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. | 04/22/2025 | 1.98 M | $12.37 M | 142.26% | 4.26% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 936.68 K | $5.85 M | -0.18% | 2.02% |
LPL FINANCIAL LLC | 05/07/2025 | 919.52 K | $5.75 M | -25.84% | 1.98% |
MORGAN STANLEY | 05/15/2025 | 664.02 K | $4.15 M | 66.44% | 1.43% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 408.80 K | $2.56 M | -0.23% | 0.88% |
BENJAMIN EDWARDS INC | 05/12/2025 | 405.34 K | $2.53 M | 3.78% | 0.87% |
CITADEL ADVISORS LLC | 05/15/2025 | 174.55 K | $1.09 M | 1,275.06% | 0.38% |
MILESTONE ASSET MANAGEMENT, LLC | 04/09/2025 | 165.58 K | $1.03 M | 23.70% | 0.36% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 164.76 K | $1.03 M | 0.47% | 0.35% |
BALBOA WEALTH PARTNERS | 04/23/2025 | 162.83 K | $1.02 M | -2.04% | 0.35% |
MERCER GLOBAL ADVISORS INC /ADV | 05/15/2025 | 150.33 K | $939.57 K | 0.22% | 0.32% |
JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 141.65 K | $885.00 K | 15.20% | 0.30% |
OWEN LARUE, LLC | 05/12/2025 | 139.07 K | $869.17 K | -31.37% | 0.30% |
NEWEDGE ADVISORS, LLC | 05/15/2025 | 109.68 K | $685.50 K | -4.32% | 0.24% |
05/09/2025 | 83.90 K | $524.37 K | 1.09% | 0.18% | |
BAKER AVENUE ASSET MANAGEMENT, LP | 05/08/2025 | 79.63 K | $497.69 K | 0.00% | 0.17% |
CETERA INVESTMENT ADVISERS | 05/06/2025 | 71.31 K | $445.68 K | 21.23% | 0.15% |
MUTUAL ADVISORS, LLC | 04/28/2025 | 65.26 K | $365.45 K | 32.75% | 0.14% |
J.W. COLE ADVISORS, INC. | 05/05/2025 | 62.13 K | $388.32 K | 105.46% | 0.13% |
AMERITAS ADVISORY SERVICES, LLC | 04/25/2025 | 55.17 K | $420.37 K | 0.00% | 0.12% |
KEYSTONE FINANCIAL GROUP | 05/13/2025 | 53.93 K | $337.06 K | 0.94% | 0.12% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 47.33 K | $295.82 K | -18.34% | 0.10% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 44.42 K | $277.62 K | 13.65% | 0.10% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 42.72 K | $267.00 K | 234.61% | 0.09% |
ATOMI FINANCIAL GROUP, INC. | 05/14/2025 | 33.38 K | $208.63 K | -65.97% | 0.07% |
MODERN WEALTH MANAGEMENT, LLC | 05/15/2025 | 30.57 K | $191.03 K | 100.00% | 0.07% |
STRAIGHT PATH WEALTH MANAGEMENT | 04/28/2025 | 29.40 K | $183.75 K | -1.21% | 0.06% |
KOVACK ADVISORS, INC. | 05/06/2025 | 24.28 K | $151.73 K | 3.16% | 0.05% |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 05/06/2025 | 24.15 K | $150.94 K | 2.03% | 0.05% |
IFP ADVISORS, INC | 05/05/2025 | 18.91 K | $118.20 K | -94.10% | 0.04% |
CLEARBRIDGE INVESTMENTS, LLC | 05/13/2025 | 17.82 K | $111.39 K | 0.00% | 0.04% |
ARMSTRONG ADVISORY GROUP, INC | 04/10/2025 | 16.89 K | $128.67 K | 0.00% | 0.04% |
05/14/2025 | 16.88 K | $105.47 K | 61.87% | 0.04% | |
05/12/2025 | 16.46 K | $102.87 K | 100.00% | 0.04% | |
FSA WEALTH MANAGEMENT LLC | 05/15/2025 | 15.61 K | $97.53 K | 11.46% | 0.03% |
MRA ADVISORY GROUP | 04/11/2025 | 14.82 K | $92.64 K | 0.82% | 0.03% |
CREATIVE PLANNING | 05/15/2025 | 14.25 K | $89.08 K | 31.40% | 0.03% |
EQUITABLE HOLDINGS, INC. | 05/13/2025 | 13.31 K | $83.18 K | 100.00% | 0.03% |
ROYAL BANK OF CANADA | 05/15/2025 | 12.36 K | $77.00 K | -21.07% | 0.03% |
PRIVATE ADVISOR GROUP, LLC | 05/05/2025 | 12.13 K | $75.79 K | -11.07% | 0.03% |
ALPHA CUBED INVESTMENTS, LLC | 04/30/2025 | 12.00 K | $75.00 K | 0.00% | 0.03% |
HIGHTOWER ADVISORS, LLC | 05/13/2025 | 11.13 K | $69.55 K | 3.89% | 0.02% |
IEQ CAPITAL, LLC | 05/14/2025 | 10.08 K | $63.01 K | 100.00% | 0.02% |
KEUDELL/MORRISON WEALTH MANAGEMENT | 04/23/2025 | 10.00 K | $62.50 K | 0.00% | 0.02% |
CONTINUUM ADVISORY, LLC | 04/23/2025 | 8.15 K | $50.91 K | 0.00% | 0.02% |
HARBOUR INVESTMENTS, INC. | 05/08/2025 | 6.34 K | $39.64 K | 0.70% | 0.01% |
MAIN STREET GROUP, LTD | 05/14/2025 | 6.23 K | $38.93 K | 0.57% | 0.01% |
CIBC PRIVATE WEALTH GROUP, LLC | 05/14/2025 | 5.31 K | $30.66 K | 0.00% | 0.01% |
COMERICA BANK | 05/14/2025 | 5.30 K | $33.09 K | 959.00% | 0.01% |
CORECAP ADVISORS, LLC | 05/09/2025 | 5.18 K | $32.34 K | 0.00% | 0.01% |
PIMCO Strategic Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of PIMCO Strategic Income Fund, Inc.. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 1.98 M
ADVISOR GROUP HOLDINGS, INC.: 936,677
LPL Financial LLC: 919,520
MORGAN STANLEY: 664,023
COMMONWEALTH EQUITY SERVICES, LLC: 408,800
BENJAMIN EDWARDS INC: 405,341
16.86% of PIMCO Strategic Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.56 M shares in the last 24 months. This purchase volume represents approximately $61.17 M in transactions.