Purchases and Sales Made in Q3 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 Q3 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
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
121K
+ 92.0%
$789K - $881K
253K $1.91M
Nov 14, 2023 Q3 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
98.4K
+ 8.43%
$640K - $715K
1.26M $9.55M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
72.3K
+ 19.17%
$471K - $526K
450K $3.4M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
53.6K
+ 8.82%
$349K - $389K
661K $4.99M
Nov 02, 2023 Q3 2023
Shaker Financial Services, LLC

BUY
 -
47.2K
+ 21.33%
$307K - $343K
268K $2.02M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
31.5K
+ 250.36%
$205K - $229K
44.1K $333K
Nov 13, 2023 Q3 2023
Burns J W & CO Inc

BUY
 -
15K
New
$97.7K - $109K
15K $113K
Nov 08, 2023 Q3 2023
Landscape Capital Management, L.L.C.

BUY
 -
13.5K
New
$88K - $98.2K
13.5K $102K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
13.4K
New
$87.1K - $97.3K
13.4K $101K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
12.6K
New
$82.2K - $91.8K
12.6K $95.3K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
12.4K
+ 13.3%
$80.5K - $89.9K
105K $795K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
12.3K
New
$80.1K - $89.5K
12.3K $92.9K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
12.3K
+ 113.17%
$80.1K - $89.4K
23.2K $175K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
11.3K
New
$73.6K - $82.2K
11.3K $85.3K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.3K
+ 1.84%
$73.3K - $81.9K
624K $4.71M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
11K
New
$71.6K - $79.9K
11K $83K
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
10.4K
New
$67.7K - $75.6K
10.4K $78.5K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
10.4K
New
$67.6K - $75.5K
10.4K $78.4K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
9.75K
+ 37.2%
$63.5K - $70.9K
36K $272K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
8.7K
+ 1.31%
$56.6K - $63.2K
675K $5.1M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.89K
+ 13.16%
$51.4K - $57.4K
67.8K $512K
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
7.29K
+ 8.05%
$47.5K - $53K
97.9K $739K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
7K
+ 1.62%
$45.6K - $50.9K
439K $3.32M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5.73K
+ 7.68%
$37.3K - $41.6K
80.3K $606K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
3.96K
+ 3.22%
$25.8K - $28.8K
127K $959K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.55K
New
$23.1K - $25.8K
3.55K $26.8K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
2.81K
+ 0.77%
$18.3K - $20.4K
366K $2.77M
Nov 14, 2023 Q3 2023
Elequin Capital LP

New York, NY
BUY
 -
1.99K
New
$12.9K - $14.4K
1.99K $15K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
1.26K
+ 3.19%
$8.17K - $9.12K
40.6K $306K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
1.23K
+ 8.31%
$8.03K - $8.97K
16.1K $121K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.17K
+ 4.31%
$7.62K - $8.51K
28.3K $214K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1K
New
$6.53K - $7.29K
1K $7.57K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1K
New
$6.51K - $7.27K
1K $7.55K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
1K
+ 1.92%
$6.51K - $7.27K
53K $400K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
888
+ 1.6%
$5.78K - $6.46K
56.3K $425K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
575
+ 1.62%
$3.74K - $4.18K
36.1K $272K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
200
+ 5.0%
$1.3K - $1.45K
4.2K $31.7K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
120
+ 2.32%
$781 - $872
5.3K $40K
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
100
+ 0.36%
$651 - $727
27.7K $209K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
24
+ 3.2%
$156 - $174
774 $5.84K
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
10
+ 2.26%
$65.1 - $72.7
452 $3.41K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 30, 2024 Q3 2023
Concord Wealth Partners

SELL
 -
-25
- 3.13%
$163 - $182
774 $5.84K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

SELL
 -
-30
- 0.07%
$195 - $218
43.4K $328K
Oct 31, 2023 Q3 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-68
- 0.08%
$443 - $494
80.3K $606K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-71
- 0.37%
$462 - $516
19K $143K
Oct 18, 2023 Q3 2023
Rda Financial Network

SELL
 -
-380
- 3.07%
$2.47K - $2.76K
12K $90.6K
Nov 14, 2023 Q3 2023
Horizon Kinetics Asset Management LLC

SELL
 -
-389
- 0.14%
$2.53K - $2.83K
280K $2.11M

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