PIMCO Strategic Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 1.19 M | $6.49 M | -5.77% | 2.53% |
| MORGAN STANLEY | 08/13/2026 | 705.67 K | $3.85 M | 0.96% | 1.50% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 445.35 K | $2.43 M | -1.12% | 0.95% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 292.91 K | $1.60 M | 1.13% | 0.62% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 235.28 K | $1.28 M | 2.16% | 0.50% |
| MILESTONE ASSET MANAGEMENT, LLC | 07/15/2026 | 191.82 K | $1.05 M | 30.32% | 0.41% |
| LPL FINANCIAL LLC | 08/07/2026 | 170.37 K | $928.49 K | -39.83% | 0.36% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 106.86 K | $582.41 K | 247.03% | 0.23% |
| SILVER OAK SECURITIES, INCORPORATED | 08/07/2026 | 89.59 K | $488.25 K | -9.84% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 84.41 K | $460.00 K | -15.76% | 0.18% |
| BRAVIAS CAPITAL GROUP, LLC | 07/30/2026 | 78.32 K | $426.83 K | 1.91% | 0.17% |
| MEDALLION WEALTH ADVISORS, LLC | 08/14/2026 | 71.79 K | $391.24 K | -35.53% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 71.25 K | $388.31 K | -2.54% | 0.15% |
| KEYSTONE FINANCIAL GROUP | 07/29/2026 | 66.76 K | $363.84 K | 6.88% | 0.14% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 65.31 K | $355.92 K | -7.16% | 0.14% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 63.04 K | $343.56 K | 36.15% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 60.84 K | $331.60 K | 47.67% | 0.13% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 59.70 K | $325.37 K | 10.92% | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 58.00 K | $316.10 K | -19.05% | 0.12% |
| CITADEL ADVISORS LLC | 09/02/2026 | 53.65 K | $292.37 K | 100.00% | 0.11% |
| MARINER, LLC | 08/13/2026 | 51.91 K | $282.91 K | 0.14% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 46.36 K | $252.64 K | -6.46% | 0.10% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 45.13 K | $245.94 K | 81.17% | 0.10% |
| STRAIGHT PATH WEALTH MANAGEMENT | 07/27/2026 | 37.90 K | $206.56 K | -5.01% | 0.08% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 34.03 K | $185.44 K | 100.00% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 32.24 K | $175.94 K | 67.11% | 0.07% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 29.78 K | $162.29 K | 100.00% | 0.06% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 28.19 K | $153.63 K | -4.89% | 0.06% |
| OWEN LARUE, LLC | 07/22/2026 | 27.73 K | $151.14 K | -17.09% | 0.06% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 07/24/2026 | 24.43 K | $133.12 K | 17.01% | 0.05% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 23.59 K | $131.36 K | 0.06% | 0.05% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 22.38 K | $121.95 K | 0.00% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 21.66 K | $118.06 K | 4.56% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 20.45 K | $111.46 K | -6.83% | 0.04% |
| COLONY GROUP, LLC | 08/12/2026 | 20.30 K | $110.62 K | -7.25% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 19.59 K | $106.74 K | 100.00% | 0.04% |
| ARMSTRONG ADVISORY GROUP, INC | 07/13/2026 | 15.23 K | $83.01 K | 0.00% | 0.03% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 14.66 K | $79.89 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2026 | 14.35 K | $78.00 K | 0.81% | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 12.83 K | $69.95 K | 0.00% | 0.03% |
| MRA ADVISORY GROUP | 07/08/2026 | 12.21 K | $66.54 K | 0.06% | 0.03% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 11.78 K | $64.22 K | 0.00% | 0.03% |
| CREATIVE PLANNING | 08/13/2026 | 10.43 K | $56.85 K | -3.90% | 0.02% |
| ORG WEALTH PARTNERS, LLC | 07/30/2026 | 10.00 K | $54.50 K | 100.00% | 0.02% |
| CONTINUUM ADVISORY, LLC | 08/06/2026 | 7.95 K | $43.31 K | 100.00% | 0.02% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 7.94 K | $43.00 K | 100.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 7.55 K | $41.15 K | 100.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 6.58 K | $35.84 K | 0.84% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 5.98 K | $32.56 K | 3.52% | 0.01% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 5.18 K | $28.20 K | 0.00% | 0.01% |
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PIMCO Strategic Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 108 institutional investors and hedge funds held shares of PIMCO Strategic Income Fund Inc. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 1.19 M
MORGAN STANLEY: 705,666
BENJAMIN EDWARDS INC: 445,350
COMMONWEALTH EQUITY SERVICES, LLC: 292,906
ADVISOR GROUP HOLDINGS, INC.: 235,280
MILESTONE ASSET MANAGEMENT, LLC: 191,816
10.25% of PIMCO Strategic Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.01 M shares in the last 24 months. This purchase volume represents approximately $39.56 M in transactions.