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 - FAQ's
During the previous two years, 80 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
15.01% of PIMCO Strategic Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.28 M shares in the last 24 months. This purchase volume represents approximately $58.94 M in transactions.