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PIMCO Dynamic Income Strategy Fund (PDX) Institutional Ownership

PIMCO Dynamic Income Strategy Fund logo
$21.91 +0.02 (+0.09%)
As of 09/4/2026 03:57 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$32.30M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$55.11M
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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
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%
8/21/2026 Continuum Advisory LLC6,163$128K0.0%N/A0.000%
8/14/2026 Ancora 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%
5/19/2026 Bank of America Corp DE772,043$17.03M0.0%+24.0%0.000%
5/19/2026 Arkadios Wealth Advisors20,775$458K0.0%+73.1%0.000%
5/18/2026 Rivernorth Capital Management LLC1,138,597$25.12M1.3%-28.8%0.000%
5/18/2026 Royal Bank of Canada978,814$21.59M0.0%+1.9%0.000%
5/16/2026 Quantinno Capital Management LP21,943$484K0.0%N/A0.000%
5/16/2026 Saba Capital Management L.P.6,416,087$141.54M3.9%-5.6%0.000%
5/16/2026 Family Manage LLC34,252$756K0.1%-25.4%0.000%
5/15/2026 Punch & Associates Investment Management Inc.852,325$18.80M1.1%-19.3%0.000%
5/13/2026 Cetera Investment Advisers32,136$709K0.0%-21.3%0.000%
5/13/2026 First Trust Advisors LP118,998$2.63M0.0%+15.2%0.000%
5/7/2026 Hollencrest Capital Management484,764$10.69M0.4%+0.7%0.000%
5/5/2026 Sanctuary 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%
4/29/2026 Flatrock 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%
4/16/2026 Evolve Private Wealth LLC23,945$528K0.0%+27.7%0.000%
3/17/2026 Rockefeller 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%
2/23/2026 Virtu Financial LLC18,111$340K0.0%N/A0.000%
2/19/2026 Invesco Ltd.57,140$1.07M0.0%+11.2%0.000%
2/18/2026 XTX Topco Ltd15,224$286K0.0%N/A0.000%
2/18/2026 Saba Capital Management L.P.6,796,130$127.63M3.8%-9.3%0.000%
2/18/2026 Rivernorth Capital Management LLC1,599,012$30.03M1.4%+0.4%0.000%
2/18/2026 Evolve Private Wealth LLC18,755$352K0.0%N/A0.000%
2/18/2026 1607 Capital Partners LLC91,512$1.72M0.1%+325.4%0.000%
2/17/2026 Almitas Capital LLC151,260$2.84M0.6%N/A0.000%
2/17/2026 Cetera Investment Advisers40,824$767K0.0%-13.1%0.000%
2/17/2026 Osaic Holdings Inc.78,792$1.48M0.0%+14.4%0.000%
2/17/2026 Punch & Associates Investment Management Inc.1,055,601$19.82M1.2%-0.5%0.000%
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2/17/2026 Royal 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%
2/16/2026 Focus 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%
2/13/2026 Stifel Financial Corp439,723$8.26M0.0%-21.2%0.000%
2/13/2026 Arkadios Wealth Advisors12,000$225K0.0%N/A0.000%
2/13/2026 First Trust Advisors LP103,293$1.94M0.0%+15.0%0.000%
2/13/2026 Wells Fargo & Company MN876,150$16.45M0.0%+2.7%0.000%
2/13/2026 Cohen & 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%
2/12/2026 Hollencrest Capital Management481,576$9.04M0.3%+1.0%0.000%
2/12/2026 Jane Street Group LLC44,506$836K0.0%+213.3%0.000%
2/11/2026 Janney Montgomery Scott LLC16,345$307K0.0%-23.6%0.000%
2/11/2026 LPL Financial LLC44,590$837K0.0%+59.0%0.000%
2/11/2026 O Shaughnessy Asset Management LLC28,526$536K0.0%-2.2%0.000%
2/10/2026 WCG 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%
1/29/2026 Sanctuary Advisors LLC33,984$638K0.0%-9.2%0.000%
1/23/2026 Smith Moore & CO.79,822$1.50M0.1%-2.8%0.000%
1/23/2026 Choreo LLC97,919$1.83M0.0%-17.8%0.000%
1/22/2026 Spirepoint 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%
11/17/2025 First 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%
11/17/2025 Susquehanna International Group LLP10,221$255K0.0%N/A0.000%
11/17/2025 Punch & 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%
11/17/2025 Bank of America Corp DE583,103$14.54M0.0%+2.6%0.000%
11/14/2025 Raymond James Financial Inc.71,853$1.79M0.0%+18.4%0.000%
11/13/2025 Tocqueville 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%
11/13/2025 First Trust Advisors LP89,787$2.24M0.0%+33.5%0.000%
11/12/2025 Smith 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%
11/10/2025 Adapt Wealth Advisors LLC9,900$247K0.1%N/A0.000%
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11/10/2025 Convergence Financial LLC9,217$230K0.0%N/A0.000%
11/6/2025 Savvy Advisors Inc.15,079$376K0.0%N/A0.000%
11/6/2025 Advisors Asset Management Inc.303,358$7.56M0.1%-20.6%0.000%
11/5/2025 Envestnet Asset Management Inc.876,569$21.85M0.0%+5.9%0.000%
11/3/2025 Hollencrest Capital Management476,886$11.89M0.4%+1.9%0.000%
11/3/2025 Truist Financial Corp16,055$400K0.0%-4.9%0.000%
10/23/2025 Spire Wealth Management6,884$172K0.0%-39.1%0.000%
10/20/2025 Allspring Global Investments Holdings LLC22,573$563K0.0%+14.9%0.000%
10/16/2025 Halbert Hargrove Global Advisors LLC4,500$112K0.0%N/A0.000%
10/10/2025 Stolper Co23,927$597K0.2%N/A0.000%


PDX Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 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 81 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), Wells Fargo & Company MN ($358.45K), City of London Investment Management Co. Ltd. ($341.23K), Bank of America Corp DE ($257.05K), Walleye Capital LLC ($251.11K), and Kovitz Investment Group Partners LLC ($216.61K).

Institutional investors have bought a total of 1,551,495 shares in the last 24 months. This purchase volume represents approximately $32.30M in transactions.

Of the 28 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 2,686,978 shares in the last 24 months. This volume of shares sold represents approximately $55.11M 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 8/22/2026. New 13F filings are added each quarter as they're published.
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