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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

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$7.41
+0.04 (+0.54%)
(As of 05/21/2024 ET)
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund II (NYSE:PFN)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$14.68M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$7.53M
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PFN Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.38,871$290K0.0%+13.2%0.000%
5/10/2024 First Foundation Advisors17,557$131K0.0%-10.4%0.000%
5/9/2024 Koshinski Asset Management Inc.11,721$87K0.0%-33.6%0.000%
5/8/2024 Semus Wealth Partners LLC61,499$459K0.4%-12.8%0.000%
5/7/2024 Atomi Financial Group Inc.42,016$313K0.0%+8.1%0.000%
5/2/2024 Choreo LLC64,710$483K0.0%N/A0.000%
4/30/2024 J.W. Cole Advisors Inc.24,489$183K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC291,220$2.17M0.0%-4.6%0.000%
4/26/2024 Clear Creek Financial Management LLC79,892$596K0.1%+13.3%0.000%
4/26/2024 LifePro Asset Management80,427$600K0.4%N/A0.000%
4/25/2024 Smith Chas P & Associates PA Cpas38,001$283K0.0%N/A0.000%
4/24/2024 Private Trust Co. NA103,846$775K0.1%+11.2%0.000%
4/22/2024 PFG Investments LLC376,751$2.81M0.2%N/A0.000%
3/15/2024 B. Riley Wealth Advisors Inc.34,339$251K0.0%-11.7%0.000%
2/12/2024Focus Financial Network Inc. ADV24,969$182K0.0%N/A0.000%
2/9/2024 Advisory Services Network LLC39,031$282K0.0%+8.5%0.000%
2/9/2024 EverSource Wealth Advisors LLC724,459$5.24M0.5%+7.3%0.000%
2/9/2024 Certified Advisory Corp57,969$419K0.1%-54.4%0.000%
2/9/2024 D.A. Davidson & CO.31,963$231K0.0%-26.3%0.000%
2/8/2024 Addison Capital Co57,434$415K0.3%-9.7%0.000%
2/8/2024 Foundations Investment Advisors LLC10,281$77K0.0%N/A0.000%
2/7/2024 Cary Street Partners Investment Advisory LLC13,700$99K0.0%+341.9%0.000%
2/7/2024 Shaker Financial Services LLC463,132$3.38M1.4%+72.7%0.000%
2/6/2024 TCG Advisory Services LLC99,659$721K0.0%+1.8%0.000%
2/5/2024 Cary Street Partners Investment Advisory LLC13,700$99K0.0%+341.9%0.000%
2/2/2024 Atria Wealth Solutions Inc.32,486$236K0.0%-48.7%0.000%
1/29/2024 Consolidated Portfolio Review Corp378,023$2.73M0.6%+3.2%0.000%
1/29/2024 Koshinski Asset Management Inc.17,642$128K0.0%+50.5%0.000%
1/26/2024 Geneos Wealth Management Inc.14,394$104K0.0%-74.4%0.000%
1/24/2024 Stratos Wealth Partners LTD.81,091$586K0.0%-1.9%0.000%
1/24/2024 Stratos Wealth Advisors LLC18,716$135K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC7,230$52K0.0%+623.0%0.000%
1/23/2024 Semus Wealth Partners LLC70,564$510K0.4%-12.1%0.000%
1/18/2024 SeaCrest Wealth Management LLC10,759$79K0.0%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.38,084$275K0.0%+152.4%0.000%
1/16/2024 Raymond James & Associates247,602$1.79M0.0%-2.1%0.000%
1/16/2024CoreCap Advisors LLC86,305$624K0.0%+7.5%0.000%
1/5/2024 St. Louis Financial Planners Asset Management LLC22,443$162K0.2%-8.4%0.000%
11/16/2023 First Foundation Advisors24,375$161K0.0%-11.0%0.000%
11/16/2023 Essex Financial Services Inc.10,384$68K0.0%N/A0.000%
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11/16/2023 Penserra Capital Management LLC443,614$2.92M0.1%-60.4%0.000%
11/14/2023 Synovus Financial Corp202,168$1.33M0.0%-5.6%0.000%
11/13/2023 Consolidated Portfolio Review Corp366,405$2.42M0.6%+0.8%0.000%
11/13/2023 Certified Advisory Corp126,989$837K0.1%+3.2%0.000%
11/13/2023 Addison Capital Co63,634$419K0.3%-6.0%0.000%
11/13/2023 LPL Financial LLC624,062$4.11M0.0%+1.8%0.000%
11/8/2023 Landscape Capital Management L.L.C.13,512$89K0.0%N/A0.000%
11/8/2023 Moors & Cabot Inc.23,169$153K0.0%+113.2%0.000%
11/8/2023 Bryn Mawr Capital Management LLC10,993$72K0.0%N/A0.000%
11/7/2023 Great Valley Advisor Group Inc.12,628$83K0.0%N/A0.000%
11/4/2023 EverSource Wealth Advisors LLC674,961$4.45M0.5%+1.3%0.000%
11/2/2023 Sonora Investment Management Group LLC28,660$189K0.0%-47.1%0.000%
11/2/2023 Shaker Financial Services LLC268,195$1.78M0.8%+21.3%0.000%
10/24/2023 Stratos Wealth Partners LTD.82,639$545K0.0%-61.9%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.15,089$99K0.0%-12.0%0.000%
10/24/2023 Raymond James & Associates252,818$1.67M0.0%+92.0%0.000%
10/24/2023 Clear Creek Financial Management LLC71,306$470K0.1%-2.3%0.000%
10/23/2023Commonwealth Equity Services LLC449,757$2.96M0.0%+19.2%0.000%
10/20/2023 TNF LLC34,175$206K0.1%-4.8%0.000%
8/23/2023 TNF LLC35,910$259K0.1%-7.1%0.000%
8/15/2023 Rivernorth Capital Management LLC1,166,284$8.41M0.4%+8.3%0.000%
8/14/2023 Certified Advisory Corp123,026$887K0.2%+27.4%0.000%
8/11/2023 Guggenheim Capital LLC607,475$4.38M0.0%+2.4%0.000%
8/11/2023 Penserra Capital Management LLC1,121,615$8.09M0.2%+6.6%0.000%
8/10/2023 GeoWealth Management LLC35,475$256K0.0%+39.3%0.000%
8/10/2023Commonwealth Equity Services LLC377,413$2.72M0.0%+0.7%0.000%
8/10/2023 Cetera Investment Advisers22,454$162K0.0%-30.5%0.000%
8/9/2023 Lido Advisors LLC19,072$138K0.0%N/A0.000%
8/8/2023 Geneos Wealth Management Inc.55,414$400K0.0%+137.4%0.000%
8/8/2023 Synovus Financial Corp214,233$1.55M0.0%-7.4%0.000%
8/7/2023 Shaker Financial Services LLC221,045$1.61M0.7%+35.4%0.000%
8/4/2023 EverSource Wealth Advisors LLC666,266$4.80M0.5%+15.0%0.000%
8/2/2023 Bank of Montreal Can23,250$169K0.0%N/A0.000%
8/2/2023 Sigma Planning Corp19,328$139K0.0%N/A0.000%
8/1/2023 Truist Financial Corp12,590$91K0.0%N/A0.000%
7/31/2023 LPL Financial LLC612,799$4.42M0.0%+23.3%0.000%
7/31/2023 Greenwich Wealth Management LLC10,872$78K0.0%-22.5%0.000%
7/28/2023 Koshinski Asset Management Inc.12,221$88K0.0%-27.9%0.000%
7/26/2023 Janney Montgomery Scott LLC29,075$210K0.0%-4.8%0.000%
7/25/2023 Raymond James & Associates131,678$949K0.0%+39.5%0.000%
7/25/2023 Ameritas Advisory Services LLC31,242$226K0.0%-4.6%0.000%
7/18/2023 Stratos Wealth Partners LTD.216,688$1.56M0.0%+0.9%0.000%
7/17/2023 Clear Creek Financial Management LLC72,992$526K0.1%+4.5%0.000%
7/17/2023 Vanguard Capital Wealth Advisors30,000$216K0.2%N/A0.000%
7/14/2023 Edge Wealth Management LLC19,800$143K0.0%N/A0.000%
6/7/2023 Atomi Financial Group Inc.40,763$292K0.2%N/A0.000%
5/12/2023 Walled Lake Planning & Wealth Management LLC13,700$98K0.1%N/A0.000%
5/11/2023 Consolidated Portfolio Review Corp358,609$2.57M0.7%N/A0.000%
5/11/2023 Synovus Financial Corp231,316$1.66M0.0%-4.7%0.000%
5/11/2023 EverSource Wealth Advisors LLC579,511$4.16M0.5%N/A0.000%
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5/11/2023Commonwealth Equity Services LLC374,832$2.69M0.0%+2.4%0.000%
5/11/2023 Guggenheim Capital LLC593,134$4.25M0.0%+69.0%0.000%
5/10/2023 LPL Financial LLC496,893$3.56M0.0%+19.4%0.000%
5/9/2023 Spire Wealth Management5,068$36K0.0%+42.7%0.000%
5/8/2023 Shaker Financial Services LLC163,305$1.18M0.5%-63.8%0.000%
5/5/2023 Pinnacle Associates Ltd.51,970$373K0.0%-15.9%0.000%
4/28/2023 Ameritas Advisory Services LLC32,741$235K0.0%-46.4%0.000%
4/27/2023 Stratos Wealth Partners LTD.214,841$1.54M0.0%-2.8%0.000%
4/25/2023 Geneos Wealth Management Inc.23,338$167K0.0%-36.0%0.000%
4/25/2023 D.A. Davidson & CO.43,413$311K0.0%-14.9%0.000%
(Data available from 1/1/2016 forward)

PFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFN shares?

During the previous two years, 90 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund II. The most heavily invested institutionals were Rivernorth Capital Management LLC ($8.41M), Northwestern Mutual Wealth Management Co. ($7.66M), Cohen & Steers Inc. ($5.59M), EverSource Wealth Advisors LLC ($5.24M), Guggenheim Capital LLC ($4.38M), LPL Financial LLC ($4.11M), and Shaker Financial Services LLC ($3.38M).Learn more on PFN's institutional investors.

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

Of the 70 institutional investors that purchased PIMCO Income Strategy Fund II stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($751.03K), EverSource Wealth Advisors LLC ($724.46K), PFG Investments LLC ($376.75K), Consolidated Portfolio Review Corp ($373.03K), Penserra Capital Management LLC ($343.03K), Guggenheim Capital LLC ($288.32K), and LPL Financial LLC ($207.96K).

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

Institutional investors have bought a total of 5,045,411 shares in the last 24 months. This purchase volume represents approximately $36.22M in transactions.

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

Of the 42 institutional investors that sold PIMCO Income Strategy Fund II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($683.02K), Shaker Financial Services LLC ($287.90K), Horizon Kinetics Asset Management LLC ($157.63K), Stratos Wealth Partners LTD. ($150.33K), Scotia Capital Inc. ($113.46K), Northwestern Mutual Wealth Management Co. ($106.43K), and TCG Advisory Services LLC ($74.71K).

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

Institutional investors have sold a total of 2,212,782 shares in the last 24 months. This volume of shares sold represents approximately $15.49M in transactions.


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This page (NYSE:PFN) was last updated on 5/21/2024 by MarketBeat.com Staff

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