PIMCO Corporate & Income Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.28 M | $15.34 M | 3.87% | 1.87% |
| MISSION HILLS FINANCIAL ADVISORY, LLC | 08/14/2026 | 1.21 M | $14.46 M | -4.60% | 1.76% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.12 M | $13.40 M | -4.83% | 1.63% |
| LPL FINANCIAL LLC | 08/07/2026 | 734.77 K | $8.78 M | 6.83% | 1.07% |
| GHE, LLC | 07/30/2026 | 678.50 K | $8.11 M | 4.46% | 0.99% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 579.37 K | $6.92 M | 15.01% | 0.84% |
| INVESCO LTD. | 08/14/2026 | 516.61 K | $6.17 M | 5.75% | 0.75% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 490.38 K | $5.86 M | 1.32% | 0.71% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 428.97 K | $5.13 M | 20.75% | 0.62% |
| ELEVATED CAPITAL ADVISORS, LLC | 08/03/2026 | 411.34 K | $4.92 M | 2.90% | 0.60% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 349.64 K | $4.18 M | 2.91% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 279.04 K | $3.33 M | 1.26% | 0.41% |
| INSIGNEO ADVISORY SERVICES, LLC | 08/14/2026 | 256.36 K | $3.06 M | 2.36% | 0.37% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 242.39 K | $2.90 M | -0.84% | 0.35% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 219.71 K | $2.63 M | 1.75% | 0.32% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 205.92 K | $2.46 M | 3.21% | 0.30% |
| AG ASSET ADVISORY, LLC | 08/03/2026 | 177.27 K | $2.12 M | 3.11% | 0.26% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 173.37 K | $2.07 M | 0.00% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 173.02 K | $2.07 M | 8.80% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 171.25 K | $2.05 M | -6.73% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 160.19 K | $1.91 M | -2.69% | 0.23% |
| NORTHROCK PARTNERS, LLC | 08/11/2026 | 145.36 K | $1.74 M | 6.15% | 0.21% |
| ASTORIA PORTFOLIO ADVISORS LLC. | 07/28/2026 | 129.44 K | $1.55 M | 2.03% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 114.03 K | $1.38 M | -5.47% | 0.17% |
| VISION RETIREMENT, LLC | 07/21/2026 | 94.18 K | $1.13 M | -4.50% | 0.14% |
| ROYAL BANK OF CANADA | 08/14/2026 | 88.24 K | $1.05 M | 12.83% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 78.02 K | $932.35 K | -5.37% | 0.11% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 77.29 K | $923.61 K | -4.27% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 70.80 K | $843.19 K | -4.12% | 0.10% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 07/27/2026 | 70.50 K | $842.48 K | 10.16% | 0.10% |
| CYNDEO WEALTH PARTNERS, LLC | 07/21/2026 | 70.00 K | $836.50 K | 0.00% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 68.42 K | $817.63 K | -13.01% | 0.10% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 60.66 K | $724.86 K | 100.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 59.46 K | $711.00 K | 100.00% | 0.09% |
| JANE STREET GROUP, LLC | 08/14/2026 | 59.05 K | $705.59 K | -51.63% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 58.71 K | $701.63 K | -21.02% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 50.57 K | $609.99 K | 100.00% | 0.07% |
| LIDO ADVISORS, LLC | 08/07/2026 | 44.12 K | $528.23 K | 134.25% | 0.06% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 43.17 K | $515.88 K | -12.82% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 41.33 K | $493.83 K | 10.27% | 0.06% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 38.45 K | $459.53 K | -15.08% | 0.06% |
| RMG WEALTH MANAGEMENT LLC | 08/13/2026 | 35.77 K | $424.94 K | 100.00% | 0.05% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 35.61 K | $425.49 K | 100.00% | 0.05% |
| LONGVIEW WEALTH MANAGEMENT | 07/17/2026 | 34.76 K | $415.37 K | -22.77% | 0.05% |
| OPPENHEIMER & CO INC | 08/03/2026 | 33.98 K | $406.01 K | -1.79% | 0.05% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 33.76 K | $403.37 K | 47.94% | 0.05% |
| COLONY GROUP, LLC | 08/12/2026 | 33.67 K | $402.36 K | -18.07% | 0.05% |
| ELM3 FINANCIAL GROUP, LLC | 07/29/2026 | 32.59 K | $389.40 K | -6.00% | 0.05% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 32.04 K | $382.83 K | 59.89% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 31.81 K | $380.00 K | -2.56% | 0.05% |
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PIMCO Corporate & Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 183 institutional investors and hedge funds held shares of PIMCO Corporate & Income Strategy Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.28 M
Mission Hills Financial Advisory, LLC: 1.21 M
GUGGENHEIM CAPITAL LLC: 1.12 M
LPL Financial LLC: 734,767
GHE, LLC: 678,497
WELLS FARGO & COMPANY/MN: 579,370
18.12% of PIMCO Corporate & Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.85 M shares in the last 24 months. This purchase volume represents approximately $168.87 M in transactions.