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. | 05/15/2026 | 6.42 M | $141.54 M | -5.59% | 14.35% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 1.25 M | $27.65 M | -4.01% | 2.80% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.14 M | $25.12 M | -28.79% | 2.55% |
| COHEN & STEERS, INC. | 05/15/2026 | 1.02 M | $22.54 M | 6.13% | 2.29% |
| UBS GROUP AG | 05/05/2026 | 999.73 K | $22.05 M | 3.85% | 2.24% |
| ROYAL BANK OF CANADA | 05/15/2026 | 978.81 K | $21.59 M | 1.91% | 2.19% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 953.64 K | $21.04 M | 8.84% | 2.13% |
| MORGAN STANLEY | 05/15/2026 | 914.80 K | $20.18 M | 25.53% | 2.05% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 05/05/2026 | 853.53 K | $18.83 M | -1.16% | 1.91% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 852.33 K | $18.80 M | -19.26% | 1.91% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 772.04 K | $17.03 M | 24.00% | 1.73% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 709.27 K | $15.65 M | -8.45% | 1.59% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 541.49 K | $11.95 M | 257.99% | 1.21% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 484.76 K | $10.69 M | 0.66% | 1.08% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 388.72 K | $8.58 M | 100.00% | 0.87% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 358.92 K | $7.92 M | 0.00% | 0.80% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 339.03 K | $7.48 M | 5.64% | 0.76% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 331.67 K | $7.32 M | -24.57% | 0.74% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 250.00 K | $5.52 M | 28.69% | 0.56% |
| ALTIUM CAPITAL MANAGEMENT LP | 05/01/2026 | 157.70 K | $3.48 M | 4.43% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 149.35 K | $3.29 M | 137.32% | 0.33% |
| COLONY GROUP, LLC | 05/15/2026 | 133.06 K | $2.94 M | -7.92% | 0.30% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 119.00 K | $2.63 M | 15.20% | 0.27% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 90.00 K | $2.22 M | 20.79% | 0.20% |
| CHOREO, LLC | 05/13/2026 | 89.63 K | $1.98 M | -8.46% | 0.20% |
| SMITH, MOORE & CO. | 05/05/2026 | 87.57 K | $1.93 M | 9.70% | 0.20% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 86.17 K | $1.90 M | -5.84% | 0.19% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 75.83 K | $1.68 M | 0.39% | 0.17% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 75.83 K | $1.67 M | 0.39% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 66.91 K | $1.48 M | -15.08% | 0.15% |
| INVESCO LTD. | 05/12/2026 | 63.38 K | $1.40 M | 10.92% | 0.14% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 62.12 K | $1.37 M | -8.54% | 0.14% |
| LPL FINANCIAL LLC | 05/06/2026 | 53.56 K | $1.18 M | 20.11% | 0.12% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 49.16 K | $1.08 M | 100.00% | 0.11% |
| NORTHERN TRUST CORP | 05/14/2026 | 49.08 K | $1.08 M | 100.00% | 0.11% |
| STOLPER CO | 04/13/2026 | 40.36 K | $531.00 K | 65.10% | 0.09% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 05/12/2026 | 36.30 K | $800.78 K | 0.00% | 0.08% |
| FIRST FOUNDATION ADVISORS | 05/04/2026 | 35.20 K | $776.54 K | 0.06% | 0.08% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 34.83 K | $768.31 K | 0.00% | 0.08% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 34.45 K | $759.97 K | 100.00% | 0.08% |
| FAMILY MANAGEMENT CORP | 05/15/2026 | 34.25 K | $755.60 K | -25.39% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 32.14 K | $708.92 K | -21.28% | 0.07% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 31.28 K | $689.97 K | -7.97% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 31.25 K | $689.44 K | 883.42% | 0.07% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 30.60 K | $675.04 K | 1,411.11% | 0.07% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 29.67 K | $654.41 K | 81.03% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 28.28 K | $623.90 K | -10.17% | 0.06% |
| 05/12/2026 | 27.96 K | $616.72 K | -3.98% | 0.06% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 24.24 K | $534.82 K | -15.01% | 0.05% |
| 04/16/2026 | 23.95 K | $528.23 K | 27.67% | 0.05% |
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PIMCO Dynamic Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 106 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
Thomas J. Herzfeld Advisors, Inc.: 1.25 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.14 M
COHEN & STEERS, INC.: 1.02 M
UBS Group AG: 999,725
ROYAL BANK OF CANADA: 978,814
49.06% of PIMCO Dynamic Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 21.89 M shares in the last 24 months. This purchase volume represents approximately $444.34 M in transactions.