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PDX

PIMCO Dynamic Income Strategy Fund
PDX

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.7M +$3.09M +188,032 +10%
RCM
2
Rivernorth Capital Management
Florida
$31.9M +$31.3M +1,908,161 +8,117%
UBS Group
3
UBS Group
Switzerland
$21.9M +$1.97M +120,098 +10%
FFA
4
First Foundation Advisors
California
$10.8M -$1.77M -107,834 -14%
TAM
5
Tocqueville Asset Management
New York
$10M +$637K +38,812 +7%
PCM
6
Penserra Capital Management
California
$8.68M +$9.02M +549,807 New
PAIM
7
Punch & Associates Investment Management
Minnesota
$6.9M +$6.86M +418,110 New
Wells Fargo
8
Wells Fargo
California
$6.38M +$2.3M +139,873 +57%
LCM
9
Landscape Capital Management
New Jersey
$5.87M +$4.79M +291,975 +460%
Millennium Management
10
Millennium Management
New York
$5.81M +$5.52M +336,345 +2,156%
Bank of America
11
Bank of America
North Carolina
$5.67M +$2.04M +124,480 +57%
COLIM
12
City of London Investment Management
United Kingdom
$5M +$4.96M +302,404 New
Cohen & Steers
13
Cohen & Steers
New York
$3.94M +$3.92M +238,779 New
Truist Financial
14
Truist Financial
North Carolina
$3.43M +$3.41M +207,993 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.75M +$1.34M +81,585 +96%
Stifel Financial
16
Stifel Financial
Missouri
$2.42M -$48.1K -2,932 -2%
AC
17
Almitas Capital
California
$2.42M +$2.41M +146,763 New
OMC
18
Old Mission Capital
Illinois
$2.17M +$2.16M +131,700 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.32M +$1.11M +67,928 +553%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.17M +$459K +27,985 +65%
MIG
21
Mariner Investment Group
New York
$825K +$821K +50,000 New
FM
22
Family Management
New York
$766K +$762K +46,453 New
EW
23
Evoke Wealth
California
$750K +$375K +22,825 +104%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$743K +$95.6K +5,823 +15%
AAM
25
Advisors Asset Management
Colorado
$613K +$609K +37,127 New
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