Latest Institutional Sells of Pimco Income Strategy Fund (PFL)
This list provides information on the latest institutional transactions involving Pimco Income Strategy Fund (PFL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-950K- 74.13% |
$7.84M - $8.14M
|
332K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-120K- 28.05% |
$991K - $1.03M
|
308K
$2.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-71.6K- 8.26% |
$591K - $614K
|
795K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-41.3K- 30.6% |
$340K - $354K
|
93.6K
$778K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-32.1K- 67.98% |
$264K - $275K
|
15.1K
$125K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-11.2K- 44.56% |
$92.2K - $95.7K
|
13.9K
$115K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.92K- 43.74% |
$65.3K - $67.9K
|
10.2K
$84.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.03K- 31.34% |
$58K - $60.2K
|
15.4K
$128K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.49K- 1.25% |
$37K - $38.4K
|
353K
$2.94M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.62K- 6.26% |
$29.9K - $31K
|
54.3K
$451K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.54K- 4.16% |
$29.2K - $30.3K
|
81.5K
$677K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.44K- 2.59% |
$28.3K - $29.4K
|
129K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.24K- 9.92% |
$26.7K - $27.8K
|
29.4K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.51K- 9.83% |
$20.7K - $21.5K
|
23K
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.2K- 9.93% |
$18.1K - $18.8K
|
19.9K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.95K- 2.07% |
$16.1K - $16.7K
|
92.5K
$768K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 4.8% |
$12K - $12.5K
|
28.8K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 5.93% |
$9.78K - $10.2K
|
18.8K
$156K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.13K- 3.31% |
$9.31K - $9.68K
|
33K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.03K- 0.49% |
$8.51K - $8.84K
|
208K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-803- 3.91% |
$6.62K - $6.88K
|
19.7K
$164K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-140- 0.5% |
$1.16K - $1.2K
|
27.7K
$230K
|
|
| Q2 2025 | |||||||
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-58.2K- 83.86% |
$452K - $499K
|
11.2K
$93.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-7.62K- 29.25% |
$59.1K - $65.4K
|
18.4K
$153K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 3.88% |
$7.76K - $8.58K
|
24.8K
$206K
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.43K- 10.56% |
$20.4K - $20.9K
|
20.6K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 0.51% |
$11.4K - $11.6K
|
263K
$2.18M
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 3.91% |
$7.44K - $7.89K
|
22.1K
$184K
|
|
| Q2 2024 | |||||||
|
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
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 90.11% |
$657 - $701
|
9
$74.8
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25- 1.58% |
$200 - $214
|
1.56K
$13K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.06K- 35.7% |
$66.7K - $69.3K
|
14.5K
$121K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 4.24% |
$8.27K - $8.6K
|
22.6K
$188K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.6K- 19.87% |
$18.3K - $21.9K
|
10.5K
$87.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-496- 99.0% |
$3.48K - $4.19K
|
5
$41.6
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
$702 - $844
|
0
$0
|
|
| Q3 2023 | |||||||
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-800Closed |
$6.02K - $6.67K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-56.5K- 11.26% |
$438K - $465K
|
445K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.01K- 16.71% |
$15.5K - $16.5K
|
10K
$83.1K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.65K- 71.48% |
$13.1K - $14.9K
|
660
$5.48K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88- 0.76% |
$698 - $792
|
11.5K
$95.2K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.2K- 67.82% |
$213K - $234K
|
12.9K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.21K- 0.54% |
$25.2K - $27.7K
|
596K
$4.95M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-142- 0.29% |
$1.13K - $1.38K
|
48.1K
$400K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.8KClosed |
$121K - $154K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.8KClosed |
$88.3K - $113K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$9.8K - $12.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-57.4KClosed |
$560K - $632K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-36.9KClosed |
$360K - $407K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.1KClosed |
$186K - $210K
|
0
$0
|
|