Latest Institutional Transactions on Pimco Income Strategy Fund (PFL)
This table provides information on the latest institutional transactions involving Pimco Income Strategy Fund (PFL) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
80.6K+ 35.11% |
$667K - $707K
|
310K
$2.62M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.94KNew |
$73.9K - $78.4K
|
8.94K
$75.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 6.34% |
$91.6K - $97.1K
|
186K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.8K+ 24.65% |
$197K - $209K
|
120K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
88+ 0.5% |
$728 - $772
|
17.6K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.8K- 15.03% |
$14.9K - $15.8K
|
10.2K
$86K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$127K - $135K
|
15.4K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 19.25% |
$203K - $216K
|
152K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.19K- 1.02% |
$9.8K - $10.4K
|
115K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.06% |
$74.4 - $78.9
|
15.4K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 18.52% |
$640K - $679K
|
496K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
27.1K+ 2.17% |
$224K - $238K
|
1.28M
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
31.1KNew |
$257K - $273K
|
31.1K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.5K+ 5.72% |
$136K - $144K
|
304K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-48.4K- 50.57% |
$400K - $424K
|
47.3K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.4K+ 5.26% |
$36.4K - $38.6K
|
88.1K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-739- 2.19% |
$6.11K - $6.48K
|
33K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.65K+ 3.59% |
$71.5K - $75.9K
|
250K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
101K+ 27.5% |
$839K - $889K
|
470K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.75K- 9.39% |
$72.4K - $76.8K
|
84.5K
$714K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
30KNew |
$248K - $263K
|
30K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
235+ 9.38% |
$1.94K - $2.06K
|
2.74K
$23.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.64K- 2.29% |
$46.6K - $49.4K
|
240K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-185- 1.81% |
$1.53K - $1.62K
|
10K
$84.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7KNew |
$57.9K - $61.4K
|
7K
$59.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.9K- 12.14% |
$115K - $122K
|
101K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 27.86% |
$25.5K - $27K
|
14.2K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 8.95% |
$158K - $167K
|
194K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11.1KNew |
$92K - $97.6K
|
11.1K
$94K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8KNew |
$263K - $279K
|
31.8K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
524New |
$4.33K - $4.6K
|
524
$4.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
61.5KNew |
$509K - $540K
|
61.5K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.67KNew |
$55.2K - $58.5K
|
6.67K
$56.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
15.5KNew |
$128K - $136K
|
15.5K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.7K+ 4.22% |
$88.4K - $93.8K
|
264K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
681+ 1.88% |
$5.63K - $5.97K
|
36.9K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.5K- 15.08% |
$120K - $127K
|
81.4K
$688K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.33K- 33.79% |
$68.9K - $73K
|
16.3K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-9.7K- 27.14% |
$80.2K - $85.1K
|
26K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
374+ 2.29% |
$3.09K - $3.28K
|
16.7K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 3.91% |
$7.44K - $7.89K
|
22.1K
$187K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 8.36% |
$19.4K - $20.6K
|
25.7K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 19.24% |
$92.6K - $98.2K
|
69.4K
$587K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
868+ 2.9% |
$7.18K - $7.61K
|
30.8K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.2K+ 79.95% |
$84.6K - $89.7K
|
23K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.83K+ 8.84% |
$15.1K - $16K
|
22.5K
$190K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.9KNew |
$603K - $639K
|
72.9K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
25.1KNew |
$207K - $220K
|
25.1K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$9.1K - $9.65K
|
1.1K
$9.3K
|