Purchases and Sales Made in Q4 2024 in Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
101K+ 27.5% |
$839K - $889K
|
470K
$4.01M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
80.6K+ 35.11% |
$667K - $707K
|
310K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 18.52% |
$640K - $679K
|
496K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.9KNew |
$603K - $639K
|
72.9K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
61.5KNew |
$509K - $540K
|
61.5K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8KNew |
$263K - $279K
|
31.8K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
31.1KNew |
$257K - $273K
|
31.1K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
30KNew |
$248K - $263K
|
30K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
27.1K+ 2.17% |
$224K - $238K
|
1.28M
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
25.1KNew |
$207K - $220K
|
25.1K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 19.25% |
$203K - $216K
|
152K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.8K+ 24.65% |
$197K - $209K
|
120K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.5K+ 5.72% |
$136K - $144K
|
304K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
15.5KNew |
$128K - $136K
|
15.5K
$132K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
15.5KNew |
$128K - $136K
|
15.5K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$127K - $135K
|
15.4K
$131K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 19.24% |
$92.6K - $98.2K
|
69.4K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11.1KNew |
$92K - $97.6K
|
11.1K
$94.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 6.34% |
$91.6K - $97.1K
|
186K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.7K+ 4.22% |
$88.4K - $93.8K
|
264K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.2K+ 79.95% |
$84.6K - $89.7K
|
23K
$196K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.94KNew |
$73.9K - $78.4K
|
8.94K
$76.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.76K+ 16.27% |
$72.5K - $76.9K
|
62.6K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.65K+ 3.59% |
$71.5K - $75.9K
|
250K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7KNew |
$57.9K - $61.4K
|
7K
$59.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.67KNew |
$55.2K - $58.5K
|
6.67K
$56.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.4K+ 5.26% |
$36.4K - $38.6K
|
88.1K
$751K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 27.86% |
$25.5K - $27K
|
14.2K
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.83K+ 8.84% |
$15.1K - $16K
|
22.5K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 11.63% |
$11.9K - $12.6K
|
13.8K
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$9.1K - $9.65K
|
1.1K
$9.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
868+ 2.9% |
$7.18K - $7.61K
|
30.8K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
681+ 1.88% |
$5.63K - $5.97K
|
36.9K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
524New |
$4.33K - $4.6K
|
524
$4.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
374+ 2.29% |
$3.09K - $3.28K
|
16.7K
$143K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
245+ 18.42% |
$2.03K - $2.15K
|
1.58K
$13.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
235+ 9.38% |
$1.94K - $2.06K
|
2.74K
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
88+ 0.5% |
$728 - $772
|
17.6K
$150K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 2.87% |
$240 - $254
|
1.04K
$8.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.06% |
$74.4 - $78.9
|
15.4K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-185- 1.81% |
$1.53K - $1.62K
|
10K
$85.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-739- 2.19% |
$6.11K - $6.48K
|
33K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 3.91% |
$7.44K - $7.89K
|
22.1K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.19K- 1.02% |
$9.8K - $10.4K
|
115K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.8K- 15.03% |
$14.9K - $15.8K
|
10.2K
$86.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 8.36% |
$19.4K - $20.6K
|
25.7K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.64K- 2.29% |
$46.6K - $49.4K
|
240K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.33K- 33.79% |
$68.9K - $73K
|
16.3K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.75K- 9.39% |
$72.4K - $76.8K
|
84.5K
$721K
|