Institutional Ownership Pimco Corporate & Income Strategy Fund (PCN)
This table provides information about the institutional ownership of Pimco Corporate & Income Strategy Fund (PCN). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 8.93 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
966,636
shares
|
$13.2 Million
0.29% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
871,785
shares
|
$11.9 Million
9.08% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
864,302
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
849,482
shares
|
$11.6 Million
0.09% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
484,736
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2024
Added 23.03%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
456,055
shares
|
$6.21 Million
1.63% of portfolio
|
Q3 2024
Added 48.36%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
393,107
shares
|
$5.35 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
385,384
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
360,544
shares
|
$4.91 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
299,604
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
248,500
shares
|
$3.38 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
224,470
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
215,413
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
143,313
shares
|
$1.95 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
140,140
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
133,720
shares
|
$1.82 Million
0.28% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
117,860
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
102,678
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 12.99%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
92,300
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
85,513
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
82,984
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
81,473
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
81,082
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
79,696
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 93.39%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
74,195
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 28.59%
|