Purchases and Sales Made in Q2 2023 in Pimco Income Strategy Fund Ii (PFN)

PFN Quotes by TradingView

This table provides information about the institutional ownership of Pimco Income Strategy Fund Ii (PFN) during Q2 2023. The information is specifically focused on institutions that hold shares of PIMCO Income Strategy Fund II.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
116K
+ 23.33%
$793K - $840K
613K $4.63M
Aug 14, 2023 Q2 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
89.2K
+ 8.28%
$610K - $647K
1.17M $8.81M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
86.8K
+ 14.97%
$593K - $629K
666K $5.03M
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
69.9K
+ 6.65%
$478K - $507K
1.12M $8.47M
Aug 07, 2023 Q2 2023
Shaker Financial Services, LLC

BUY
 -
57.7K
+ 35.36%
$395K - $419K
221K $1.67M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
37.3K
+ 39.51%
$255K - $270K
132K $994K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
32.1K
+ 137.44%
$219K - $233K
55.4K $418K
Jul 14, 2023 Q2 2023
Vanguard Capital Wealth Advisors

BUY
 -
30K
New
$205K - $218K
30K $227K
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
26.4K
+ 27.39%
$181K - $192K
123K $929K
Jul 13, 2023 Q2 2023
Edge Wealth Management LLC

BUY
 -
19.8K
New
$135K - $144K
19.8K $149K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
19.1K
New
$130K - $138K
19.1K $144K
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
15.7K
New
$107K - $114K
15.7K $118K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
15.5K
+ 13.0%
$106K - $112K
135K $1.02M
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
14.3K
+ 2.42%
$98.1K - $104K
607K $4.59M
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
13.9K
+ 101.46%
$95.1K - $101K
27.6K $208K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
13.7K
+ 22.47%
$93.6K - $99.2K
74.6K $563K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
12.9K
New
$88K - $93.2K
12.9K $97.1K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
12.6K
New
$86.1K - $91.3K
12.6K $95.1K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
11.3K
New
$77.6K - $82.2K
11.3K $85.6K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
11.3K
+ 93.75%
$77K - $81.6K
23.3K $176K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
10K
+ 2.38%
$68.7K - $72.8K
432K $3.27M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
10K
New
$68.4K - $72.5K
10K $75.5K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
10K
+ 39.25%
$68.4K - $72.5K
35.5K $268K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.63K
+ 10.37%
$38.5K - $40.8K
59.9K $452K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
4.99K
+ 1.39%
$34.1K - $36.2K
364K $2.75M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
3.17K
+ 4.54%
$21.7K - $23K
73K $551K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
2.58K
+ 0.69%
$17.7K - $18.7K
377K $2.85M
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
2.26K
+ 2.56%
$15.5K - $16.4K
90.6K $684K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.07K
+ 1.95%
$14.2K - $15K
109K $820K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
1.96K
+ 2.15%
$13.4K - $14.2K
93K $702K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.85K
+ 0.86%
$12.6K - $13.4K
217K $1.64M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
1.2K
+ 3.15%
$8.22K - $8.71K
39.3K $297K
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
1.05K
+ 1.32%
$7.15K - $7.58K
80.4K $607K
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1K
+ 2.45%
$6.84K - $7.25K
41.8K $315K
Aug 10, 2023 Q2 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
300
New
$2.05K - $2.18K
300 $2.27K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
115
+ 2.27%
$787 - $834
5.18K $39.1K
Jul 06, 2023 Q2 2023
St. Louis Financial Planners Asset Management, LLC

Chesterfield, MO
BUY
 -
97
+ 0.39%
$663 - $703
25.1K $189K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
42
+ 0.23%
$287 - $305
18.6K $140K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
27
+ 2.96%
$185 - $196
940 $7.1K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
23
+ 3.16%
$157 - $167
750 $5.66K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
13
+ 3.03%
$88.9 - $94.3
442 $3.34K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
0
New
$0 - $0
0 $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 31, 2023 Q2 2023
Smith Chas P & Associates Pa Cpas

SELL
 -
-8
- 0.04%
$54.7 - $58
18.3K $138K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-23
- 0.4%
$157 - $167
5.7K $43K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-94
- 0.63%
$643 - $682
14.9K $112K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-122
- 0.24%
$834 - $885
50.4K $380K
Aug 14, 2023 Q2 2023
Horizon Kinetics Asset Management LLC

SELL
 -
-178
- 0.06%
$1.22K - $1.29K
280K $2.11M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-200
- 0.32%
$1.37K - $1.45K
63.3K $478K

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