Latest Institutional Purchases of Pimco Corporate & Income Strategy Fund (PCN)
This list provides information on the latest institutional transactions involving Pimco Corporate & Income Strategy Fund (PCN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.68KNew |
$48.1K - $52.2K
|
3.68K
$50K
|
|
|
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
$195K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.99KNew |
$26.1K - $28.3K
|
1.99K
$27.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$17K - $18.4K
|
1.3K
$17.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$13.1K - $14.2K
|
1K
$13.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
857+ 39.38% |
$11.2K - $12.2K
|
3.03K
$41.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
517+ 4.95% |
$6.76K - $7.34K
|
11K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
300New |
$3.92K - $4.26K
|
300
$4.07K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21KNew |
$262K - $299K
|
21K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.1KNew |
$201K - $229K
|
16.1K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.3KNew |
$153K - $175K
|
12.3K
$167K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.26KNew |
$65.5K - $74.7K
|
5.26K
$71.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5K+ 128.83% |
$62.3K - $71.1K
|
8.88K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.24K+ 2.27% |
$52.8K - $60.2K
|
191K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.7KNew |
$21.2K - $24.2K
|
1.7K
$23.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66K+ 8.88% |
$20.7K - $23.6K
|
20.4K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$12.5K - $14.2K
|
1K
$13.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 10.81% |
$1.25K - $1.42K
|
1.03K
$13.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
53.1K+ 10.86% |
$657K - $742K
|
542K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10.1KNew |
$125K - $141K
|
10.1K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10KNew |
$124K - $140K
|
10K
$136K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.66KNew |
$94.8K - $107K
|
7.66K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
948New |
$11.7K - $13.2K
|
948
$12.9K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
700New |
$8.66K - $9.78K
|
700
$9.51K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
90+ 0.9% |
$1.11K - $1.26K
|
10.1K
$137K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
51New |
$631 - $712
|
51
$693
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
61.1KNew |
$657K - $774K
|
61.1K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
49KNew |
$526K - $620K
|
49K
$665K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.8KNew |
$256K - $302K
|
23.8K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.4KNew |
$176K - $208K
|
16.4K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.1KNew |
$108K - $128K
|
10.1K
$137K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.19KNew |
$12.8K - $15.1K
|
1.19K
$16.2K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1KNew |
$10.8K - $12.7K
|
1K
$13.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
500New |
$5.38K - $6.33K
|
500
$6.79K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4KNew |
$151K - $177K
|
12.4K
$168K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.48K+ 3.79% |
$18K - $21K
|
40.5K
$549K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$6.09K - $7.12K
|
500
$6.79K
|
|
| Q2 2023 | |||||||
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.52KNew |
$19K - $19.9K
|
1.52K
$20.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1KNew |
$12.5K - $13.1K
|
1K
$13.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
301New |
$3.75K - $3.95K
|
301
$4.09K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
101New |
$1.26K - $1.32K
|
101
$1.37K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$12.5 - $13.1
|
1
$13.6
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.8KNew |
$33.8K - $39.2K
|
2.8K
$38K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76KNew |
$33.3K - $38.6K
|
2.76K
$37.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$6.03K - $7K
|
500
$6.79K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.8KNew |
$32.2K - $36.2K
|
2.8K
$38K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
834New |
$9.6K - $10.8K
|
834
$11.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
135New |
$1.55K - $1.75K
|
135
$1.83K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17New |
$196 - $220
|
17
$231
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
89.8KNew |
$1.06M - $1.3M
|
89.8K
$1.22M
|
|