Free Trial
→ How “Trump’s New Dollar” Could Impact Your Wealth (From Brownstone Research) (Ad)tc pixel Free PFN Stock Alerts

PIMCO Income Strategy Fund II (PFN) Institutional Ownership

$7.58 +0.01 (+0.07%)
Closing price 08/29/2025 03:58 PM Eastern
Extended Trading
$7.62 +0.04 (+0.46%)
As of 08/29/2025 05:08 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)
66
Total
Institutional Inflows
(last 12 months)
$35.27M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$8.04M
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.

Subscribe Now
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

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
8/29/2025 Centaurus Financial Inc.356,600$2.64M0.2%+235.0%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.18,129$134K0.0%N/A0.000%
8/19/2025 Newbridge Financial Services Group Inc.25,726$190K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE102,299$756K0.0%+13.4%0.000%
8/15/2025 Ameriprise Financial Inc.758,129$5.60M0.0%+11.2%0.000%
8/14/2025 Raymond James Financial Inc.447,310$3.31M0.0%-2.1%0.000%
8/14/2025 HUB Investment Partners LLC78,155$578K0.0%-22.7%0.000%
8/14/2025 Main Street Financial Solutions LLC56,691$419K0.0%+12.9%0.000%
8/14/2025 NewEdge Advisors LLC75,535$558K0.0%-7.2%0.000%
8/13/2025 StoneX Group Inc.14,685$109K0.0%-42.0%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.308,727$2.28M0.8%-14.9%0.000%
8/13/2025 Guggenheim Capital LLC1,889,151$13.96M0.1%+5.8%0.000%
8/13/2025 EverSource Wealth Advisors LLC1,016,015$7.51M0.3%+1.4%0.000%
8/13/2025 Invesco Ltd.670,454$4.96M0.0%+4.2%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.230,239$1.70M0.0%-24.5%0.000%
8/13/2025 Choreo LLC41,493$307K0.0%-50.6%0.000%
8/12/2025 J.W. Cole Advisors Inc.256,591$1.90M0.0%+3.5%0.000%
8/8/2025 Rockefeller Capital Management L.P.76,565$566K0.0%-1.7%0.000%
8/8/2025 Cetera Investment Advisers88,780$656K0.0%-1.8%0.000%
8/7/2025 Allworth Financial LP5,509$41K0.0%+179.6%0.000%
8/5/2025 Verity Asset Management Inc.11,695$86K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC51,718$386K0.1%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.371,572$2.75M0.0%+4.6%0.000%
7/31/2025 Whipplewood Advisors LLC132,698$981K0.5%N/A0.000%
7/30/2025 D.A. Davidson & CO.14,518$107K0.0%-18.1%0.000%
7/29/2025 Stratos Wealth Partners LTD.159,835$1.18M0.0%+40.1%0.000%
7/29/2025 Private Trust Co. NA192,830$1.43M0.1%-1.7%0.000%
7/25/2025 Cypress Capital Group47,157$348K0.0%N/A0.000%
7/25/2025 Apollon Wealth Management LLC43,642$323K0.0%-41.2%0.000%
7/23/2025 Clear Creek Financial Management LLC49,892$369K0.0%-32.8%0.000%
7/23/2025 Elm3 Financial Group LLC40,690$301K0.3%+5.3%0.000%
7/22/2025 Keudell Morrison Wealth Management77,556$573K0.1%N/A0.000%
7/21/2025 Ameritas Advisory Services LLC43,210$319K0.0%+59.7%0.000%
7/18/2025 Consolidated Portfolio Review Corp372,691$2.75M0.4%+1.2%0.000%
7/17/2025 Smith Chas P & Associates PA Cpas33,458$247K0.0%-4.2%0.000%
7/14/2025 Gridiron Partners LLC10,869$80K0.0%N/A0.000%
7/11/2025 Mallini Complete Financial Planning LLC50,849$376K0.3%+14.0%0.000%
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%
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (Ad)

Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund. It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you." This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight.tc pixel

Click here for the full story.
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%
4/15/2025Noble 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%
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%
How “Trump’s New Dollar” Could Impact Your Wealth (Ad)

President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking and savings account… With this better, more technologically advanced dollar. President Trump himself called it a "big innovation"… And said that this new form of currency represents "American brilliance at its best."tc pixel

Click here now because Chase, Bank of America, Citigroup, Wells Fargo, and U.S. Bancorp…
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%
(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, 102 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 ($13.96M), LPL Financial LLC ($8.59M), EverSource Wealth Advisors LLC ($7.51M), Cohen & Steers Inc. ($6.01M), Ameriprise Financial Inc. ($5.60M), and Invesco Ltd. ($4.96M).Learn more on PIMCO Income Strategy Fund II's institutional investors.

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

Of the 87 institutional investors that purchased PIMCO Income Strategy Fund II's 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 ($513.82K), Guggenheim Capital LLC ($474.34K), PFG Investments LLC ($376.75K), EverSource Wealth Advisors LLC ($349.75K), Noble Wealth Management PBC ($331.74K), and Shaker Financial Services LLC ($293.81K).

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

Institutional investors have bought a total of 4,716,899 shares in the last 24 months. This purchase volume represents approximately $35.27M in transactions.

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

Of the 38 institutional investors that sold PIMCO Income Strategy Fund II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($271.39K), Thomas J. Herzfeld Advisors Inc. ($136.22K), Royal Bank of Canada ($74.88K), Horizon Kinetics Asset Management LLC ($68.50K), Commonwealth Equity Services LLC ($64.38K), Choreo LLC ($60.96K), and Synovus Financial Corp ($50.90K).

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

Institutional investors have sold a total of 1,074,578 shares in the last 24 months. This volume of shares sold represents approximately $8.04M in transactions.


Related Companies

This page (NYSE:PFN) was last updated on 9/1/2025 by MarketBeat.com Staff
From Our Partners
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The $365M annual revenue crypto play While Bitcoin generates zero operational revenue, one DeFi protocol qu...
Crypto 101 Media | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
An MIT lab recently cracked a code scientists had been chasing for decades… Turning a “miracle metal” from ...
True Market Insiders | Sponsoredtc pixel
Warren Buffett Issues Cryptic Warning on U.S. Dollar
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Did you spot this in the Oval Office last week?
When Tim Cook stood in the Oval Office last week, all eyes were on the "unique 24K gold gift" he presented to ...
InvestorPlace | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
A new set of 7 AI stocks are DOMINATING the market. Here’s why one financial guru says they could be the mo...
The Oxford Club | Sponsoredtc pixel
Trump’s national nightmare is here
AI is no longer just about chatbots — it’s becoming the backbone of the global economy. While U.S. firms push ...
Porter & Company | Sponsoredtc pixel