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PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership

PIMCO Dynamic Income Strategy Fund logo
$22.77 +0.57 (+2.56%)
Closing price 05/23/2025 03:57 PM Eastern
Extended Trading
$22.77 +0.00 (+0.00%)
As of 05/23/2025 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)
56
Total
Institutional Inflows
(last 12 months)
$120.75M
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
5/16/2025 Punch & Associates Investment Management Inc.1,255,780$30.82M2.0%-1.5%0.000%
5/16/2025 NewEdge Advisors LLC1,679$41K0.0%-21.2%0.000%
5/16/2025 Advisors Asset Management Inc.441,309$10.83M0.2%+17.6%0.000%
5/16/2025 Aprio Wealth Management LLC29,305$719K0.1%+2.7%0.000%
5/15/2025 Royal Bank of Canada870,618$21.37M0.0%-12.9%0.000%
5/15/2025 Baird Financial Group Inc.11,781$289K0.0%+31.9%0.000%
5/15/2025 Landscape Capital Management L.L.C.47,368$1.16M0.1%N/A0.000%
5/14/2025 Ieq Capital LLC2,089,726$51.28M0.4%N/A0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.1,641,558$40.28M13.7%+9.9%0.000%
5/14/2025 Comerica Bank16,989$417K0.0%+9.4%0.000%
5/13/2025 Kovitz Investment Group Partners LLC203,165$4.99M0.0%+4.2%0.000%
5/13/2025 HighTower Advisors LLC39,754$976K0.0%N/A0.000%
5/12/2025 Virtu Financial LLC17,361$426K0.0%N/A0.000%
5/9/2025 City of London Investment Management Co. Ltd.310,878$7.63M0.8%N/A0.000%
5/8/2025 US Bancorp DE4,283$105K0.0%+756.6%0.000%
5/8/2025 Harbour Investments Inc.25,044$615K0.0%-3.7%0.000%
5/8/2025 First Foundation Advisors56,418$1.38M0.1%-10.0%0.000%
5/6/2025 Cetera Investment Advisers31,513$773K0.0%+42.4%0.000%
5/6/2025 Choreo LLC204,277$5.04M0.1%+4.9%0.000%
5/5/2025 Blue Bell Private Wealth Management LLC2,459$60K0.0%N/A0.000%
5/5/2025 Hollencrest Capital Management465,645$11.43M0.5%+40.8%0.000%
4/30/2025 Cerity Partners LLC8,549$210K0.0%N/A0.000%
4/29/2025 Envestnet Asset Management Inc.819,370$20.11M0.0%+13.8%0.000%
4/29/2025 OneDigital Investment Advisors LLC14,500$356K0.0%N/A0.000%
4/24/2025 Allspring 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%
2/18/2025 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%
2/14/2025 Kovitz Investment Group Partners LLC195,022$5.10M0.0%-6.4%0.000%
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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%
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%
9/5/2024Sanctuary 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%
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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, 68 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 PDX's institutional investors.

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

Of the 56 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: 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 6,399,693 shares in the last 24 months. This purchase volume represents approximately $120.75M in transactions.

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

Of the 24 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), 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 5/24/2025 by MarketBeat.com Staff
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