Free Trial
→ Buffett’s favorite chart just hit 209% – here’s what that means for gold (From Golden Portfolio) (Ad) Buy PFN Stock  Free PFN Stock Alerts

PIMCO Income Strategy Fund II (PFN) Institutional Ownership

$7.25 -0.06 (-0.82%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$7.26 +0.01 (+0.14%)
As of 05/2/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$28.67M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$3.39M
Get PFN Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

PFN Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund II Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Financial Alternatives Inc17,866$135K0.1%-13.1%0.000%
5/1/2025 CWM LLC29,350$221K0.0%-6.0%0.000%
4/30/2025 Stratos Wealth Partners LTD.114,056$860K0.0%-8.5%0.000%
4/29/2025 Envestnet Asset Management Inc.355,106$2.68M0.0%-4.3%0.000%
4/28/2025 Private Trust Co. NA196,196$1.48M0.2%+5.1%0.000%
4/28/2025 Clear Creek Financial Management LLC74,193$559K0.1%+2.2%0.000%
4/24/2025 Mallini Complete Financial Planning LLC44,608$336K0.3%+11.3%0.000%
4/23/2025 Consolidated Portfolio Review Corp368,373$2.78M0.4%+1.6%0.000%
4/15/2025 Noble Wealth Management PBC322,253$2.43M1.7%-2.9%0.000%
4/11/2025 SeaCrest Wealth Management LLC23,398$176K0.0%N/A0.000%
3/12/2025Centaurus Financial Inc.12,568$94K0.0%N/A0.000%
2/24/2025Ameriflex Group Inc.7,602$57K0.0%N/A0.000%
2/21/2025 Putney Financial Group LLC5,305$40K0.0%N/A0.000%
2/17/2025Focus Partners Wealth10,470$78K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC182,025$1.36M0.1%+5.0%0.000%
2/17/2025Citadel Advisors LLC12,332$92K0.0%N/A0.000%
2/17/2025Bank of America Corp DE89,437$666K0.0%-20.1%0.000%
2/17/2025Ameriprise Financial Inc.478,080$3.56M0.0%+4.0%0.000%
2/17/2025Aptus Capital Advisors LLC34,973$263K0.0%+49.6%0.000%
2/14/2025Stifel Financial Corp92,582$690K0.0%-2.1%0.000%
2/13/2025Main Street Financial Solutions LLC48,832$364K0.0%+3.3%0.000%
2/13/2025Guggenheim Capital LLC1,713,668$12.77M0.1%+21.1%0.000%
2/13/2025Cohen & Steers Inc.806,234$6.01M0.0%+3.2%0.000%
2/13/2025Synovus Financial Corp43,282$322K0.0%-54.0%0.000%
2/13/2025Financial Alternatives Inc20,555$153K0.1%-9.0%0.000%
2/13/2025Rockefeller Capital Management L.P.74,666$556K0.0%+29.4%0.000%
2/13/2025First Foundation Advisors19,166$143K0.0%-10.7%0.000%
2/13/2025Raymond James Financial Inc.462,416$3.45M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC17,981$134K0.0%-25.1%0.000%
2/13/2025Invesco Ltd.639,707$4.77M0.0%+5.4%0.000%
2/13/2025 Envestnet Asset Management Inc.370,919$2.76M0.0%+1.7%0.000%
2/13/2025Wells Fargo & Company MN277,813$2.07M0.0%+33.1%0.000%
2/12/2025Landscape Capital Management L.L.C.17,233$128K0.0%N/A0.000%
2/12/2025 World Investment Advisors10,776$80K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.444,945$3.32M1.1%+11.5%0.000%
2/12/2025StoneX Group Inc.25,303$189K0.0%N/A0.000%
2/12/2025 Morey & Quinn Wealth Partners LLC17,700$132K0.1%N/A0.000%
2/11/2025LPL Financial LLC1,109,166$8.26M0.0%-1.6%0.000%
2/10/2025Thrivent Financial for Lutherans99,000$737K0.0%+32.0%0.000%
2/10/2025Horizon Kinetics Asset Management LLC257,327$1.92M0.0%-21.0%0.000%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
2/10/2025Commonwealth Equity Services LLC275,536$2.05M0.0%-18.9%0.000%
2/10/2025Avantax Advisory Services Inc.11,695$87K0.0%N/A0.000%
2/10/2025EverSource Wealth Advisors LLC873,513$6.51M0.4%+5.6%0.000%
2/7/2025Moors & Cabot Inc.50,576$377K0.0%+210.0%0.000%
2/6/2025Raymond James Financial Inc.462,416$3.45M0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC331,735$2.47M1.7%N/A0.000%
2/5/2025 Private Trust Co. NA186,705$1.39M0.1%+2.8%0.000%
2/3/2025 Element Wealth LLC21,305$159K0.1%N/A0.000%
1/31/2025Semus Wealth Partners LLC32,920$245K0.2%-28.7%0.000%
1/31/2025Atria Wealth Solutions Inc.10,327$77K0.0%-24.0%0.000%
1/31/2025 D.A. Davidson & CO.17,728$132K0.0%-37.6%0.000%
1/31/2025 Truist Financial Corp11,870$88K0.0%-58.8%0.000%
1/31/2025J.W. Cole Advisors Inc.154,958$1.15M0.0%+46.7%0.000%
1/30/2025 Root Financial Partners LLC26,995$201K0.0%N/A0.000%
1/28/2025Apollon Wealth Management LLC74,249$553K0.0%+57.5%0.000%
1/27/2025 Consolidated Portfolio Review Corp362,485$2.70M0.4%+3.6%0.000%
1/27/2025Elm3 Financial Group LLC38,625$288K0.2%N/A0.000%
1/27/2025Choreo LLC102,451$763K0.0%+31.4%0.000%
1/27/2025 Stratos Wealth Partners LTD.124,667$929K0.0%+22.1%0.000%
1/24/2025 GPS Wealth Strategies Group LLC4,069$30K0.0%+114.2%0.000%
1/24/2025 Clear Creek Financial Management LLC72,628$541K0.1%-9.3%0.000%
1/23/2025 Ibex Wealth Advisors10,988$82K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC32,975$246K0.0%-12.0%0.000%
1/17/2025Atomi Financial Group Inc.50,975$380K0.0%+6.5%0.000%
1/15/2025 Ameritas Advisory Services LLC27,065$202K0.0%-7.5%0.000%
12/13/2024B. Riley Wealth Advisors Inc.16,253$125K0.0%-63.8%0.000%
11/25/2024Synovus Financial Corp94,180$718K0.0%+71.5%0.000%
11/25/2024Sanctuary Advisors LLC41,681$312K0.0%+5.0%0.000%
11/15/2024Stifel Financial Corp94,524$720K0.0%+23.2%0.000%
11/15/2024Rivernorth Capital Management LLC2,623,307$19.99M1.0%+24.4%0.000%
11/14/2024Rockefeller Capital Management L.P.57,719$440K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.28,411$216K0.0%-8.3%0.000%
11/13/2024 Private Trust Co. NA181,660$1.38M0.1%+70.3%0.000%
11/13/2024Horizon Kinetics Asset Management LLC325,827$2.48M0.0%+17.8%0.000%
11/8/2024EverSource Wealth Advisors LLC826,917$6.30M0.4%+3.6%0.000%
11/8/2024Moors & Cabot Inc.16,317$124K0.0%-47.9%0.000%
11/7/2024Semus Wealth Partners LLC46,142$352K0.2%-19.9%0.000%
11/7/2024Thrivent Financial for Lutherans75,000$572K0.0%N/A0.000%
11/6/2024Main Street Financial Solutions LLC47,257$360K0.0%+3.0%0.000%
10/31/2024Shaker Financial Services LLC12,825$99K0.0%-13.6%0.000%
10/24/2024J.W. Cole Advisors Inc.105,608$805K0.0%+138.3%0.000%
10/24/2024 Consolidated Portfolio Review Corp349,736$2.67M0.6%-0.8%0.000%
10/22/2024 International Assets Investment Management LLC7,620$58K0.0%+662.0%0.000%
10/18/2024Raymond James & Associates339,087$2.58M0.0%+17.5%0.000%
9/5/2024Sanctuary Advisors LLC39,710$287K0.0%N/A0.000%
8/21/2024 Truist Financial Corp68,273$490K0.0%+12.4%0.000%
8/19/2024B. Riley Wealth Advisors Inc.44,890$325K0.0%+15.5%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.489,643$3.51M0.0%+3.3%0.000%
8/14/2024EverSource Wealth Advisors LLC798,490$5.77M0.4%+4.7%0.000%
8/8/2024J.W. Cole Advisors Inc.44,325$318K0.0%+81.0%0.000%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
8/8/2024 Envestnet Asset Management Inc.315,258$2.26M0.0%+17.4%0.000%
8/8/2024CoreCap Advisors LLC170,850$1.23M0.1%N/A0.000%
8/8/2024 RS Crum Inc.55,750$400K0.1%N/A0.000%
8/8/2024Financial Alternatives Inc24,248$174K0.1%-10.1%0.000%
8/8/2024Main Street Financial Solutions LLC45,902$329K0.0%+5.1%0.000%
8/7/2024Choreo LLC72,668$521K0.0%+12.3%0.000%
8/6/2024First Foundation Advisors20,863$150K0.0%+18.8%0.000%
8/3/2024Shaker Financial Services LLC14,849$108K0.0%-21.8%0.000%
8/1/2024 Consolidated Portfolio Review Corp352,582$2.53M0.6%-6.4%0.000%
7/31/2024Semus Wealth Partners LLC57,584$413K0.3%-6.4%0.000%
(Data available from 1/1/2016 forward)

PFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFN shares?

During the previous two years, 98 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund II. The most heavily invested institutionals were Rivernorth Capital Management LLC ($19.99M), Guggenheim Capital LLC ($12.77M), LPL Financial LLC ($8.26M), EverSource Wealth Advisors LLC ($6.51M), Cohen & Steers Inc. ($6.01M), Invesco Ltd. ($4.77M), and Ameriprise Financial Inc. ($3.56M).Learn more on PFN's institutional investors.

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

Of the 84 institutional investors that purchased PIMCO Income Strategy Fund II stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($924.83K), EverSource Wealth Advisors LLC ($873.51K), Rivernorth Capital Management LLC ($603.05K), Guggenheim Capital LLC ($555.31K), Consolidated Portfolio Review Corp ($391.67K), PFG Investments LLC ($376.75K), and Noble Wealth Management PBC ($331.74K).

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

Institutional investors have bought a total of 7,160,487 shares in the last 24 months. This purchase volume represents approximately $52.51M in transactions.

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

Of the 37 institutional investors that sold PIMCO Income Strategy Fund II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($678.00K), Shaker Financial Services LLC ($294.07K), Stratos Wealth Partners LTD. ($146.21K), Synovus Financial Corp ($91.46K), Commonwealth Equity Services LLC ($78.42K), Certified Advisory Corp ($69.02K), and Horizon Kinetics Asset Management LLC ($68.50K).

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

Institutional investors have sold a total of 1,862,787 shares in the last 24 months. This volume of shares sold represents approximately $13.01M in transactions.


Related Companies

This page (NYSE:PFN) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
Shocking AI play that’s beats Nvidia by a country mile
You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is...
Timothy Sykes | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
What President Trump’s Executive Order 14154 means for your money
Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a f...
Stansberry Research | Sponsored
Most traders are panicking. We’re cashing in
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored