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PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership

PIMCO Dynamic Income Strategy Fund logo
$21.30 -0.04 (-0.19%)
As of 04/24/2025 03:58 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$46.92M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$42.70M
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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
4/24/2025Allspring Global Investments Holdings LLC19,644$482K0.0%-19.2%0.000%
4/22/2025 Tanglewood Legacy Advisors LLC13,449$330K0.1%N/A0.000%
4/18/2025 Cornerstone Wealth Management LLC16,659$409K0.0%+11.6%0.000%
4/17/2025 Janney 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%
2/18/2025 Continuum 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%
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%
2/5/2025 Noble 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%
2/3/2025 Financial 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%
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1/27/2025Choreo LLC194,818$5.10M0.1%+17.9%0.000%
1/24/2025 Catalina Capital Group LLC7,752$203K0.1%N/A0.000%
1/24/2025 Spire Wealth Management10,117$264K0.0%+27.3%0.000%
1/17/2025 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%
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%
10/16/2024 Cornerstone 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%
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%
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, 58 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), Rivernorth Capital Management LLC ($46.37M), Thomas J. Herzfeld Advisors Inc. ($39.01M), Cohen & Steers Inc. ($30.49M), Williams Jones Wealth Management LLC. ($28.28M), Royal Bank of Canada ($26.13M), and Sit Investment Associates Inc. ($19.71M).Learn more on PDX's institutional investors.

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

Of the 45 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), Saba Capital Management L.P. ($535.29K), Wells Fargo & Company MN ($335.64K), Hollencrest Capital Management ($330.78K), Walleye Capital LLC ($251.11K), Kovitz Investment Group Partners LLC ($208.47K), and Choreo LLC ($191.06K).

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

Institutional investors have bought a total of 3,384,300 shares in the last 24 months. This purchase volume represents approximately $46.92M in transactions.

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

Of the 20 institutional investors that sold PIMCO Dynamic Income Strategy Fund 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), Advisors Asset Management Inc. ($123.41K), Pathstone Holdings LLC ($105.65K), Rareview Capital LLC ($80.88K), Williams Jones Wealth Management LLC. ($53.96K), and Thomas J. Herzfeld Advisors Inc. ($40.05K).

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

Institutional investors have sold a total of 1,646,625 shares in the last 24 months. This volume of shares sold represents approximately $42.70M in transactions.



This page (NYSE:PDX) was last updated on 4/25/2025 by MarketBeat.com Staff
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