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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
$12.8M -$1.43M -189,419 -9%
RCM
2
Rivernorth Capital Management
Florida
$8.72M -$7.06M -933,559 -43%
UBS Group
3
UBS Group
Switzerland
$8.14M -$3.47M -459,260 -28%
FFA
4
First Foundation Advisors
California
$4.93M +$271K +35,878 +5%
MC
5
Matisse Capital
Oregon
$3.99M -$1.32M -174,739 -24%
PCM
6
Penserra Capital Management
California
$3.98M +$175K +23,174 +4%
Wells Fargo
7
Wells Fargo
California
$3.69M +$969K +128,245 +32%
TAM
8
Tocqueville Asset Management
New York
$3.09M +$1.1M +145,210 +50%
LCM
9
Landscape Capital Management
New Jersey
$2.31M -$2.36M -312,109 -49%
HCM
10
Hollencrest Capital Management
California
$2.23M +$201K +26,537 +9%
Cohen & Steers
11
Cohen & Steers
New York
$1.61M – – –
Truist Financial
12
Truist Financial
North Carolina
$1.51M +$89.1K +11,793 +6%
Bank of America
13
Bank of America
North Carolina
$1.37M -$854K -112,943 -37%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.07M +$67.6K +8,938 +6%
Stifel Financial
15
Stifel Financial
Missouri
$916K +$57.8K +7,640 +6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$896K +$882K +116,650 +1,137%
AAM
17
Advisors Asset Management
Colorado
$866K +$302K +39,964 +48%
6M
18
6 Meridian
Kansas
$635K +$99.8K +13,201 +17%
Invesco
19
Invesco
Georgia
$434K -$516K -68,327 -53%
Osaic Holdings
20
Osaic Holdings
Arizona
$388K +$24.2K +3,203 +6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$383K +$410K +54,198 New
PGAM
22
Princeton Global Asset Management
New Jersey
$356K +$299K +39,592 +362%
HA
23
HC Advisors
Georgia
$315K +$337K +44,616 New
GC
24
Gruss & Co
Florida
$282K +$302K +40,000 New
AWS
25
AJ Wealth Strategies
New York
$256K +$274K +36,209 New
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