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PIMCO Corporate & Income Strategy Fund (PCN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PIMCO Corporate & Income Strategy Fund (NYSE:PCN)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$40.25M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$14.85M
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PCN Institutional Buying and Selling by Quarter

PIMCO Corporate & Income Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC66,262$926K0.0%+4.1%0.000%
4/29/2024Commonwealth Equity Services LLC190,348$2.66M0.0%+9.1%0.000%
4/22/2024 PFG Investments LLC22,868$319K0.0%N/A0.000%
4/18/2024 Aviance Capital Partners LLC68,723$960K0.1%+5.6%0.000%
4/16/2024 LongView Wealth Management29,402$411K0.2%+19.2%0.000%
4/15/2024 Elevated Capital Advisors LLC390,062$5.45M1.6%+7.1%0.000%
3/27/2024Nomura Holdings Inc.16,416$204K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.8,784$109K0.0%+12.8%0.000%
2/12/2024Focus Financial Network Inc. ADV61,133$766K0.0%N/A0.000%
2/9/2024Advisory Services Network LLC17,861$222K0.0%+18.9%0.000%
2/8/2024 Janney Montgomery Scott LLC63,673$790K0.0%-80.3%0.000%
2/7/2024 NBC Securities Inc.6,850$85K0.0%-13.7%0.000%
2/7/2024Principal Securities Inc.679,309$8.43M0.3%N/A0.000%
2/7/2024 Arlington Capital Management Inc.48,964$608K0.6%N/A0.000%
2/6/2024 Aviance Capital Partners LLC65,055$807K0.2%N/A0.000%
2/6/2024Axxcess Wealth Management LLC489,179$6.07M0.2%+321.0%0.000%
2/2/2024 GHE LLC255,383$3.17M1.9%+19.2%0.000%
1/25/2024 International Assets Investment Management LLC73,904$917K0.0%N/A0.000%
1/24/2024 Allworth Financial LP26,495$329K0.0%-11.0%0.000%
1/24/2024 International Assets Investment Management LLC917,152$11.38M0.0%N/A0.000%
1/17/2024 Bridge Advisory LLC40,526$503K0.3%-93.1%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.10,473$130K0.0%-15.5%0.000%
1/16/2024 Raymond James & Associates18,193$226K0.0%+71.7%0.000%
1/12/2024 Cyndeo Wealth Partners LLC169,160$2.10M0.2%+10.6%0.000%
1/9/2024 Elevated Capital Advisors LLC364,179$4.52M1.4%+3.5%0.000%
11/15/2023Axxcess Wealth Management LLC116,185$1.41M0.0%N/A0.000%
11/13/2023LPL Financial LLC305,848$3.72M0.0%+16.3%0.000%
11/13/2023Kestra Advisory Services LLC45,363$552K0.0%-5.2%0.000%
11/8/2023 Janney Montgomery Scott LLC323,777$3.94M0.0%+10.8%0.000%
11/8/2023Atria Wealth Solutions Inc.42,930$527K0.0%-62.9%0.000%
11/8/2023Oppenheimer & Co. Inc.28,399$346K0.0%+8.1%0.000%
11/6/2023 Sigma Planning Corp10,273$125K0.0%N/A0.000%
11/6/2023 GHE LLC214,282$2.61M1.8%+0.9%0.000%
11/4/2023 NBC Securities Inc.7,938$96K0.0%N/A0.000%
11/3/2023 Private Advisor Group LLC16,630$202K0.0%+44.9%0.000%
11/1/2023Nwam LLC43,284$527K0.1%-9.4%0.000%
10/31/2023 Allworth Financial LP29,772$362K0.0%-9.0%0.000%
10/26/2023 CENTRAL TRUST Co4,410$54K0.0%N/A0.000%
10/25/2023 Redmont Wealth Advisors LLC24,337$296K0.5%-26.7%0.000%
10/24/2023 Stratos Wealth Partners LTD.40,453$492K0.0%+3.8%0.000%
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10/24/2023 Raymond James & Associates10,593$129K0.0%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.29,404$358K0.0%-10.0%0.000%
10/23/2023Commonwealth Equity Services LLC168,198$2.05M0.0%+1.0%0.000%
10/20/2023 Bridge Advisory LLC590,143$7.18M2.5%+2.8%0.000%
10/17/2023 Elevated Capital Advisors LLC351,752$4.28M1.5%-2.5%0.000%
8/24/2023 Arlington Capital Management Inc.35,895$471K0.4%+11.5%0.000%
8/18/2023 Elevated Capital Advisors LLC360,809$4.73M1.6%-27.2%0.000%
8/11/2023Kestra Advisory Services LLC47,845$627K0.0%+17.8%0.000%
8/11/2023Guggenheim Capital LLC348,102$4.56M0.0%+35.3%0.000%
8/11/2023Penserra Capital Management LLC193,341$2.53M0.1%+6.6%0.000%
8/10/2023Nwam LLC47,795$627K0.1%N/A0.000%
8/10/2023Cetera Advisor Networks LLC77,490$1.02M0.0%+6.1%0.000%
8/8/2023 BOK Financial Private Wealth Inc.3,412$45K0.0%-48.3%0.000%
8/8/2023Prospera Financial Services Inc68,323$896K0.0%+7.5%0.000%
8/3/2023Atria Wealth Solutions Inc.115,824$1.53M0.0%+6.7%0.000%
8/3/2023 PFG Investments LLC40,913$536K0.1%+14.0%0.000%
8/3/2023Oppenheimer & Co. Inc.26,272$344K0.0%+21.9%0.000%
8/1/2023Truist Financial Corp27,627$362K0.0%-5.9%0.000%
7/31/2023LPL Financial LLC263,076$3.45M0.0%+1.7%0.000%
7/31/2023 GHE LLC212,385$2.78M1.9%+803.8%0.000%
7/27/2023 Cyndeo Wealth Partners LLC152,930$2.01M0.2%+2.9%0.000%
7/26/2023 Janney Montgomery Scott LLC292,322$3.83M0.0%+4.2%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.12,394$162K0.0%-39.4%0.000%
7/20/2023 Redmont Wealth Advisors LLC33,190$435K0.7%-55.8%0.000%
7/18/2023 Allworth Financial LP32,707$429K0.0%-69.1%0.000%
7/18/2023 Stratos Wealth Partners LTD.38,976$511K0.0%+20.4%0.000%
7/17/2023 Bridge Advisory LLC574,001$7.53M2.8%+4.4%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.32,669$428K0.0%+12.4%0.000%
5/15/2023 Bridgewealth Advisory Group LLC12,885$162K0.3%-7.4%0.000%
5/11/2023 PFG Investments LLC35,886$450K0.1%N/A0.000%
5/11/2023Guggenheim Capital LLC257,241$3.23M0.0%+49.4%0.000%
5/10/2023Oppenheimer & Co. Inc.21,551$270K0.0%+4.9%0.000%
5/10/2023LPL Financial LLC258,575$3.24M0.0%+6.4%0.000%
5/1/2023Virtu Financial LLC10,112$127K0.0%-67.5%0.000%
4/28/2023Ameritas Advisory Services LLC2,760$35K0.0%N/A0.000%
4/27/2023 Stratos Wealth Partners LTD.32,378$406K0.0%-19.7%0.000%
4/25/2023 Cyndeo Wealth Partners LLC148,645$1.86M0.2%+65.4%0.000%
4/24/2023Semus Wealth Partners LLC31,277$392K0.4%-3.3%0.000%
4/24/2023Penserra Capital Management LLC181,288$2.27M0.0%+27.3%0.000%
4/24/2023Ahrens Investment Partners LLC2,800$35K0.0%N/A0.000%
4/21/2023 Redmont Wealth Advisors LLC75,053$941K1.9%N/A0.000%
4/21/2023 Cyndeo Wealth Partners LLC148,645$1.46M0.2%+65.4%0.000%
4/19/2023 International Assets Investment Management LLC72,734$912K0.1%+263.3%0.000%
4/18/2023 Elevated Capital Advisors LLC495,532$6.21M2.2%+2.7%0.000%
4/18/2023 Allworth Financial LP105,710$1.33M0.0%-11.4%0.000%
4/17/2023 GPS Wealth Strategies Group LLC6,980$88K0.0%N/A0.000%
4/14/2023 Bridge Advisory LLC549,555$6.89M2.7%+5.4%0.000%
3/8/2023Sheets Smith Wealth Management13,750$163K0.0%-6.5%0.000%
3/1/2023 Lakewood Asset Management LLC2,800$33K0.0%N/A0.000%
2/24/2023 Bridgewealth Advisory Group LLC13,911$165K0.3%N/A0.000%
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2/14/2023Penserra Capital Management LLC142,427$1.69M0.0%+9.9%0.000%
2/13/2023Atria Wealth Solutions Inc.108,559$1.30M0.0%+41.1%0.000%
2/10/2023Collaborative Wealth Managment Inc.13,449$159K0.1%+8.0%0.000%
2/9/2023Elequin Securities LLC15,820$187K0.1%N/A0.000%
2/8/2023Prospera Financial Services Inc60,177$713K0.0%+1.8%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.30,380$360K0.0%+6.1%0.000%
2/8/2023Semus Wealth Partners LLC32,355$383K0.5%N/A0.000%
2/8/2023Nwam LLC47,929$568K0.1%-12.3%0.000%
2/8/2023Oppenheimer & Co. Inc.20,554$244K0.0%+10.6%0.000%
2/7/2023 GHE LLC23,500$282K0.3%+14.6%0.000%
(Data available from 1/1/2016 forward)

PCN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCN shares?

During the previous two years, 59 institutional investors and hedge funds held shares of PIMCO Corporate & Income Strategy Fund. The most heavily invested institutionals were Principal Securities Inc. ($8.43M), Axxcess Wealth Management LLC ($6.07M), Elevated Capital Advisors LLC ($5.45M), Guggenheim Capital LLC ($4.56M), LPL Financial LLC ($3.72M), GHE LLC ($3.17M), and Commonwealth Equity Services LLC ($2.66M).Learn more on PCN's institutional investors.

Which institutional investors have been buying PIMCO Corporate & Income Strategy Fund stock?

Of the 49 institutional investors that purchased PIMCO Corporate & Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.11M), Principal Securities Inc. ($679.31K), Elevated Capital Advisors LLC ($533.84K), Axxcess Wealth Management LLC ($489.18K), GHE LLC ($255.38K), Bridge Advisory LLC ($248.79K), and Guggenheim Capital LLC ($228.95K).

How much institutional buying is happening at PIMCO Corporate & Income Strategy Fund?

Institutional investors have bought a total of 4,930,119 shares in the last 24 months. This purchase volume represents approximately $61.12M in transactions.

Which PIMCO Corporate & Income Strategy Fund major shareholders have been selling company stock?

Of the 28 institutional investors that sold PIMCO Corporate & Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bridge Advisory LLC ($549.62K), Janney Montgomery Scott LLC ($387.68K), Elevated Capital Advisors LLC ($143.78K), Allworth Financial LP ($120.58K), Beacon Pointe Advisors LLC ($111.59K), International Assets Investment Management LLC ($97.93K), and Atria Wealth Solutions Inc. ($72.89K).

How much institutional selling is happening at PIMCO Corporate & Income Strategy Fund?

Institutional investors have sold a total of 1,681,793 shares in the last 24 months. This volume of shares sold represents approximately $20.96M in transactions.


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This page (NYSE:PCN) was last updated on 5/7/2024 by MarketBeat.com Staff

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