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PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership

PIMCO Dynamic Income Strategy Fund logo
$25.03 +0.04 (+0.16%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$24.96 -0.08 (-0.30%)
As of 07/11/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Strategy Fund (NYSE:PDX)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$120.89M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$46.53M
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PDX Institutional Buying and Selling by Quarter

PIMCO Dynamic Income Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025 Wealth Enhancement Advisory Services LLC25,045$621K0.0%+19.6%0.000%
7/8/2025 Parallel Advisors LLC1,724$42K0.0%N/A0.000%
5/16/2025Punch & Associates Investment Management Inc.1,255,780$30.82M2.0%-1.5%0.000%
5/16/2025NewEdge Advisors LLC1,679$41K0.0%-21.2%0.000%
5/16/2025Advisors Asset Management Inc.441,309$10.83M0.2%+17.6%0.000%
5/16/2025Aprio Wealth Management LLC29,305$719K0.1%+2.7%0.000%
5/15/2025Royal Bank of Canada870,618$21.37M0.0%-12.9%0.000%
5/15/2025Baird Financial Group Inc.11,781$289K0.0%+31.9%0.000%
5/15/2025Landscape Capital Management L.L.C.47,368$1.16M0.1%N/A0.000%
5/14/2025Ieq Capital LLC2,089,726$51.28M0.4%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.1,641,558$40.28M13.7%+9.9%0.000%
5/14/2025Comerica Bank16,989$417K0.0%+9.4%0.000%
5/13/2025Kovitz Investment Group Partners LLC203,165$4.99M0.0%+4.2%0.000%
5/13/2025HighTower Advisors LLC39,754$976K0.0%N/A0.000%
5/12/2025Virtu Financial LLC17,361$426K0.0%N/A0.000%
5/9/2025City of London Investment Management Co. Ltd.310,878$7.63M0.8%N/A0.000%
5/8/2025US Bancorp DE4,283$105K0.0%+756.6%0.000%
5/8/2025Harbour Investments Inc.25,044$615K0.0%-3.7%0.000%
5/8/2025First Foundation Advisors56,418$1.38M0.1%-10.0%0.000%
5/6/2025Cetera Investment Advisers31,513$773K0.0%+42.4%0.000%
5/6/2025Choreo LLC204,277$5.04M0.1%+4.9%0.000%
5/5/2025Blue Bell Private Wealth Management LLC2,459$60K0.0%N/A0.000%
5/5/2025Hollencrest Capital Management465,645$11.43M0.5%+40.8%0.000%
4/30/2025Cerity Partners LLC8,549$210K0.0%N/A0.000%
4/29/2025Envestnet Asset Management Inc.819,370$20.11M0.0%+13.8%0.000%
4/29/2025OneDigital Investment Advisors LLC14,500$356K0.0%N/A0.000%
4/24/2025Allspring Global Investments Holdings LLC19,644$482K0.0%-19.2%0.000%
4/22/2025Tanglewood Legacy Advisors LLC13,449$330K0.1%N/A0.000%
4/18/2025Cornerstone Wealth Management LLC16,659$409K0.0%+11.6%0.000%
4/17/2025Janney Montgomery Scott LLC19,732$484K0.0%+19.0%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC20,938$514K0.0%+6.3%0.000%
2/18/2025Alpine Global Management LLC25,000$653K0.1%-83.8%0.000%
2/18/2025Continuum Advisory LLC1,000$26K0.0%N/A0.000%
2/17/2025Williams Jones Wealth Management LLC.1,082,365$28.28M0.3%-4.7%0.000%
2/17/2025Saba Capital Management L.P.6,810,213$177.95M4.2%+8.5%0.000%
2/17/2025Royal Bank of Canada1,000,118$26.13M0.0%+4.4%0.000%
2/17/2025Pathstone Holdings LLC316,684$8.25M0.0%-13.6%0.000%
2/17/2025Family Management Corp45,202$1.18M0.2%-4.7%0.000%
2/17/2025Cetera Investment Advisers22,133$578K0.0%-8.9%0.000%
2/17/2025CF Capital LLC27,500$719K0.8%N/A0.000%
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2/17/2025Baird Financial Group Inc.8,930$233K0.0%N/A0.000%
2/14/2025Kovitz Investment Group Partners LLC195,022$5.10M0.0%-6.4%0.000%
2/14/2025Alpine Global Management LLC25,000$653K0.2%-83.8%0.000%
2/14/2025Stifel Financial Corp512,616$13.40M0.0%+1.9%0.000%
2/14/2025First Trust Advisors LP47,437$1.24M0.0%+2.1%0.000%
2/14/2025Harraden Circle Investments LLC112,480$2.94M2.7%N/A0.000%
2/13/2025Walleye Capital LLC272,714$7.13M0.0%+1,162.4%0.000%
2/13/2025Cohen & Steers Inc.1,166,776$30.49M0.1%+5.4%0.000%
2/13/2025Raymond James Financial Inc.17,301$452K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.719,720$18.81M0.0%-5.1%0.000%
2/13/2025Sit Investment Associates Inc.754,166$19.71M0.4%-52.8%0.000%
2/13/2025Wells Fargo & Company MN391,068$10.22M0.0%+605.6%0.000%
2/13/2025Smith Moore & CO.77,104$2.02M0.2%+7.0%0.000%
2/12/2025Cynosure Group LLC8,027$210K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.1,493,089$39.01M12.5%-2.6%0.000%
2/11/2025LPL Financial LLC14,087$368K0.0%-4.7%0.000%
2/10/2025Advisors Asset Management Inc.375,348$9.81M0.2%-24.7%0.000%
2/10/2025Rareview Capital LLC23,752$621K0.5%-77.3%0.000%
2/10/2025Commonwealth Equity Services LLC9,675$253K0.0%-17.6%0.000%
2/6/2025Raymond James Financial Inc.17,301$452K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC19,139$500K0.3%N/A0.000%
2/5/2025Convergence Financial LLC7,753$203K0.0%N/A0.000%
2/3/2025Transcend Capital Advisors LLC79,312$2.07M0.1%-9.4%0.000%
2/3/2025Financial Perspectives Inc3,240$85K0.0%N/A0.000%
1/29/2025Allspring Global Investments Holdings LLC24,306$635K0.0%+35.3%0.000%
1/29/2025 Sapient Capital LLC8,272$220K0.0%N/A0.000%
1/27/2025Choreo LLC194,818$5.10M0.1%+17.9%0.000%
1/24/2025Catalina Capital Group LLC7,752$203K0.1%N/A0.000%
1/24/2025Spire Wealth Management10,117$264K0.0%+27.3%0.000%
1/17/2025Janney 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%
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%
10/8/2024True North Advisors LLC9,683$228K0.1%-10.7%0.000%
10/8/2024Aprio 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%
Utah’s New Oil Find (Ad)

The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake.

Find out why this could be the most lucrative "underground" energy story in America
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%
7/15/2024 Dynamic Advisor Solutions LLC13,153$293K0.0%N/A0.000%
7/12/2024Williams & Novak LLC12,577$280K0.3%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, 69 institutional investors and hedge funds held shares of PIMCO Dynamic Income Strategy Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($177.95M), Ieq Capital LLC ($51.28M), Rivernorth Capital Management LLC ($46.37M), Thomas J. Herzfeld Advisors Inc. ($40.28M), Punch & Associates Investment Management Inc. ($30.82M), Cohen & Steers Inc. ($30.49M), and Williams Jones Wealth Management LLC. ($28.28M).Learn more on PIMCO Dynamic Income Strategy Fund's institutional investors.

Which institutional investors have been buying PIMCO Dynamic Income Strategy Fund's stock?

Of the 57 institutional investors that purchased PIMCO Dynamic Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ieq Capital LLC ($2.09M), Envestnet Asset Management Inc. ($795.73K), Saba Capital Management L.P. ($535.29K), Hollencrest Capital Management ($465.65K), Wells Fargo & Company MN ($335.64K), City of London Investment Management Co. Ltd. ($310.88K), and Walleye Capital LLC ($251.11K).

How much institutional buying is happening at PIMCO Dynamic Income Strategy Fund?

Institutional investors have bought a total of 6,346,225 shares in the last 24 months. This purchase volume represents approximately $120.89M in transactions.

Which of PIMCO Dynamic Income Strategy Fund's major shareholders have been selling company stock?

Of the 24 institutional investors that sold PIMCO Dynamic Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($843.91K), Alpine Global Management LLC ($258.86K), Royal Bank of Canada ($129.50K), Advisors Asset Management Inc. ($123.41K), Pathstone Holdings LLC ($105.65K), Rareview Capital LLC ($80.88K), and Williams Jones Wealth Management LLC. ($53.96K).

How much institutional selling is happening at PIMCO Dynamic Income Strategy Fund?

Institutional investors have sold a total of 1,802,817 shares in the last 24 months. This volume of shares sold represents approximately $46.53M in transactions.



This page (NYSE:PDX) was last updated on 7/12/2025 by MarketBeat.com Staff
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