PIMCO INCOME STRATEGY FUND I shareholder history

Current and past PIMCO INCOME STRATEGY FUND I shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SHUFRO ROSE & CO LLC 4210.02%0.03%0.05%Q3 2012Q3 202343
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.21%0.48%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
CONNING INC. 42420.00%0.02%0.08%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.01%0.03%0.05%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
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.01%0.30%1.30%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 3560.00%0.00%0.00%Q2 2013Q3 202341
WEDBUSH SECURITIES INC 3520.00%0.03%0.08%Q2 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.00%0.04%0.11%Q4 2013Q3 202340
Private Advisor Group, LLC 22170.00%0.01%0.02%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.00%Q1 2014Q3 202339
MERIDIAN INVESTMENT COUNSEL INC. 39390.04%0.11%0.19%Q4 2013Q2 202339
Addison Capital Co 3360.31%0.64%0.99%Q4 2013Q3 202339
BANK OF MONTREAL /CAN/ 1820.00%0.00%0.00%Q2 2013Q3 202336
Janney Montgomery Scott LLC 14110.00%0.01%0.03%Q3 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
PINNACLE ASSOCIATES LTD 35350.01%0.03%0.05%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 2850.00%0.00%0.00%Q2 2013Q4 202133
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.02%Q3 2013Q3 202333
CITIGROUP INC 2290.00%0.00%0.00%Q2 2013Q3 202131
Raymond James Financial Services Advisors, Inc. 1930.00%0.00%0.02%Q2 2013Q3 202330
FIRST MANHATTAN CO. LLC. 30300.00%0.00%0.00%Q2 2013Q3 202030
RAYMOND JAMES & ASSOCIATES 2420.00%0.00%0.00%Q1 2016Q3 202329
NEXT Financial Group, Inc 14140.00%0.02%0.06%Q4 2014Q4 202128
ENVESTNET ASSET MANAGEMENT INC 1980.00%0.00%0.00%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.03%Q2 2013Q4 201927
CSS LLC/IL 26260.01%0.02%0.03%Q4 2013Q1 202026
Cottage Street Advisors LLC 26260.00%0.52%1.10%Q4 2015Q1 202226
Geneos Wealth Management Inc. 26260.00%0.01%0.02%Q2 2017Q3 202326
D.A. DAVIDSON & CO. 2110.00%0.00%0.01%Q4 2013Q3 202325
SUNTRUST BANKS INC 25250.00%0.00%0.00%Q3 2013Q3 201925
Stratos Wealth Partners, LTD. 25250.01%0.03%0.04%Q3 2017Q3 202325
FIFTH THIRD BANCORP 25250.00%0.00%0.00%Q2 2013Q2 201925
Wealth Alliance Advisory Group, LLC 24240.02%0.06%0.10%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
PRUDENTIAL PLC 24240.01%0.01%0.02%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
Koshinski Asset Management, Inc. 910.01%0.06%0.28%Q4 2014Q3 202324
Sonora Investment Management, LLC 23230.06%0.10%0.15%Q1 2016Q3 202123
BARCLAYS PLC 1810.00%0.00%0.00%Q2 2013Q3 202023
Horizon Kinetics 23230.13%0.21%0.27%Q2 2013Q4 201823
Creative Planning 1910.00%0.00%0.02%Q2 2013Q3 202123
Greenwich Wealth Management LLC 1750.01%0.04%0.15%Q2 2014Q2 202322
TELEMUS CAPITAL, LLC 21210.02%0.04%0.07%Q1 2016Q1 202121
Shaker Financial Services, LLC 1010.06%1.17%3.14%Q2 2013Q3 202321
IFP Advisors, Inc 1470.00%0.01%0.03%Q4 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Cetera Advisor Networks LLC 1110.00%0.01%0.02%Q1 2013Q3 202320
MONECO Advisors, LLC 20200.02%0.05%0.11%Q4 2018Q3 202320
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.03%0.10%0.16%Q1 2019Q3 202319
First Allied Advisory Services, Inc. 19190.01%0.03%0.06%Q2 2013Q4 201719
RDA Financial Network 19190.03%0.05%0.07%Q1 2019Q3 202319
Bell Rock Capital LLC 1610.06%0.10%0.12%Q4 2016Q3 202219
SeaCrest Wealth Management, LLC 1710.01%0.05%0.09%Q4 2017Q2 202218
NATIONAL PLANNING CORP 18180.01%0.06%0.17%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
Global Retirement Partners, LLC 1070.00%0.01%0.01%Q2 2019Q3 202317
IFC Holdings Incorporated/FL 1610.01%0.02%0.03%Q2 2013Q4 201717
Penserra Capital Management LLC 980.00%0.08%0.20%Q4 2015Q3 202317
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1520.00%0.03%0.11%Q1 2014Q3 202317
INFRASTRUCTURE CAPITAL ADVISORS, LLC 1510.03%0.06%0.13%Q4 2016Q4 202016
RIVERNORTH CAPITAL MANAGEMENT, LLC 1010.03%0.62%1.58%Q2 2013Q3 202316
Asset Allocation & Management Company, LLC 16160.05%0.07%0.11%Q4 2019Q3 202316
FNY Investment Advisers, LLC 720.00%0.01%0.07%Q2 2018Q3 202316
F3Logic, LLC 16160.00%0.04%0.20%Q1 2018Q4 202116
BDO Wealth Advisors, LLC 16160.00%0.01%0.02%Q1 2019Q4 202216
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1110.00%0.05%0.20%Q4 2018Q3 202316
Baird Financial Group, Inc. 920.00%0.00%0.00%Q2 2015Q3 202216
MSI Financial Services Inc 15150.01%0.01%0.02%Q2 2013Q4 201615
GRAYBILL WEALTH MANAGEMENT, LTD. 15151.93%2.10%2.34%Q3 2014Q1 201815
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Clear Creek Financial Management, LLC 1010.08%0.11%0.18%Q2 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Ellis Investment Partners, LLC 14140.00%0.01%0.03%Q2 2019Q3 202214
Wealthstreet Investment Advisors, LLC 14140.02%0.02%0.02%Q4 2017Q1 202114
SIT INVESTMENT ASSOCIATES INC 810.02%0.15%0.48%Q2 2013Q1 202014
EVOKE WEALTH, LLC 13130.01%0.03%0.06%Q3 2019Q3 202213
SCOTIA CAPITAL INC. 13130.00%0.01%0.02%Q4 2019Q4 202213
BENJAMIN F. EDWARDS & COMPANY, INC. 12120.00%0.01%0.01%Q4 2013Q3 201612
Sandy Spring Bank 12120.00%0.00%0.00%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.08%0.11%Q4 2018Q3 202112
Key FInancial Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Claraphi Advisory Network, LLC 1020.04%0.07%0.11%Q2 2019Q2 202212
Cetera Investment Advisers 12120.00%0.00%0.00%Q4 2020Q3 202312
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Moors & Cabot, Inc. 920.01%0.01%0.01%Q2 2020Q3 202311
MML INVESTORS SERVICES, LLC 710.00%0.00%0.00%Q4 2017Q1 202211
Tower Research Capital LLC (TRC) 410.00%0.00%0.02%Q2 2013Q3 202311
BESSEMER GROUP INC 11110.02%0.03%0.05%Q4 2015Q2 201811
Virtu KCG Holdings LLC 620.00%0.00%0.01%Q3 2013Q4 201611
Apollon Wealth Management, LLC 11110.02%0.04%0.09%Q1 2021Q3 202311
Wagner Wealth Management, LLC 520.02%0.29%0.57%Q4 2017Q3 202211
TCG Advisory Services, LLC 830.10%0.70%1.59%Q4 2020Q3 202311
Sheaff Brock Investment Advisors, LLC 820.01%0.03%0.04%Q4 2015Q1 201910
Thomas J. Herzfeld Advisors, Inc. 10100.03%0.10%0.37%Q3 2014Q4 201610
Gs Investments, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
Kovack Advisors, Inc. 610.02%0.11%0.18%Q1 2016Q4 202010
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q4 2010Q1 201310
Rockefeller Capital Management L.P. 420.00%0.00%0.00%Q1 2020Q4 202210
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
Ameritas Investment Company, LLC 710.02%0.06%0.08%Q4 2018Q3 202110
IBEX WEALTH ADVISORS 710.02%0.03%0.04%Q4 2016Q4 202210
Glassman Wealth Services 910.01%0.01%0.02%Q2 2018Q2 202110
DEUTSCHE BANK AG\ 910.00%0.00%0.00%Q3 2013Q2 201610
Brick & Kyle, Associates 10100.01%0.03%0.06%Q4 2014Q1 201710
NewEdge Advisors, LLC 810.00%0.01%0.02%Q2 2017Q3 20239
IMA Wealth, Inc. 990.08%0.13%0.25%Q2 2013Q2 20159
TNF LLC 990.10%0.14%0.17%Q3 2021Q3 20239
Sonora Investment Management Group, LLC 880.02%0.05%0.08%Q4 2021Q3 20238
GOLDMAN SACHS GROUP INC 210.00%0.00%0.01%Q3 2012Q1 20208
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
FLAGSHIP HARBOR ADVISORS, LLC 880.00%0.00%0.01%Q4 2018Q3 20208
LAZARD ASSET MANAGEMENT LLC 880.00%0.00%0.00%Q2 2021Q1 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
FMR LLC 210.00%0.00%0.00%Q4 2018Q1 20238
PANAGORA ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2019Q2 20218
Advisory Services Network, LLC 710.00%0.01%0.01%Q2 2021Q3 20238
Bogart Wealth, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
AMERICAN INTERNATIONAL GROUP, INC. 610.00%0.00%0.00%Q2 2013Q1 20167
Index Management Solutions, LLC 770.00%0.06%0.13%Q2 2013Q4 20147
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
WFG Advisors, LP 770.00%0.00%0.00%Q2 2013Q4 20147
CREDIT SUISSE AG/ 770.00%0.00%0.00%Q1 2013Q3 20147
TCG Advisors, LP 771.31%1.93%2.37%Q4 2018Q2 20207
Cresset Asset Management, LLC 770.00%0.00%0.01%Q4 2018Q2 20207
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.00%Q1 2021Q4 20227
REILLY FINANCIAL ADVISORS, LLC 770.01%0.01%0.01%Q1 2014Q3 20157
ENTERPRISE FINANCIAL SERVICES CORP 770.01%0.01%0.02%Q1 2019Q3 20207
Advocacy Wealth Management Services, LLC 430.00%0.04%0.22%Q4 2015Q3 20177
Capital Advisory Group Advisory Services, LLC 770.01%0.01%0.01%Q1 2018Q3 20197
TSFG, LLC 770.00%0.00%0.00%Q1 2019Q3 20207
Formidable Asset Management, LLC 610.00%0.00%0.00%Q3 2013Q2 20157
First City Capital Management, Inc. 310.01%0.01%0.01%Q1 2014Q1 20166
Blume Capital Management, Inc. 660.01%0.01%0.01%Q4 2014Q1 20166
KMS FINANCIAL SERVICES, INC 660.10%0.11%0.13%Q2 2013Q3 20146
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2017Q3 20236
PRIVATE TRUST CO NA 660.08%0.09%0.10%Q2 2022Q3 20236
Jupiter Wealth Management LLC 660.05%0.06%0.06%Q1 2019Q2 20206
Beacon Pointe Advisors, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.01%0.06%0.13%Q3 2015Q3 20236
Bank of New York Mellon Corp 660.00%0.00%0.00%Q3 2014Q4 20156
Sightline Wealth Advisors, LLC 660.64%2.58%3.32%Q4 2020Q1 20226
McAdams Wright Ragen, Inc. 660.01%0.01%0.01%Q2 2013Q3 20146
Atria Investments, Inc 660.01%0.02%0.03%Q1 2016Q2 20176
INVESTMENT CENTERS OF AMERICA INC 510.01%0.01%0.03%Q2 2014Q3 20176
SMITH CHAS P & ASSOCIATES PA CPAS 310.01%0.01%0.01%Q3 2021Q2 20236
Virtu Financial LLC 310.01%0.01%0.03%Q3 2017Q2 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
RMB Capital Management, LLC 210.01%0.03%0.07%Q1 2015Q1 20206
AVALON CAPITAL MANAGEMENT 420.43%0.96%2.66%Q1 2014Q3 20156
MUFG Americas Holdings Corp 660.00%0.01%0.02%Q2 2013Q3 20146
Capital Financial Services, LLC 550.10%0.14%0.15%Q4 2020Q4 20215
BAIRD ROBERT W & CO INC /WI/ 320.00%0.01%0.01%Q4 2013Q1 20155
DOLIVER ADVISORS, LP 410.30%0.42%0.54%Q4 2014Q4 20165
Wealthspire Advisors, L.P. 410.00%0.00%0.01%Q4 2015Q3 20205
GeoWealth Management, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
ParenteBeard Wealth Management, LLC 410.04%0.05%0.06%Q2 2013Q3 20145
RAY GERALD L & ASSOCIATES LTD 550.02%0.02%0.02%Q3 2016Q3 20175
OPTIMUM INVESTMENT ADVISORS 550.00%0.00%0.01%Q3 2013Q3 20145
Focused Wealth Management, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
TRUIST FINANCIAL CORP 320.00%0.00%0.00%Q4 2019Q3 20235
Certified Advisory Corp 550.09%0.13%0.16%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.02%0.03%0.03%Q4 2021Q4 20225
Laurion Capital Management LP 210.00%0.02%0.06%Q3 2015Q4 20175
GPS Wealth Strategies Group, LLC 320.00%0.01%0.01%Q2 2022Q3 20235
ALBION FINANCIAL GROUP /UT 550.00%0.00%0.00%Q3 2022Q3 20235
Claybrook Capital, LLC 550.05%0.05%0.05%Q3 2022Q3 20235
Amplius Wealth Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Lido Advisors, LLC 210.00%0.01%0.02%Q1 2018Q3 20235
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2013Q1 20164
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q3 20234
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q2 2022Q1 20234
IEQ CAPITAL, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Smithfield Trust Co 440.00%0.00%0.00%Q4 2015Q3 20164
B. Riley Wealth Management, Inc. 310.01%0.01%0.02%Q2 2015Q4 20214
Peak Capital Management LLC 310.00%0.29%0.54%Q2 2017Q2 20184
U S GLOBAL INVESTORS INC 440.02%0.02%0.02%Q2 2013Q1 20144
RAYMOND JAMES TRUST N.A. 440.00%0.00%0.00%Q4 2022Q3 20234
Mutual Advisors, LLC 310.01%0.02%0.02%Q4 2019Q1 20214
Coe Capital Management, LLC 440.53%0.64%0.74%Q4 2013Q3 20144
Investors Capital Advisory Services 440.04%0.19%0.26%Q2 2013Q1 20144
NOTTINGHAM ADVISORS, INC. 440.01%0.02%0.03%Q4 2020Q3 20214
St. Louis Financial Planners Asset Management, LLC 440.13%0.17%0.20%Q1 2023Q4 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
CIBC Private Wealth Group, LLC 440.00%0.00%0.01%Q3 2016Q2 20174
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.01%0.02%Q2 2020Q3 20234
Semus Wealth Partners LLC 440.49%0.58%0.70%Q4 2022Q3 20234
CAPTRUST FINANCIAL ADVISORS 310.00%0.00%0.01%Q1 2015Q2 20234
Newbridge Financial Services Group, Inc. 440.03%0.04%0.06%Q3 2020Q2 20214
OTA Financial Group L.P. 210.21%0.27%0.31%Q1 2020Q4 20224
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Wealthspire Advisors, LLC 310.00%0.01%0.01%Q4 2018Q1 20214
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q2 2022Q1 20234
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20224
Windsor Capital Management, LLC 310.01%0.01%0.01%Q2 2013Q3 20154
Arkadios Wealth Advisors 220.00%0.01%0.01%Q4 2019Q3 20214
Weiss Asset Management LP 110.01%0.02%0.04%Q4 2015Q4 20224
Financial Alternatives, Inc 440.36%0.39%0.41%Q4 2022Q3 20234
CLOUGH CAPITAL PARTNERS L P 440.01%0.03%0.05%Q4 2015Q3 20164
TCI Wealth Advisors, Inc. 110.00%0.01%0.04%Q4 2012Q2 20153
MARINER INVESTMENT GROUP LLC 210.11%0.29%0.41%Q2 2013Q4 20153
Financial Sense Advisors, Inc. 210.04%0.09%0.19%Q1 2020Q2 20213
Elequin Capital, LP 210.00%0.02%0.04%Q4 2022Q3 20233
Consolidated Portfolio Review Corp 330.59%0.63%0.70%Q1 2023Q3 20233
Cetera Advisors LLC 210.00%0.01%0.01%Q2 2016Q3 20233
MGO ONE SEVEN LLC 210.02%0.02%0.02%Q4 2017Q4 20183
Connecticut Wealth Management, LLC 330.01%0.03%0.03%Q3 2020Q1 20213
Atomi Financial Group, Inc. 330.09%0.13%0.16%Q1 2023Q3 20233
Altium Wealth Management LLC 330.03%0.04%0.04%Q3 2019Q1 20203
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.05%0.08%0.10%Q1 2023Q3 20233
Ausdal Financial Partners, Inc. 330.02%0.02%0.02%Q4 2020Q2 20213
CWM, LLC 110.00%0.00%0.00%Q4 2018Q3 20233
Allen Investment Management, LLC 330.03%0.03%0.04%Q3 2014Q1 20153
Edge Wealth Management LLC 210.00%0.02%0.03%Q2 2013Q3 20233
Advisors Capital Management, LLC 210.48%1.52%2.38%Q2 2013Q1 20143
Citadel Advisors 210.00%0.00%0.00%Q3 2019Q2 20233
EverSource Wealth Advisors, LLC 330.47%0.51%0.53%Q1 2023Q3 20233
PARAMETRIC PORTFOLIO ASSOCIATES LLC 210.00%0.00%0.00%Q4 2015Q1 20203
CITY NATIONAL BANK 330.01%0.01%0.01%Q1 2015Q3 20153
Arlington Capital Management, Inc. 332.55%4.05%5.42%Q1 2018Q3 20183
BUCKINGHAM STRATEGIC WEALTH, LLC 330.01%0.01%0.01%Q1 2020Q3 20203
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
Pinnacle Advisory Group, Inc. 330.01%0.01%0.01%Q1 2015Q3 20153
OPPENHEIMER & CO INC 210.00%0.00%0.01%Q2 2016Q3 20223
Lloyd Park, LLC 210.05%0.14%0.19%Q4 2021Q3 20223
Lyons Wealth Management, LLC. 330.34%0.36%0.39%Q2 2013Q4 20133
Vident Investment Advisory, LLC 330.04%0.06%0.08%Q4 2021Q2 20223
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.04%Q1 2017Q3 20212
OneDigital Investment Advisors LLC 220.00%0.00%0.01%Q3 2021Q4 20212
Kavar Capital Partners, LLC 220.06%0.06%0.06%Q4 2013Q1 20142
FIDUCIARY TRUST INTERNATIONAL LLC 220.02%0.02%0.02%Q1 2020Q2 20202
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Vanguard Capital Wealth Advisors 220.18%0.19%0.20%Q2 2023Q3 20232
Benchmark Wealth Management, LLC 220.24%0.26%0.29%Q4 2019Q1 20202
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
THOMPSON SIEGEL & WALMSLEY LLC 220.00%0.00%0.00%Q2 2015Q3 20152
IBERIABANK CORP 220.08%0.08%0.08%Q1 2015Q2 20152
Essex Financial Services, Inc. 110.01%0.04%0.07%Q2 2015Q3 20232
Cornerstone Wealth Management, LLC 220.00%0.02%0.03%Q2 2018Q3 20182
Squarepoint Ops LLC 110.01%0.03%0.04%Q4 2015Q4 20162
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2015Q4 20192
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Lindbrook Capital, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Life Planning Partners, Inc 220.00%0.00%0.00%Q2 2022Q3 20222
Plante Moran Financial Advisors, LLC 220.06%0.07%0.08%Q3 2014Q4 20142
Vectors Research Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SIGNATUREFD, LLC 220.02%0.02%0.02%Q2 2014Q3 20142
SPHINX TRADING, LP 220.08%0.08%0.08%Q3 2021Q4 20212
Valley Brook Capital Group, Inc. 220.02%0.04%0.06%Q4 2020Q1 20212
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2014Q2 20222
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.06%0.06%0.06%Q1 2014Q3 20142
Golden State Wealth Management, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
IHT Wealth Management, LLC 220.02%0.03%0.05%Q4 2017Q1 20182
Annex Advisory Services, LLC 220.02%0.03%0.03%Q1 2016Q2 20162
WASHINGTON TRUST Co 110.00%0.00%0.01%Q2 2018Q1 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
AFAM CAPITAL, INC. 220.02%0.02%0.02%Q4 2015Q1 20162
Future Financial Wealth Managment LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NINE MASTS CAPITAL Ltd 110.18%0.18%0.18%Q3 2018Q3 20181
Hilltop Holdings Inc. 110.03%0.03%0.03%Q3 2018Q3 20181
US GLOBAL INVESTORS FUNDS 110.02%0.02%0.02%Q4 2013Q4 20131
Regal Investment Advisors LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Andrew Hill Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
GREAT VALLEY ADVISOR GROUP, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Cerity Partners LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Acrospire Investment Management LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Strategic Family Wealth Counselors, L.L.C. 110.13%0.13%0.13%Q1 2020Q1 20201
Capstone Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
TDAM USA INC. 110.01%0.01%0.01%Q3 2013Q3 20131
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Regis Management CO LLC 110.04%0.04%0.04%Q3 2016Q3 20161
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2017Q2 20171
Bryn Mawr Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Aevitas Wealth Management, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
BURNS J W & CO INC/NY 110.02%0.02%0.02%Q3 2023Q3 20231
HighTower Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Sigma Planning Corp 110.01%0.01%0.01%Q2 2023Q2 20231
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CENTAURUS FINANCIAL, INC. 110.02%0.02%0.02%Q2 2018Q2 20181
Alexandria Capital, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q3 2014Q3 20141
COWA, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
AMUNDI ASSET MANAGEMENT US, INC. 110.02%0.02%0.02%Q4 2014Q4 20141
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.12%0.12%0.12%Q3 2015Q3 20151
WEBSTER BANK, N. A. 110.01%0.01%0.01%Q3 2020Q3 20201
ROBINSON CAPITAL MANAGEMENT, LLC 110.28%0.28%0.28%Q1 2016Q1 20161
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2022Q2 20221
BALDWIN BROTHERS LLC/MA 110.01%0.01%0.01%Q1 2016Q1 20161
Osborn Williams & Donohoe LLC 110.04%0.04%0.04%Q1 2019Q1 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q2 2023Q2 20231
CABOT WEALTH MANAGEMENT INC 110.12%0.12%0.12%Q2 2013Q2 20131
Blue Chip Wealth Management, Inc. 110.34%0.34%0.34%Q3 2020Q3 20201
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Sequoia Financial Advisors, LLC 110.11%0.11%0.11%Q4 2013Q4 20131
Logan Stone Capital, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Pine Valley Investments Ltd Liability Co 110.01%0.01%0.01%Q3 2023Q3 20231
AQR Capital Management 110.00%0.00%0.00%Q3 2014Q3 20141
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2013Q2 20131
Altus Wealth Group LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
External links

This page lists all the filers that currently own PIMCO INCOME STRATEGY FUND I or have owned PIMCO INCOME STRATEGY FUND I in the past.