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 93 institutions that hold shares in the stock, with a total of 9.06 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,670
shares
|
$243,139
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
17,200
shares
|
$236,672
0.0% of portfolio
|
Q2 2024
Reduced 8.51%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
15,270
shares
|
$210,115
0.14% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,359
shares
|
$197,579
0.0% of portfolio
|
Q3 2024
Added 19.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,109
shares
|
$180,379
0.01% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,880
shares
|
$177,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,626
shares
|
$173,733
0.0% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
12,123
shares
|
$166,812
0.01% of portfolio
|
Q1 2024
Reduced 32.78%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,950
shares
|
$164,432
0.02% of portfolio
|
Q2 2024
Reduced 13.09%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
11,618
shares
|
$159,863
0.08% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
11,547
shares
|
$158,886
0.01% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
10,707
shares
|
$147,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
10,095
shares
|
$138,907
0.01% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,043
shares
|
$138,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,881
shares
|
$122,202
0.0% of portfolio
|
Q2 2024
Added 128.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,284
shares
|
$113,987
0.0% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,660
shares
|
$105,401
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,212
shares
|
$85,477
0.0% of portfolio
|
Q3 2024
Added 715.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,255
shares
|
$72,308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,637
shares
|
$63,805
0.01% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
4,202
shares
|
$57,819
0.02% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,679
shares
|
$50,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,412
shares
|
$46,949
0.0% of portfolio
|
Q2 2023
Reduced 48.32%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,859
shares
|
$39,339
0.01% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,800
shares
|
$38,528
0.02% of portfolio
|
Q1 2023
New holding
|