PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership $25.07 -0.43 (-1.69%) As of 02/21/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Share Share Ownership Stock AnalysisChartDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Strategy Fund (NYSE:PDX)Number ofInstitutional Buyers(last 12 months)44TotalInstitutional Inflows(last 12 months)$46.44MNumber ofInstitutional Sellers(last 12 months)19TotalInstitutional Outflows(last 12 months)$42.59M 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 PIMCO Dynamic Income Strategy Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/18/2025 Alpine Global Management LLC25,000$653K0.1%-83.8%0.000% 2/18/2025 Continuum Advisory LLC1,000$26K0.0%N/A0.000% 2/17/2025 Williams Jones Wealth Management LLC.1,082,365$28.28M0.3%-4.7%0.000% 2/17/2025 Saba Capital Management L.P.6,810,213$177.95M4.2%+8.5%0.000% 2/17/2025 Royal Bank of Canada1,000,118$26.13M0.0%+4.4%0.000% 2/17/2025 Pathstone Holdings LLC316,684$8.25M0.0%-13.6%0.000% 2/17/2025 Family Management Corp45,202$1.18M0.2%-4.7%0.000% 2/17/2025 Cetera Investment Advisers22,133$578K0.0%-8.9%0.000% 2/17/2025 CF Capital LLC27,500$719K0.8%N/A0.000% 2/17/2025 Baird Financial Group Inc.8,930$233K0.0%N/A0.000% 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. 2/14/2025 Kovitz Investment Group Partners LLC195,022$5.10M0.0%-6.4%0.000% 2/14/2025 Alpine Global Management LLC25,000$653K0.2%-83.8%0.000% 2/14/2025 Stifel Financial Corp512,616$13.40M0.0%+1.9%0.000% 2/14/2025 First Trust Advisors LP47,437$1.24M0.0%+2.1%0.000% 2/14/2025 Harraden Circle Investments LLC112,480$2.94M2.7%N/A0.000% 2/13/2025 Walleye Capital LLC272,714$7.13M0.0%+1,162.4%0.000% 2/13/2025 Cohen & Steers Inc.1,166,776$30.49M0.1%+5.4%0.000% 2/13/2025 Raymond James Financial Inc.17,301$452K0.0%N/A0.000% 2/13/2025 Envestnet Asset Management Inc.719,720$18.81M0.0%-5.1%0.000% 2/13/2025 Sit Investment Associates Inc.754,166$19.71M0.4%-52.8%0.000% 2/13/2025 Wells Fargo & Company MN391,068$10.22M0.0%+605.6%0.000% 2/13/2025 Smith Moore & CO.77,104$2.02M0.2%+7.0%0.000% 2/12/2025 Cynosure Group LLC8,027$210K0.0%N/A0.000% 2/12/2025 Thomas J. Herzfeld Advisors Inc.1,493,089$39.01M12.5%-2.6%0.000% 2/11/2025 LPL Financial LLC14,087$368K0.0%-4.7%0.000% 2/10/2025 Advisors Asset Management Inc.375,348$9.81M0.2%-24.7%0.000% 2/10/2025 Rareview Capital LLC23,752$621K0.5%-77.3%0.000% 2/10/2025 Commonwealth Equity Services LLC9,675$253K0.0%-17.6%0.000% 2/6/2025 Raymond James Financial Inc.17,301$452K0.0%N/A0.000% 2/5/2025 Noble Wealth Management PBC19,139$500K0.3%N/A0.000% 2/5/2025 Convergence Financial LLC7,753$203K0.0%N/A0.000% 2/3/2025 Transcend Capital Advisors LLC79,312$2.07M0.1%-9.4%0.000% 2/3/2025 Financial Perspectives Inc3,240$85K0.0%N/A0.000% 1/29/2025 Allspring Global Investments Holdings LLC24,306$635K0.0%+35.3%0.000% 1/29/2025 Sapient Capital LLC8,272$220K0.0%N/A0.000% 1/27/2025 Choreo 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% 12/3/2024 Rivernorth Capital Management LLC1,965,523$46.37M2.3%+0.7%0.000% Elon Takes Aim at Social Security (Ad)Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.>>Here are the NINE stocks everyone will wish they own once Elon moves.<<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% 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% 7/31/2024 Commonwealth 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, 57 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 44 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 3,364,720 shares in the last 24 months. This purchase volume represents approximately $46.44M in transactions. Which PIMCO Dynamic Income Strategy Fund major shareholders have been selling company stock? Of the 19 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 1,641,963 shares in the last 24 months. This volume of shares sold represents approximately $42.59M in transactions. This page (NYSE:PDX) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersElon’s “New Gold”MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...True Market Insiders | SponsoredCollect $7k per month from Tesla’s SECRET dividendThere's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a tra...Investors Alley | SponsoredElon Social Security shock?“A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. 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