLC163,603$1.26M0.6%-24.2%0.000%
10/23/2023Armor Investment Advisors LLC46,557$357K0.2%+16.1%0.000%
9/1/2023 Portside Wealth Group LLC14,682$120K0.0%N/A0.000%
8/14/2023Gallagher Fiduciary Advisors LLC444,996$3.65M0.3%-11.3%0.000%
8/11/2023Guggenheim Capital LLC227,390$1.86M0.0%+13.6%0.000%
8/10/2023Cetera Advisors LLC13,883$114K0.0%-24.6%0.000%
8/10/2023Cetera Advisor Networks LLC142,079$1.16M0.0%-1.0%0.000%
8/9/2023Lido Advisors LLC20,000$164K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC215,945$1.79M0.8%+31.8%0.000%
8/2/2023Moser Wealth Advisors LLC26,646$218K0.1%N/A0.000%
8/1/2023 Portside Wealth Group LLC14,682$120K0.0%N/A0.000%
8/1/2023Truist Financial Corp88,122$722K0.0%-1.4%0.000%
7/31/2023LPL Financial LLC59,995$491K0.0%-6.7%0.000%
7/21/2023Creative Planning159,236$1.30M0.0%+107.9%0.000%
7/19/2023Armor Investment Advisors LLC40,099$328K0.2%-19.2%0.000%
5/16/2023Gallagher Fiduciary Advisors LLC501,480$4.08M0.3%N/A0.000%
5/11/2023Consolidated Portfolio Review Corp16,569$135K0.0%N/A0.000%
5/11/2023Synovus Financial Corp37,882$308K0.0%+20.6%0.000%
5/11/2023Guggenheim Capital LLC200,196$1.63M0.0%+218.3%0.000%
5/9/2023Armor Investment Advisors LLC49,646$404K0.2%-30.1%0.000%
5/8/2023Shaker Financial Services LLC163,881$1.35M0.6%-34.3%0.000%
5/5/2023Truist Financial Corp89,408$727K0.0%-2.7%0.000%
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4/25/2023D.A. Davidson & CO.28,446$231K0.0%-20.2%0.000%
4/20/2023Shufro Rose & Co. LLC23,600$192K0.0%+9.3%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.136,619$1.11M0.0%N/A0.000%
4/12/2023National Bank of Canada FI14,383$118K0.0%+657.0%0.000%
2/27/2023Gallagher Benefit Services Inc.595,899$4.83M1.0%N/A0.000%
2/13/2023Atria Wealth Solutions Inc.129,223$1.05M0.0%-13.8%0.000%
2/10/2023Creative Planning162,517$1.32M0.0%-12.7%0.000%
2/10/2023CoreCap Advisors LLC14,180$115K0.0%+39.3%0.000%
2/9/2023Elequin Securities LLC10,956$89K0.0%N/A0.000%
2/8/2023UBS Group AG18,667$151K0.0%-58.7%0.000%
2/8/2023Semus Wealth Partners LLC83,386$676K0.8%N/A0.000%
2/7/2023Commonwealth Equity Services LLC134,029$1.09M0.0%-4.7%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.8,185$66K0.0%-12.6%0.000%
2/7/2023LPL Financial LLC71,205$577K0.0%+2.1%0.000%
2/7/2023IFP Advisors Inc12,880$157K0.0%-67.8%0.000%
2/6/2023Synovus Financial Corp31,399$255K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC249,534$2.04M1.0%+363.8%0.000%
2/1/2023Janney Montgomery Scott LLC32,135$261K0.0%+4.2%0.000%
1/31/2023Kestra Advisory Services LLC18,852$153K0.0%+15.4%0.000%
1/30/2023Armor Investment Advisors LLC71,061$576K0.4%-23.5%0.000%
1/30/2023 International Assets Investment Management LLC18,314$149K0.0%N/A0.000%
1/25/2023Shufro Rose & Co. LLC21,600$175K0.0%-44.0%0.000%
11/16/2022Horizon Kinetics Asset Management LLC103,614$826K0.0%-12.1%0.000%
11/9/2022Shaker Financial Services LLC53,801$429K0.2%N/A0.000%
11/7/2022D.A. Davidson & CO.35,651$284K0.0%-4.1%0.000%
11/3/2022Creative Planning186,152$1.48M0.0%-3.0%0.000%
11/1/2022Kestra Advisory Services LLC16,339$130K0.0%-9.4%0.000%
10/31/2022Armor Investment Advisors LLC92,920$741K0.5%-57.9%0.000%
10/26/2022F3Logic LLC599,113$4.78M1.0%-1.3%0.000%
10/25/2022Janney Montgomery Scott LLC30,833$246K0.0%-19.5%0.000%
10/17/2022OTA Financial Group L.P.40,484$322K0.3%N/A0.000%
8/15/2022Atria Wealth Solutions Inc.131,223$1.18M0.0%N/A0.000%
8/13/2022Lloyd Park LLC18,825$171K0.2%N/A0.000%
8/13/2022NewEdge Advisors LLC102,600$922K0.0%+2.9%0.000%
8/12/2022Kerntke Otto McGlone Wealth Management Group15,838$142K0.2%N/A0.000%
8/11/2022Cetera Advisor Networks LLC150,271$1.35M0.0%+6.1%0.000%
8/11/2022Cetera Advisors LLC64,723$582K0.0%-3.7%0.000%
8/11/2022CoreCap Advisors LLC12,280$110K0.0%-17.3%0.000%
8/8/2022Resources Investment Advisors LLC.12,640$114K0.0%N/A0.000%
8/5/2022Horizon Kinetics Asset Management LLC117,837$1.06M0.0%-11.0%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.132,577$1.19M0.0%+43.8%0.000%
8/3/2022AE Wealth Management LLC10,697$96K0.0%N/A0.000%
8/3/2022F3Logic LLC607,001$5.46M1.0%+1.3%0.000%
8/2/2022Advisory Services Network LLC10,742$97K0.0%N/A0.000%
8/2/2022Centaurus Financial Inc.73,066$657K0.1%-4.9%0.000%
8/1/2022Armor Investment Advisors LLC220,470$1.98M1.3%+3.9%0.000%
7/22/2022Truist Financial Corp92,328$830K0.0%-3.6%0.000%
7/19/2022Commonwealth Equity Services LLC139,994$1.26M0.0%-2.8%0.000%
5/12/2022D.A. Davidson & CO.37,156$379K0.0%-12.0%0.000%
5/12/2022F3Logic LLC599,180$6.11M0.9%-4.1%0.000%
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AI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.

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5/12/2022Cetera Advisor Networks LLC141,658$1.45M0.0%+4.9%0.000%
5/12/2022Cetera Advisors LLC67,223$686K0.0%N/A0.000%
5/10/2022Strategic Wealth Advisors Group LLC33,477$344K0.0%N/A0.000%
5/10/2022Armor Investment Advisors LLC212,282$2.17M1.2%+14.7%0.000%
5/9/2022Northwestern Mutual Wealth Management Co.92,178$940K0.0%+355.7%0.000%
5/4/2022Janney Montgomery Scott LLC38,966$397K0.0%-3.8%0.000%
5/4/2022Advisor Group Holdings Inc.333,137$3.40M0.0%+117.9%0.000%
5/4/2022Benjamin F. Edwards & Company Inc.9,931$101K0.0%+13.9%0.000%
4/29/2022CoreCap Advisors LLC14,855$152K0.0%+69.9%0.000%
4/22/2022Truist Financial Corp95,731$977K0.0%+3.1%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, 49 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund. The most heavily invested institutionals were Gallagher Benefit Services Inc. ($4.83M), F3Logic LLC ($4.78M), Gallagher Fiduciary Advisors LLC ($3.65M), Advisor Group Holdings Inc. ($3.40M), Shaker Financial Services LLC ($2.13M), Guggenheim Capital LLC ($1.86M), and Atria Wealth Solutions Inc. ($1.46M).Learn more on PFL's institutional investors.

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

Of the 41 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: Gallagher Benefit Services Inc. ($595.90K), Gallagher Fiduciary Advisors LLC ($501.48K), Shaker Financial Services LLC ($388.26K), Advisor Group Holdings Inc. ($180.28K), Atria Wealth Solutions Inc. ($176.44K), Guggenheim Capital LLC ($164.49K), and Raymond James Financial Services Advisors Inc. ($136.62K).

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

Institutional investors have bought a total of 3,029,497 shares in the last 24 months. This purchase volume represents approximately $25.70M in transactions.

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

Of the 24 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: Armor Investment Advisors LLC ($188.40K), Shaker Financial Services LLC ($138.00K), Gallagher Fiduciary Advisors LLC ($56.48K), F3Logic LLC ($33.37K), Creative Planning ($29.38K), Horizon Kinetics Asset Management LLC ($28.85K), and IFP Advisors Inc ($27.15K).

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

Institutional investors have sold a total of 670,467 shares in the last 24 months. This volume of shares sold represents approximately $5.49M in transactions.


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This page (NYSE:PFL) was last updated on 4/24/2024 by MarketBeat.com Staff

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