PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership

$23.51

+0.11 (+0.47%)

(As of 03:59 PM ET)

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Number of Institutional Buyers (last 12 months): 17

Number of Institutional Sellers (last 12 months): 0

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PDX Institutional Buying and Selling by Quarter

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PIMCO Dynamic Income Strategy Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	54,855	$1.18M	0.0%	N/A	0.000%
8/21/2024	Truist Financial Corp	26,007	$579K	0.0%	N/A	0.000%
8/16/2024	Regal Investment Advisors LLC	14,569	$325K	0.0%	N/A	0.000%
8/16/2024	Almitas Capital LLC	53,223	$1.19M	0.5%	N/A	0.000%
8/13/2024	Hollencrest Capital Management	330,777	$7.37M	0.3%	N/A	0.000%
8/8/2024	Envestnet Asset Management Inc.	696,077	$15.51M	0.0%	N/A	0.000%
8/7/2024	Choreo LLC	161,432	$3.64M	0.1%	N/A	0.000%
8/6/2024	First Foundation Advisors	62,181	$1.39M	0.1%	N/A	0.000%
8/5/2024	Blue Bell Private Wealth Management LLC	8,445	$188K	0.0%	N/A	0.000%
8/1/2024	Phraction Management LLC	14,971	$334K	0.1%	N/A	0.000%
7/31/2024	Essex Financial Services Inc.	17,750	$397K	0.0%	N/A	0.000%
7/31/2024	Commonwealth Equity Services LLC	11,857	$264K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	15,878	$354K	0.0%	N/A	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	19,132	$426K	0.0%	N/A	0.000%
7/15/2024	Dynamic Advisor Solutions LLC	13,153	$293K	0.0%	N/A	0.000%
7/12/2024	Williams & Novak LLC	12,577	$280K	0.3%	N/A	0.000%
7/12/2024	Country Trust Bank	46,722	$1.04M	0.0%	N/A	0.000%

(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, 17 institutional investors and hedge funds held shares of PIMCO Dynamic Income Strategy Fund. The most heavily invested institutionals were Envestnet Asset Management Inc. ($15.51M), Hollencrest Capital Management ($7.37M), Choreo LLC ($3.64M), First Foundation Advisors ($1.39M), Almitas Capital LLC ($1.19M), Sanctuary Advisors LLC ($1.18M), and Country Trust Bank ($1.04M).Learn more on PDX's institutional investors.
Which institutional investors have been buying PIMCO Dynamic Income Strategy Fund stock?: Of the 17 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), Choreo LLC ($161.43K), First Foundation Advisors ($62.18K), Sanctuary Advisors LLC ($54.86K), Almitas Capital LLC ($53.22K), and Country Trust Bank ($46.72K).
How much institutional buying is happening at PIMCO Dynamic Income Strategy Fund?: Institutional investors have bought a total of 1,559,606 shares in the last 24 months. This purchase volume represents approximately $0.00 in transactions.