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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$18.51 +0.17 (+0.93%)
(As of 05:34 PM ET)
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Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Fund (NYSE:PDI)

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$163.25M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$40.66M
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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
12/13/2024B. Riley Wealth Advisors Inc.138,123$2.83M0.1%-12.2%0.000%
11/25/2024World Investment Advisors LLC12,340$250K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC60,765$1.17M0.0%-6.4%0.000%
11/18/2024Sunbelt Securities Inc.2,400$49K0.0%+50.0%0.000%
11/15/2024MML Investors Services LLC70,457$1.43M0.0%-7.6%0.000%
11/15/2024Orion Portfolio Solutions LLC206,613$4.19M0.1%-2.5%0.000%
11/15/2024XTX Topco Ltd49,653$1.01M0.1%+235.1%0.000%
11/15/2024National Bank of Canada FI32,815$665K0.0%-37.8%0.000%
11/15/2024EP Wealth Advisors LLC21,234$430K0.0%-23.6%0.000%
11/15/2024Insigneo Advisory Services LLC19,140$388K0.0%+13.8%0.000%
11/15/2024Jane Street Group LLC31,729$643K0.0%+58.1%0.000%
11/15/2024Stifel Financial Corp102,223$2.07M0.0%-4.8%0.000%
11/15/2024Morse Asset Management Inc90,147$1.83M0.4%N/A0.000%
11/15/2024Integrated Wealth Concepts LLC10,647$216K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC288,379$5.85M0.0%+18.6%0.000%
11/15/2024Garden State Investment Advisory Services LLC70,789$1.44M0.4%+53.6%0.000%
11/15/2024Benjamin Edwards Inc.10,897$221K0.0%+22.3%0.000%
11/14/2024Tradition Wealth Management LLC51,877$1.05M0.1%-8.2%0.000%
11/14/2024L.M. Kohn & Company11,635$236K0.1%-10.8%0.000%
11/14/2024Captrust Financial Advisors183,687$3.72M0.0%-4.4%0.000%
11/14/2024Rockefeller Capital Management L.P.123,269$2.50M0.0%-1.5%0.000%
11/14/2024CreativeOne Wealth LLC16,717$339K0.0%N/A0.000%
11/13/2024NCP Inc.54,268$1.10M0.6%+11.1%0.000%
11/13/2024D.A. Davidson & CO.27,017$548K0.0%-5.5%0.000%
11/13/2024Bank of Montreal Can128,886$2.61M0.0%+12.3%0.000%
11/13/2024Private Trust Co. NA67,215$1.36M0.1%+55.5%0.000%
11/13/2024Horizon Kinetics Asset Management LLC87,188$1.77M0.0%+55.0%0.000%
11/12/2024M Holdings Securities Inc.47,448$962K0.2%-5.2%0.000%
11/12/2024Certified Advisory Corp30,404$616K0.1%+2.5%0.000%
11/12/2024Icon Wealth Advisors LLC7,995$162K0.0%-22.6%0.000%
11/8/2024MWA Asset Management16,465$334K0.2%+6.1%0.000%
11/8/2024Prospera Financial Services Inc14,736$299K0.0%N/A0.000%
11/7/2024Aviance Capital Partners LLC22,505$456K0.1%-16.8%0.000%
11/7/2024Drive Wealth Management LLC84,485$1.73M0.5%N/A0.000%
11/7/2024Thrivent Financial for Lutherans160,820$3.26M0.0%+3.2%0.000%
11/6/2024Huntington National Bank5,280$107K0.0%+93.4%0.000%
11/6/2024Kovack Advisors Inc.18,220$369K0.0%+4.4%0.000%
11/6/2024Oppenheimer & Co. Inc.36,503$740K0.0%N/A0.000%
11/5/2024First Heartland Consultants Inc.11,670$237K0.0%N/A0.000%
11/5/2024Arcus Capital Partners LLC38,940$789K0.3%-10.3%0.000%
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11/5/2024Harbour Investments Inc.9,321$189K0.0%-40.0%0.000%
11/5/2024Apollon Wealth Management LLC52,953$1.07M0.0%-18.2%0.000%
11/4/2024Baker Avenue Asset Management LP30,600$620K0.0%N/A0.000%
11/4/2024Disciplined Investments LLC10,000$203K0.1%N/A0.000%
11/4/2024Sigma Planning Corp51,852$1.05M0.0%+55.8%0.000%
11/1/2024Beta Wealth Group Inc.205,640$4.17M1.9%+2.8%0.000%
11/1/2024Bensler LLC130,178$2.64M0.3%+41.3%0.000%
10/30/2024Beacon Financial Advisory LLC32,529$659K0.2%+24.4%0.000%
10/30/2024Flagship Private Wealth LLC81,546$1.65M0.9%+50.8%0.000%
10/30/2024HF Advisory Group LLC52,747$1.07M0.5%+2.0%0.000%
10/30/2024United Advisor Group LLC15,934$323K0.1%+13.4%0.000%
10/30/2024World Equity Group Inc.11,766$238K0.1%N/A0.000%
10/29/2024Janney Montgomery Scott LLC325,320$6.59M0.0%+1.2%0.000%
10/29/2024Chicago Partners Investment Group LLC19,626$385K0.0%+12.5%0.000%
10/29/2024Farther Finance Advisors LLC4,067$82K0.0%+5,970.1%0.000%
10/28/2024TPG Advisors LLC10,939$222K0.2%-22.1%0.000%
10/28/2024Principal Securities Inc.196,966$3.99M0.1%+5.2%0.000%
10/28/2024US Bancorp DE3,682$75K0.0%+53.5%0.000%
10/28/2024Goldstone Financial Group LLC53,162$1.08M0.2%N/A0.000%
10/25/2024Diversify Wealth Management LLC16,296$320K0.0%N/A0.000%
10/25/2024Quarry Hill Advisors LLC153,827$3.12M2.1%+2.6%0.000%
10/25/2024Gateway Wealth Partners LLC11,062$224K0.1%-9.4%0.000%
10/24/2024J.W. Cole Advisors Inc.89,732$1.82M0.1%+45.5%0.000%
10/24/2024Wealth Enhancement Advisory Services LLC166,423$3.37M0.0%-19.5%0.000%
10/24/2024Consolidated Portfolio Review Corp40,227$815K0.2%N/A0.000%
10/24/2024PFG Investments LLC1,051,960$21.32M1.4%+10.3%0.000%
10/23/2024Outlook Wealth Advisors LLC37,551$761K0.2%+6.4%0.000%
10/23/2024Merkkuri Wealth Advisors LLC29,119$590K0.5%+121.6%0.000%
10/22/2024International Assets Investment Management LLC278,101$5.64M0.0%+1,633.6%0.000%
10/22/2024SOL Capital Management CO871,238$17.66M2.0%-2.6%0.000%
10/22/2024Private Advisor Group LLC586,952$11.90M0.1%+5.4%0.000%
10/22/2024Alexander Labrunerie & CO. Inc.88,629$1.80M0.8%+37.1%0.000%
10/21/2024Venture Visionary Partners LLC92,062$1.87M0.1%+2.7%0.000%
10/19/2024ACT Advisors LLC.18,585$377K0.2%-19.5%0.000%
10/19/2024Cyndeo Wealth Partners LLC71,779$1.46M0.1%-17.5%0.000%
10/19/2024Means Investment CO. Inc.200,663$4.07M0.5%+2.3%0.000%
10/18/2024Waypoint Capital Advisors LLC16,810$341K0.1%-23.7%0.000%
10/18/2024Key Client Fiduciary Advisors LLC27,664$561K0.3%+50.3%0.000%
10/18/2024Raymond James & Associates241,397$4.89M0.0%-43.5%0.000%
10/18/2024Capital Investment Advisors LLC11,879$241K0.0%-6.0%0.000%
10/18/2024Stratos Wealth Advisors LLC49,031$994K0.0%+7.4%0.000%
10/16/2024Consolidated Capital Management LLC694,438$14.08M6.1%N/A0.000%
10/16/2024Cornerstone Wealth Management LLC19,956$405K0.0%+14.6%0.000%
10/15/2024Dover Advisors LLC11,300$229K0.1%N/A0.000%
10/11/2024Creative Planning13,857$281K0.0%+20.4%0.000%
10/11/2024Paladin Wealth LLC1,450$29K0.0%N/A0.000%
10/11/2024Thomasville National Bank37,526$761K0.1%N/A0.000%
10/11/2024Wagner Wealth Management LLC605,014$12.26M3.3%-1.5%0.000%
10/10/2024Koshinski Asset Management Inc.26,475$537K0.0%-4.4%0.000%
10/10/2024Concourse Financial Group Securities Inc.4,260$87K0.0%+13.3%0.000%
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10/10/2024MorganRosel Wealth Management LLC88,766$1.80M0.6%+7.4%0.000%
10/10/2024Valeo Financial Advisors LLC24,968$506K0.0%+93.3%0.000%
10/9/2024Moisand Fitzgerald Tamayo LLC6,211$126K0.0%+237.6%0.000%
10/8/2024CWM LLC19,785$401K0.0%-35.5%0.000%
10/8/2024Future Financial Wealth Managment LLC25,623$519K0.4%+4.5%0.000%
10/8/2024Gill Capital Partners LLC175,211$3.55M1.3%-0.8%0.000%
10/8/2024Sage Capital Advisors llc28,747$583K0.2%+8.5%0.000%
10/8/2024Atomi Financial Group Inc.28,277$573K0.0%+5.3%0.000%
10/5/2024Harbor Investment Advisory LLC9,656$196K0.0%-49.1%0.000%
10/5/2024Capital CS Group LLC18,018$365K0.4%+20.8%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, 286 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were LPL Financial LLC ($47.59M), Bank of America Corp DE ($39.08M), Rivernorth Capital Management LLC ($32.25M), Atria Wealth Solutions Inc. ($27.55M), Cohen & Steers Inc. ($25.36M), UBS Group AG ($25.18M), 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 240 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: PFG Investments LLC ($1.11M), Consolidated Capital Management LLC ($694.44K), Gateway Advisory LLC ($623.71K), Private Advisor Group LLC ($597.48K), SOL Capital Management CO ($572.89K), International Assets Investment Management LLC ($547.97K), and Rivernorth Capital Management LLC ($515.19K).

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

Institutional investors have bought a total of 16,230,484 shares in the last 24 months. This purchase volume represents approximately $302.67M in transactions.

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

Of the 150 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 ($1.01M), Bank of America Corp DE ($613.57K), UBS Group AG ($442.30K), Arcus Capital Partners LLC ($332.03K), Orion Portfolio Solutions LLC ($277.99K), Raymond James & Associates ($185.83K), and Significant Wealth Partners LLC ($143.96K).

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

Institutional investors have sold a total of 5,720,998 shares in the last 24 months. This volume of shares sold represents approximately $105.14M in transactions.


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This page (NYSE:PDI) was last updated on 1/2/2025 by MarketBeat.com Staff
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