PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership $23.22 -0.05 (-0.21%) (As of 11/4/2024 ET) 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)19TotalInstitutional Inflows(last 12 months)$97.38KNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$262.77K 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 Ad Timothy SykesCountdown to the biggest trade of my 25 yr careerTim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.Click here to see the surprising reason why PIMCO Dynamic Income Strategy Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/5/2024Harbour Investments Inc.26,297$620K0.0%-20.3%0.000% 10/23/2024 Allworth Financial LP10,500$248K0.0%+10.5%0.000% 10/19/2024 Allspring Global Investments Holdings LLC17,965$424K0.0%+13.1%0.000% 10/16/2024 Cornerstone 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% 8/13/2024 Hollencrest 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% 8/5/2024 Blue Bell Private Wealth Management LLC8,445$188K0.0%N/A0.000% 8/1/2024Phraction Management LLC14,971$334K0.1%N/A0.000% 7/31/2024 Essex Financial Services Inc.17,750$397K0.0%N/A0.000% 7/31/2024Commonwealth Equity Services LLC11,857$264K0.0%N/A0.000% 7/26/2024 Allspring 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% 7/12/2024 Williams & Novak LLC12,577$280K0.3%N/A0.000% 7/12/2024 Country 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, 22 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 19 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 1,563,734 shares in the last 24 months. This purchase volume represents approximately $97.38K 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: 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 11,139 shares in the last 24 months. This volume of shares sold represents approximately $262.77K in transactions. This page (NYSE:PDX) was last updated on 11/5/2024 by MarketBeat.com Staff From Our PartnersBill Gates’s Next Big AI Bet: StargateIn February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...Brownstone Research | SponsoredBiden to Launch “FedNOW” [Move Your Money Now]Earlier this year President Biden signed the death warrant for America… Executive Order 14067 will essentia...Priority Gold | SponsoredMissed Out On Nvidia?Artificial Intelligence is a tool with the potential to create massive distributions of wealth… In fact, it...Unstoppable Prosperity | SponsoredThis company will win the AI race Rome wasn’t built in a day… But there is another lesser-known type of keystone, one that plays an equally c...Porter & Company | Sponsored626 winning trades out of 647…Imagine turning nearly every Friday into a payday. That's exactly what one reclusive multi-millionaire trad...Investing Daily | Sponsored625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...Crypto Swap Profits | SponsoredWARNING: “Buffett Indicator” flashing for first time in 50 yearsWarren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...Behind the Markets | SponsoredNvidia is Pivoting to Solve Big Tech’s $1 Trillion ProblemTaiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding PIMCO Dynamic Income Strategy Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share PIMCO Dynamic Income Strategy Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.