PIMCO Corporate & Income Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MISSION HILLS FINANCIAL ADVISORY, LLC | 05/04/2026 | 1.27 M | $15.09 M | 3.12% | 1.84% |
| MORGAN STANLEY | 05/15/2026 | 1.24 M | $14.71 M | 0.22% | 1.80% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.18 M | $14.02 M | -3.45% | 1.71% |
| LPL FINANCIAL LLC | 05/06/2026 | 687.77 K | $8.18 M | 20.01% | 1.00% |
| GHE, LLC | 05/04/2026 | 649.54 K | $7.73 M | 3.76% | 0.94% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 503.76 K | $5.99 M | 32.11% | 0.73% |
| INVESCO LTD. | 05/12/2026 | 488.53 K | $5.81 M | 2.68% | 0.71% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 483.98 K | $5.76 M | -3.74% | 0.70% |
| ELEVATED CAPITAL ADVISORS, LLC | 04/30/2026 | 399.75 K | $4.76 M | 10.24% | 0.58% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 355.26 K | $4.23 M | 17.00% | 0.52% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 339.74 K | $4.04 M | -8.54% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 275.56 K | $3.28 M | -3.05% | 0.40% |
| INSIGNEO ADVISORY SERVICES, LLC | 05/12/2026 | 250.45 K | $2.98 M | -0.10% | 0.36% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 244.44 K | $2.91 M | 7.33% | 0.36% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 215.93 K | $2.57 M | -2.40% | 0.31% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 199.52 K | $2.37 M | 8.27% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 183.60 K | $2.18 M | 0.23% | 0.27% |
| VENTURE VISIONARY PARTNERS LLC | 05/14/2026 | 173.37 K | $2.06 M | 40.53% | 0.25% |
| AG ASSET ADVISORY, LLC | 04/29/2026 | 171.93 K | $2.05 M | 621.35% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 164.62 K | $1.96 M | 3.12% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 159.02 K | $1.89 M | 17.89% | 0.23% |
| NORTHROCK PARTNERS, LLC | 05/15/2026 | 136.94 K | $1.63 M | 100.00% | 0.20% |
| ASTORIA PORTFOLIO ADVISORS LLC. | 04/28/2026 | 126.87 K | $1.52 M | 100.00% | 0.18% |
| JANE STREET GROUP, LLC | 05/12/2026 | 122.07 K | $1.45 M | 37.93% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 120.63 K | $1.44 M | 10.34% | 0.18% |
| 05/07/2026 | 98.62 K | $1.17 M | 1.20% | 0.14% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 82.45 K | $981.10 K | -3.00% | 0.12% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 80.74 K | $960.74 K | 4.90% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 78.65 K | $935.97 K | 74.94% | 0.11% |
| ROYAL BANK OF CANADA | 05/15/2026 | 78.21 K | $930.00 K | 1.72% | 0.11% |
| UBS GROUP AG | 05/05/2026 | 74.34 K | $884.61 K | 29.25% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 73.84 K | $887.52 K | -3.44% | 0.11% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 70.00 K | $833.00 K | 0.00% | 0.10% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 04/28/2026 | 64.00 K | $761.60 K | 24.27% | 0.09% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 49.52 K | $589.29 K | -3.88% | 0.07% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 45.28 K | $538.86 K | 264.41% | 0.07% |
| LONGVIEW WEALTH MANAGEMENT | 04/15/2026 | 45.01 K | $540.06 K | -8.48% | 0.07% |
| COLONY GROUP, LLC | 05/15/2026 | 41.09 K | $489.03 K | 32.94% | 0.06% |
| XTX TOPCO LTD | 05/15/2026 | 37.48 K | $445.98 K | 100.00% | 0.05% |
| ELM3 FINANCIAL GROUP, LLC | 04/13/2026 | 34.67 K | $412.54 K | 3.48% | 0.05% |
| OPPENHEIMER & CO INC | 04/24/2026 | 34.60 K | $411.69 K | 1.55% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 33.56 K | $399.40 K | 34.36% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 32.64 K | $388.00 K | -5.67% | 0.05% |
| PEAPACK GLADSTONE FINANCIAL CORP | 05/15/2026 | 29.62 K | $352.00 K | -0.45% | 0.04% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 29.53 K | $351.37 K | 0.00% | 0.04% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 28.36 K | $337.52 K | 3.10% | 0.04% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 26.77 K | $318.57 K | 0.16% | 0.04% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 26.69 K | $320.78 K | -0.55% | 0.04% |
| 05/04/2026 | 26.23 K | $312.17 K | 0.06% | 0.04% | |
| RATHBONES GROUP PLC | 06/09/2026 | 24.50 K | $291.55 K | 68.97% | 0.04% |
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PIMCO Corporate & Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 171 institutional investors and hedge funds held shares of PIMCO Corporate & Income Strategy Fund. The most heavily invested institutionals were:
Mission Hills Financial Advisory, LLC: 1.27 M
MORGAN STANLEY: 1.24 M
GUGGENHEIM CAPITAL LLC: 1.18 M
LPL Financial LLC: 687,771
GHE, LLC: 649,542
WELLS FARGO & COMPANY/MN: 503,762
17.59% of PIMCO Corporate & Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.19 M shares in the last 24 months. This purchase volume represents approximately $160.81 M in transactions.