PIMCO Global StocksPLUS & Income Fund - PGP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | History | Added to | 388,461 | 3,374 | 1.06% | 0.67% | 1 | +159,613 | 69.75% | Q2 2026 | Jul 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 349,408 | 3,011 | 0.14% | 0.14% | 2 | +3,457 | 1.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 183,348 | 1,580 | 0.0% | 0.0% | 3 | +5,894 | 3.32% | Q2 2026 | Aug 07, 2026 |
| COHEN & STEERS, INC. | History | No change | 138,801 | 1,196 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 112,576 | 970 | 0.0% | 0.0% | 5 | -29,640 | -20.84% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 89,993 | 775 | 0.0% | 0.0% | 6 | -404 | -0.45% | Q2 2026 | Jul 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 82,670 | 712 | 0.0% | 0.01% | 7 | -71,616 | -46.42% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 80,000 | 689 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 78,290 | 674 | 0.0% | 0.0% | 9 | +1,082 | 1.4% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 78,290 | 674 | 0.0% | 0.0% | 10 | +1,082 | 1.4% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | Added to | 38,758 | 334 | 0.0% | 0.0% | 11 | +7,476 | 23.9% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 38,483 | 331 | 0.0% | — | 12 | +38,483 | New | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 35,837 | 308 | 0.0% | 0.0% | 13 | -6,700 | -15.75% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,412 | 219 | 0.0% | 0.0% | 14 | +1,142 | 4.71% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 21,880 | 189 | 0.0% | 0.0% | 15 | -2,392 | -9.85% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 21,892 | 188 | 0.0% | 0.0% | 16 | +262 | 1.21% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 15,400 | 132 | 0.0% | 0.0% | 17 | -2 | -0.01% | Q2 2026 | Aug 05, 2026 |
| Argyle Capital Partners, LLC | History | No change | 13,985 | 120 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owen LaRue, LLC | History | Added to | 11,872 | 102 | 0.04% | 0.04% | 19 | +57 | 0.48% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,700 | 92 | 0.0% | 0.0% | 20 | +3,300 | 44.59% | Q2 2026 | Jul 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,361 | 63 | 0.0% | 0.0% | 21 | +7,014 | 2021.33% | Q2 2026 | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 3,144 | 27 | 0.01% | — | 22 | +3,144 | New | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | New | 3,000 | 25 | 0.0% | — | 23 | +3,000 | New | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 1,789 | 14 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,000 | 8 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 700 | 6 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FNY Investment Advisers, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 325 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -37,850 | -100.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -11,226 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,542 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,400 | -100.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,516 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |