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PIMCO Global StocksPLUS & Income Fund (PGP) Institutional Ownership

PIMCO Global StocksPLUS & Income Fund logo
$8.43 -0.24 (-2.79%)
As of 01:05 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for PIMCO Global StocksPLUS & Income Fund (NYSE:PGP)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.69M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.09M
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PGP Institutional Buying and Selling by Quarter

PIMCO Global StocksPLUS & Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers31,282$261K0.0%+4.6%0.000%
5/1/2026 Fifth Third Bancorp15,402$128K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC43,337$396K0.0%-3.6%0.000%
2/17/2026 Guggenheim Capital LLC155,363$1.42M0.0%-24.7%0.000%
2/13/2026 Kestra Advisory Services LLC89,886$821K0.0%+88.1%0.000%
2/11/2026 LPL Financial LLC177,391$1.62M0.0%+9.0%0.000%
2/2/2026 Truist Financial Corp79,093$722K0.0%-17.6%0.000%
1/27/2026 Institute for Wealth Management LLC.37,784$345K0.0%-8.9%0.000%
1/26/2026 Shaker Financial Services LLC113,811$1.04M0.3%+81.7%0.000%
11/17/2025NewEdge Advisors LLC44,937$384K0.0%-3.9%0.000%
11/12/2025 49 Wealth Management LLC12,499$107K0.0%N/A0.000%
11/5/2025 Envestnet Asset Management Inc.96,613$826K0.0%-4.2%0.000%
11/3/2025 Truist Financial Corp96,032$821K0.0%-6.7%0.000%
10/28/2025MAS Advisors LLC47,967$410K0.6%+12.1%0.000%
10/22/2025 Shaker Financial Services LLC62,625$540K0.2%+85.5%0.000%
10/22/2025 CoreCap Advisors LLC9,100$78K0.0%+23.0%0.000%
10/17/2025 Institute for Wealth Management LLC.41,460$354K0.0%+26.7%0.000%
8/13/2025 Guggenheim Capital LLC212,687$1.76M0.0%-1.6%0.000%
8/8/2025 Cetera Investment Advisers19,503$162K0.0%+7.3%0.000%
8/5/2025 Shaker Financial Services LLC33,752$284K0.1%-82.0%0.000%
7/22/2025MAS Advisors LLC42,781$355K0.6%+4.1%0.000%
7/18/2025 Institute for Wealth Management LLC.32,719$271K0.0%+22.1%0.000%
5/14/2025MAS Advisors LLC41,090$333K0.5%+38.0%0.000%
5/9/2025Shaker Financial Services LLC187,947$1.54M0.6%+99.2%0.000%
5/7/2025LPL Financial LLC159,660$1.29M0.0%+3.4%0.000%
5/6/2025Cetera Investment Advisers18,178$147K0.0%+40.0%0.000%
4/29/2025Envestnet Asset Management Inc.99,984$810K0.0%-21.5%0.000%
4/21/2025Institute for Wealth Management LLC.26,788$217K0.0%+6.1%0.000%
2/17/2025CoreCap Advisors LLC10,100$79K0.0%-15.8%0.000%
2/17/2025Citadel Advisors LLC12,705$99K0.0%N/A0.000%
2/14/2025Shaker Financial Services LLC94,373$739K0.3%-42.6%0.000%
2/13/2025NewEdge Advisors LLC47,437$369K0.0%-6.7%0.000%
2/13/2025Guggenheim Capital LLC221,545$1.72M0.0%+63.8%0.000%
2/13/2025Envestnet Asset Management Inc.127,315$991K0.0%+80.6%0.000%
2/11/2025LPL Financial LLC154,372$1.20M0.0%+18.5%0.000%
2/10/2025Commonwealth Equity Services LLC116,669$908K0.0%-1.9%0.000%
1/31/2025Truist Financial Corp130,682$1.02M0.0%+79.8%0.000%
1/27/2025MAS Advisors LLC29,767$232K0.4%+5.2%0.000%
1/23/2025Institute for Wealth Management LLC.25,239$196K0.0%+102.0%0.000%
12/3/2024Rivernorth Capital Management LLC341,951$2.87M0.1%-1.0%0.000%
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11/15/2024Rivernorth Capital Management LLC341,951$2.87M0.1%-1.0%0.000%
10/31/2024Shaker Financial Services LLC164,393$1.39M0.5%-28.9%0.000%
10/22/2024International Assets Investment Management LLC6,293$53K0.0%+739.1%0.000%
8/21/2024Truist Financial Corp33,421$252K0.0%N/A0.000%
8/13/2024MAS Advisors LLC28,295$214K0.5%-5.7%0.000%
8/3/2024Shaker Financial Services LLC231,174$1.76M0.7%-34.8%0.000%
7/31/2024Commonwealth Equity Services LLC122,382$924K0.0%-1.8%0.000%
5/11/2024MAS Advisors LLC29,998$229K0.3%N/A0.000%
4/30/2024Commonwealth Equity Services LLC124,628$953K0.0%-5.9%0.000%
2/7/2024Avantax Advisory Services Inc.10,000$75K0.0%N/A0.000%
2/7/2024Shaker Financial Services LLC178,457$1.34M0.6%+483.0%0.000%
2/5/2024Epic Trust Investment Advisors LLC13,589$102K0.1%N/A0.000%
1/24/2024International Assets Investment Management LLC5,625$42K0.0%+650.0%0.000%
11/3/2023Private Advisor Group LLC15,017$99K0.0%+16.2%0.000%
11/2/2023Shaker Financial Services LLC30,611$203K0.1%N/A0.000%
10/24/2023Cambridge Investment Research Advisors Inc.11,713$78K0.0%-19.8%0.000%
8/15/2023Cohen & Steers Inc.138,801$999K0.0%-10.6%0.000%
8/14/2023Morse Asset Management Inc11,948$86K0.0%+14.6%0.000%
8/11/2023Guggenheim Capital LLC122,926$885K0.0%-27.0%0.000%
7/31/2023LPL Financial LLC95,972$691K0.0%-10.8%0.000%
5/11/2023Guggenheim Capital LLC168,323$1.25M0.0%-1.1%0.000%
5/3/2023Morse Asset Management Inc10,428$77K0.0%N/A0.000%
2/10/2023CoreCap Advisors LLC11,350$79K0.0%-9.9%0.000%
2/7/2023Commonwealth Equity Services LLC127,166$881K0.0%-3.5%0.000%
2/7/2023LPL Financial LLC105,021$728K0.0%+12.3%0.000%
2/7/2023Envestnet Asset Management Inc.95,429$661K0.0%N/A0.000%
11/15/2022Cohen & Steers Inc.297,519$1.92M0.0%-9.7%0.000%
11/14/2022Guggenheim Capital LLC174,539$1.12M0.0%+17.0%0.000%
11/14/2022Mariner Investment Group LLC19,644$127K0.1%-15.3%0.000%
10/14/2022Private Advisor Group LLC11,831$76K0.0%N/A0.000%
8/13/2022Mariner Investment Group LLC23,205$183K0.2%N/A0.000%
8/13/2022NewEdge Advisors LLC84,747$669K0.0%+7.2%0.000%
8/11/2022CoreCap Advisors LLC10,125$80K0.0%N/A0.000%
8/10/2022Thomas J. Herzfeld Advisors Inc.7,535$59K0.0%-71.1%0.000%
5/16/2022Cohen & Steers Inc.329,596$3.14M0.0%+21.2%0.000%
5/9/2022Northwestern Mutual Wealth Management Co.6,749$64K0.0%-52.6%0.000%
5/4/2022Commonwealth Equity Services LLC136,730$1.30M0.0%-3.2%0.000%
5/2/2022Signaturefd LLC10,873$104K0.0%+234.6%0.000%
2/14/2022Clough Capital Partners L P76,200$825K0.1%N/A0.000%
2/14/2022Rockefeller Capital Management L.P.3,218$34K0.0%N/A0.000%


PGP Institutional Ownership - Frequently Asked Questions

During the previous two years, 17 institutional investors and hedge funds held shares of PIMCO Global StocksPLUS & Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($2.87M), LPL Financial LLC ($1.62M), Guggenheim Capital LLC ($1.42M), Shaker Financial Services LLC ($1.04M), Commonwealth Equity Services LLC ($908K), Envestnet Asset Management Inc. ($826K), and Kestra Advisory Services LLC ($821K).Learn more on PIMCO Global StocksPLUS & Income Fund's institutional investors.

Of the 14 institutional investors that purchased PIMCO Global StocksPLUS & Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($173.63K), Truist Financial Corp ($91.42K), Guggenheim Capital LLC ($86.32K), Envestnet Asset Management Inc. ($56.80K), LPL Financial LLC ($44.05K), Kestra Advisory Services LLC ($42.10K), and Institute for Wealth Management LLC. ($28.96K).

Institutional investors have bought a total of 190,645 shares in the last 24 months. This purchase volume represents approximately $1.69M in transactions.

The following institutional investors have sold PIMCO Global StocksPLUS & Income Fund stock in the last 24 months: Shaker Financial Services LLC ($154.20K), Guggenheim Capital LLC ($54.48K), Truist Financial Corp ($23.88K), Envestnet Asset Management Inc. ($4.19K), Institute for Wealth Management LLC. ($3.68K), and NewEdge Advisors LLC ($3.40K).

Institutional investors have sold a total of 243,819 shares in the last 24 months. This volume of shares sold represents approximately $2.09M in transactions.



This page (NYSE:PGP) was last updated on 5/19/2026 by MarketBeat.com Staff.
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