Latest Institutional Purchases of Pimco Income Strategy Fund (PFL)
This list provides information on the latest institutional transactions involving Pimco Income Strategy Fund (PFL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
399K+ 1437.0% |
$3.29M - $3.42M
|
427K
$3.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
118KNew |
$973K - $1.01M
|
118K
$980K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99.1K+ 42.17% |
$818K - $849K
|
334K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.6K+ 18.8% |
$550K - $571K
|
421K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.8K+ 13.84% |
$518K - $538K
|
517K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.5K+ 16.93% |
$202K - $210K
|
169K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.8K+ 129.75% |
$155K - $161K
|
33.3K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.1K+ 4.46% |
$117K - $121K
|
331K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1K+ 6.11% |
$117K - $121K
|
245K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.3K+ 31.04% |
$109K - $114K
|
56K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$98.2K - $102K
|
11.9K
$98.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.94K+ 100.0% |
$73.7K - $76.6K
|
17.9K
$149K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.48K+ 14.35% |
$61.7K - $64.1K
|
59.6K
$495K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.06K+ 45.0% |
$41.8K - $43.4K
|
16.3K
$136K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.34K+ 29.61% |
$27.6K - $28.6K
|
14.6K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.13K+ 1.66% |
$25.8K - $26.8K
|
192K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 19.09% |
$14K - $14.6K
|
10.6K
$88.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41K+ 9.31% |
$11.6K - $12.1K
|
16.6K
$138K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.05KNew |
$8.63K - $8.96K
|
1.05K
$8.69K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
875New |
$7.22K - $7.5K
|
875
$7.27K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
681+ 2.93% |
$5.62K - $5.84K
|
23.9K
$199K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
600New |
$4.95K - $5.14K
|
600
$4.99K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
518+ 2.92% |
$4.27K - $4.44K
|
18.2K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
500+ 4.54% |
$4.13K - $4.29K
|
11.5K
$95.6K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
448New |
$3.7K - $3.84K
|
448
$3.72K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$2.89K - $3K
|
350
$2.91K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
268+ 1.54% |
$2.21K - $2.3K
|
17.7K
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
250+ 20.85% |
$2.06K - $2.14K
|
1.45K
$12K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
42+ 0.27% |
$347 - $360
|
15.7K
$130K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
41+ 0.26% |
$338 - $351
|
15.8K
$131K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
32+ 1.74% |
$264 - $274
|
1.87K
$15.5K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
58.2KNew |
$452K - $499K
|
58.2K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
37KNew |
$287K - $318K
|
37K
$308K
|
|
|
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 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$145K - $161K
|
18.7K
$156K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 10.7% |
$139K - $153K
|
185K
$1.54M
|
|
|
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
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$10.9K - $12K
|
1.4K
$11.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425New |
$3.3K - $3.65K
|
425
$3.53K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
200+ 2.0% |
$1.55K - $1.72K
|
10.2K
$84.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.5KNew |
$180K - $185K
|
21.5K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.6KNew |
$140K - $143K
|
16.6K
$138K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8KNew |
$116K - $119K
|
13.8K
$115K
|
|
|
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
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 2.98% |
$260 - $267
|
1.07K
$8.91K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
61.5KNew |
$509K - $540K
|
61.5K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
31.1KNew |
$257K - $273K
|
31.1K
$259K
|
|