Latest Institutional Transactions on Pimco Corporate & Income Strategy Fund (PCN)
This table provides information on the latest institutional transactions involving Pimco Corporate & Income Strategy Fund (PCN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
104K+ 22.8% |
$1.39M - $1.49M
|
560K
$7.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-985- 18.99% |
$13.1K - $14.1K
|
4.2K
$57.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
409+ 1.48% |
$5.45K - $5.85K
|
28.1K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.5K+ 28.59% |
$220K - $236K
|
74.2K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.55K- 9.23% |
$20.7K - $22.2K
|
15.3K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.33K- 4.24% |
$31.1K - $33.4K
|
52.7K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.14K- 14.79% |
$55.1K - $59.2K
|
23.9K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65.9K+ 7.31% |
$877K - $942K
|
967K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.42KNew |
$18.9K - $20.2K
|
1.42K
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.89K- 10.47% |
$38.5K - $41.3K
|
24.7K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.6KNew |
$421K - $452K
|
31.6K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.61K+ 54.61% |
$128K - $137K
|
27.2K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.49K+ 1.13% |
$19.8K - $21.3K
|
134K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
28.4KNew |
$378K - $406K
|
28.4K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-775- 14.32% |
$10.3K - $11.1K
|
4.64K
$63.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.84K- 99.91% |
$91.2K - $97.9K
|
6
$81.8
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-441- 1.79% |
$5.87K - $6.31K
|
24.1K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25.8K- 15.28% |
$344K - $370K
|
143K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 3.26% |
$36K - $38.6K
|
85.5K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.7KNew |
$143K - $153K
|
10.7K
$146K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
77.7K+ 9.79% |
$1.04M - $1.11M
|
872K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
293+ 0.61% |
$3.9K - $4.19K
|
48.1K
$655K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.51K- 0.38% |
$20.1K - $21.6K
|
393K
$5.36M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 93.39% |
$15M - $16.1M
|
79.7K
$1.09M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.99KNew |
$26.1K - $28.3K
|
1.99K
$27.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.8K- 31.46% |
$75.8K - $82.2K
|
12.6K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-832- 5.97% |
$10.9K - $11.8K
|
13.1K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.14K+ 2.71% |
$28K - $30.4K
|
81.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-900- 1.32% |
$11.8K - $12.8K
|
67.1K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.2K+ 16.98% |
$41.9K - $45.5K
|
22.1K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.77K+ 3.11% |
$88.6K - $96.1K
|
224K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.7K+ 6.37% |
$677K - $734K
|
864K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-225- 1.0% |
$2.94K - $3.19K
|
22.4K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.13K- 2.55% |
$27.9K - $30.3K
|
81.5K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$168K - $183K
|
12.9K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.12K- 0.45% |
$14.6K - $15.9K
|
249K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.53K- 4.59% |
$33.1K - $35.9K
|
52.6K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.64K+ 20.09% |
$60.6K - $65.8K
|
27.7K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 16.22% |
$256K - $278K
|
140K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
136K+ 19.12% |
$1.78M - $1.93M
|
849K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.1K+ 7.2% |
$263K - $286K
|
300K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
218+ 0.55% |
$2.85K - $3.09K
|
40K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.7K+ 23.03% |
$1.19M - $1.29M
|
485K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-148- 1.26% |
$1.94K - $2.1K
|
11.6K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40KNew |
$523K - $567K
|
40K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.8K+ 10.01% |
$429K - $466K
|
361K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
300New |
$3.92K - $4.26K
|
300
$4.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
329+ 2.93% |
$4.3K - $4.67K
|
11.5K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
517+ 4.95% |
$6.76K - $7.34K
|
11K
$149K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 5.73% |
$273K - $297K
|
385K
$5.25M
|
|