PIMCO Corporate & Income Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.23 M | $15.73 M | 12.15% | 1.84% |
| MISSION HILLS FINANCIAL ADVISORY, LLC | 02/02/2026 | 1.23 M | $15.69 M | 4.29% | 1.83% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.22 M | $15.57 M | 0.16% | 1.82% |
| GHE, LLC | 02/09/2026 | 626.01 K | $7.99 M | 0.00% | 0.93% |
| LPL FINANCIAL LLC | 02/11/2026 | 573.10 K | $7.31 M | 10.42% | 0.85% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 502.76 K | $6.42 M | -10.04% | 0.75% |
| INVESCO LTD. | 02/19/2026 | 475.79 K | $6.07 M | 1.67% | 0.71% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 381.32 K | $4.87 M | 69.57% | 0.57% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 371.46 K | $4.74 M | 2.03% | 0.55% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 362.61 K | $4.63 M | 0.40% | 0.54% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 303.65 K | $3.87 M | 100.00% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 284.23 K | $3.63 M | 5.77% | 0.42% |
| INSIGNEO ADVISORY SERVICES, LLC | 02/12/2026 | 250.70 K | $3.20 M | 0.00% | 0.37% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 227.75 K | $2.91 M | 18.58% | 0.34% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 221.25 K | $2.82 M | -25.27% | 0.33% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 184.28 K | $2.35 M | 2.84% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 183.19 K | $2.34 M | 13.63% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 159.64 K | $2.04 M | -8.04% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 134.90 K | $1.72 M | 1.38% | 0.20% |
| VENTURE VISIONARY PARTNERS LLC | 02/13/2026 | 123.37 K | $1.57 M | 0.00% | 0.18% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 116.91 K | $1.49 M | 100.00% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 109.32 K | $1.39 M | 20.82% | 0.16% |
| JANE STREET GROUP, LLC | 02/12/2026 | 88.51 K | $1.13 M | 26.39% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 85.00 K | $1.08 M | 51.49% | 0.13% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 76.97 K | $982.08 K | 11.52% | 0.11% |
| ROYAL BANK OF CANADA | 02/17/2026 | 76.89 K | $982.00 K | 7.45% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 76.47 K | $975.74 K | -4.01% | 0.11% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 70.00 K | $893.20 K | 0.00% | 0.10% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 68.32 K | $871.75 K | -4.34% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 58.61 K | $748.00 K | 1.89% | 0.09% |
| UBS GROUP AG | 01/29/2026 | 57.52 K | $733.90 K | -35.78% | 0.09% |
| STONEX GROUP INC. | 02/12/2026 | 56.67 K | $726.88 K | 13.81% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 51.52 K | $657.40 K | -4.18% | 0.08% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 01/23/2026 | 51.50 K | $657.14 K | 1.98% | 0.08% |
| LONGVIEW WEALTH MANAGEMENT | 01/13/2026 | 49.18 K | $632.40 K | 0.97% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 44.96 K | $573.69 K | 156.24% | 0.07% |
| MAREX GROUP PLC | 02/12/2026 | 44.00 K | $561.45 K | 100.00% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 34.60 K | $442.00 K | 5.58% | 0.05% |
| OPPENHEIMER & CO INC | 02/02/2026 | 34.07 K | $434.72 K | 1.48% | 0.05% |
| ELM3 FINANCIAL GROUP, LLC | 01/22/2026 | 33.50 K | $427.46 K | -2.90% | 0.05% |
| COLONY GROUP, LLC | 02/13/2026 | 30.91 K | $394.43 K | 49.06% | 0.05% |
| PEAPACK GLADSTONE FINANCIAL CORP | 02/10/2026 | 29.75 K | $380.00 K | -0.18% | 0.04% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 29.53 K | $376.77 K | 6.88% | 0.04% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 28.78 K | $367.26 K | 0.05% | 0.04% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 27.51 K | $351.03 K | 8.15% | 0.04% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 26.83 K | $343.48 K | 2.93% | 0.04% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 26.73 K | $341.04 K | 0.47% | 0.04% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 26.43 K | $337.27 K | 105.58% | 0.04% |
| 02/17/2026 | 26.22 K | $334.51 K | 100.00% | 0.04% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 24.98 K | $318.73 K | 100.00% | 0.04% |
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PIMCO Corporate & Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of PIMCO Corporate & Income Strategy Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.23 M
Mission Hills Financial Advisory, LLC: 1.23 M
GUGGENHEIM CAPITAL LLC: 1.22 M
GHE, LLC: 626,007
LPL Financial LLC: 573,104
PRINCIPAL SECURITIES, INC.: 502,764
16.62% of PIMCO Corporate & Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.48 M shares in the last 24 months. This purchase volume represents approximately $157.04 M in transactions.