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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
$153M -$3.71M -174,074 -2%
RCM
2
Rivernorth Capital Management
Florida
$43.5M +$110K +5,153 +0.3%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$34M +$4.07M +191,227 +14%
PAIM
4
Punch & Associates Investment Management
Minnesota
$29.5M +$821K +38,543 +3%
Morgan Stanley
5
Morgan Stanley
New York
$27M +$9.44M +443,381 +58%
SIA
6
Sit Investment Associates
Minnesota
$26.5M +$4.34M +203,816 +21%
WJWM
7
Williams Jones Wealth Management
New York
$25.7M -$1.54M -72,200 -6%
Cohen & Steers
8
Cohen & Steers
New York
$24.7M – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$20.1M +$3.05M +143,244 +19%
UBS Group
10
UBS Group
Switzerland
$20.1M +$2.43M +114,019 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.5M +$2.93M +137,504 +25%
Stifel Financial
12
Stifel Financial
Missouri
$11.1M +$234K +10,981 +2%
AAM
13
Advisors Asset Management
Colorado
$9.84M -$1.9M -89,366 -17%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$9.41M -$1.5M -70,260 -14%
Bank of America
15
Bank of America
North Carolina
$9.33M +$490K +22,994 +6%
HCM
16
Hollencrest Capital Management
California
$7.37M – – –
AW
17
Atlas Wealth
Ohio
$4.77M +$4.44M +208,575 New
CL
18
Choreo LLC
Illinois
$3.64M +$653K +30,661 +23%
AGM
19
Alpine Global Management
New York
$3.24M -$93.7K -4,397 -3%
TCA
20
Transcend Capital Advisors
New Jersey
$1.95M +$17.7K +829 +1%
RC
21
Rareview Capital
Nevada
$1.7M +$213 +10 +0%
Wells Fargo
22
Wells Fargo
California
$1.6M -$1.62M -75,973 -51%
FFA
23
First Foundation Advisors
California
$1.39M -$40.4K -1,897 -3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.27M -$145K -6,804 -11%
SMC
25
Smith, Moore & Co
Missouri
$1.23M +$1.18M +55,266 New
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