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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

$7.20 +0.01 (+0.07%)
Closing price 05/23/2025 03:56 PM Eastern
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$7.20 0.00 (-0.07%)
As of 05/23/2025 05:14 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund II (NYSE:PFN)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$31.73M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$6.21M
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PFN Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Arete Wealth Advisors LLC10,042$76K0.0%N/A0.000%
5/15/2025 Royal Bank of Canada59,785$451K0.0%-55.6%0.000%
5/14/2025 Guggenheim Capital LLC1,785,900$13.47M0.1%+4.2%0.000%
5/14/2025 CreativeOne Wealth LLC15,150$114K0.0%N/A0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.362,833$2.74M0.9%-18.5%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.305,054$2.30M0.0%-39.2%0.000%
5/13/2025 Raymond James Financial Inc.457,055$3.45M0.0%-1.2%0.000%
5/13/2025 EverSource Wealth Advisors LLC1,001,543$7.55M0.4%+14.7%0.000%
5/12/2025 Invesco Ltd.643,259$4.85M0.0%+0.6%0.000%
5/8/2025 Moors & Cabot Inc.54,604$412K0.0%+8.0%0.000%
5/8/2025 Certified Advisory Corp44,936$339K0.0%-8.6%0.000%
5/8/2025 US Bancorp DE18,698$141K0.0%+834.9%0.000%
5/7/2025 LPL Financial LLC1,138,700$8.59M0.0%+2.7%0.000%
5/7/2025 Semus Wealth Partners LLC24,487$185K0.1%-25.6%0.000%
5/6/2025 Cetera Investment Advisers90,394$682K0.0%+3.0%0.000%
5/6/2025 Choreo LLC83,948$638K0.0%-18.1%0.000%
5/5/2025 J.W. Cole Advisors Inc.247,918$1.87M0.1%+60.0%0.000%
5/5/2025 Willner & Heller LLC10,945$83K0.1%N/A0.000%
5/5/2025 Private Advisor Group LLC27,845$210K0.0%N/A0.000%
5/2/2025 Financial 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%
3/12/2025 Centaurus Financial Inc.12,568$94K0.0%N/A0.000%
2/24/2025 Ameriflex Group Inc.7,602$57K0.0%N/A0.000%
2/21/2025 Putney Financial Group LLC5,305$40K0.0%N/A0.000%
2/17/2025 Focus Partners Wealth10,470$78K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC182,025$1.36M0.1%+5.0%0.000%
2/17/2025 Citadel Advisors LLC12,332$92K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE89,437$666K0.0%-20.1%0.000%
2/17/2025 Ameriprise Financial Inc.478,080$3.56M0.0%+4.0%0.000%
2/17/2025 Aptus Capital Advisors LLC34,973$263K0.0%+49.6%0.000%
2/14/2025 Stifel Financial Corp92,582$690K0.0%-2.1%0.000%
2/13/2025 Main Street Financial Solutions LLC48,832$364K0.0%+3.3%0.000%
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2/13/2025 Guggenheim Capital LLC1,713,668$12.77M0.1%+21.1%0.000%
2/13/2025 Cohen & Steers Inc.806,234$6.01M0.0%+3.2%0.000%
2/13/2025 Synovus Financial Corp43,282$322K0.0%-54.0%0.000%
2/13/2025 Financial Alternatives Inc20,555$153K0.1%-9.0%0.000%
2/13/2025 Rockefeller Capital Management L.P.74,666$556K0.0%+29.4%0.000%
2/13/2025 First Foundation Advisors19,166$143K0.0%-10.7%0.000%
2/13/2025 Raymond James Financial Inc.462,416$3.45M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC17,981$134K0.0%-25.1%0.000%
2/13/2025 Invesco 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%
2/13/2025 Wells Fargo & Company MN277,813$2.07M0.0%+33.1%0.000%
2/12/2025 Landscape Capital Management L.L.C.17,233$128K0.0%N/A0.000%
2/12/2025 World Investment Advisors10,776$80K0.0%N/A0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.444,945$3.32M1.1%+11.5%0.000%
2/12/2025 StoneX Group Inc.25,303$189K0.0%N/A0.000%
2/12/2025 Morey & Quinn Wealth Partners LLC17,700$132K0.1%N/A0.000%
2/11/2025 LPL Financial LLC1,109,166$8.26M0.0%-1.6%0.000%
2/10/2025 Thrivent Financial for Lutherans99,000$737K0.0%+32.0%0.000%
2/10/2025 Horizon Kinetics Asset Management LLC257,327$1.92M0.0%-21.0%0.000%
2/10/2025 Commonwealth Equity Services LLC275,536$2.05M0.0%-18.9%0.000%
2/10/2025 Avantax Advisory Services Inc.11,695$87K0.0%N/A0.000%
2/10/2025 EverSource Wealth Advisors LLC873,513$6.51M0.4%+5.6%0.000%
2/7/2025 Moors & Cabot Inc.50,576$377K0.0%+210.0%0.000%
2/6/2025 Raymond 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%
1/31/2025 Semus Wealth Partners LLC32,920$245K0.2%-28.7%0.000%
1/31/2025 Atria 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%
1/31/2025 J.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%
1/28/2025 Apollon 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%
1/27/2025 Elm3 Financial Group LLC38,625$288K0.2%N/A0.000%
1/27/2025 Choreo 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%
1/17/2025 Atomi 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%
11/25/2024 Synovus Financial Corp94,180$718K0.0%+71.5%0.000%
11/25/2024Sanctuary Advisors LLC41,681$312K0.0%+5.0%0.000%
11/15/2024 Stifel Financial Corp94,524$720K0.0%+23.2%0.000%
11/15/2024 Rivernorth Capital Management LLC2,623,307$19.99M1.0%+24.4%0.000%
11/14/2024 Rockefeller Capital Management L.P.57,719$440K0.0%N/A0.000%
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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%
11/13/2024 Horizon Kinetics Asset Management LLC325,827$2.48M0.0%+17.8%0.000%
11/8/2024 EverSource Wealth Advisors LLC826,917$6.30M0.4%+3.6%0.000%
11/8/2024 Moors & Cabot Inc.16,317$124K0.0%-47.9%0.000%
11/7/2024 Semus Wealth Partners LLC46,142$352K0.2%-19.9%0.000%
11/7/2024 Thrivent Financial for Lutherans75,000$572K0.0%N/A0.000%
11/6/2024 Main Street Financial Solutions LLC47,257$360K0.0%+3.0%0.000%
10/31/2024 Shaker Financial Services LLC12,825$99K0.0%-13.6%0.000%
10/24/2024 J.W. Cole Advisors Inc.105,608$805K0.0%+138.3%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, 101 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 ($13.47M), LPL Financial LLC ($8.59M), EverSource Wealth Advisors LLC ($7.55M), Cohen & Steers Inc. ($6.01M), Invesco Ltd. ($4.85M), 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 88 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), Rivernorth Capital Management LLC ($603.05K), EverSource Wealth Advisors LLC ($422.03K), Guggenheim Capital LLC ($385.43K), PFG Investments LLC ($376.75K), Noble Wealth Management PBC ($331.74K), and Shaker Financial Services LLC ($299.83K).

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

Institutional investors have bought a total of 6,289,051 shares in the last 24 months. This purchase volume represents approximately $46.41M in transactions.

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

Of the 41 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), Northwestern Mutual Wealth Management Co. ($196.58K), Stratos Wealth Partners LTD. ($146.21K), Thomas J. Herzfeld Advisors Inc. ($82.11K), Synovus Financial Corp ($80.05K), Commonwealth Equity Services LLC ($78.42K), and Royal Bank of Canada ($74.88K).

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

Institutional investors have sold a total of 1,943,764 shares in the last 24 months. This volume of shares sold represents approximately $13.73M in transactions.


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This page (NYSE:PFN) was last updated on 5/24/2025 by MarketBeat.com Staff
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