Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
63
-
Total 13F shares, excl. options
-
3.89M
-
Shares change
-
+468K
-
Total reported value, excl. options
-
$32.9M
-
Value change
-
+$3.96M
-
Number of buys
-
28
-
Number of sells
-
-18
-
Price
-
$8.44
Significant Holders of PIMCO INCOME STRATEGY FUND - COM (PFL) as of Q4 2023
66 filings reported holding PFL - PIMCO INCOME STRATEGY FUND - COM as of Q4 2023.
PIMCO INCOME STRATEGY FUND - COM (PFL) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.89M shares
.
Largest 10 shareholders include MORGAN STANLEY (393K shares), GUGGENHEIM CAPITAL LLC (392K shares), Invesco Ltd. (273K shares), Shaker Financial Services, LLC (250K shares), STIFEL FINANCIAL CORP (225K shares), LPL Financial LLC (208K shares), Atria Wealth Solutions, Inc. (173K shares), Cetera Advisor Networks LLC (162K shares), OSAIC HOLDINGS, INC. (152K shares), and BANK OF AMERICA CORP /DE/ (132K shares).
This table shows the top 63 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.