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. | 02/17/2026 | 6.80 M | $127.63 M | -9.25% | 15.20% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.60 M | $30.03 M | 0.44% | 3.58% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 1.31 M | $24.52 M | -16.83% | 2.92% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 1.06 M | $19.82 M | -0.55% | 2.36% |
| COHEN & STEERS, INC. | 02/13/2026 | 962.79 K | $18.08 M | -8.63% | 2.15% |
| UBS GROUP AG | 01/29/2026 | 962.67 K | $18.08 M | -5.90% | 2.15% |
| ROYAL BANK OF CANADA | 02/17/2026 | 960.47 K | $18.04 M | -2.08% | 2.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 876.15 K | $16.45 M | 2.67% | 1.96% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/13/2026 | 863.57 K | $16.22 M | -12.13% | 1.93% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 774.73 K | $14.55 M | -11.62% | 1.73% |
| MORGAN STANLEY | 02/13/2026 | 728.76 K | $13.69 M | -0.89% | 1.63% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 622.60 K | $11.69 M | 6.77% | 1.39% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 481.58 K | $9.04 M | 0.98% | 1.08% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 439.72 K | $8.26 M | -21.24% | 0.98% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 358.92 K | $6.74 M | 7.08% | 0.80% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 320.91 K | $6.03 M | 5.79% | 0.72% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 194.27 K | $3.65 M | 9.86% | 0.43% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 151.26 K | $2.84 M | 100.00% | 0.34% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 151.01 K | $2.84 M | 100.00% | 0.34% |
| COLONY GROUP, LLC | 02/13/2026 | 144.51 K | $2.72 M | 100.00% | 0.32% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 103.29 K | $1.94 M | 15.04% | 0.23% |
| CHOREO, LLC | 01/23/2026 | 97.92 K | $1.83 M | -17.83% | 0.22% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 91.51 K | $1.72 M | 325.40% | 0.20% |
| SMITH, MOORE & CO. | 01/23/2026 | 79.82 K | $1.50 M | -2.76% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 78.79 K | $1.48 M | 14.42% | 0.18% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 75.54 K | $1.65 M | 0.00% | 0.17% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 75.54 K | $1.42 M | 100.00% | 0.17% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 74.51 K | $1.84 M | 20.44% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 67.92 K | $1.28 M | 11.97% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 62.93 K | $1.18 M | -12.41% | 0.14% |
| INVESCO LTD. | 02/19/2026 | 57.14 K | $1.07 M | 11.17% | 0.13% |
| FAMILY MANAGEMENT CORP | 02/17/2026 | 45.91 K | $862.17 K | 100.00% | 0.10% |
| LPL FINANCIAL LLC | 02/11/2026 | 44.59 K | $837.41 K | 59.04% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 44.51 K | $835.82 K | 213.29% | 0.10% |
| 03/02/2026 | 42.64 K | $800.74 K | 100.00% | 0.10% | |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 40.82 K | $766.67 K | -13.15% | 0.09% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 02/12/2026 | 36.30 K | $681.71 K | 0.00% | 0.08% |
| FIRST FOUNDATION ADVISORS | 02/04/2026 | 35.18 K | $660.67 K | -27.56% | 0.08% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 34.83 K | $654.07 K | 54.29% | 0.08% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 33.98 K | $638.23 K | -9.19% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 31.48 K | $591.25 K | -14.56% | 0.07% |
| 02/10/2026 | 29.11 K | $546.77 K | 0.00% | 0.07% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 28.53 K | $535.72 K | -2.21% | 0.06% |
| APRIO WEALTH MANAGEMENT, LLC | 01/29/2026 | 28.53 K | $535.72 K | -2.21% | 0.06% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 25.73 K | $483.27 K | 100.00% | 0.06% |
| STOLPER CO | 01/12/2026 | 24.44 K | $459.00 K | 2.16% | 0.05% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 23.98 K | $450.36 K | 100.00% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 23.27 K | $436.94 K | -5.34% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 22.75 K | $432.19 K | -7.91% | 0.05% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 20.50 K | $385.00 K | -20.60% | 0.05% |
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PIMCO Dynamic Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of PIMCO Dynamic Income Strategy Fund. The most heavily invested institutionals were:
UBS Group AG: 999,725
Williams Jones Wealth Management, LLC.: 853,530
ENVESTNET ASSET MANAGEMENT INC: 709,274
Cambridge Investment Research Advisors, Inc.: 250,000
Altium Capital Management LP: 157,700
Rareview Capital LLC: 90,004
48.25% of PIMCO Dynamic Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.80 M shares in the last 24 months. This purchase volume represents approximately $462.83 M in transactions.