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PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership

PIMCO Dynamic Income Strategy Fund logo
$20.50 +0.15 (+0.75%)
Closing price 03:59 PM Eastern
Extended Trading
$20.46 -0.05 (-0.22%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Strategy Fund (NYSE:PDX)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$35.15M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$53.20M
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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
11/11/2026 Advisors Asset Management Inc.205,304$4.17M0.0%N/A0.000%
11/2/2026 Kestra Advisory Services LLC30,787$625K0.0%N/A0.000%
11/2/2026 Commonwealth Equity Services LLC15,083$306K0.0%+6.7%0.000%
10/30/2026 City of London Investment Management Co. Ltd.313,738$6.37M0.4%+19.1%0.000%
10/30/2026 Blue Bell Private Wealth Management LLC2,509$51K0.0%+66.3%0.000%
10/29/2026 Aprio Wealth Management LLC17,152$348K0.0%-13.3%0.000%
10/28/2026 Choreo LLC75,991$1.55M0.0%-4.5%0.000%
10/22/2026 Root Financial Partners LLC1,255$25K0.0%N/A0.000%
10/8/2026 Meadowbrook Wealth Management LLC13,200$268K0.3%+12.8%0.000%
10/1/2026 Noble Wealth Management PBC48,675$988K0.4%-5.3%0.000%
8/22/2026 Meadowbrook Wealth Management LLC11,700$245K0.3%N/A0.000%
8/22/2026 Rareview Capital LLC98,718$2.06M1.0%+9.7%0.000%
8/21/2026Continuum Advisory LLC6,163$128K0.0%N/A0.000%
8/14/2026Ancora Advisors LLC5,000$104K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC3,481$72K0.0%-58.9%0.000%
7/6/2026 Meadowbrook Wealth Management LLC11,700$245K0.3%N/A0.000%
7/1/2026 Noble Wealth Management PBC51,425$1.07M0.5%+68.1%0.000%
5/19/2026Bank of America Corp DE772,043$17.03M0.0%+24.0%0.000%
5/19/2026Arkadios Wealth Advisors20,775$458K0.0%+73.1%0.000%
5/18/2026Rivernorth Capital Management LLC1,138,597$25.12M1.3%-28.8%0.000%
5/18/2026Royal Bank of Canada978,814$21.59M0.0%+1.9%0.000%
5/16/2026Quantinno Capital Management LP21,943$484K0.0%N/A0.000%
5/16/2026Saba Capital Management L.P.6,416,087$141.54M3.9%-5.6%0.000%
5/16/2026Family Manage LLC34,252$756K0.1%-25.4%0.000%
5/15/2026Punch & Associates Investment Management Inc.852,325$18.80M1.1%-19.3%0.000%
5/13/2026Cetera Investment Advisers32,136$709K0.0%-21.3%0.000%
5/13/2026First Trust Advisors LP118,998$2.63M0.0%+15.2%0.000%
5/7/2026Hollencrest Capital Management484,764$10.69M0.4%+0.7%0.000%
5/5/2026Sanctuary Advisors LLC31,277$690K0.0%-8.0%0.000%
5/5/2026CFO Capital Management LLC13,647$301K0.2%-68.0%0.000%
5/1/2026 Fifth Third Bancorp16,301$360K0.0%N/A0.000%
5/1/2026 Altium Capital Management LLC157,700$3.48M8.3%+4.4%0.000%
4/30/2026 Kestra Advisory Services LLC31,253$689K0.0%+883.4%0.000%
4/29/2026Flatrock Wealth Partners LLC13,575$301K0.1%N/A0.000%
4/28/2026 Abel Hall LLC15,000$331K0.1%N/A0.000%
4/28/2026 Rareview Capital LLC90,004$1.99M1.2%+20.8%0.000%
4/16/2026Evolve Private Wealth LLC23,945$528K0.0%+27.7%0.000%
3/17/2026Rockefeller Capital Management L.P.67,920$1.28M0.0%+12.0%0.000%
3/2/2026CFO Capital Management LLC42,638$801K0.6%N/A0.000%
2/23/2026Virtu Financial LLC18,111$340K0.0%N/A0.000%
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2/19/2026Invesco Ltd.57,140$1.07M0.0%+11.2%0.000%
2/18/2026XTX Topco Ltd15,224$286K0.0%N/A0.000%
2/18/2026Saba Capital Management L.P.6,796,130$127.63M3.8%-9.3%0.000%
2/18/2026Rivernorth Capital Management LLC1,599,012$30.03M1.4%+0.4%0.000%
2/18/2026Evolve Private Wealth LLC18,755$352K0.0%N/A0.000%
2/18/20261607 Capital Partners LLC91,512$1.72M0.1%+325.4%0.000%
2/17/2026Almitas Capital LLC151,260$2.84M0.6%N/A0.000%
2/17/2026Cetera Investment Advisers40,824$767K0.0%-13.1%0.000%
2/17/2026Osaic Holdings Inc.78,792$1.48M0.0%+14.4%0.000%
2/17/2026Punch & Associates Investment Management Inc.1,055,601$19.82M1.2%-0.5%0.000%
2/17/2026Royal Bank of Canada960,471$18.04M0.0%-2.1%0.000%
2/17/2026 Islay Capital Management LLC15,876$298K0.2%-15.8%0.000%
2/16/2026Focus Partners Wealth144,507$2.72M0.0%N/A0.000%
2/16/2026 Landscape Capital Management L.L.C.25,733$483K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC3,178$60K0.0%N/A0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.1,305,721$24.52M8.3%-16.8%0.000%
2/13/2026 Williams Jones Wealth Management LLC.863,569$16.22M0.2%-12.1%0.000%
2/13/2026Stifel Financial Corp439,723$8.26M0.0%-21.2%0.000%
2/13/2026Arkadios Wealth Advisors12,000$225K0.0%N/A0.000%
2/13/2026First Trust Advisors LP103,293$1.94M0.0%+15.0%0.000%
2/13/2026Wells Fargo & Company MN876,150$16.45M0.0%+2.7%0.000%
2/13/2026Cohen & Steers Inc.962,789$18.08M0.0%-8.6%0.000%
2/12/2026 Advisors Asset Management Inc.320,914$6.03M0.1%+5.8%0.000%
2/12/2026Hollencrest Capital Management481,576$9.04M0.3%+1.0%0.000%
2/12/2026Jane Street Group LLC44,506$836K0.0%+213.3%0.000%
2/11/2026Janney Montgomery Scott LLC16,345$307K0.0%-23.6%0.000%
2/11/2026 LPL Financial LLC44,590$837K0.0%+59.0%0.000%
2/11/2026O Shaughnessy Asset Management LLC28,526$536K0.0%-2.2%0.000%
2/10/2026WCG Wealth Advisors LLC23,981$450K0.0%N/A0.000%
2/9/2026 Harbour Investments Inc.23,266$437K0.0%-5.3%0.000%
2/6/2026 Lloyd Advisory Services LLC.6,053$114K0.0%N/A0.000%
2/6/2026 Altium Capital Management LLC151,007$2.84M11.2%N/A0.000%
2/6/2026 HighTower Advisors LLC31,483$591K0.0%-14.6%0.000%
1/29/2026 Rareview Capital LLC74,510$1.40M0.9%+20.4%0.000%
1/29/2026Comerica Bank15,016$282K0.0%-10.2%0.000%
1/29/2026 Aprio Wealth Management LLC28,526$536K0.0%-2.2%0.000%
1/29/2026 UBS Group AG962,666$18.08M0.0%-5.9%0.000%
1/29/2026Sanctuary Advisors LLC33,984$638K0.0%-9.2%0.000%
1/23/2026Smith Moore & CO.79,822$1.50M0.1%-2.8%0.000%
1/23/2026 Choreo LLC97,919$1.83M0.0%-17.8%0.000%
1/22/2026Spirepoint Private Client LLC10,321$194K0.0%N/A0.000%
1/15/2026 Allspring Global Investments Holdings LLC34,828$654K0.0%+54.3%0.000%
1/12/2026 Stolper Co24,444$459K0.1%+2.2%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC22,747$432K0.0%-7.9%0.000%
11/17/2025First Foundation Advisors48,565$1.21M0.0%-13.8%0.000%
11/17/2025 Williams Jones Wealth Management LLC.982,776$24.50M0.3%-4.0%0.000%
11/17/2025Susquehanna International Group LLP10,221$255K0.0%N/A0.000%
11/17/2025Punch & Associates Investment Management Inc.1,061,415$26.46M1.5%-0.9%0.000%
11/17/2025 Elevation Point Wealth Partners LLC75,539$1.89M0.1%N/A0.000%
11/17/2025 City of London Investment Management Co. Ltd.335,184$8.36M0.6%+10.0%0.000%
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11/17/2025Bank of America Corp DE583,103$14.54M0.0%+2.6%0.000%
11/14/2025Raymond James Financial Inc.71,853$1.79M0.0%+18.4%0.000%
11/13/2025Tocqueville Asset Management L.P.36,300$905K0.0%+32.0%0.000%
11/13/2025 UBS Group AG1,022,996$25.50M0.0%-1.6%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC15,828$395K0.1%N/A0.000%
11/13/2025First Trust Advisors LP89,787$2.24M0.0%+33.5%0.000%
11/12/2025Smith Moore & CO.82,084$2.05M0.2%+4.5%0.000%
11/12/2025 Aprio Wealth Management LLC29,171$727K0.1%+1.6%0.000%
11/12/2025 Choreo LLC119,160$2.98M0.0%-0.6%0.000%
11/10/2025Adapt Wealth Advisors LLC9,900$247K0.1%N/A0.000%


PDX Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 institutional investors and hedge funds held shares of PIMCO Dynamic Income Strategy Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($141.54M), Ieq Capital LLC ($51.28M), Rivernorth Capital Management LLC ($25.12M), Thomas J. Herzfeld Advisors Inc. ($24.52M), Envestnet Asset Management Inc. ($21.85M), Royal Bank of Canada ($21.59M), and Sit Investment Associates Inc. ($19.71M).Learn more on PIMCO Dynamic Income Strategy Fund's institutional investors.

Of the 82 institutional investors that purchased PIMCO Dynamic Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ieq Capital LLC ($2.09M), Saba Capital Management L.P. ($535.29K), City of London Investment Management Co. Ltd. ($391.54K), Wells Fargo & Company MN ($358.45K), Advisors Asset Management Inc. ($288.82K), Bank of America Corp DE ($257.05K), and Walleye Capital LLC ($251.11K).

Institutional investors have bought a total of 1,719,728 shares in the last 24 months. This purchase volume represents approximately $35.15M in transactions.

Of the 26 institutional investors that sold PIMCO Dynamic Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($1.07M), Rivernorth Capital Management LLC ($460.42K), Thomas J. Herzfeld Advisors Inc. ($264.17K), Punch & Associates Investment Management Inc. ($219.22K), Williams Jones Wealth Management LLC. ($160.61K), Stifel Financial Corp ($118.60K), and Cohen & Steers Inc. ($90.99K).

Institutional investors have sold a total of 2,612,061 shares in the last 24 months. This volume of shares sold represents approximately $53.20M in transactions.



Institutional ownership data for NYSE:PDX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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