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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.3KNew |
$53.8K - $57.8K
|
4.3K
$54.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
130K+ 12.38% |
$1.63M - $1.75M
|
1.18M
$14.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-47- 1.01% |
$588 - $632
|
4.59K
$57.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
9.35K+ 5.12% |
$117K - $126K
|
192K
$2.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.8K+ 10.77% |
$35K - $37.6K
|
28.8K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.58K- 14.95% |
$57.4K - $61.6K
|
26.1K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157+ 0.2% |
$1.97K - $2.11K
|
79.7K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
3.15K+ 19.66% |
$39.4K - $42.3K
|
19.1K
$241K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.59K- 30.08% |
$70K - $75.2K
|
13K
$164K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.01% |
$12.5 - $13.5
|
13.8K
$174K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.38KNew |
$17.3K - $18.5K
|
1.38K
$17.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200+ 10.04% |
$2.5K - $2.69K
|
2.19K
$27.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.57K- 15.22% |
$57.2K - $61.5K
|
25.5K
$321K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
154+ 0.22% |
$1.93K - $2.07K
|
69K
$870K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.81K+ 7.09% |
$47.7K - $51.2K
|
57.5K
$725K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53.7K- 23.64% |
$673K - $723K
|
174K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.87K+ 16.72% |
$23.3K - $25.1K
|
13K
$164K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.99K- 22.68% |
$37.4K - $40.2K
|
10.2K
$128K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.01K+ 6.19% |
$25.2K - $27K
|
34.5K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
6.5K+ 14.77% |
$81.4K - $87.4K
|
50.5K
$637K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
83+ 0.31% |
$1.04K - $1.12K
|
26.6K
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$6.26K - $6.73K
|
500
$6.31K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
347+ 0.72% |
$4.34K - $4.67K
|
48.7K
$614K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-300- 0.43% |
$3.76K - $4.04K
|
70K
$883K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.93K- 5.32% |
$86.7K - $93.2K
|
123K
$1.56M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.01K- 6.21% |
$58.9K - $68.3K
|
75.6K
$953K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
135New |
$1.59K - $1.84K
|
135
$1.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.1KNew |
$119K - $138K
|
10.1K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
115KNew |
$1.36M - $1.57M
|
115K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
12KNew |
$141K - $164K
|
12K
$151K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 13.61% |
$36.6K - $42.5K
|
19.8K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2K+ 0.8% |
$23.5K - $27.3K
|
251K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
46.2KNew |
$543K - $630K
|
46.2K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
48+ 2.59% |
$564 - $655
|
1.9K
$23.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
22.2KNew |
$261K - $303K
|
22.2K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-547- 5.15% |
$6.43K - $7.46K
|
10.1K
$127K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-807- 3.71% |
$9.49K - $11K
|
20.9K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
256KNew |
$3.01M - $3.49M
|
256K
$3.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
21KNew |
$246K - $286K
|
21K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.16KNew |
$37.2K - $43.1K
|
3.16K
$39.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.06KNew |
$12.4K - $14.4K
|
1.06K
$13.3K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.92K- 34.06% |
$79K - $81.8K
|
11.5K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
534New |
$7.12K - $7.37K
|
534
$6.73K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
379+ 0.72% |
$5.06K - $5.23K
|
53.1K
$669K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.8KNew |
$197K - $204K
|
14.8K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.5KNew |
$33.4K - $34.5K
|
2.5K
$31.5K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$172K - $178K
|
12.9K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-577- 2.06% |
$7.7K - $7.97K
|
27.5K
$347K
|
|