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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
161+ 0.12% |
$1.19K - $1.23K
|
133K
$992K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
105+ 0.53% |
$774 - $805
|
19.7K
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
96+ 0.84% |
$708 - $736
|
11.5K
$85.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
74+ 2.88% |
$545 - $568
|
2.64K
$19.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
58+ 1.05% |
$427 - $445
|
5.57K
$41.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
55+ 0.25% |
$405 - $422
|
21.8K
$163K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 2.87% |
$280 - $291
|
1.36K
$10.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
29+ 3.03% |
$214 - $222
|
986
$7.37K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
77.6KNew |
$533K - $586K
|
77.6K
$579K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
51.7KNew |
$355K - $391K
|
51.7K
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
47.2KNew |
$324K - $357K
|
47.2K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
40.3KNew |
$277K - $304K
|
40.3K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.6K+ 220.42% |
$182K - $201K
|
38.6K
$288K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25.7KNew |
$177K - $194K
|
25.7K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$133K - $147K
|
19.4K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$119K - $131K
|
17.3K
$129K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.7KNew |
$101K - $111K
|
14.7K
$110K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$91.2K - $100K
|
13.3K
$99.2K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.72K+ 10.48% |
$11.8K - $13K
|
18.1K
$135K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
975New |
$6.7K - $7.37K
|
975
$7.28K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90+ 2.94% |
$618 - $680
|
3.16K
$23.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
66+ 0.6% |
$453 - $499
|
11K
$82.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$344 - $378
|
50
$374
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$74.4K - $76.7K
|
10K
$75K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62KNew |
$12K - $12.4K
|
1.62K
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
800New |
$5.93K - $6.11K
|
800
$5.98K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
500New |
$3.71K - $3.82K
|
500
$3.74K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
215+ 0.85% |
$1.59K - $1.64K
|
25.5K
$191K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.22% |
$222 - $229
|
13.7K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 146.67% |
$163 - $168
|
37
$276
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27KNew |
$198K - $208K
|
27K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 3.2% |
$183K - $193K
|
806K
$6.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
17.7KNew |
$130K - $137K
|
17.7K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.2KNew |
$126K - $133K
|
17.2K
$129K
|
|
|
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
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11KNew |
$80.5K - $84.8K
|
11K
$82.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.8KNew |
$79K - $83.2K
|
10.8K
$80.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5.31KNew |
$38.9K - $41K
|
5.31K
$39.6K
|
|
|
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
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.5KNew |
$11K - $11.6K
|
1.5K
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
863+ 16.9% |
$6.33K - $6.66K
|
5.97K
$44.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
751New |
$5.5K - $5.8K
|
751
$5.61K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
78.7KNew |
$552K - $599K
|
78.7K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 17.55% |
$355K - $386K
|
339K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43.5KNew |
$305K - $331K
|
43.5K
$325K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33.2KNew |
$233K - $253K
|
33.2K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.3K+ 108.36% |
$184K - $200K
|
50.5K
$377K
|
|