PFL / PIMCO Income Strategy Fund - Kepemilikan Institusional - Pembeli

PIMCO Income Strategy Fund
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Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di PIMCO Income Strategy Fund meliputi Cypress Capital Group, Balyasny Asset Management Llc, Herold Advisors, Inc., Equitable Holdings, Inc., Trust Co Of Vermont, dan Strategic Wealth Partners, Ltd. .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-29 13F Centaurus Financial, Inc. 357,970 5.53 3 0.00
2025-08-12 13F LPL Financial LLC 354,420 43.26 2,956 38.93
2025-08-14 13F Raymond James Financial Inc 42,755 7.18 357 3.79
2025-08-28 NP RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 1,281,563 0.44 10,688 -2.60
2025-08-12 13F BlackRock, Inc. 26,816 16.84 224 13.20
2025-07-25 13F Cypress Capital Group 58,213 485
2025-07-23 13F Element Wealth, LLC 15,763 0.10 131 -2.96
2025-08-07 13F Allworth Financial LP 4,100 34
2025-07-28 NP PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 310,770 0.60 2,589 -2.01
2025-08-05 13F Shaker Financial Services, LLC 37,026 312
2025-08-13 13F Invesco Ltd. 317,312 3.31 2,646 0.19
2025-07-28 13F Harbour Investments, Inc. 425 4
2025-08-14 13F GWM Advisors LLC 94,400 8.51 787 5.21
2025-08-14 13F Jane Street Group, Llc 22,413 105.45 187 100.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 132,689 7.41 1 0.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 15,142 27.12 126 23.53
2025-07-24 13F Costello Asset Management, INC 1,836 1.77 15 0.00
2025-08-14 13F Rivernorth Capital Management, Llc 1,281,563 0.44 10,688 -2.60
2025-08-08 13F Cetera Investment Advisers 144,500 44.81 1,205 40.44
2025-08-08 13F Kingsview Wealth Management, LLC 32,687 2.95 273 -0.37
2025-08-11 13F Elequin Capital Lp 15,336 2,292.51 128 2,440.00
2025-08-14 13F Herold Advisors, Inc. 28,780 240
2025-08-18 13F/A National Bank Of Canada /fi/ 11,005 87.22 91 82.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 188,587 3.79 1,573 0.70
2025-08-18 13F Geneos Wealth Management Inc. 34,151 63.62 285 58.66
2025-07-28 13F WealthPlan Investment Management, LLC 17,714 2.92 148 -0.68
2025-08-05 13F Strategic Financial Concepts, LLC 10,200 2.00 85 -1.16
2025-08-14 13F Bank Of America Corp /de/ 208,863 5.38 1,742 2.17
2025-07-18 13F Trust Co Of Vermont 1,400 12
2025-08-14 13F UBS Group AG 17,405 0.13 145 -2.68
2025-08-14 13F Balyasny Asset Management Llc 34,931 291
2025-08-14 13F Tudor Financial Inc. 15,643 0.37 130 -2.99
2025-08-15 13F Equitable Holdings, Inc. 18,749 156
2025-08-14 13F Mariner, LLC 30,247 5.17 252 2.02
2025-08-06 13F Commonwealth Equity Services, Llc 428,412 37.15 4 50.00
2025-08-13 13F Guggenheim Capital Llc 866,680 10.60 7,228 7.27
2025-08-15 13F Kestra Advisory Services, LLC 14,474 21.32 121 17.65
2025-07-29 13F Stratos Wealth Partners, LTD. 23,245 6.04 194 2.66
2025-08-11 13F Strategic Wealth Partners, Ltd. 1,199 10
2025-07-23 13F Elm3 Financial Group, LLC 27,833 27.18 232 23.40
2025-08-11 13F Western Wealth Management, LLC 20,541 1.08 171 -1.72
2025-08-14 13F Royal Bank Of Canada 184,941 10.70 1,542 7.31
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