We are live on ! Find out more
PFN

PIMCO Income Strategy Fund II

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$14M -$723K -68,760 -5%
HKAM
2
Horizon Kinetics Asset Management
New York
$5.01M -$27K -2,571 -0.5%
Invesco
3
Invesco
Georgia
$4.7M +$473K +45,030 +11%
Morgan Stanley
4
Morgan Stanley
New York
$4.64M +$122K +11,585 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.7M +$190K +18,052 +5%
Ameriprise
6
Ameriprise
Minnesota
$3.46M -$37.3K -3,545 -1%
LPL Financial
7
LPL Financial
California
$3.35M +$444K +42,223 +15%
TA
8
TCG Advisors
Texas
$3.27M +$171K +16,231 +6%
BRWA
9
B. Riley Wealth Advisors
Florida
$2.72M +$194K +18,491 +8%
Bank of America
10
Bank of America
North Carolina
$2.46M -$125K -11,917 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.37M +$120K +11,449 +5%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.35M -$38.1K -3,625 -2%
UBS Group
13
UBS Group
Switzerland
$1.98M -$15.3K -1,458 -0.8%
PA
14
Pinnacle Associates
New York
$1.14M -$10.5K -1,000 -0.9%
SWP
15
Stratos Wealth Partners
Ohio
$1.05M +$38.8K +3,693 +4%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$1.04M -$18.7K -1,775 -2%
AC
17
Addison Capital
Pennsylvania
$981K +$3.27K +311 +0.3%
GC
18
Guggenheim Capital
Illinois
$874K +$312K +29,659 +56%
FFA
19
First Foundation Advisors
California
$865K -$71.3K -6,788 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$767K +$46.8K +4,454 +7%
CSA
21
Cottage Street Advisors
Massachusetts
$759K +$158K +15,000 +26%
SIM
22
Sonora Investment Management
Arizona
$729K
SC
23
Scotia Capital
Ontario, Canada
$721K +$716K +68,118 New
RJA
24
Raymond James & Associates
Florida
$625K +$13.5K +1,284 +2%
Wells Fargo
25
Wells Fargo
California
$623K -$1.9K -181 -0.3%