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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
47.2KNew |
$324K - $357K
|
47.2K
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-15.1K- 80.49% |
$103K - $114K
|
3.65K
$27.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
77.6KNew |
$533K - $586K
|
77.6K
$579K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
66+ 0.6% |
$453 - $499
|
11K
$82.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
975New |
$6.7K - $7.37K
|
975
$7.28K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.45K- 4.16% |
$9.97K - $11K
|
33.5K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-498- 3.19% |
$3.42K - $3.76K
|
15.1K
$113K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90+ 2.94% |
$618 - $680
|
3.16K
$23.6K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80.4K+ 225.61% |
$596K - $614K
|
116K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-984- 4.92% |
$7.29K - $7.52K
|
19K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
800New |
$5.93K - $6.11K
|
800
$5.98K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 146.67% |
$163 - $168
|
37
$276
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$74.4K - $76.7K
|
10K
$75K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
500New |
$3.71K - $3.82K
|
500
$3.74K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.22% |
$222 - $229
|
13.7K
$102K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62KNew |
$12K - $12.4K
|
1.62K
$12.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.86K- 5.96% |
$13.8K - $14.2K
|
29.4K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 78.54% |
$11.1K - $11.4K
|
409
$3.06K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
215+ 0.85% |
$1.59K - $1.64K
|
25.5K
$191K
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-123- 0.57% |
$911 - $940
|
21.4K
$159K
|
|
| Q4 2024 | |||||||
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5.31KNew |
$38.9K - $41K
|
5.31K
$39.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$90.4K - $95.2K
|
12.3K
$92.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.1KNew |
$88.8K - $93.6K
|
12.1K
$90.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
751New |
$5.5K - $5.8K
|
751
$5.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 3.2% |
$183K - $193K
|
806K
$6.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.8KNew |
$79K - $83.2K
|
10.8K
$80.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.2KNew |
$126K - $133K
|
17.2K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
17.7KNew |
$130K - $137K
|
17.7K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
863+ 16.9% |
$6.33K - $6.66K
|
5.97K
$44.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 24.02% |
$23.9K - $25.2K
|
10.3K
$77.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.9K- 58.78% |
$124K - $131K
|
11.9K
$88.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27KNew |
$198K - $208K
|
27K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3KClosed |
$149K - $157K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.17K+ 114.16% |
$15.9K - $16.7K
|
4.07K
$30.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11KNew |
$80.5K - $84.8K
|
11K
$82.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.5KNew |
$11K - $11.6K
|
1.5K
$11.2K
|
|
| Q3 2024 | |||||||
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-47- 16.15% |
$330 - $358
|
244
$1.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
78.7KNew |
$552K - $599K
|
78.7K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
606+ 1.77% |
$4.25K - $4.62K
|
34.9K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 57.93% |
$148K - $161K
|
15.3K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43.5KNew |
$305K - $331K
|
43.5K
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.62K+ 662.0% |
$46.5K - $50.4K
|
7.62K
$56.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
$8.42K - $9.14K
|
1.2K
$8.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.3K+ 108.36% |
$184K - $200K
|
50.5K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 17.55% |
$355K - $386K
|
339K
$2.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33.2KNew |
$233K - $253K
|
33.2K
$248K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
37KNew |
$260K - $279K
|
37K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.2K+ 2.27% |
$163K - $175K
|
1.04M
$7.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.65K+ 33.96% |
$39.6K - $42.6K
|
22.3K
$167K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
100+ 0.36% |
$701 - $753
|
27.8K
$208K
|
|