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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.21K+ 30.0% |
$42.8K - $44.4K
|
13.9K
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$155K - $161K
|
11.6K
$147K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
300+ 2.51% |
$4K - $4.14K
|
12.3K
$154K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$6.67K - $6.91K
|
500
$6.31K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.14K+ 15.19% |
$55.2K - $57.2K
|
31.4K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.09K+ 118233.33% |
$94.6K - $98K
|
7.1K
$89.5K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$144K - $155K
|
10.8K
$136K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.9KNew |
$425K - $456K
|
31.9K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$227K - $243K
|
17K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.4KNew |
$179K - $192K
|
13.4K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.4KNew |
$258K - $277K
|
19.4K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 11.54% |
$14.4K - $15.5K
|
8.28K
$104K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-985- 18.99% |
$13.1K - $14.1K
|
4.2K
$53K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.14K- 14.79% |
$55.1K - $59.2K
|
23.9K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.42KNew |
$18.9K - $20.2K
|
1.42K
$17.9K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
26.2K+ 262.12% |
$343K - $372K
|
36.2K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$168K - $183K
|
12.9K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40KNew |
$523K - $567K
|
40K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
300New |
$3.92K - $4.26K
|
300
$3.78K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
92.3KNew |
$1.21M - $1.31M
|
92.3K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.68KNew |
$48.1K - $52.2K
|
3.68K
$46.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 715.22% |
$71.3K - $77.3K
|
6.21K
$78.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
857+ 39.38% |
$11.2K - $12.2K
|
3.03K
$38.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$13.1K - $14.2K
|
1K
$12.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.34K+ 19.49% |
$30.6K - $33.2K
|
14.4K
$181K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-485- 2.67% |
$6.34K - $6.88K
|
17.7K
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$17K - $18.4K
|
1.3K
$16.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.3KNew |
$153K - $175K
|
12.3K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.24K+ 2.27% |
$52.8K - $60.2K
|
191K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.7KNew |
$21.2K - $24.2K
|
1.7K
$21.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.04K- 50.29% |
$12.9K - $14.8K
|
1.03K
$13K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.26KNew |
$65.5K - $74.7K
|
5.26K
$66.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 10.81% |
$1.25K - $1.42K
|
1.03K
$12.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$12.5K - $14.2K
|
1K
$12.6K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.07% |
$24.7 - $27.9
|
2.86K
$36.1K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10.1KNew |
$125K - $141K
|
10.1K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
53.1K+ 10.86% |
$657K - $742K
|
542K
$6.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.58K- 7.74% |
$69.1K - $78K
|
66.5K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.9K- 7.88% |
$159K - $180K
|
150K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.66KNew |
$94.8K - $107K
|
7.66K
$96.6K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10KNew |
$124K - $140K
|
10K
$126K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.91K- 32.78% |
$73.1K - $82.6K
|
12.1K
$153K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
51New |
$631 - $712
|
51
$643
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-885- 52.52% |
$10.9K - $12.4K
|
800
$10.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
90+ 0.9% |
$1.11K - $1.26K
|
10.1K
$127K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-61- 2.86% |
$755 - $852
|
2.07K
$26.1K
|
|
| Q4 2023 | |||||||
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1KNew |
$10.8K - $12.7K
|
1K
$12.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
500New |
$5.38K - $6.33K
|
500
$6.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.4KNew |
$176K - $208K
|
16.4K
$207K
|
|