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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-140- 0.5% |
$1.16K - $1.2K
|
27.7K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$2.89K - $3K
|
350
$2.91K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-11.2K- 44.56% |
$92.2K - $95.7K
|
13.9K
$115K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 10.7% |
$139K - $153K
|
185K
$1.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$145K - $161K
|
18.7K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$271K - $300K
|
34.9K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
28.8KNew |
$223K - $247K
|
28.8K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 3.88% |
$7.76K - $8.58K
|
24.8K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.7K+ 2292.51% |
$114K - $126K
|
15.3K
$127K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.1KNew |
$31.8K - $35.2K
|
4.1K
$34.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
37KNew |
$287K - $318K
|
37K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
200+ 2.0% |
$1.55K - $1.72K
|
10.2K
$84.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-7.62K- 29.25% |
$59.1K - $65.4K
|
18.4K
$153K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425New |
$3.3K - $3.65K
|
425
$3.53K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
58.2KNew |
$452K - $499K
|
58.2K
$484K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-58.2K- 83.86% |
$452K - $499K
|
11.2K
$93.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$10.9K - $12K
|
1.4K
$11.6K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 0.51% |
$11.4K - $11.6K
|
263K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8KNew |
$116K - $119K
|
13.8K
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.43K- 10.56% |
$20.4K - $20.9K
|
20.6K
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.5KNew |
$180K - $185K
|
21.5K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 2.98% |
$260 - $267
|
1.07K
$8.91K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.6KNew |
$140K - $143K
|
16.6K
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
821+ 6.27% |
$6.89K - $7.06K
|
13.9K
$116K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
31.1KNew |
$257K - $273K
|
31.1K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.06% |
$74.4 - $78.9
|
15.4K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$127K - $135K
|
15.4K
$128K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7KNew |
$57.9K - $61.4K
|
7K
$58.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11.1KNew |
$92K - $97.6K
|
11.1K
$92.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
524New |
$4.33K - $4.6K
|
524
$4.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
61.5KNew |
$509K - $540K
|
61.5K
$511K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.67KNew |
$55.2K - $58.5K
|
6.67K
$55.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
681+ 1.88% |
$5.63K - $5.97K
|
36.9K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 3.91% |
$7.44K - $7.89K
|
22.1K
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$9.1K - $9.65K
|
1.1K
$9.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
245+ 18.42% |
$2.03K - $2.15K
|
1.58K
$13.1K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$102K - $108K
|
12.6K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
894New |
$7.24K - $7.66K
|
894
$7.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1KNew |
$8.1K - $8.57K
|
1K
$8.31K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5K+ 782.51% |
$183K - $193K
|
25.4K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.05K - $4.29K
|
500
$4.16K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2KNew |
$16.2K - $17.1K
|
2K
$16.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.17KNew |
$9.49K - $10K
|
1.17K
$9.73K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.3KNew |
$122K - $131K
|
15.3K
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25- 1.58% |
$200 - $214
|
1.56K
$13K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
121KNew |
$973K - $1.04M
|
121K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
730New |
$5.85K - $6.24K
|
730
$6.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.17K- 71.29% |
$33.4K - $35.7K
|
1.68K
$14K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
80New |
$641 - $684
|
80
$665
|
|