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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
72,506
shares
|
$986,806
0.14% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
67,070
shares
|
$912,822
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
61,133
shares
|
$832,020
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
52,679
shares
|
$716,961
0.01% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
52,599
shares
|
$715,872
0.0% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
48,090
shares
|
$654,504
0.2% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
39,952
shares
|
$543,746
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
39,952
shares
|
$543,746
0.04% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
31,592
shares
|
$429,967
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
30,555
shares
|
$415,853
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
30,127
shares
|
$410,028
0.0% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
28,390
shares
|
$386,387
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
27,715
shares
|
$377,201
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
27,662
shares
|
$376,479
0.01% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
27,627
shares
|
$376,003
0.0% of portfolio
|
Q2 2023
Reduced 5.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
27,220
shares
|
$370,464
0.01% of portfolio
|
Q4 2024
Added 54.61%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
24,711
shares
|
$336,316
0.0% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
24,141
shares
|
$328,559
0.02% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,852
shares
|
$324,625
0.0% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,354
shares
|
$304,237
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
22,075
shares
|
$300,440
0.0% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
21,102
shares
|
$287,198
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
20,364
shares
|
$277,154
0.01% of portfolio
|
Q2 2024
Added 8.88%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
18,578
shares
|
$252,846
0.09% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,670
shares
|
$240,488
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|