PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership $25.49 +1.10 (+4.51%) (As of 12/20/2024 04:33 PM 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)24TotalInstitutional Inflows(last 12 months)$6.77MNumber 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 Ad Porter & CompanyI was wrong. Dead wrong. I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. PIMCO Dynamic Income Strategy Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/3/2024 Rivernorth Capital Management LLC1,965,523$46.37M2.3%+0.7%0.000% 11/15/2024 Kovitz Investment Group Partners LLC208,466$4.82M0.0%N/A0.000% 11/15/2024 Stifel Financial Corp502,899$11.86M0.0%+0.6%0.000% 11/15/2024 Rivernorth Capital Management LLC1,918,810$45.27M2.3%-1.7%0.000% 11/15/2024 HighTower Advisors LLC56,482$1.34M0.0%+3.0%0.000% 11/14/2024 Walleye Capital LLC21,603$510K0.0%-51.2%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. 11/8/2024 Advisors Asset Management Inc.498,761$11.77M0.2%+13.0%0.000% 11/7/2024 Pathstone Holdings LLC366,605$8.65M0.0%-13.2%0.000% 11/5/2024 Harbour 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% 9/5/2024 Sanctuary Advisors LLC54,855$1.18M0.0%N/A0.000% 8/21/2024 Truist Financial Corp26,007$579K0.0%N/A0.000% 8/16/2024 Regal Investment Advisors LLC14,569$325K0.0%N/A0.000% 8/16/2024 Almitas Capital LLC53,223$1.19M0.5%N/A0.000% 8/13/2024 Hollencrest Capital Management330,777$7.37M0.3%N/A0.000% 8/8/2024 Envestnet Asset Management Inc.696,077$15.51M0.0%N/A0.000% 8/7/2024 Choreo LLC161,432$3.64M0.1%N/A0.000% 8/6/2024 First Foundation Advisors62,181$1.39M0.1%N/A0.000% 8/5/2024 Blue Bell Private Wealth Management LLC8,445$188K0.0%N/A0.000% 8/1/2024 Phraction 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, 29 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 24 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 1,846,614 shares in the last 24 months. This purchase volume represents approximately $6.77M 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 12/22/2024 by MarketBeat.com Staff From Our PartnersThis Crypto Is Set to Explode in DecemberIt's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...Crypto 101 Media | 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 | SponsoredYour bank is lying to you.You might think you have your money in a high-yield savings account, but do you really? The national average A...MyBankTracker | SponsoredRare "crisis signal" triggers for third time in U.S. marketA rare pattern has just repeated for the third time in U.S. history. 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