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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$19.56 -0.05 (-0.23%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$19.58 +0.03 (+0.15%)
As of 02/21/2025 07:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Fund (NYSE:PDI)

Number of
Institutional Buyers
(last 12 months)
198
Total
Institutional Inflows
(last 12 months)
$262.42M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$45.44M
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PDI Institutional Buying and Selling by Quarter

PIMCO Dynamic Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025Kingstone Capital Partners Texas LLC10,179$187K0.2%N/A0.000%
2/19/2025 Retirement Planning Group LLC NY186,935$3.43M3.8%N/A0.000%
2/18/2025 Western Wealth Management LLC13,555$249K0.1%-84.7%0.000%
2/18/2025 Cornerstone Advisory LLC578,611$11.28M1.3%+6.7%0.000%
2/18/2025 Novem Group70,944$1.30M0.2%N/A0.000%
2/18/2025 Elequin Capital LP11,609$213K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC31,521$578K0.0%-20.2%0.000%
2/18/2025 First Heartland Consultants Inc.24,993$458K0.0%+114.2%0.000%
2/17/2025 Williams Jones Wealth Management LLC.87,808$1.61M0.0%-25.9%0.000%
2/17/2025 Royal Bank of Canada1,002,013$18.38M0.0%-16.2%0.000%
2/17/2025 Morse Asset Management Inc129,912$2.38M0.5%+44.1%0.000%
2/17/2025 Kaizen Financial Strategies32,267$592K0.3%-37.1%0.000%
2/17/2025 EP Wealth Advisors LLC18,652$342K0.0%-12.2%0.000%
2/17/2025 CoreCap Advisors LLC62,550$1.15M0.1%+8.8%0.000%
2/17/2025 Cresset Asset Management LLC76,766$1.41M0.0%-39.6%0.000%
2/17/2025 Cetera Investment Advisers1,057,469$19.39M0.0%+14.4%0.000%
2/17/2025 Captrust Financial Advisors185,964$3.41M0.0%+1.2%0.000%
2/17/2025 Cary Street Partners Financial LLC36,527$670K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.215,413$3.95M0.0%-6.6%0.000%
2/17/2025 Bank of America Corp DE2,835,670$52.01M0.0%+8.4%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV37,425$686K0.0%+82.0%0.000%
2/14/2025 Jane Street Group LLC70,652$1.30M0.0%+122.7%0.000%
2/14/2025 Triumph Capital Management44,351$813K0.3%+89.5%0.000%
2/14/2025 Comerica Bank75,348$1.38M0.0%+5.8%0.000%
2/14/2025 Lido Advisors LLC43,702$811K0.0%+1.8%0.000%
2/14/2025 Beacon Pointe Advisors LLC12,757$234K0.0%-11.0%0.000%
2/14/2025 Two Sigma Securities LLC12,278$225K0.0%N/A0.000%
2/14/2025 Integrated Wealth Concepts LLC13,266$243K0.0%+24.6%0.000%
2/14/2025 Coppell Advisory Solutions LLC9,852$181K0.0%-20.6%0.000%
2/14/2025 Susquehanna International Group LLP224,919$4.13M0.0%+1,891.1%0.000%
2/14/2025 Stifel Financial Corp127,878$2.35M0.0%+25.1%0.000%
2/14/2025 OneDigital Investment Advisors LLC15,197$279K0.0%-3.6%0.000%
2/14/2025 Tower Research Capital LLC TRC 4,250$78K0.0%-74.4%0.000%
2/14/2025 TD Waterhouse Canada Inc.995,288$18.23M0.1%+3.2%0.000%
2/14/2025 MML Investors Services LLC83,643$1.53M0.0%+18.7%0.000%
2/13/2025 NewEdge Advisors LLC94,675$1.74M0.0%-6.4%0.000%
2/13/2025 Evergreen Capital Management LLC121,810$2.26M0.1%-4.3%0.000%
2/13/2025 M Holdings Securities Inc.48,761$894K0.1%+2.8%0.000%
2/13/2025 Guggenheim Capital LLC562,590$10.32M0.1%+14.7%0.000%
2/13/2025 Walleye Capital LLC58,993$1.08M0.0%N/A0.000%
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2/13/2025 LaSalle St. Investment Advisors LLC11,164$204K0.1%N/A0.000%
2/13/2025 CreativeOne Wealth LLC13,648$250K0.0%-18.4%0.000%
2/13/2025 Mariner LLC13,257$243K0.0%-29.0%0.000%
2/13/2025 Cohen & Steers Inc.1,313,573$24.09M0.0%+1.4%0.000%
2/13/2025 Rockefeller Capital Management L.P.142,376$2.61M0.0%+15.5%0.000%
2/13/2025 Jaffetilchin Investment Partners LLC11,146$204K0.0%+622.4%0.000%
2/13/2025 Scotia Capital Inc.65,653$1.20M0.0%-4.4%0.000%
2/13/2025 Raymond James Financial Inc.1,087,673$19.95M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC13,928$255K0.0%+7.4%0.000%
2/13/2025 Bank of Montreal Can162,504$2.98M0.0%+26.1%0.000%
2/13/2025 Envestnet Asset Management Inc.241,659$4.43M0.0%+14.2%0.000%
2/13/2025 Anchor Capital Management Group Inc124,300$2.28M0.8%N/A0.000%
2/13/2025 Wedbush Securities Inc.75,777$1.39M0.0%-14.0%0.000%
2/13/2025 Wells Fargo & Company MN842,475$15.45M0.0%+399.5%0.000%
2/12/2025 Landscape Capital Management L.L.C.60,504$1.11M0.1%N/A0.000%
2/12/2025 StoneX Group Inc.11,014$204K0.0%-12.4%0.000%
2/12/2025 National Bank of Canada FI28,979$531K0.0%-11.7%0.000%
2/12/2025 Summit Financial LLC400,623$7.43M0.3%N/A0.000%
2/12/2025 Alliancebernstein L.P.481,920$8.84M0.0%-9.8%0.000%
2/12/2025 Maridea Wealth Management LLC20,012$367K0.1%N/A0.000%
2/12/2025 Brown Brothers Harriman & Co.8,150$149K0.0%N/A0.000%
2/12/2025 Orion Portfolio Solutions LLC203,572$3.73M0.0%-1.5%0.000%
2/12/2025 Ausdal Financial Partners Inc.98,231$1.80M0.2%+1.0%0.000%
2/12/2025 TrueMark Investments LLC50,126$919K0.3%-57.3%0.000%
2/11/2025 LPL Financial LLC2,900,847$53.20M0.0%+11.1%0.000%
2/11/2025 Samalin Investment Counsel LLC43,136$791K0.3%+5.3%0.000%
2/11/2025 HUB Investment Partners LLC48,782$895K0.0%+13.0%0.000%
2/10/2025 Thrivent Financial for Lutherans138,983$2.55M0.0%-13.6%0.000%
2/10/2025 Parallel Advisors LLC28,537$523K0.0%+2,753.7%0.000%
2/10/2025 GWN Securities Inc.28,630$545K0.1%N/A0.000%
2/10/2025 Corient Private Wealth LLC11,038$202K0.0%-17.9%0.000%
2/10/2025 Commonwealth Equity Services LLC972,593$17.84M0.0%+10.7%0.000%
2/10/2025 CFO4Life Group LLC18,332$336K0.1%+68.8%0.000%
2/10/2025 Avantax Advisory Services Inc.192,899$3.54M0.0%-24.6%0.000%
2/10/2025 Essential Planning LLC.21,970$427K0.0%N/A0.000%
2/10/2025 Farther Finance Advisors LLC5,503$101K0.0%+35.3%0.000%
2/10/2025 Hollencrest Capital Management9,281$170K0.0%-43.8%0.000%
2/7/2025 PFG Advisors129,001$2.37M0.1%+241.7%0.000%
2/7/2025 Summit X LLC42,320$776K0.2%-5.1%0.000%
2/7/2025 HighTower Advisors LLC278,678$5.11M0.0%-3.4%0.000%
2/7/2025 Prosperity Wealth Management Inc.15,409$283K0.1%-32.3%0.000%
2/7/2025 Natural Investments LLC13,032$239K0.1%N/A0.000%
2/7/2025 Independent Advisor Alliance45,532$835K0.0%N/A0.000%
2/7/2025 Jackson Hole Capital Partners LLC10,432$191K0.0%N/A0.000%
2/7/2025 Larson Financial Group LLC5,832$107K0.0%+374.9%0.000%
2/7/2025 PNC Financial Services Group Inc.35,064$643K0.0%-3.4%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors159,316$2.92M0.4%-12.0%0.000%
2/6/2025 Raymond James Financial Inc.1,087,673$19.95M0.0%N/A0.000%
2/6/2025 Disciplined Investments LLC15,000$275K0.1%+50.0%0.000%
2/6/2025 Steward Partners Investment Advisory LLC52,680$966K0.0%+51.7%0.000%
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2/6/2025 Bedel Financial Consulting Inc.10,812$211K0.0%N/A0.000%
2/5/2025 TPG Advisors LLC11,474$210K0.2%+4.9%0.000%
2/5/2025 Anfield Capital Management LLC3,034$56K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC188,005$3.45M2.4%N/A0.000%
2/5/2025 Private Trust Co. NA69,403$1.27M0.1%+3.3%0.000%
2/5/2025 Oppenheimer & Co. Inc.48,748$894K0.0%+33.5%0.000%
2/5/2025 Kovack Advisors Inc.23,370$429K0.0%+28.3%0.000%
2/5/2025 Whipplewood Advisors LLC11,856$217K0.1%N/A0.000%
2/4/2025 NCP Inc.65,241$1.20M0.6%+20.2%0.000%
2/4/2025 MorganRosel Wealth Management LLC95,843$1.76M0.6%+8.0%0.000%
(Data available from 1/1/2016 forward)

PDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDI shares?

During the previous two years, 330 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were LPL Financial LLC ($53.20M), Bank of America Corp DE ($52.01M), Atria Wealth Solutions Inc. ($32.97M), Rivernorth Capital Management LLC ($32.25M), UBS Group AG ($25.18M), Cohen & Steers Inc. ($24.09M), and Osaic Holdings Inc. ($23.50M).Learn more on PDI's institutional investors.

Which institutional investors have been buying PIMCO Dynamic Income Fund stock?

Of the 281 institutional investors that purchased PIMCO Dynamic Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.18M), PFG Investments LLC ($1.20M), Consolidated Capital Management LLC ($694.44K), Wells Fargo & Company MN ($673.82K), LPL Financial LLC ($647.53K), Private Advisor Group LLC ($627.33K), and Gateway Advisory LLC ($623.71K).

How much institutional buying is happening at PIMCO Dynamic Income Fund?

Institutional investors have bought a total of 22,676,043 shares in the last 24 months. This purchase volume represents approximately $420.70M in transactions.

Which PIMCO Dynamic Income Fund major shareholders have been selling company stock?

Of the 158 institutional investors that sold PIMCO Dynamic Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Howland Capital Management LLC ($712.92K), Arcus Capital Partners LLC ($332.03K), Orion Portfolio Solutions LLC ($281.03K), International Assets Investment Management LLC ($277.94K), Royal Bank of Canada ($193.73K), Raymond James & Associates ($185.83K), and Avantax Advisory Services Inc. ($158.46K).

How much institutional selling is happening at PIMCO Dynamic Income Fund?

Institutional investors have sold a total of 5,561,444 shares in the last 24 months. This volume of shares sold represents approximately $102.00M in transactions.


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This page (NYSE:PDI) was last updated on 2/22/2025 by MarketBeat.com Staff
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