Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
54
-
Total 13F shares, excl. options
-
3M
-
Shares change
-
-456K
-
Total reported value, excl. options
-
$23M
-
Value change
-
-$3.74M
-
Number of buys
-
23
-
Number of sells
-
-20
-
Price
-
$7.67
Significant Holders of PIMCO INCOME STRATEGY FUND - COM (PFL) as of Q3 2023
59 filings reported holding PFL - PIMCO INCOME STRATEGY FUND - COM as of Q3 2023.
PIMCO INCOME STRATEGY FUND - COM (PFL) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3M shares
.
Largest 10 shareholders include GUGGENHEIM CAPITAL LLC (344K shares), Invesco Ltd. (231K shares), STIFEL FINANCIAL CORP (195K shares), OSAIC HOLDINGS, INC. (165K shares), Shaker Financial Services, LLC (164K shares), Cetera Advisor Networks LLC (150K shares), Atria Wealth Solutions, Inc. (143K shares), COMMONWEALTH EQUITY SERVICES, LLC (128K shares), BANK OF AMERICA CORP /DE/ (115K shares), and TRUIST FINANCIAL CORP (111K shares).
This table shows the top 54 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.