Purchases and Sales Made in Q4 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 Q4 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
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
325K
+ 52.01%
$1.95M - $2.35M
949K $7.16M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
269K
+ 3050.7%
$1.62M - $1.95M
278K $2.1M
Feb 14, 2024 Q4 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
257K
+ 20.31%
$1.55M - $1.86M
1.52M $11.5M
Feb 12, 2024 Q4 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
223K
+ 39.58%
$1.34M - $1.61M
786K $5.94M
Feb 07, 2024 Q4 2023
Shaker Financial Services, LLC

BUY
 -
195K
+ 72.68%
$1.17M - $1.41M
463K $3.5M
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
89K
+ 384.13%
$536K - $643K
112K $847K
Feb 05, 2024 Q4 2023
Landscape Capital Management, L.L.C.

BUY
 -
49.9K
+ 369.4%
$300K - $361K
63.4K $479K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
49.5K
+ 7.33%
$298K - $358K
724K $5.47M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
33.8K
+ 7.69%
$204K - $244K
473K $3.57M
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
33K
+ 7.44%
$199K - $238K
477K $3.6M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
26.1K
+ 212.15%
$157K - $189K
38.4K $290K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
25K
New
$150K - $181K
25K $189K
Feb 14, 2024 Q4 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
23.9K
+ 3.62%
$144K - $173K
685K $5.17M
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
23K
+ 152.4%
$138K - $166K
38.1K $288K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
18.7K
New
$113K - $135K
18.7K $141K
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
13K
+ 68.26%
$78.1K - $93.8K
32K $241K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
12.2K
+ 13.46%
$73.4K - $88.2K
103K $776K
Jan 29, 2024 Q4 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
11.6K
+ 3.17%
$69.9K - $84K
378K $2.85M
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
10.8K
New
$64.8K - $77.8K
10.8K $81.2K
Feb 05, 2024 Q4 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
10.6K
+ 341.94%
$63.8K - $76.6K
13.7K $103K
Feb 14, 2024 Q4 2023
Keudell

BUY
 -
10.5K
New
$62.9K - $75.6K
10.5K $78.9K
Feb 08, 2024 Q4 2023
Foundations Investment Advisors, LLC

BUY
 -
10.3K
New
$61.9K - $74.3K
10.3K $77.6K
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
7.23K
New
$43.5K - $52.3K
7.23K $54.6K
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
7.13K
New
$42.9K - $51.6K
7.13K $53.8K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
6K
+ 7.46%
$36.1K - $43.3K
86.3K $652K
Jan 29, 2024 Q4 2023
Koshinski Asset Management, Inc.

BUY
 -
5.92K
+ 50.52%
$35.6K - $42.8K
17.6K $133K
Feb 14, 2024 Q4 2023
Elequin Capital LP

New York, NY
BUY
 -
4.14K
+ 208.77%
$24.9K - $30K
6.13K $46.3K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
3.07K
+ 8.52%
$18.5K - $22.2K
39K $295K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.5K
+ 8.84%
$15K - $18.1K
30.8K $232K
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.35K
+ 6.52%
$14.1K - $17K
38.4K $290K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
2.34K
New
$14.1K - $16.9K
2.34K $17.7K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
2.02K
New
$12.2K - $14.6K
2.02K $15.3K
Feb 06, 2024 Q4 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.75K
+ 1.79%
$10.5K - $12.7K
99.7K $752K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
1.5K
+ 5.16%
$9.03K - $10.8K
30.6K $231K
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
1.32K
+ 3.24%
$7.92K - $9.51K
41.9K $316K
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
300
+ 0.76%
$1.81K - $2.17K
39.7K $300K
Dec 26, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
107
New
$644 - $774
107 $808
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
100
+ 2.38%
$602 - $723
4.3K $32.5K
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

BUY
 -
44
+ 0.42%
$265 - $318
10.4K $78.7K
Apr 30, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
25
+ 3.23%
$151 - $181
799 $6.03K
Feb 05, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
25
+ 3.23%
$151 - $181
799 $6.03K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
14
+ 3.1%
$84.3 - $101
466 $3.52K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-3
- 0.3%
$18.1 - $21.7
1K $7.55K
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

SELL
 -
-220
- 1.28%
$1.32K - $1.59K
17K $128K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-252
- 1.36%
$1.52K - $1.82K
18.3K $138K
Jan 24, 2024 Q4 2023
Highlander Capital Management, LLC

Short Hills, NJ
SELL
 -
-335
- 50.6%
$2.02K - $2.42K
327 $2.47K
Jan 23, 2024 Q4 2023
Clear Creek Financial Management, LLC

SELL
 -
-788
- 1.11%
$4.74K - $5.7K
70.5K $532K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-833
- 15.71%
$5.01K - $6.02K
4.47K $33.7K

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