Purchases and Sales Made in Q3 2025 in Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL) during Q3 2025. The information is specifically focused on institutions that hold shares of PIMCO INCOME STRATEGY FUND.
| 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 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 9.41% |
$144K - $149K
|
202K
$1.68M
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-140- 0.5% |
$1.16K - $1.2K
|
27.7K
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-803- 3.91% |
$6.62K - $6.88K
|
19.7K
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.03K- 0.49% |
$8.51K - $8.84K
|
208K
$1.73M
|
|
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 5.93% |
$9.78K - $10.2K
|
18.8K
$156K
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.95K- 2.07% |
$16.1K - $16.7K
|
92.5K
$768K
|
|
|
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
|
Stone X Group Inc.
|
SELL
|
- |
-2.51K- 9.83% |
$20.7K - $21.5K
|
23K
$191K
|
|
|
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 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.44K- 2.59% |
$28.3K - $29.4K
|
129K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.54K- 4.16% |
$29.2K - $30.3K
|
81.5K
$677K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.62K- 6.26% |
$29.9K - $31K
|
54.3K
$451K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.49K- 1.25% |
$37K - $38.4K
|
353K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.03K- 31.34% |
$58K - $60.2K
|
15.4K
$128K
|
|
|
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
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-11.2K- 44.56% |
$92.2K - $95.7K
|
13.9K
$115K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-32.1K- 67.98% |
$264K - $275K
|
15.1K
$125K
|
|