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. | 04/30/2026 | 1.26 M | $6.77 M | -16.02% | 2.69% |
| MORGAN STANLEY | 05/15/2026 | 698.95 K | $3.75 M | 3.03% | 1.49% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 450.39 K | $2.41 M | 3.59% | 0.96% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 289.62 K | $1.55 M | -11.64% | 0.62% |
| LPL FINANCIAL LLC | 05/06/2026 | 283.13 K | $1.52 M | -23.39% | 0.60% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 230.31 K | $1.23 M | -19.84% | 0.49% |
| MILESTONE ASSET MANAGEMENT, LLC | 04/15/2026 | 147.19 K | $788.95 K | -14.68% | 0.31% |
| 04/24/2026 | 111.35 K | $596.85 K | -1.22% | 0.24% | |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 100.21 K | $537.00 K | -4.47% | 0.21% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 99.37 K | $532.61 K | -3.66% | 0.21% |
| BRAVIAS CAPITAL GROUP, LLC | 04/28/2026 | 76.85 K | $411.92 K | 0.76% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 73.11 K | $391.85 K | 1.75% | 0.16% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 71.65 K | $384.04 K | 0.21% | 0.15% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 70.34 K | $377.03 K | -20.01% | 0.15% |
| KEYSTONE FINANCIAL GROUP | 05/13/2026 | 62.46 K | $334.80 K | 7.80% | 0.13% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 53.82 K | $288.50 K | -7.24% | 0.11% |
| MARINER, LLC | 05/13/2026 | 51.83 K | $277.83 K | -14.02% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 49.56 K | $265.64 K | -45.21% | 0.11% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 46.30 K | $257.90 K | 10.66% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 41.20 K | $220.84 K | 3.48% | 0.09% |
| STRAIGHT PATH WEALTH MANAGEMENT | 04/23/2026 | 39.90 K | $213.86 K | 2.57% | 0.08% |
| OWEN LARUE, LLC | 04/30/2026 | 33.45 K | $179.28 K | -36.15% | 0.07% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 30.79 K | $165.06 K | 84.52% | 0.07% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 29.64 K | $158.87 K | -1.50% | 0.06% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 28.57 K | $153.00 K | 31.04% | 0.06% |
| 05/15/2026 | 25.29 K | $135.57 K | 100.00% | 0.05% | |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 24.91 K | $133.51 K | 0.00% | 0.05% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 23.58 K | $129.39 K | 0.04% | 0.05% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 22.38 K | $119.94 K | 25.55% | 0.05% |
| UBS GROUP AG | 05/05/2026 | 21.95 K | $117.66 K | -94.62% | 0.05% |
| COLONY GROUP, LLC | 05/15/2026 | 21.88 K | $117.96 K | 31.69% | 0.05% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 05/18/2026 | 20.88 K | $111.89 K | 16.78% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 20.72 K | $111.05 K | 100.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 19.30 K | $103.42 K | -23.54% | 0.04% |
| ARMSTRONG ADVISORY GROUP, INC | 04/10/2026 | 15.23 K | $81.64 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 14.24 K | $76.00 K | 14.52% | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 12.83 K | $68.79 K | 100.00% | 0.03% |
| MRA ADVISORY GROUP | 04/22/2026 | 12.20 K | $65.40 K | 0.44% | 0.03% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 11.78 K | $63.16 K | 100.00% | 0.03% |
| CREATIVE PLANNING | 05/12/2026 | 10.85 K | $58.18 K | -17.64% | 0.02% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 10.55 K | $56.53 K | 1.81% | 0.02% |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 10.23 K | $54.85 K | 100.00% | 0.02% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 04/20/2026 | 10.00 K | $53.60 K | 0.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 6.52 K | $34.95 K | 0.77% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 5.77 K | $30.94 K | 81.57% | 0.01% |
| FIFTH THIRD BANCORP | 05/01/2026 | 5.30 K | $28.38 K | 100.00% | 0.01% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 5.18 K | $27.74 K | 0.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 4.33 K | $23.21 K | 0.00% | 0.01% |
| MAIN STREET GROUP, LTD | 05/06/2026 | 4.17 K | $22.35 K | 100.00% | 0.01% |
| IFP ADVISORS, INC | 04/13/2026 | 4.10 K | $21.98 K | 0.00% | 0.01% |
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PIMCO Strategic Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of PIMCO Strategic Income Fund Inc. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 1.26 M
MORGAN STANLEY: 698,953
BENJAMIN EDWARDS INC: 450,393
COMMONWEALTH EQUITY SERVICES, LLC: 289,620
LPL Financial LLC: 283,126
ADVISOR GROUP HOLDINGS, INC.: 230,313
10.19% of PIMCO Strategic Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.85 M shares in the last 24 months. This purchase volume represents approximately $38.62 M in transactions.