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Disclosery

PFL PIMCO INCOME STRATEGY FD

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COM (fund), issuer CIK 1244183

72 managers (72 13F filers) reported a position in PFL shares at 2025-03-31, 7,284,478 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
72
13F filers
72
New
10
Added
32
Reduced
12
Sold out
8
Shares held by filers
7,284,478

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RIVERNORTH CAPITAL MANAGEMENT, LLC1,275,940$11M0.58%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC783,585$6.74M0.06%+313,34413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC555,660$4.78M0.16%-32,86813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY496,196$4.27M<0.01%+66113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.339,211$2.92M0.18%+28,98113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC312,357$2.69M<0.01%+211,85413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.307,144$2.64M<0.01%+3,00113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC294,108$2.53M<0.01%+179,29713F-HRTimelineGroup
Atria Wealth Solutions, Inc.262,787$2.26M0.03%-1,35413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP258,381$2.22M<0.01%+8,87213F-HRTimelineGroup
LPL Financial LLC247,403$2.13M<0.01%+7,32113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/198,207$1.7M<0.01%+12,45613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,708$1.56M<0.01%-75,93113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA167,070$1.44M<0.01%+14,64513F-HR/ATimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC135,486$1.17M0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…123,532$1.06M<0.01%+3,14213F-HRTimeline
Cetera Investment Advisers99,783$858K<0.01%+15,28413F-HRTimeline
NewEdge Advisors, LLC87,000$748K<0.01%-1,05013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,809$738K<0.01%+4,41113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC69,413$597K0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.62,039$534K0.02%new13F-HRTimeline
Noble Wealth Management PBC61,530$529K0.36%013F-HRTimeline
Janney Montgomery Scott LLC52,157$449K<0.01%-10,48413F-HRTimeline
SYNOVUS FINANCIAL CORP48,258$415K0.01%+98113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,891$343K<0.01%+8,10413F-HRTimelineGroup
Sanctuary Advisors, LLC37,611$323K<0.01%+69113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,244$277K<0.01%+2,60713F-HRTimelineGroup
Kingsview Wealth Management, LLC31,750$273K0.01%+90213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.31,050$268K0.01%+1,05013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC28,761$247K<0.01%-4,22813F-HRTimelineGroup
Moser Wealth Advisors, LLC26,048$224K0.12%+31513F-HRTimeline
TD Waterhouse Canada Inc.25,785$221K<0.01%+1,00013F-HRTimeline
Sonora Investment Management Group, LLC25,065$216K0.02%013F-HRTimeline
Consolidated Portfolio Review Corp23,480$202K0.03%+94013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.22,952$197K<0.01%new13F-HRTimelineGroup
SHUFRO ROSE & CO LLC22,600$194K0.02%013F-HRTimeline
Armor Investment Advisors, LLC22,118$190K0.08%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,921$189K<0.01%new13F-HRTimelineGroup
Elm3 Financial Group, LLC21,885$188K0.17%-3,19813F-HRTimeline
PFG Investments, LLC21,500$185K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.20,872$179K<0.01%+7,07913F-HRTimeline
Financial Advocates Investment Manageme…20,600$177K0.01%-2,43313F-HRTimeline
Western Wealth Management, LLC20,322$175K0.01%-72513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,000$174K<0.01%013F-HRTimelineGroup
Semus Wealth Partners LLC19,531$168K0.12%-6,50913F-HRTimeline
D.A. DAVIDSON & CO.18,051$155K<0.01%+1,74013F-HRTimeline
UBS Group AGin group UBS Group AG17,382$149K<0.01%-19213F-HRTimelineGroup
WealthPlan Investment Management, LLC17,211$148K0.01%+48713F-HRTimeline
Sowell Financial Services LLC16,641$143K0.01%new13F-HRTimeline
Element Wealth, LLC15,747$135K0.07%+25213F-HRTimeline
Tudor Financial Inc.15,586$134K0.08%+5513F-HRTimeline
Creative Planningin group Creative Planning15,373$132K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.14,890$128K0.01%+4,41213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,783$119K0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.13,912$112K0.08%+82113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,930$103K<0.01%-2,22113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,912$102K<0.01%+1,86313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,909$93.8K<0.01%new13F-HR/ATimelineGroup
CoreCap Advisors, LLC10,180$87.5K<0.01%013F-HRTimeline
Strategic Financial Concepts, LLC10,000$86K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.8,939$76.9K0.03%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,669$57.4K0.02%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,878$50.2K<0.01%+3,13913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2,000$17.2K<0.01%013F-HRTimeline
Costello Asset Management, INC1,804$15.5K0.01%new13F-HRTimeline
Caldwell Trust Co1,500$12.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,072$9.22K<0.01%+3113F-HRTimeline
COMERICA BANK730$6.28K<0.01%013F-HRTimeline
Elequin Capital, LP641$5.51K<0.01%new13F-HRTimeline
Key Financial Inc488$4.2K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$4K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.