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PIMCO INCOME STRATEGY FUND (PFL)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
F3Logic, LLC
| 595,899 | -11,102 | 4,832,721,000 | 1.02 | |
Hist
| 12/31/2022 |
Gallagher Benefit Services, Inc.
| 595,899 | 595,899 | 4,832,721,000 | 1.02 | |
Hist
| 12/31/2022 |
Gallagher Fiduciary Advisors, LLC
| 444,996 | -56,484 | 3,644,524,000 | 0.28 | |
Hist
| 06/30/2023 |
MORGAN STANLEY
| 263,802 | -16,336 | 2,160,538,000 | 0.00 | |
Hist
| 06/30/2023 |
Invesco Ltd.
| 242,579 | -5,242 | 1,986,722,000 | 0.00 | |
Hist
| 06/30/2023 |
GUGGENHEIM CAPITAL LLC
| 227,390 | 27,194 | 1,862,324,000 | 0.01 | |
Hist
| 06/30/2023 |
STIFEL FINANCIAL CORP
| 209,827 | 15,553 | 1,718,507,000 | 0.00 | |
Hist
| 06/30/2023 |
Shaker Financial Services, LLC
| 163,881 | -85,653 | 1,345,373,000 | 0.59 | |
Hist
| 03/31/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 155,570 | 4,425 | 1,274,140,000 | | |
Hist
| 06/30/2023 |
Cetera Advisor Networks LLC
| 143,581 | 126 | 1,167,311,000 | 0.01 | |
Hist
| 03/31/2023 |
Atria Wealth Solutions, Inc.
| 128,123 | 128,123 | 1,049,327,000 | 0.01 | |
Hist
| 06/30/2023 |
BANK OF AMERICA CORP /DE/
| 118,168 | 6,133 | 967,798,000 | 0.00 | |
Hist
| 06/30/2023 |
NewEdge Advisors, LLC
| 114,100 | 6,500 | 934,479,000 | 0.01 | |
Hist
| 06/30/2023 |
HORIZON KINETICS ASSET MANAGEMENT LLC
| 99,091 | 0 | 811,555,000 | 0.02 | |
Hist
| 06/30/2023 |
TRUIST FINANCIAL CORP
| 91,904 | -424 | 745,342,000 | 0.00 | |
Hist
| 12/31/2022 |
Semus Wealth Partners LLC
| 83,386 | 83,386 | 676,258,000 | 0.82 | |
Hist
| 12/31/2022 |
ROYAL BANK OF CANADA
| 76,790 | -123,375 | 629,000,000 | 0.00 | |
Hist
| 06/30/2023 |
LPL Financial LLC
| 64,275 | -6,930 | 522,552,000 | 0.00 | |
Hist
| 03/31/2023 |
Apollon Wealth Management, LLC
| 58,213 | 0 | 476,764,000 | 0.02 | |
Hist
| 06/30/2023 |
Armor Investment Advisors, LLC
| 49,646 | -21,415 | 403,622,000 | 0.23 | |
Hist
| 03/31/2023 |
Sonora Investment Management Group, LLC
| 48,437 | 0 | 396,700,000 | 0.03 | |
Hist
| 06/30/2023 |
Western Wealth Management, LLC
| 46,817 | 46,817 | 379,686,000 | 0.04 | |
Hist
| 12/31/2022 |
Mariner, LLC
| 44,704 | -1,576 | 366,000,000 | 0.00 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 44,414 | -9,247 | 363,753,000 | 0.00 | |
Hist
| 06/30/2023 |
SYNOVUS FINANCIAL CORP
| 38,999 | 1,117 | 319,401,000 | 0.00 | |
Hist
| 06/30/2023 |
WELLS FARGO & COMPANY/MN
| 32,849 | 1 | 269,030,000 | 0.00 | |
Hist
| 06/30/2023 |
Moser Wealth Advisors, LLC
| 26,136 | 241 | 211,960,000 | | |
Hist
| 12/31/2022 |
Kingsview Wealth Management, LLC
| 25,825 | 772 | 211,509,000 | 0.01 | |
Hist
| 06/30/2023 |
SHUFRO ROSE & CO LLC
| 21,600 | -17,000 | 175,176,000 | 0.01 | |
Hist
| 12/31/2022 |
Lido Advisors, LLC
| 20,000 | 20,000 | 163,800,000 | 0.00 | |
Hist
| 06/30/2023 |
Kestra Advisory Services, LLC
| 19,929 | 1,077 | 163,219,000 | 0.00 | |
Hist
| 06/30/2023 |
UBS Group AG
| 19,525 | 1,188 | 159,910,000 | 0.00 | |
Hist
| 06/30/2023 |
American Portfolios Advisors
| 19,870 | 19,870 | 158,364,000 | 0.01 | |
Hist
| 09/30/2022 |
Cetera Advisors LLC
| 18,403 | -9,320 | 149,616,000 | 0.00 | |
Hist
| 03/31/2023 |
Consolidated Portfolio Review Corp
| 17,341 | 772 | 142,021,000 | 0.03 | |
Hist
| 06/30/2023 |
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