Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
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Equity / COM
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Number of holders
-
55
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Total 13F shares, excl. options
-
3.72M
-
Shares change
-
-35.7K
-
Total reported value, excl. options
-
$30.4M
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Value change
-
-$273K
-
Number of buys
-
25
-
Number of sells
-
-24
-
Price
-
$8.19
Significant Holders of PIMCO INCOME STRATEGY FUND - COM (PFL) as of Q2 2023
63 filings reported holding PFL - PIMCO INCOME STRATEGY FUND - COM as of Q2 2023.
PIMCO INCOME STRATEGY FUND - COM (PFL) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.72M shares
.
Largest 10 shareholders include Gallagher Fiduciary Advisors, LLC (445K shares), MORGAN STANLEY (264K shares), Invesco Ltd. (243K shares), GUGGENHEIM CAPITAL LLC (227K shares), Shaker Financial Services, LLC (216K shares), STIFEL FINANCIAL CORP (210K shares), Creative Planning (159K shares), OSAIC HOLDINGS, INC. (156K shares), Cetera Advisor Networks LLC (142K shares), and COMMONWEALTH EQUITY SERVICES, LLC (129K shares).
This table shows the top 55 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.