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 76 institutions that hold shares in the stock, with a total of 7.07 Million shares, which have been reported (via 13F filing form) to have a value of $60.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
47,277
shares
|
$401,381
0.01% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,920
shares
|
$313,450
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,989
shares
|
$280,076
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
31,787
shares
|
$269,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
31,116
shares
|
$264,174
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
30,848
shares
|
$261,899
0.01% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
30,000
shares
|
$254,700
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
29,637
shares
|
$251,618
0.0% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
26,040
shares
|
$221,079
0.14% of portfolio
|
Q4 2024
Reduced 27.14%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
25,733
shares
|
$218,473
0.11% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
25,083
shares
|
$212,954
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
25,065
shares
|
$212,801
0.02% of portfolio
|
Q3 2023
Reduced 48.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
24,785
shares
|
$210,424
0.0% of portfolio
|
Q1 2024
Added 226.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
23,033
shares
|
$195,550
0.01% of portfolio
|
Q4 2024
Added 79.95%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
22,600
shares
|
$191,874
0.02% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
22,540
shares
|
$191,364
0.03% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
22,118
shares
|
$187,781
0.08% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$169,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,870
shares
|
$168,696
0.01% of portfolio
|
Q2 2020
Added 5.42%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,903
shares
|
$160,486
0.19% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
17,574
shares
|
$149,203
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
16,724
shares
|
$141,986
0.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
16,311
shares
|
$138,480
0.0% of portfolio
|
Q4 2024
Reduced 33.79%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
15,531
shares
|
$131,858
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
15,495
shares
|
$131,552
0.07% of portfolio
|
Q4 2024
New holding
|