Recent Quarter Total Invested
$53.32 M
Recent Quarter Institutional Ownership Percentage
15.01%
Total Invested of Last Quarter
$41.37 M
Ownership Percentage of Last Quarter
14.53%
PIMCO Strategic Income Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 11/08/2024 | 1.07 M | $8.26 M | 36.74% | 2.33% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 940,472 | $7.23 M | 1.14% | 2.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 804,593 | $6.19 M | -7.04% | 1.74% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 645,197 | $4.96 M | 28.78% | 1.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 422,852 | $3.25 M | -1.47% | 0.92% |
| MORGAN STANLEY | 11/14/2024 | 386,972 | $2.98 M | 8.41% | 0.84% |
| BENJAMIN EDWARDS INC | 11/14/2024 | 385,533 | $2.96 M | 100.00% | 0.83% |
| MILESTONE ASSET MANAGEMENT, LLC | 10/25/2024 | 260,398 | $2.00 M | 10.89% | 0.56% |
| UBS GROUP AG | 11/14/2024 | 230,612 | $1.77 M | -6.45% | 0.50% |
| OWEN LARUE, LLC | 11/13/2024 | 195,999 | $1.51 M | 37.08% | 0.42% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 167,994 | $1.29 M | 0.03% | 0.36% |
| BALBOA WEALTH PARTNERS | 11/06/2024 | 158,896 | $1.22 M | 248.54% | 0.34% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 150,000 | $1.16 M | 0.00% | 0.32% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 142,118 | $1.09 M | -12.66% | 0.31% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 121,806 | $937,000 | -2.19% | 0.26% |
| ATOMI FINANCIAL GROUP, INC. | 10/08/2024 | 96,664 | $743,348 | -2.37% | 0.21% |
| BAKER AVENUE ASSET MANAGEMENT, LP | 11/04/2024 | 88,500 | $680,565 | 100.00% | 0.19% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 70,843 | $544,784 | -63.56% | 0.15% |
| AMERITAS ADVISORY SERVICES, LLC | 10/30/2024 | 63,623 | $489,260 | 0.08% | 0.14% |
| BISON WEALTH, LLC | 11/05/2024 | 43,683 | $335,926 | 3.15% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2024 | 40,898 | $314,506 | 100.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 39,082 | $300,544 | 17.34% | 0.08% |
| J.W. COLE ADVISORS, INC. | 10/24/2024 | 29,904 | $229,961 | -1.96% | 0.06% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 29,055 | $223,435 | 15.79% | 0.06% |
| STRAIGHT PATH WEALTH MANAGEMENT | 11/06/2024 | 27,748 | $213,381 | 1.14% | 0.06% |
| MUTUAL ADVISORS, LLC | 10/25/2024 | 25,433 | $189,222 | 100.00% | 0.06% |
| KOVACK ADVISORS, INC. | 11/05/2024 | 23,269 | $178,939 | 2.64% | 0.05% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 11/04/2024 | 23,183 | $178,276 | -18.73% | 0.05% |
| MML INVESTORS SERVICES, LLC | 11/15/2024 | 22,329 | $172,000 | -9.50% | 0.05% |
| NATIXIS | 11/13/2024 | 21,570 | $166,520 | 69.59% | 0.05% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 17,823 | $137,059 | -5.31% | 0.04% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 17,368 | $133,560 | 0.19% | 0.04% |
| ARMSTRONG ADVISORY GROUP, INC | 10/11/2024 | 16,886 | $129,854 | 0.00% | 0.04% |
| MRA ADVISORY GROUP | 10/04/2024 | 14,468 | $111,261 | 0.78% | 0.03% |
| PRIVATE ADVISORY GROUP LLC | 10/09/2024 | 14,349 | $110,344 | 0.00% | 0.03% |
| FSA WEALTH MANAGEMENT LLC | 11/14/2024 | 14,000 | $107.66 M | 100.00% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 13,606 | $104,630 | 0.26% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2024 | 13,578 | $105,000 | 0.79% | 0.03% |
| ALPHA CUBED INVESTMENTS, LLC | 10/07/2024 | 12,000 | $92,280 | 0.00% | 0.03% |
| WT WEALTH MANAGEMENT | 10/21/2024 | 10,122 | $75,308 | -16.46% | 0.02% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 10/31/2024 | 10,000 | $76,900 | 0.00% | 0.02% |
| CONTINUUM ADVISORY, LLC | 11/15/2024 | 8,146 | $63,050 | -0.77% | 0.02% |
| MAIN STREET GROUP, LTD | 11/13/2024 | 6,799 | $52,281 | 0.40% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 11/04/2024 | 6,253 | $48,089 | 0.82% | 0.01% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 5,313 | $40,857 | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 11/08/2024 | 5,175 | $39,796 | -37.08% | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 11/12/2024 | 5,040 | $38,753 | 100.00% | 0.01% |
| PRINCIPAL SECURITIES, INC. | 10/28/2024 | 3,247 | $24,967 | -12.29% | 0.01% |
| BOKF, NA | 11/14/2024 | 2,150 | $16,770 | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 1,337 | $10,282 | 0.00% | 0.00% |
PIMCO Strategic Income Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of RCS shares?
During the previous two years, 84 institutional investors and hedge funds held shares of PIMCO Strategic Income Fund, Inc.. The most heavily invested institutionals were:
LPL Financial LLC: 1.07 M
ADVISOR GROUP HOLDINGS, INC.: 940,472
Cambridge Investment Research Advisors, Inc.: 804,593
Kestra Advisory Services, LLC: 645,197
COMMONWEALTH EQUITY SERVICES, LLC: 422,852
MORGAN STANLEY: 386,972
-
What percentage of PIMCO Strategic Income Fund, Inc. stock is owned by institutional investors?
15.01% of PIMCO Strategic Income Fund, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at RCS ?
Institutional investors have bought a total of 9.31 M shares in the last 24 months. This purchase volume represents approximately $73.67 M in transactions.