PIMCO GLOBAL STOCKPLUS INCOM (PGP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
26
Reporting holders
$14.6M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Shaker Financial Services, LLC | $3.4M | 388,461 | 1.06% | 12q | +69.7%+$1.4M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.0M | 349,408 | 0.14% | 14q | +1.0%+$29.8K |
| LPL Financial LLC | $1.6M | 183,348 | 0.00% | 31q | +3.3%+$50.8K |
| MORGAN STANLEY | $970.4K | 112,576 | 0.00% | 35q | -20.8%-$255.5K |
| Kestra Advisory Services, LLC | $775.7K | 89,993 | 0.00% | 4q | HELD |
| GUGGENHEIM CAPITAL LLC | $712.6K | 82,670 | 0.00% | 9q | -46.4%-$617.3K |
| UBS Group AG | $689.6K | 80,000 | 0.00% | 31q | HELD |
| TRUIST FINANCIAL CORP | $674.9K | 78,290 | 0.00% | 9q | +1.4%+$9.3K |
| ENVESTNET ASSET MANAGEMENT INC | $674.9K | 78,290 | 0.00% | 9q | +1.4%+$9.3K |
| Cetera Investment Advisers | $334.1K | 38,758 | 0.00% | 10q | +23.9%+$64.4K |
| CITADEL ADVISORS LLC | $331.7K | 38,483 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $308.9K | 35,837 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $219.1K | 25,412 | 0.00% | 31q | +4.7%+$9.8K |
| ROYAL BANK OF CANADA | $189.0K | 21,880 | 0.00% | 31q | -9.9%-$20.7K |
| OSAIC HOLDINGS, INC. | $188.7K | 21,892 | 0.00% | 26q | +1.2%+$2.3K |
| FIFTH THIRD BANCORP | $132.7K | 15,400 | 0.00% | 2q | HELD |
| Argyle Capital Partners, LLC | $120.6K | 13,985 | 0.08% | 7q | HELD |
| Owen LaRue, LLC | $102.3K | 11,872 | 0.04% | 6q | HELD |
| CoreCap Advisors, LLC | $92.2K | 10,700 | 0.00% | 8q | +44.6%+$28.4K |
| WELLS FARGO & COMPANY/MN | $63.5K | 7,361 | 0.00% | 28q | +960.7%+$57.5K |
| Thomas J. Herzfeld Advisors, Inc. | $27.1K | 3,144 | 0.01% | new | NEW |
| SHP Wealth Management | $25.9K | 3,000 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $8.6K | 1,000 | 0.00% | 4q | HELD |
| Triumph Capital Management | $6.0K | 700 | 0.00% | 3q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 325 | 0.00% | 4q | HELD |
| COHEN & STEERS, INC. | $1.2K | 138,801 | 0.00% | 21q | HELD |
| Allworth Financial LP | $862 | 100 | 0.00% | 4q | HELD |
| FNY Investment Advisers, LLC | $2 | 300 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | $14.6M | 1,692,885 | 4 | 10 | 3 | 0.0% |
| Q1 2026 | 28 | $13.2M | 1,586,766 | 3 | 8 | 7 | 0.0% |
| Q4 2025 | 26 | $13.7M | 1,503,172 | 1 | 9 | 7 | 0.0% |
| Q3 2025 | 28 | $13.1M | 1,530,763 | 6 | 8 | 6 | 0.0% |
| Q2 2025 | 25 | $12.0M | 1,451,670 | 2 | 11 | 4 | 0.0% |
| Q1 2025 | 23 | $12.5M | 1,536,105 | 1 | 9 | 9 | 0.0% |
| Q4 2024 | 25 | $12.0M | 1,548,148 | 2 | 15 | 3 | 0.0% |
| Q3 2024 | 25 | $11.2M | 1,338,059 | 5 | 9 | 7 | 0.0% |
| Q2 2024 | 25 | $9.0M | 1,192,085 | 5 | 7 | 10 | 0.0% |
| Q1 2024 | 21 | $11.2M | 1,465,530 | 3 | 9 | 2 | 0.0% |
| Q4 2023 | 24 | $8.4M | 1,126,209 | 4 | 7 | 6 | 0.0% |
| Q3 2023 | 19 | $5.8M | 872,990 | 4 | 4 | 9 | 0.0% |
| Q2 2023 | 16 | $6.8M | 938,934 | 0 | 7 | 5 | 0.0% |
| Q1 2023 | 23 | $8.6M | 1,156,771 | 5 | 8 | 6 | 0.0% |
| Q4 2022 | 22 | $7.9M | 1,147,551 | 5 | 6 | 7 | 0.0% |
| Q3 2022 | 28 | $8.4M | 1,302,952 | 1 | 7 | 9 | 0.0% |
| Q2 2022 | 30 | $10.6M | 1,341,517 | 3 | 8 | 7 | 0.0% |
| Q1 2022 | 30 | $13.3M | 1,401,994 | 6 | 10 | 7 | 0.0% |
| Q4 2021 | 31 | $15.6M | 1,436,925 | 10 | 6 | 8 | 0.0% |
| Q3 2021 | 21 | $11.9M | 1,095,714 | 1 | 7 | 8 | 0.0% |
| Q2 2021 | 28 | $9.3M | 835,560 | 7 | 8 | 5 | 0.0% |
| Q1 2021 | 26 | $8.4M | 790,635 | 1 | 9 | 6 | 0.0% |
| Q4 2020 | 28 | $7.3M | 725,106 | 6 | 6 | 10 | 0.0% |
| Q3 2020 | 26 | $5.6M | 680,920 | 4 | 4 | 9 | 0.0% |
| Q2 2020 | 27 | $5.6M | 678,138 | 3 | 6 | 5 | 0.0% |
| Q1 2020 | 32 | $5.7M | 719,968 | 8 | 5 | 10 | 0.0% |
| Q4 2019 | 30 | $8.6M | 717,370 | 6 | 12 | 5 | 0.0% |
| Q3 2019 | 27 | $7.2M | 624,022 | 5 | 9 | 6 | 0.0% |
| Q2 2019 | 25 | $9.0M | 721,191 | 4 | 13 | 1 | 0.0% |
| Q1 2019 | 25 | $8.6M | 574,493 | 2 | 15 | 1 | 0.0% |
| Q4 2018 | 26 | $5.7M | 487,350 | 0 | 0 | 2 | 0.0% |