Latest Institutional Purchases of Pimco Income Strategy Fund Ii (PFN)
This list provides information on the latest institutional transactions involving Pimco Income Strategy Fund Ii (PFN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
462KNew |
$3.39M - $3.57M
|
462K
$3.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
332KNew |
$2.43M - $2.56M
|
332K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.4K+ 46.73% |
$362K - $381K
|
155K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46.6K+ 5.63% |
$342K - $360K
|
874K
$6.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
40.1KNew |
$294K - $309K
|
40.1K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
38.6KNew |
$283K - $298K
|
38.6K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
34.3K+ 209.96% |
$251K - $264K
|
50.6K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.8KNew |
$240K - $253K
|
32.8K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
30.2K+ 3021.0% |
$221K - $233K
|
31.2K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.1K+ 57.45% |
$199K - $209K
|
74.2K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27KNew |
$198K - $208K
|
27K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24.5K+ 31.36% |
$179K - $189K
|
102K
$783K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24K+ 32.0% |
$176K - $185K
|
99K
$756K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.6K+ 22.14% |
$166K - $174K
|
125K
$952K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
21.3KNew |
$156K - $164K
|
21.3K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.7K+ 3.65% |
$93.5K - $98.4K
|
362K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.7KNew |
$85.7K - $90.3K
|
11.7K
$89.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11KNew |
$80.5K - $84.8K
|
11K
$83.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
5.05K+ 2.78% |
$37K - $38.9K
|
187K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.12K+ 6.52% |
$22.9K - $24.1K
|
51K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.17K+ 114.16% |
$15.9K - $16.7K
|
4.07K
$31.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.92KNew |
$14K - $14.8K
|
1.92K
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.5KNew |
$11K - $11.6K
|
1.5K
$11.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
863+ 16.9% |
$6.33K - $6.66K
|
5.97K
$45.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 6.65% |
$2.93K - $3.09K
|
6.42K
$49K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
207+ 0.82% |
$1.52K - $1.6K
|
25.3K
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
84+ 2.9% |
$616 - $648
|
2.98K
$22.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
62+ 2.87% |
$454 - $479
|
2.22K
$17K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
26+ 2.97% |
$191 - $201
|
901
$6.88K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
514K+ 24.36% |
$3.61M - $3.92M
|
2.62M
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
270K+ 23.63% |
$1.9M - $2.06M
|
1.41M
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
85K+ 12.21% |
$597K - $648K
|
781K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
78.7KNew |
$552K - $599K
|
78.7K
$601K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.3K+ 6.35% |
$473K - $513K
|
1.13M
$8.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.7K+ 16.37% |
$454K - $493K
|
460K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57.7KNew |
$405K - $440K
|
57.7K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
51.5K+ 9.27% |
$361K - $392K
|
607K
$4.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 17.55% |
$355K - $386K
|
339K
$2.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.4K+ 15.67% |
$347K - $376K
|
365K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43.5KNew |
$305K - $331K
|
43.5K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.2K+ 10.83% |
$283K - $307K
|
412K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39.3K+ 71.49% |
$276K - $299K
|
94.2K
$720K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33.2KNew |
$233K - $253K
|
33.2K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.3K+ 108.36% |
$184K - $200K
|
50.5K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.8K+ 23.16% |
$125K - $135K
|
94.5K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13.7K+ 3.56% |
$96.2K - $104K
|
399K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.62K+ 662.0% |
$46.5K - $50.4K
|
7.62K
$58.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.65K+ 0.54% |
$18.6K - $20.2K
|
492K
$3.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.55K+ 1.49% |
$17.9K - $19.4K
|
173K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.36K+ 2.95% |
$9.51K - $10.3K
|
47.3K
$361K
|
|