PIMCO Dynamic Income Strategy Fund
PDX- Exchange
- NYSE
- SEC CIK
- 0001756908
In the last 90 days, PIMCO Dynamic Income Strategy Fund insiders filed 2 open-market purchases and 6 sales; 106 institutions reported holding it in 13F filings for Q2 2026, worth $450.2M in total; no superinvestor holds it.
Q1 2024 vs. Q4 2023
How the institutions holding PIMCO Dynamic Income Strategy Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 68 | 69 | +1 |
| Shares | 21.2M | 22.3M | +1.04M (+4.9%) |
| Value | $435.0M | $472.3M | +$37.2M (+8.6%) |
New holders (12)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| RSM US Wealth Management LLC | 130,771 | $2.77M | 0.07% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99,365 | $2.11M | 0.10% |
| Landscape Capital Management, L.L.C. | 42,892 | $909.7K | 0.08% |
| Cetera Investment Advisers | 28,336 | $601.0K | 0.00% |
| Evoke Wealth, LLC | 20,970 | $451.5K | 0.01% |
| First Trust Advisors LP | 19,594 | $415.6K | 0.00% |
| Regal Investment Advisors LLC | 15,249 | $323.4K | 0.02% |
| IFP Advisors, Inc | 14,500 | $307.5K | 0.01% |
| Dynamic Advisor Solutions LLC | 12,427 | $263.6K | 0.01% |
| Oppenheimer & Co Inc | 11,200 | $237.6K | 0.00% |
| True North Advisors, LLC | 10,846 | $230.0K | 0.06% |
| Allspring Global Investments Holdings, LLC | 7,500 | $159.1K | 0.00% |
Sold out (11)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Cetera Advisor Networks LLC | 147,334 | $3.02M |
| Kayne Anderson Capital Advisors LP | 35,900 | $735.2K |
| Matisse Capital | 30,000 | $614.4K |
| Invesco Ltd. | 17,633 | $361.1K |
| Raymond James Financial Services Advisors, Inc. | 13,932 | $285.3K |
| LPL Financial LLC | 11,240 | $230.2K |
| Qube Research & Technologies Ltd | 9,755 | $199.8K |
| The PNC Financial Services Group, Inc. | 3,000 | $61.4K |
| Focused Wealth Management, Inc | 350 | $7.17K |
| Ronald Blue Trust, Inc. | 250 | $5.00K |
| Advisory Services Network, LLC | 104 | $2.13K |