Purchases and Sales Made in Q3 2025 in Pimco Global Stocks Plus & Income Fund (PGP)
This table provides information about the institutional ownership of Pimco Global Stocks Plus & Income Fund (PGP) during Q3 2025. The information is specifically focused on institutions that hold shares of PIMCO Global StocksPLUS & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.8KNew |
$391K - $411K
|
47.8K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
28.9K+ 85.54% |
$236K - $249K
|
62.6K
$547K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 16.49% |
$163K - $172K
|
141K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$102K - $108K
|
12.5K
$109K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 57.15% |
$91.3K - $96K
|
30.6K
$268K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.74K+ 26.72% |
$71.6K - $75.3K
|
41.5K
$362K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.19K+ 12.12% |
$42.5K - $44.7K
|
48K
$419K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 22.97% |
$13.9K - $14.6K
|
9.1K
$79.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$8.19K - $8.61K
|
1K
$8.73K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
700New |
$5.73K - $6.03K
|
700
$6.11K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
422+ 1.77% |
$3.46K - $3.63K
|
24.3K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$2.46K - $2.58K
|
300
$2.62K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
210+ 1.98% |
$1.72K - $1.81K
|
10.8K
$94.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
158+ 1.38% |
$1.29K - $1.36K
|
11.6K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
112New |
$917 - $964
|
112
$978
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
100New |
$819 - $861
|
100
$873
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16+ 0.07% |
$131 - $138
|
21.9K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 3.85% |
$14.7K - $15.5K
|
44.9K
$392K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.19K- 4.16% |
$34.3K - $36.1K
|
96.6K
$843K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.13K- 3.06% |
$42K - $44.2K
|
163K
$1.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.26K- 2.94% |
$51.3K - $53.9K
|
206K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.94K- 6.74% |
$56.8K - $59.8K
|
96K
$838K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-90.5K- 78.41% |
$742K - $780K
|
24.9K
$218K
|
|