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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
15,373
shares
|
$130,516
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,360
shares
|
$130,406
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,151
shares
|
$120,141
0.0% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,793
shares
|
$117,102
0.0% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
13,091
shares
|
$111,142
0.07% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,155
shares
|
$103,195
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
11,126
shares
|
$94,459
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
10,180
shares
|
$86,428
0.0% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
10,049
shares
|
$85,316
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
8,939
shares
|
$75,892
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,000
shares
|
$59,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
6,669
shares
|
$56,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,739
shares
|
$23,254
0.0% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$16,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,679
shares
|
$14,254
0.0% of portfolio
|
Q2 2024
Reduced 71.29%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,575
shares
|
$13,371
0.01% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,560
shares
|
$13,244
0.0% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,100
shares
|
$9,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,041
shares
|
$8,838
0.0% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
894
shares
|
$7,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
730
shares
|
$6,197
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
675
shares
|
$5,730
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
524
shares
|
$4,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$4,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
488
shares
|
$4,143
0.0% of portfolio
|
Q4 2020
New holding
|