Latest Institutional Transactions on Pimco Income Strategy Fund Ii (PFN)
This table provides information on the latest institutional transactions involving Pimco Income Strategy Fund Ii (PFN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
157+ 0.97% |
$1.15K - $1.21K
|
16.4K
$124K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19+ 0.14% |
$139 - $147
|
13.6K
$103K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.6KNew |
$55.7K - $58.7K
|
7.6K
$57.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5.31KNew |
$38.9K - $41K
|
5.31K
$40K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.63K+ 4.97% |
$63.2K - $66.6K
|
182K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 11.76% |
$95.9K - $101K
|
98.2K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-25.5K- 49.07% |
$187K - $197K
|
26.5K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.5K- 20.12% |
$165K - $174K
|
89.4K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7KNew |
$240K - $253K
|
32.7K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.19K- 3.16% |
$16K - $16.9K
|
66.9K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-984- 4.69% |
$7.21K - $7.6K
|
20K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.8K+ 137.01% |
$571K - $601K
|
135K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.2K+ 3.96% |
$134K - $141K
|
478K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
751New |
$5.5K - $5.8K
|
751
$5.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.1KNew |
$88.8K - $93.6K
|
12.1K
$91.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$90.4K - $95.2K
|
12.3K
$93K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
76.1K+ 2.9% |
$558K - $588K
|
2.7M
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 49.6% |
$85K - $89.5K
|
35K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
98K+ 23.78% |
$718K - $756K
|
510K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.04K- 25.14% |
$44.3K - $46.6K
|
18K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.9K+ 5.42% |
$241K - $254K
|
640K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.3K- 10.71% |
$16.8K - $17.7K
|
19.2K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-50.9K- 54.04% |
$373K - $393K
|
43.3K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.9K+ 29.36% |
$124K - $131K
|
74.7K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.04K- 9.02% |
$14.9K - $15.7K
|
20.6K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.58K+ 3.33% |
$11.5K - $12.2K
|
48.8K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
818+ 0.94% |
$6K - $6.31K
|
87.8K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
299K+ 21.12% |
$2.19M - $2.31M
|
1.71M
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 3.2% |
$183K - $193K
|
806K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.94K- 2.05% |
$14.2K - $15K
|
92.6K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-429- 0.53% |
$3.14K - $3.31K
|
80.5K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.1K+ 33.1% |
$506K - $533K
|
278K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
25.3KNew |
$185K - $195K
|
25.3K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
45.8K+ 11.47% |
$336K - $353K
|
445K
$3.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.2KNew |
$126K - $133K
|
17.2K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.8KNew |
$79K - $83.2K
|
10.8K
$81.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.27K+ 1.72% |
$46K - $48.4K
|
371K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 0.16% |
$183 - $193
|
15.7K
$118K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
17.7KNew |
$130K - $137K
|
17.7K
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.2K- 1.62% |
$134K - $141K
|
1.11M
$8.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.34K+ 1.9% |
$68.5K - $72.1K
|
502K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.25K+ 1.4% |
$9.15K - $9.63K
|
90.5K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.4K- 18.94% |
$472K - $497K
|
276K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
40.1KNew |
$294K - $309K
|
40.1K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24K+ 32.0% |
$176K - $185K
|
99K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-68.5K- 21.02% |
$502K - $529K
|
257K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.8KNew |
$240K - $253K
|
32.8K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 66.54% |
$896K - $943K
|
61.5K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
34.3K+ 209.96% |
$251K - $264K
|
50.6K
$381K
|