PIMCO CORPORATE INCOME STRAT shareholder history

Current and past PIMCO CORPORATE INCOME STRAT shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NWAM LLC 2920.02%0.27%0.81%Q2 2012Q3 202344
SHEETS SMITH WEALTH MANAGEMENT 43430.02%0.10%0.23%Q1 2013Q3 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
ADVISORY RESEARCH INC 39390.02%0.07%0.23%Q2 2013Q4 202239
GUGGENHEIM CAPITAL LLC 3260.00%0.01%0.05%Q2 2013Q3 202338
Cambridge Investment Research Advisors, Inc. 2980.00%0.01%0.02%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.04%0.09%Q2 2013Q2 202133
Stratos Wealth Partners, LTD. 32320.01%0.02%0.03%Q4 2015Q3 202332
BENJAMIN F. EDWARDS & COMPANY, INC. 2910.00%0.00%0.01%Q2 2013Q1 202331
Cetera Investment Advisers 2290.01%0.09%0.24%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
First Allied Advisory Services, Inc. 30300.01%0.03%0.11%Q2 2013Q3 202030
Invesco Ltd. 2460.00%0.00%0.00%Q2 2013Q2 202330
First PREMIER Bank 29290.00%0.05%0.11%Q3 2016Q3 202329
PLANNING ALTERNATIVES LTD /ADV 2720.04%0.06%0.21%Q2 2013Q3 202029
CITIGROUP INC 18110.00%0.00%0.00%Q2 2013Q2 202129
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.00%0.01%Q4 2016Q3 202328
BANK OF MONTREAL /CAN/ 27270.00%0.00%0.00%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.02%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
Janney Montgomery Scott LLC 2070.00%0.01%0.02%Q3 2013Q3 202327
Advisory Services Network, LLC 1310.00%0.00%0.01%Q1 2015Q3 202326
Carroll Financial Associates, Inc. 2510.00%0.00%0.01%Q2 2014Q4 202126
North Star Investment Management Corp. 13120.00%0.00%0.00%Q2 2016Q3 202225
TRUIST FINANCIAL CORP 25250.00%0.00%0.01%Q3 2017Q3 202325
STIFEL FINANCIAL CORP 1220.00%0.00%0.01%Q1 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 1510.00%0.00%0.01%Q2 2013Q3 202324
IHT Wealth Management, LLC 24240.01%0.06%0.15%Q4 2017Q3 202324
Cetera Advisor Networks LLC 2210.01%0.03%0.07%Q4 2017Q3 202323
West Oak Capital, LLC 1930.00%0.04%0.09%Q1 2017Q3 202222
Horizon Kinetics 21210.01%0.01%0.02%Q2 2013Q2 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
IFP Advisors, Inc 1470.00%0.01%0.02%Q4 2015Q3 202321
SYNOVUS FINANCIAL CORP 10100.00%0.00%0.00%Q4 2014Q2 202020
Wunderlich Capital Managemnt 20201.47%1.64%1.82%Q4 2013Q3 201820
FIRST MANHATTAN CO. LLC. 1810.00%0.00%0.00%Q2 2013Q2 202019
FIRST INTERSTATE BANK 18180.00%0.00%0.01%Q3 2015Q4 201918
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.05%0.11%0.22%Q2 2013Q3 201718
BOSTON ADVISORS LLC 18180.00%0.01%0.02%Q2 2013Q3 201718
US BANCORP \DE\ 1220.00%0.00%0.00%Q3 2015Q3 202318
Creative Planning 1510.00%0.00%0.01%Q4 2013Q3 202317
OPPENHEIMER & CO INC 1520.01%0.01%0.01%Q2 2013Q3 202317
Ancora Advisors LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Traynor Capital Management, Inc. 16160.07%0.29%0.95%Q4 2014Q3 201816
Savior LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.11%0.22%0.40%Q4 2019Q3 202316
AMERIPRISE FINANCIAL INC 910.00%0.00%0.00%Q2 2013Q3 201816
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
Sound View Wealth Advisors Group, LLC 1330.03%0.07%0.10%Q2 2019Q3 202316
Beacon Pointe Advisors, LLC 15150.00%0.23%0.68%Q1 2020Q3 202315
Alpha Omega Wealth Management LLC 15150.00%0.03%0.06%Q4 2015Q2 201915
Princeton Global Asset Management LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.16%0.38%Q2 2013Q4 201615
SUNTRUST BANKS INC 15150.00%0.00%0.00%Q2 2013Q4 201615
NVWM, LLC 15150.01%0.02%0.03%Q2 2019Q4 202215
Advisor Group, Inc. 15150.01%0.02%0.02%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
ADIRONDACK TRUST CO 14140.01%0.01%0.01%Q2 2013Q3 201614
Private Advisor Group, LLC 710.00%0.01%0.03%Q2 2014Q3 202314
Bruderman Asset Management, LLC 810.00%0.01%0.02%Q1 2015Q1 201914
Ahrens Investment Partners LLC 1010.01%0.10%0.19%Q4 2016Q1 202314
Elevated Capital Advisors, LLC 510.95%1.61%2.23%Q1 2019Q3 202313
Wealthcare Advisory Partners LLC 1210.00%0.05%0.17%Q3 2017Q1 202113
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Apollon Wealth Management, LLC 1120.01%0.10%0.41%Q2 2020Q3 202313
BOKF, NA 13130.01%0.03%0.05%Q4 2017Q4 202013
FNY Investment Advisers, LLC 730.00%0.01%0.02%Q2 2018Q3 202313
RAYMOND JAMES & ASSOCIATES 310.00%0.00%0.00%Q1 2014Q3 202313
GPS Wealth Strategies Group, LLC 930.02%0.07%0.24%Q3 2020Q3 202312
FMR LLC 510.00%0.00%0.00%Q3 2018Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
HighTower Advisors, LLC 12120.00%0.01%0.01%Q1 2019Q4 202112
BESSEMER GROUP INC 1010.00%0.03%0.08%Q3 2014Q4 202112
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.04%0.05%Q4 2018Q3 202112
Winslow, Evans & Crocker, Inc. 12120.00%0.00%0.00%Q4 2013Q3 201612
Penserra Capital Management LLC 840.00%0.02%0.05%Q4 2015Q2 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
Key FInancial Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
Prospera Financial Services Inc 1110.02%0.03%0.04%Q3 2020Q3 202312
WFG Advisors, LP 650.00%0.01%0.03%Q2 2013Q2 201711
Anfield Capital Management, LLC 11110.40%0.52%0.74%Q4 2019Q2 202211
Bridge Advisory, LLC 11110.13%2.09%2.94%Q1 2021Q3 202311
EXANE DERIVATIVES 11110.01%0.05%0.15%Q3 2019Q1 202211
Capital Investment Advisors, LLC 11110.02%0.08%0.12%Q4 2013Q2 201611
Asset Planning Services, Ltd. 10100.00%0.01%0.02%Q1 2017Q2 201910
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
Kovack Advisors, Inc. 510.02%0.04%0.05%Q3 2018Q1 202210
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Blume Capital Management, Inc. 10100.01%0.01%0.01%Q4 2013Q1 201610
SIGNATUREFD, LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
Brick & Kyle, Associates 10100.05%0.06%0.08%Q4 2014Q1 201710
INVESTMENT CENTERS OF AMERICA INC 730.04%0.08%0.14%Q2 2014Q3 201710
Gerber Kawasaki Wealth & Investment Management 810.00%0.91%1.78%Q4 2015Q3 20219
D.A. DAVIDSON & CO. 720.00%0.00%0.00%Q4 2013Q1 20179
WHITTIER TRUST CO 990.00%0.01%0.01%Q2 2013Q2 20159
Lattice Strategies LLC 610.11%0.24%0.40%Q2 2013Q2 20169
Gary Goldberg Planning Services Inc 880.02%0.03%0.06%Q1 2013Q4 20148
HUNTINGTON NATIONAL BANK 610.00%0.01%0.01%Q1 2009Q1 20218
Westwind Capital 880.01%0.01%0.02%Q4 2017Q3 20198
Firestone Capital Management 880.00%0.00%0.01%Q4 2019Q3 20218
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 610.11%0.14%0.18%Q1 2020Q1 20238
PFS Partners, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Trutina Financial LLC 710.15%1.32%2.06%Q2 2014Q3 20168
Ranch Capital Advisors Inc. 880.00%0.04%0.08%Q4 2019Q3 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
MONETARY MANAGEMENT GROUP INC 880.02%0.06%0.11%Q2 2013Q1 20158
Smithfield Trust Co 880.02%0.02%0.02%Q4 2013Q3 20158
Parallel Advisors, LLC 880.00%0.00%0.00%Q1 2017Q4 20188
Collaborative Wealth Managment Inc. 610.10%0.11%0.15%Q1 2021Q3 20238
TCI Wealth Advisors, Inc. 710.00%0.01%0.01%Q4 2012Q4 20168
Cornerstone Financial Partners, LLC 770.64%2.61%3.60%Q4 2015Q2 20177
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
CWM, LLC 610.00%0.00%0.00%Q4 2013Q3 20237
Allworth Financial LP 770.00%0.01%0.03%Q1 2022Q3 20237
Johanson Financial Advisors, Inc. 610.04%0.40%0.74%Q4 2019Q4 20217
ENVESTNET ASSET MANAGEMENT INC 610.00%0.00%0.00%Q2 2013Q3 20237
IFC Holdings Incorporated/FL 430.02%0.02%0.02%Q4 2015Q4 20177
Global Wealth Management Investment Advisory, Inc. 770.01%0.01%0.01%Q4 2018Q2 20207
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q2 2021Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.12%0.26%Q2 2013Q4 20147
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
GHE, LLC 520.23%1.26%2.24%Q4 2021Q3 20237
Texas Yale Capital Corp. 770.04%0.05%0.08%Q4 2013Q2 20157
Advocacy Wealth Management Services, LLC 770.00%0.03%0.14%Q1 2016Q3 20177
SG Americas Securities, LLC 510.00%0.01%0.01%Q2 2013Q4 20157
Sigma Planning Corp 610.01%0.02%0.03%Q4 2014Q3 20237
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q2 2013Q3 20146
Sonora Investment Management, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Avior Wealth Management, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
BOK Financial Private Wealth, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SII INVESTMENTS INC/WI 660.02%0.02%0.02%Q2 2016Q3 20176
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q3 2013Q2 20206
Raleigh Capital Management Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 550.14%0.17%0.26%Q1 2018Q1 20195
B. Riley Wealth Advisors, Inc. 310.00%0.04%0.06%Q2 2013Q4 20145
RIVERNORTH CAPITAL MANAGEMENT, LLC 310.05%0.21%0.33%Q2 2013Q3 20225
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.09%0.15%0.22%Q2 2013Q2 20145
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2018Q3 20235
GeoWealth Management, LLC 550.02%0.02%0.04%Q3 2021Q3 20225
Chicago Partners Investment Group LLC 550.00%0.00%0.00%Q3 2017Q3 20185
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
HOLLENCREST CAPITAL MANAGEMENT 410.00%0.01%0.03%Q3 2014Q3 20235
SouthState Corp 550.01%0.02%0.02%Q4 2021Q4 20225
Archford Capital Strategies, LLC 550.00%0.00%0.00%Q1 2014Q1 20155
Virtu KCG Holdings LLC 320.00%0.00%0.01%Q3 2014Q4 20155
SIT INVESTMENT ASSOCIATES INC 320.01%0.03%0.06%Q2 2013Q1 20165
Virtu Financial LLC 210.01%0.04%0.08%Q4 2021Q3 20234
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q1 20204
Atria Investments, Inc 440.02%0.02%0.03%Q2 2019Q1 20204
SEGALL BRYANT & HAMILL, LLC 220.00%0.00%0.00%Q1 2017Q2 20184
Cyndeo Wealth Partners, LLC 440.12%0.18%0.21%Q4 2022Q3 20234
Glassman Wealth Services 440.01%0.01%0.01%Q1 2017Q4 20174
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q3 2021Q2 20224
DOLIVER ADVISORS, LP 220.30%0.53%1.02%Q3 2014Q3 20154
AVANTAX ADVISORY SERVICES, INC. 440.01%0.01%0.01%Q4 2019Q3 20204
Trek Financial, LLC 440.06%0.08%0.10%Q2 2019Q1 20204
Bridgewealth Advisory Group, LLC 440.19%0.27%0.32%Q4 2022Q3 20234
CoreFirst Bank & Trust 440.01%0.01%0.01%Q4 2020Q3 20214
Semus Wealth Partners LLC 440.37%0.41%0.47%Q4 2022Q3 20234
Dynasty Wealth Management, LLC 440.08%0.41%0.66%Q4 2017Q3 20184
AXXCESS WEALTH MANAGEMENT, LLC 310.01%0.02%0.05%Q4 2021Q3 20234
NEXT Financial Group, Inc 110.00%0.01%0.02%Q3 2014Q1 20213
M&T BANK CORP 330.00%0.00%0.00%Q4 2013Q2 20143
Investors Capital Advisory Services 210.03%0.05%0.08%Q2 2013Q4 20143
Certified Advisory Corp 330.01%0.01%0.01%Q2 2018Q4 20183
MARINER INVESTMENT GROUP LLC 210.14%0.21%0.27%Q2 2015Q4 20183
Darwin Wealth Management, LLC 330.03%0.03%0.04%Q1 2022Q3 20223
PFG Investments, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.03%0.05%0.07%Q2 2015Q1 20203
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2020Q2 20233
Sandy Spring Bank 210.00%0.00%0.00%Q2 2016Q2 20233
Thomas J. Herzfeld Advisors, Inc. 330.10%0.18%0.30%Q2 2015Q4 20153
MCF Advisors LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Global Retirement Partners, LLC 330.00%0.02%0.03%Q4 2017Q2 20183
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.03%0.04%0.05%Q3 2016Q1 20183
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
REDMONT WEALTH ADVISORS LLC 330.52%1.06%1.90%Q1 2023Q3 20233
SCOTIA CAPITAL INC. 330.00%0.00%0.00%Q4 2013Q2 20143
TOTH FINANCIAL ADVISORY CORP 330.01%0.01%0.01%Q4 2017Q2 20183
Windsor Capital Management, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
Cypress Point Wealth Management, LLC 330.15%0.19%0.25%Q4 2020Q2 20213
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2018Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q3 2019Q2 20233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 210.00%0.00%0.00%Q2 2015Q1 20183
Quad-Cities Investment Group, LLC 330.03%0.04%0.05%Q1 2019Q3 20193
NATIXIS 220.01%0.01%0.02%Q3 2019Q4 20192
CX Institutional 110.00%0.00%0.00%Q3 2021Q2 20222
AVALON CAPITAL MANAGEMENT 220.19%0.37%0.56%Q2 2015Q3 20152
Claraphi Advisory Network, LLC 110.08%0.11%0.14%Q3 2019Q1 20202
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q4 20212
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
Elequin Capital, LP 110.00%0.03%0.05%Q4 2022Q3 20232
HRT FINANCIAL LP 110.01%0.02%0.03%Q3 2018Q3 20232
Lindbrook Capital, LLC 110.00%0.01%0.02%Q4 2018Q1 20202
Belmont Capital, LLC 110.00%0.00%0.00%Q1 2020Q3 20202
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2021Q2 20212
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Gradient Investments LLC 110.00%0.00%0.01%Q2 2013Q2 20232
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
Squarepoint Ops LLC 110.01%0.04%0.07%Q4 2015Q4 20162
SCHNIEDERS CAPITAL MANAGEMENT LLC 220.16%0.16%0.16%Q4 2013Q1 20142
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q3 2014Q4 20142
WASHINGTON TRUST BANK 220.01%0.01%0.01%Q2 2015Q3 20152
Arlington Capital Management, Inc. 220.38%0.39%0.41%Q1 2023Q2 20232
Sound View Wealth Advisors, LLC 220.10%0.10%0.10%Q4 2018Q1 20192
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Foundations Investment Advisors, LLC 220.06%0.07%0.08%Q4 2019Q1 20202
Hayden Royal, LLC 110.08%0.16%0.25%Q4 2018Q2 20192
EATON VANCE MANAGEMENT 220.00%0.01%0.02%Q3 2015Q4 20152
D'Orazio & Associates, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Weiss Asset Management LP 110.04%0.07%0.11%Q4 2015Q4 20182
TIAA CREF TRUST CO FSB/MO 220.00%0.00%0.00%Q2 2014Q3 20142
EPG Wealth Management LLC 220.05%0.09%0.12%Q4 2019Q1 20202
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2015Q3 20232
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2014Q2 20141
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
AKANTHOS CAPITAL MANAGEMENT LLC 111.06%1.06%1.06%Q3 2013Q3 20131
Procyon Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Summit Trail Advisors, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
NINE MASTS CAPITAL Ltd 110.02%0.02%0.02%Q2 2018Q2 20181
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
RMB Capital Management, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
EXENCIAL WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q1 2013Q1 20131
Shaker Financial Services, LLC 110.34%0.34%0.34%Q4 2018Q4 20181
BlackRock Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Ledyard National Bank 110.00%0.00%0.00%Q3 2013Q3 20131
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.03%0.03%0.03%Q2 2016Q2 20161
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q2 2014Q2 20141
Capital Wealth Planning, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2022Q3 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2017Q2 20171
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Intersect Capital LLC 110.01%0.01%0.01%Q1 2015Q1 20151
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q4 2014Q4 20141
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
WealthSpring Partners, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
KANALY TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
J.W. COLE ADVISORS, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2016Q4 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Carnick & Kubik, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
CSS LLC/IL 110.01%0.01%0.01%Q2 2019Q2 20191
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Elite Wealth Management, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
FIRST NEW YORK SECURITIES LLC /NY 110.12%0.12%0.12%Q3 2014Q3 20141
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2014Q3 20141
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Hudock, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.12%0.12%0.12%Q2 2019Q2 20191
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Laurion Capital Management LP 110.02%0.02%0.02%Q4 2015Q4 20151
Legacy Advisors, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Halpern Financial, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Argent Advisors, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.25%0.25%0.25%Q3 2017Q3 20171
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2023Q3 20231
AQR Capital Management 110.00%0.00%0.00%Q3 2014Q3 20141
WFA of San Diego, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WASHINGTON TRUST Co 110.01%0.01%0.01%Q1 2014Q1 20141
Simplicity Solutions, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q3 2014Q3 20141
KRS Capital Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q4 2022Q4 20221
Private Capital Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
External links

This page lists all the filers that currently own PIMCO CORPORATE INCOME STRAT or have owned PIMCO CORPORATE INCOME STRAT in the past.