PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership $31.82 -0.18 (-0.57%) As of 01/21/2025 03:59 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Share Share Ownership Stock AnalysisChartDividendFinancialsInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Strategy Fund (NYSE:PDX)Number ofInstitutional Buyers(last 12 months)25TotalInstitutional Inflows(last 12 months)$6.81MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$2.91M Get PDX Insider Trade Alerts Want to know when executives and insiders are buying or selling PIMCO Dynamic Income Strategy Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PDX Institutional Buying and Selling by Quarter PIMCO Dynamic Income Strategy Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/17/2025 Janney Montgomery Scott LLC16,575$433K0.0%+11.1%0.000% 12/3/2024Rivernorth Capital Management LLC1,965,523$46.37M2.3%+0.7%0.000% 11/15/2024Kovitz Investment Group Partners LLC208,466$4.82M0.0%N/A0.000% 11/15/2024Stifel Financial Corp502,899$11.86M0.0%+0.6%0.000% 11/15/2024Rivernorth Capital Management LLC1,918,810$45.27M2.3%-1.7%0.000% 11/15/2024HighTower Advisors LLC56,482$1.34M0.0%+3.0%0.000% 11/14/2024Walleye Capital LLC21,603$510K0.0%-51.2%0.000% 11/8/2024Advisors Asset Management Inc.498,761$11.77M0.2%+13.0%0.000% 11/7/2024Pathstone Holdings LLC366,605$8.65M0.0%-13.2%0.000% 11/5/2024Harbour Investments Inc.26,297$620K0.0%-20.3%0.000% Get the Latest News and Ratings for PDX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for PIMCO Dynamic Income Strategy Fund and its competitors with MarketBeat's FREE daily newsletter. 10/23/2024Allworth Financial LP10,500$248K0.0%+10.5%0.000% 10/19/2024Allspring Global Investments Holdings LLC17,965$424K0.0%+13.1%0.000% 10/16/2024Cornerstone Wealth Management LLC14,840$350K0.0%+7.5%0.000% 10/8/2024 True North Advisors LLC9,683$228K0.1%-10.7%0.000% 10/8/2024 Aprio Wealth Management LLC28,526$673K0.1%-10.3%0.000% 9/5/2024Sanctuary Advisors LLC54,855$1.18M0.0%N/A0.000% 8/21/2024Truist Financial Corp26,007$579K0.0%N/A0.000% 8/16/2024Regal Investment Advisors LLC14,569$325K0.0%N/A0.000% 8/16/2024Almitas Capital LLC53,223$1.19M0.5%N/A0.000% 8/13/2024Hollencrest Capital Management330,777$7.37M0.3%N/A0.000% 8/8/2024Envestnet Asset Management Inc.696,077$15.51M0.0%N/A0.000% 8/7/2024Choreo LLC161,432$3.64M0.1%N/A0.000% 8/6/2024First Foundation Advisors62,181$1.39M0.1%N/A0.000% 8/5/2024Blue Bell Private Wealth Management LLC8,445$188K0.0%N/A0.000% 8/1/2024Phraction Management LLC14,971$334K0.1%N/A0.000% 7/31/2024Essex Financial Services Inc.17,750$397K0.0%N/A0.000% 7/31/2024Commonwealth Equity Services LLC11,857$264K0.0%N/A0.000% 7/26/2024Allspring Global Investments Holdings LLC15,878$354K0.0%N/A0.000% 7/16/2024 Wealth Enhancement Advisory Services LLC19,132$426K0.0%N/A0.000% 7/15/2024Dynamic Advisor Solutions LLC13,153$293K0.0%N/A0.000% 7/12/2024Williams & Novak LLC12,577$280K0.3%N/A0.000% 7/12/2024Country Trust Bank46,722$1.04M0.0%N/A0.000% (Data available from 1/1/2016 forward) PDX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PDX shares? During the previous two years, 30 institutional investors and hedge funds held shares of PIMCO Dynamic Income Strategy Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($46.37M), Envestnet Asset Management Inc. ($15.51M), Stifel Financial Corp ($11.86M), Advisors Asset Management Inc. ($11.77M), Pathstone Holdings LLC ($8.65M), Hollencrest Capital Management ($7.37M), and Kovitz Investment Group Partners LLC ($4.82M).Learn more on PDX's institutional investors. Which institutional investors have been buying PIMCO Dynamic Income Strategy Fund stock? Of the 25 institutional investors that purchased PIMCO Dynamic Income Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($696.08K), Hollencrest Capital Management ($330.78K), Kovitz Investment Group Partners LLC ($208.47K), Choreo LLC ($161.43K), First Foundation Advisors ($62.18K), Advisors Asset Management Inc. ($57.20K), and Sanctuary Advisors LLC ($54.86K). How much institutional buying is happening at PIMCO Dynamic Income Strategy Fund? Institutional investors have bought a total of 1,848,264 shares in the last 24 months. This purchase volume represents approximately $6.81M in transactions. Which PIMCO Dynamic Income Strategy Fund major shareholders have been selling company stock? The following institutional investors have sold PIMCO Dynamic Income Strategy Fund stock in the last 24 months: Pathstone Holdings LLC ($55.73K), Rivernorth Capital Management LLC ($33.99K), Walleye Capital LLC ($22.70K), Harbour Investments Inc. ($6.69K), Aprio Wealth Management LLC ($3.29K), and True North Advisors LLC ($1.16K). How much institutional selling is happening at PIMCO Dynamic Income Strategy Fund? Institutional investors have sold a total of 123,553 shares in the last 24 months. This volume of shares sold represents approximately $2.91M in transactions. This page (NYSE:PDX) was last updated on 1/22/2025 by MarketBeat.com Staff From Our PartnersBill Gates’ is about to mint millionaires (again) with Stargate.This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredDid You See Trump’s Manhattan Project Bombshell?This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump currency shock imminentTrump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...Stansberry Research | SponsoredJanuary 29th - the next big trading catalyst to watch Mark your calendar for January 29th. 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