Institutional Ownership Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $63.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
795,078
shares
|
$6.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
595,899
shares
|
$4.95 Million
1.02% of portfolio
|
Q4 2022
Reduced 0.54%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
595,899
shares
|
$4.95 Million
1.02% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
516,706
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
427,102
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2025
Added 1437.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
421,042
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
353,484
shares
|
$2.94 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
334,062
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2025
Added 42.17%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
331,520
shares
|
$2.75 Million
0.25% of portfolio
|
Q3 2025
Reduced 74.13%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
331,460
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
308,255
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
245,409
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
207,832
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
202,335
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
191,716
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
168,963
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
129,254
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
117,903
shares
|
$979,773
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
93,567
shares
|
$777,541
0.01% of portfolio
|
Q3 2025
Reduced 30.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
92,450
shares
|
$768,259
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
81,461
shares
|
$676,940
0.0% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
61,530
shares
|
$511,314
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
59,593
shares
|
$495,217
0.0% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
58,213
shares
|
$483,750
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
56,026
shares
|
$465,576
0.0% of portfolio
|
Q3 2025
Added 31.04%
|
|