Free Trial
→ Elon Musk’s $1 Quadrillion AI IPO (From Brownstone Research) (Ad)tc pixel Free PFL Stock Alerts

PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$7.72 -0.07 (-0.84%)
As of 02:10 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$18.73M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$3.49M
Get PFL Insider Trade Alerts

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

Subscribe Now
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

PFL Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC79,650$637K0.0%-12.1%0.000%
5/19/2026 Western Wealth Management LLC16,788$134K0.0%-8.5%0.000%
5/19/2026 NewEdge Advisors LLC79,650$637K0.0%-12.1%0.000%
5/18/2026 Royal Bank of Canada235,475$1.88M0.0%+16.1%0.000%
5/13/2026 Cetera Investment Advisers214,507$1.72M0.0%+23.7%0.000%
5/6/2026 Independent Financial Group LLC524,055$4.19M0.1%N/A0.000%
5/5/2026 D.A. Davidson & CO.35,757$286K0.0%+49.0%0.000%
4/30/2026 Kestra Advisory Services LLC53,754$430K0.0%+9.0%0.000%
4/23/2026 GraniteShares Advisors LLC291,488$2.33M1.7%-10.3%0.000%
4/22/2026 Janney Montgomery Scott LLC45,359$363K0.0%-19.8%0.000%
4/21/2026 Silver Oak Securities Incorporated46,343$371K0.0%-3.1%0.000%
4/16/2026 Sprinkle Financial Consultants LLC10,000$80K0.0%N/A0.000%
2/19/2026 Invesco Ltd.317,350$2.68M0.0%-4.3%0.000%
2/18/2026 Ameriflex Group Inc.8,939$75K0.0%-50.0%0.000%
2/18/2026 Beacon Pointe Advisors LLC20,605$174K0.0%N/A0.000%
2/18/2026 NewEdge Advisors LLC90,650$764K0.0%-1.9%0.000%
2/17/2026 Guggenheim Capital LLC983,056$8.29M0.1%+23.6%0.000%
2/17/2026 Cetera Investment Advisers173,467$1.46M0.0%+2.7%0.000%
2/17/2026 Osaic Holdings Inc.232,807$1.96M0.0%+21.4%0.000%
2/16/2026 Mariner LLC13,863$117K0.0%-51.9%0.000%
2/16/2026 Fortitude Advisory Group L.L.C.20,472$173K0.1%+47.2%0.000%
2/13/2026 Kestra Advisory Services LLC49,298$416K0.0%+48.2%0.000%
2/13/2026 Stifel Financial Corp255,725$2.16M0.0%+4.2%0.000%
2/13/2026 Wells Fargo & Company MN416,405$3.51M0.0%-2.5%0.000%
2/12/2026 Jane Street Group LLC12,547$106K0.0%-18.5%0.000%
2/12/2026 Hohimer Wealth Management LLC256,970$2.17M0.3%+2,058.7%0.000%
2/12/2026 Commonwealth Equity Services LLC252,975$2.13M0.0%-17.9%0.000%
2/12/2026 StoneX Group Inc.39,898$338K0.0%+73.5%0.000%
2/11/2026 Janney Montgomery Scott LLC56,523$476K0.0%-5.2%0.000%
2/11/2026 LPL Financial LLC497,728$4.20M0.0%+18.2%0.000%
2/11/2026 J.W. Cole Advisors Inc.52,462$442K0.0%-3.3%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.19,998$169K0.0%+20.8%0.000%
2/9/2026 Kingsview Wealth Management LLC18,412$155K0.0%-37.5%0.000%
2/5/2026 Western Wealth Management LLC18,345$155K0.0%-7.1%0.000%
2/3/2026 International Assets Investment Management LLC3,425$29K0.0%N/A0.000%
2/2/2026 Truist Financial Corp92,049$776K0.0%+13.0%0.000%
1/29/2026 D.A. Davidson & CO.23,999$202K0.0%+47.1%0.000%
1/28/2026 Geneos Wealth Management Inc.52,555$443K0.0%+59.2%0.000%
1/27/2026 GraniteShares Advisors LLC324,852$2.74M1.7%N/A0.000%
1/26/2026 PFG Investments LLC23,500$198K0.0%+9.3%0.000%
Your book attached (Ad)

Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners guide...please take a few seconds and download it right now before your download link expires. That way, no matter what it costs in the future, you'll have a free copy on your computer.tc pixel

Simple Options Trading For Beginners (Download Link Expires)...
1/15/2026 Highline Wealth Partners LLC4,250$36K0.0%+1,114.3%0.000%
1/15/2026 Silver Oak Securities Incorporated47,843$405K0.0%N/A0.000%
1/13/2026 CoreCap Advisors LLC6,445$54K0.0%-39.2%0.000%
11/20/2025 Centaurus Financial Inc.353,484$3.01M0.1%-1.3%0.000%
11/17/2025 NewEdge Advisors LLC92,450$788K0.0%-2.1%0.000%
11/17/2025 Northwestern Mutual Wealth Management Co.16,552$141K0.0%+9.3%0.000%
11/17/2025 Ameriprise Financial Inc.334,062$2.81M0.0%+42.2%0.000%
11/14/2025 Raymond James Financial Inc.56,026$477K0.0%+31.0%0.000%
11/13/2025 Ameriflex Group Inc.17,878$152K0.1%+100.0%0.000%
11/12/2025 Consolidated Portfolio Review Corp19,911$170K0.0%-9.9%0.000%
11/12/2025 Kingsview Wealth Management LLC29,445$251K0.0%-9.9%0.000%
11/12/2025 Hohimer Wealth Management LLC11,904$101K0.0%N/A0.000%
11/7/2025Synovus Financial Corp15,098$129K0.0%-68.0%0.000%
11/5/2025 J.W. Cole Advisors Inc.54,262$462K0.0%-6.3%0.000%
11/3/2025 Truist Financial Corp81,461$694K0.0%-4.2%0.000%
10/28/2025Pinnacle Financial Partners Inc.117,903$1.01M0.0%N/A0.000%
10/22/2025 CoreCap Advisors LLC10,605$90K0.0%+19.1%0.000%
10/22/2025 D.A. Davidson & CO.16,314$139K0.0%+45.0%0.000%
10/22/2025 Semus Wealth Partners LLC10,190$87K0.0%-43.7%0.000%
10/7/2025Sonora Investment Management Group LLC13,895$118K0.0%-44.6%0.000%
9/4/2025 Osaic Holdings Inc.188,587$1.57M0.0%+3.8%0.000%
8/29/2025 Centaurus Financial Inc.357,970$2.99M0.2%+5.5%0.000%
8/18/2025 Geneos Wealth Management Inc.34,151$285K0.0%+63.6%0.000%
8/15/2025 Bank of America Corp DE208,863$1.74M0.0%+5.4%0.000%
8/15/2025 Ameriprise Financial Inc.234,966$1.96M0.0%-20.1%0.000%
8/14/2025 Jane Street Group LLC22,413$187K0.0%+105.5%0.000%
8/14/2025 Raymond James Financial Inc.42,755$357K0.0%+7.2%0.000%
8/14/2025 NewEdge Advisors LLC94,400$787K0.0%+8.5%0.000%
8/13/2025 StoneX Group Inc.25,503$213K0.0%-17.9%0.000%
8/13/2025 Guggenheim Capital LLC866,680$7.23M0.1%+10.6%0.000%
8/13/2025 Invesco Ltd.317,312$2.65M0.0%+3.3%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.15,142$126K0.0%+27.1%0.000%
8/12/2025 J.W. Cole Advisors Inc.57,883$483K0.0%-6.7%0.000%
8/11/2025 Semus Wealth Partners LLC18,111$151K0.1%-7.3%0.000%
8/8/2025 Cetera Investment Advisers144,500$1.21M0.0%+44.8%0.000%
8/7/2025 Allworth Financial LP4,100$34K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC37,026$312K0.1%N/A0.000%
8/4/2025 Integrity Alliance LLC.11,281$94K0.0%-24.2%0.000%
7/31/2025Moser 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
5/9/2025Atria 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%
5/6/2025Elm3 Financial Group LLC21,885$188K0.2%-12.7%0.000%
4/30/2025Stratos Wealth Partners LTD.21,921$189K0.0%N/A0.000%
4/28/2025D.A. Davidson & CO.18,051$155K0.0%+10.7%0.000%


PFL Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 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 ($8.29M), LPL Financial LLC ($4.20M), Independent Financial Group LLC ($4.19M), Wells Fargo & Company MN ($3.51M), Centaurus Financial Inc. ($3.01M), and Ameriprise Financial Inc. ($2.81M).Learn more on PIMCO Income Strategy Fund's institutional investors.

Of the 61 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), Independent Financial Group LLC ($524.06K), Guggenheim Capital LLC ($372.49K), GraniteShares Advisors LLC ($324.85K), Hohimer Wealth Management LLC ($256.97K), Centaurus Financial Inc. ($249.82K), and Strategic Financial Concepts LLC ($145.81K).

Institutional investors have bought a total of 2,251,451 shares in the last 24 months. This purchase volume represents approximately $18.73M in transactions.

Of the 26 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: Ameriprise Financial Inc. ($59.14K), Apollon Wealth Management LLC ($58.21K), Commonwealth Equity Services LLC ($55.28K), GraniteShares Advisors LLC ($33.36K), Synovus Financial Corp ($32.05K), NewEdge Advisors LLC ($25.75K), and Mariner LLC ($14.93K).

Institutional investors have sold a total of 417,695 shares in the last 24 months. This volume of shares sold represents approximately $3.49M in transactions.


Related Companies

This page (NYSE:PFL) was last updated on 6/3/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
June 12: $100 Turns Into $100,000?
The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla,...
Brownstone Research | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel