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PDX

PIMCO Dynamic Income Strategy Fund
PDX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$149M – – –
RCM
2
Rivernorth Capital Management
Florida
$41.3M +$314K +15,750 +0.8%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$28.3M +$1.86M +93,545 +8%
PAIM
4
Punch & Associates Investment Management
Minnesota
$27.3M +$4.08M +204,948 +19%
WJWM
5
Williams Jones Wealth Management
New York
$26M -$205K -10,268 -0.8%
Cohen & Steers
6
Cohen & Steers
New York
$23.5M +$279K +14,000 +1%
SIA
7
Sit Investment Associates
Minnesota
$20.9M +$11.4M +573,878 +140%
UBS Group
8
UBS Group
Switzerland
$16.7M -$2.05M -102,692 -12%
Morgan Stanley
9
Morgan Stanley
New York
$16.3M -$9.94M -499,044 -39%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.1M +$746K +37,459 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.8M +$2.46M +123,413 +28%
AAM
12
Advisors Asset Management
Colorado
$11.3M +$224K +11,249 +2%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$10.4M +$1.08M +54,415 +12%
Stifel Financial
14
Stifel Financial
Missouri
$10.4M +$1.05M +52,677 +12%
Bank of America
15
Bank of America
North Carolina
$8.39M -$1.12M -56,432 -12%
HCM
16
Hollencrest Capital Management
California
$7.02M -$2.49M -125,000 -27%
AC
17
Almitas Capital
California
$6.87M -$186K -9,357 -3%
RVPG
18
Relative Value Partners Group
$4.21M -$58.6K -2,940 -1%
AGM
19
Alpine Global Management
New York
$3.18M +$938K +47,074 +46%
Wells Fargo
20
Wells Fargo
California
$3.13M -$3.84M -192,522 -57%
CL
21
Choreo LLC
Illinois
$2.77M +$2.61M +130,771 New
AWM
22
Avior Wealth Management
Nebraska
$2.11M +$1.98M +99,365 New
TCA
23
Transcend Capital Advisors
New Jersey
$1.84M -$9.03K -453 -0.5%
WS
24
Wedbush Securities
California
$1.69M -$12.6K -633 -0.8%
RC
25
Rareview Capital
Nevada
$1.62M -$87.8K -4,407 -5%
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