Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in PIMCO Global StocksPLUS & Income Fund include Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21,887 | 1.18 | 181 | 3.43 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 42,781 | 4.12 | 355 | 6.63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 23,838 | 0.03 | 198 | 2.59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 167,896 | 5.16 | 1,392 | 7.58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 407 | 3 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,613 | 2.09 | 88 | 3.57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15,401 | 0.01 | 128 | 2.42 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 345,951 | 1.17 | 2,868 | 3.54 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 102,972 | 0.80 | 854 | 3.14 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 32,719 | 22.14 | 271 | 25.46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 100,805 | 0.82 | 836 | 3.21 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,927 | 16 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19,503 | 7.29 | 162 | 9.52 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 11,415 | 1.92 | 95 | 4.44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 120,797 | 43.65 | 1,001 | 46.99 |
