We are live on ! Find out more
PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.2M -$1.57M -134,731 -10%
HK
2
Horizon Kinetics
New York
$8.18M -$440K -37,664 -5%
GC
3
Guggenheim Capital
Illinois
$5.41M -$153K -13,117 -3%
Invesco
4
Invesco
Georgia
$5.25M -$145K -12,381 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.13M +$2.07M +176,951 +95%
Nuveen
6
Nuveen
North Carolina
$2.49M
Morgan Stanley
7
Morgan Stanley
New York
$2M +$64.6K +5,534 +3%
Creative Planning
8
Creative Planning
Kansas
$958K +$165K +14,124 +20%
SB
9
Suntrust Banks
Georgia
$929K
LPL Financial
10
LPL Financial
California
$811K -$86.2K -7,382 -9%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$809K +$259K +22,162 +45%
Wells Fargo
12
Wells Fargo
California
$774K +$8.64K +740 +1%
BTS
13
BB&T Securities
Virginia
$578K +$42.4K +3,630 +8%
UBS Group
14
UBS Group
Switzerland
$527K -$85K -7,286 -14%
SRC
15
Shufro Rose & Co
New York
$489K
FFA
16
First Foundation Advisors
California
$460K +$10.7K +915 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$371K +$57.8K +4,954 +18%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$369K -$3.71K -318 -1%
Goldman Sachs
19
Goldman Sachs
New York
$340K +$115K +9,889 +50%
HCM
20
Hollencrest Capital Management
California
$293K
DA
21
Doliver Advisors
Texas
$258K +$264K +22,662 New
NPC
22
National Planning Corporation
California
$235K -$236K -20,251 -50%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$179K +$181K +15,491 +6,196%
BBA
24
BLB&B Advisors
Pennsylvania
$146K -$2.21K -189 -1%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$134K