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.
Q3 2024 vs. Q2 2024
How the institutions holding PIMCO Dynamic Income Strategy Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 76 | 73 | −3 |
| Shares | 22.8M | 22.8M | +27.1K (+0.1%) |
| Value | $508.1M | $538.6M | +$30.5M (+6.0%) |
New holders (6)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 208,466 | $4.82M | 0.03% |
| 1607 Capital Partners, LLC | 12,922 | $304.8K | 0.03% |
| CI Private Wealth, LLC | 12,504 | $295.0K | 0.00% |
| Evoke Wealth, LLC | 8,681 | $205.8K | 0.01% |
| FNY Investment Advisers, LLC | 500 | $11.0K | 0.01% |
| Clear Point Advisors Inc. | 276 | $6.52K | 0.01% |
Sold out (9)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Atlas Wealth LLC | 208,575 | $4.77M |
| Almitas Capital LLC | 53,223 | $1.19M |
| Dynamic Advisor Solutions LLC | 13,153 | $293.0K |
| Williams & Novak, LLC | 12,577 | $280.2K |
| Susquehanna International Group, LLP | 10,046 | $223.8K |
| Baird Financial Group, Inc. | 9,612 | $214.2K |
| Blue Bell Private Wealth Management, LLC | 8,445 | $188.2K |
| Principal Securities, Inc. | 1,463 | $32.6K |
| JPMorgan Chase & Co | 500 | $11.1K |