PIMCO Dynamic Income Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 6.42 M | $133.58 M | 0.00% | 14.35% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.10 M | $22.93 M | -3.26% | 2.46% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 1.10 M | $22.80 M | -12.63% | 2.45% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.05 M | $21.80 M | 9.81% | 2.34% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.02 M | $21.27 M | 0.00% | 2.29% |
| UBS GROUP AG | 08/13/2026 | 1.02 M | $21.16 M | 1.68% | 2.27% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.00 M | $20.87 M | 2.43% | 2.24% |
| MORGAN STANLEY | 08/13/2026 | 879.34 K | $18.31 M | -3.88% | 1.97% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 08/05/2026 | 837.55 K | $17.44 M | -1.87% | 1.87% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 793.54 K | $16.52 M | 2.78% | 1.77% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 701.29 K | $14.60 M | -17.72% | 1.57% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 695.18 K | $14.47 M | -1.99% | 1.55% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 549.50 K | $11.44 M | 1.48% | 1.23% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 489.83 K | $10.20 M | 1.04% | 1.10% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 388.77 K | $8.09 M | 17.21% | 0.87% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 341.81 K | $7.12 M | 0.82% | 0.76% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 308.99 K | $6.43 M | -20.51% | 0.69% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 263.43 K | $5.48 M | -26.61% | 0.59% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 242.58 K | $5.05 M | -2.97% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 179.86 K | $3.74 M | 20.43% | 0.40% |
| ALTIUM CAPITAL MANAGEMENT LP | 08/12/2026 | 157.70 K | $3.28 M | 0.00% | 0.35% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 116.89 K | $2.43 M | -1.77% | 0.26% |
| COLONY GROUP, LLC | 08/12/2026 | 113.18 K | $2.36 M | -14.94% | 0.25% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 98.72 K | $2.43 M | 9.68% | 0.22% |
| SMITH, MOORE & CO. | 08/12/2026 | 88.67 K | $1.85 M | 1.27% | 0.20% |
| CHOREO, LLC | 08/04/2026 | 79.53 K | $1.66 M | -11.27% | 0.18% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 75.73 K | $1.59 M | -0.13% | 0.17% |
| INVESCO LTD. | 08/14/2026 | 75.45 K | $1.57 M | 19.05% | 0.17% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 74.63 K | $1.55 M | -1.58% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 74.37 K | $1.55 M | 19.72% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 71.65 K | $1.49 M | 7.08% | 0.16% |
| LPL FINANCIAL LLC | 08/07/2026 | 58.69 K | $1.22 M | 9.59% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 54.66 K | $1.14 M | 100.00% | 0.12% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 51.43 K | $1.07 M | 68.06% | 0.12% |
| NORTHERN TRUST CORP | 08/13/2026 | 49.08 K | $1.02 M | 0.00% | 0.11% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 45.42 K | $945.62 K | -47.29% | 0.10% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 42.63 K | $887.52 K | 36.29% | 0.10% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 08/10/2026 | 36.30 K | $755.77 K | 0.00% | 0.08% |
| VESTOR CAPITAL, LLC | 07/28/2026 | 36.09 K | $5.29 M | 1,343.56% | 0.08% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 35.04 K | $729.45 K | -0.47% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 34.87 K | $725.93 K | 8.50% | 0.08% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 34.83 K | $725.12 K | 0.00% | 0.08% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 34.46 K | $717.44 K | 0.03% | 0.08% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 32.05 K | $667.24 K | 8.03% | 0.07% |
| ATLAS WEALTH LLC | 07/28/2026 | 31.58 K | $657.48 K | 100.00% | 0.07% |
| VIRTUE ASSET MANAGEMENT LLC | 07/29/2026 | 27.96 K | $582.05 K | 0.00% | 0.06% |
| STOLPER CO | 07/14/2026 | 26.05 K | $542.00 K | -35.46% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 25.99 K | $541.20 K | -8.09% | 0.06% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 24.85 K | $517.00 K | 14.52% | 0.06% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 24.14 K | $502.00 K | 100.00% | 0.05% |
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PIMCO Dynamic Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 121 institutional investors and hedge funds held shares of PIMCO Dynamic Income Strategy Fund. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 6.42 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.1 M
Thomas J. Herzfeld Advisors, Inc.: 1.1 M
WELLS FARGO & COMPANY/MN: 1.05 M
COHEN & STEERS, INC.: 1.02 M
UBS Group AG: 1.02 M
48.40% of PIMCO Dynamic Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 21.70 M shares in the last 24 months. This purchase volume represents approximately $440.47 M in transactions.