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.
Q2 2024 vs. Q1 2024
How the institutions holding PIMCO Dynamic Income Strategy Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 69 | 76 | +7 |
| Shares | 22.3M | 22.8M | +514.2K (+2.3%) |
| Value | $472.3M | $508.1M | +$35.8M (+7.6%) |
New holders (12)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 208,575 | $4.77M | 0.74% |
| Smith, Moore & Co. | 55,266 | $1.23M | 0.13% |
| Sanctuary Advisors, LLC | 54,855 | $1.18M | 0.01% |
| Essex Financial Services, Inc. | 17,750 | $402.0K | 0.03% |
| Janney Montgomery Scott LLC | 13,325 | $297.0K | 0.00% |
| Williams & Novak, LLC | 12,577 | $280.2K | 0.26% |
| LPL Financial LLC | 10,794 | $240.5K | 0.00% |
| Susquehanna International Group, LLP | 10,046 | $223.8K | 0.00% |
| Baird Financial Group, Inc. | 9,612 | $214.2K | 0.00% |
| Warren Street Wealth Advisors, LLC | 9,000 | $200.5K | 0.10% |
| TownSquare Capital, LLC | 9,000 | $200.5K | 0.00% |
| US Bancorp | 500 | $11.1K | 0.00% |
Sold out (5)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Relative Value Partners Group, LLC | 217,968 | $4.21M |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99,365 | $2.11M |
| Landscape Capital Management, L.L.C. | 42,892 | $909.7K |
| Evoke Wealth, LLC | 20,970 | $451.5K |
| Verition Fund Management LLC | 12,000 | $254.5K |